Altucher Uncensored

Crypto: “Don’t Fight City Hall”

Against the electrifying backdrop of SXSW in Austin, Texas, Paradigm’s iconoclast investor James Altucher hosted a spirited event to discuss the pivotal tech investments poised to define 2025.

For three immersive hours, James and his team of expert analysts tackled a barrage of questions from an engaged audience — spanning the spectrum from crypto’s choppy trajectory to biotech’s transformative potential and the ever-evolving dynamics of global trade.

In case you missed our FREE Tech Turning Point 2025 event yesterday, today’s recap provides an exclusive sneak peek.

But for the full scope of insights and strategies — plus specific tickers — viewers are strongly encouraged to watch the replay. (More on that in a moment.)

Amidst prevailing market jitters, James underscores a crucial statistic: Bitcoin is up 80% from its 52-week low.

“Crypto feels like it's crashing,” he acknowledges, “but Bitcoin is 80% off the lows.” His core message is clear: Resist panic and maintain a long-term perspective.

Pointing to the U.S. government’s evolving stance on cryptocurrency, James emphasizes the growing recognition of Bitcoin as a strategic asset.

The potential implications of government accumulation, he argues, could be transformative, driving Bitcoin’s value to unprecedented heights. (Bitcoin $1 million?)

Referencing the time-honored market adage “Don't fight City Hall,” James posits that aligning with governmental interests can be a strategic advantage in the crypto sphere.

Further bolstering this optimistic outlook, he notes the recent regulatory shift allowing banks to take custody of Bitcoin, a move that signals growing institutional acceptance and maturity within the crypto market.

“This is a huge bullish sign for crypto,” James adds.

As for overall market jitters, James offers an historical perspective, reminding that market downturns are often followed by periods of robust growth and opportunity.

Citing examples including the 1987 stock market crash, the aftermath of the 9/11 terrorist attacks and the 2008 financial crisis, he emphasizes that periods of fear and uncertainty often present attractive buying opportunities for astute investors.

“The 10 biggest days in market history happened during bear markets,” James notes, encouraging investors to view the current uncertainty as a chance to acquire assets at discounted prices.

He emphasizes that now is the time to look for opportunity, not to drop out of the market.

James references famed 20th-century investor Bernard Baruch who famously quipped: “I bought too early and sold too soon.” Thus, James encourages investors to resist the temptation to time the market and to embrace a long-term investment horizon.

Trump’s Tariff Tango

James also challenges conventional economic wisdom, arguing that tariffs are not inherently inflationary.

Instead, he presents them as strategic instruments designed to fortify supply chains and facilitate geopolitical negotiations.

Citing the example of tariffs imposed on Chinese chips, which spurred Taiwan Semiconductor’s substantial investment in U.S.-based manufacturing facilities, he illustrates how tariffs can incentivize domestic production and enhance economic resilience.

“Tariffs by themselves do not cause inflation,” James asserts. “These things are not to generate revenue but are strategic negotiating points.”

Drawing a distinction between the current tariff landscape and the protectionist measures of the 1930s — such as the Smoot-Hawley Tariff Act — James emphasizes the targeted and strategic nature of contemporary tariffs.

Unlike the broad-based tariffs of the Smoot-Hawley era, which exacerbated the Great Depression, James argues these tariffs are focused on specific industries and are designed to address specific geopolitical concerns.

Two Controversial Catalysts?

Paradigm’s team of experts delve into Elon Musk’s ambitious construction of the AI supercomputer “Colossus” in Memphis, Tennessee.

Equipped initially with 100,000 Nvidia H100 chips — now doubled to 200,000, with plans to scale to 1 million — this supercomputer is poised to unlock unprecedented AI capabilities, potentially revolutionizing industries and reshaping the technological landscape.

This initiative aligns with DOGE’s efforts to modernize the federal government, with Musk leveraging his technological prowess to enhance efficiency and drive innovation within the public sector.

“He understands how to create new technologies, faster, cheaper and more efficiently,” James points out, emphasizing Musk’s unique ability to drive innovation within traditionally bureaucratic systems.

The panel discussion pivoted to examining the influence of RFK Jr. on the biotech industry.

While acknowledging Kennedy’s controversial public image, the panelists observe that his focus on health advocacy has spurred innovation and investment in the biotech sector.

James chimes in: Regardless of what you think of the new secretary of Health and Human Services, more people are getting interested in and, therefore, investing in the biotech space.

“RFK Jr. is creating new interest in the biotech industry,” Paradigm’s science-and-tech expert Ray Blanco remarks, highlighting the potential for Kennedy’s advocacy to drive further advancements in medical research and health care solutions.

Unlocking the Full Replay

This recap provides a tantalizing glimpse into the wealth of knowledge shared at the Paradigm’s Tech Turning Point 2025. But…

To gain access to the specific tickers James and his team are monitoring… the comprehensive analysis underpinning their predictions… and the full scope of their 2025 outlook, we strongly encourage you to watch the replay.

Which includes…

• James' Top Quantum Play: Uncover the quantum investment that James believes will deliver exponential returns

• The Premier Cryptocurrencies for Growth: Identify the digital assets best positioned for substantial gains

• Capitalizing on Political Shifts: Learn how to leverage changing political dynamics to unlock lucrative investment opportunities

• Uncover Five Long-Term Plays: Access five promising tickers handpicked by the Paradigm team for enduring wealth creation.

By viewing the replay, gain a decisive edge in today’s rapidly evolving markets and position your portfolio for success in the face of technological disruptions and economic transformations.

James and his team of expert analysts want to help set you up for life…

Cheers! It wouldn’t be a Paradigm event without the “Whiskey Bar”
Find out what everyone’s drinking…

Don’t miss this chance to tap into the collective wisdom of Paradigm’s team of experts. Watch the replay now and chart your course forward. Join James and the rest of his Paradigm team!

Inflation Check as Stocks Stabilize

Before we go, we’ll take Mr. Market’s pulse — starting with the February inflation numbers.

For once, the numbers came in cooler than expected — up 0.2% month-over-month, which translates to an official year-over-year inflation rate of 2.8%. Helping matters is a slight drop in energy prices compared with a year earlier.

But really, these numbers are nothing to celebrate: A 2.8% inflation rate in February is still higher than 2.4% last September.

Nor will the numbers alter the Federal Reserve’s thinking at its next meeting a week from today: The Fed will stand pat as it did in late January, leaving the benchmark fed funds rate at 4.5%.

Whether it’s the inflation numbers or just sheer exhaustion from the past few days’ selling, the major U.S. stock averages are stabilizing for the moment.

The S&P 500 is up a quarter percent on the day at 5,587. The tech-heavy Nasdaq is up nearly 1% while the Dow is down a half percent.

The Dow continues to struggle in the face of ever-changing tariff headlines: Washington will not double its tariff on Canadian steel and aluminum after all, and the Canadian province of Ontario is dropping its new surtax on electricity sent across the U.S. border.

But an across-the-board tariff on all imported steel and aluminum is now in effect and the European Union says it’s drawing up a “strong but proportionate” response while Canada is announcing its own tit-for-tat tariffs on U.S. goods.

Precious metals are holding steady — gold at $2,918 and silver a nickel shy of $33. Crude continues to rebound from last week’s lows, up nearly 2% at $67.51. Bitcoin sits at $81,600.

We’ll be back tomorrow, reader, with your daily round of 5 Bullets. Until then, take care!

Best regards,

Emily Clancy
Associate editor, Paradigm Pressroom's 5 Bullets