#1554 Anthony & John Pompliano | The Bitcoin Bull Run Is Back
5/27/2025 · 42 min · transcript via mlx
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Key topics
— Bitcoin price near $110,000 with 30,000 people attending the Bitcoin conference in Las Vegas; Bitcoin transitioning from contrarian to consensus asset as institutions and politicians embrace it.
— DJT entity announced $2.53 billion Bitcoin purchase, using public capital markets to raise funds and deploy into resilient long-term asset; similar to other companies adopting Bitcoin treasury strategies.
— Government cost-cutting (DOGE) efforts encountered bureaucratic resistance, media opposition, and political roadblocks; administration shifted messaging from "cutting waste" to "growing our way out" of fiscal problems.
— Regime change in fiscal policy: shift from deflationary tariff focus to inflationary money printing; government spending bills and lower interest rates likely to drive asset price appreciation across all classes.
— Timeless investing principles (dollar-cost averaging, long-term holding, understanding what you buy) apply to Bitcoin and emerging assets; caution against leverage and over-extended positions in volatile markets.
Market & price signals
— Bitcoin trading near $110,000 with significant leverage exposure identified (liquidation risk around $105,000). M2 Money Supply shows positive correlation with Bitcoin and equity prices; anticipated monetary expansion through government spending bills expected to drive inflation and asset appreciation. Public markets historically scrutinize overvaluation; WeWork, Rent the Runway, Allbirds cited as examples of bubbles being deflated. Bitcoin treasury company premium arbitrage noted as major capital driver, not just direct Bitcoin exposure.
Actionable insights
— Dollar-cost average into quality assets over long periods rather than timing markets or using leverage; nearly all Bitcoin buyers from the past four years are profitable today if held.
— Monitor government fiscal and monetary policy shifts closely: inflation regime change signals that savers in cash lose while investors in liquid, dollar-denominated assets (stocks, Bitcoin, gold, REITs) gain; prepare portfolio accordingly.
— Apply timeless investing principles (understand what you buy, hold long-term, learn from proven investors like Buffett or Druckenmiller) to new asset classes and industries rather than chasing trends or day-trading volatility.
Episode sponsorships
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