#1581 Anthony & Polina Pompliano | The Bitcoin Bull Run Is Far From Over

— Bitcoin's hash rate hits all-time highs while price reaches $118,000, signaling a maturing market with structural support from ETF inflows and record buyer-to-seller ratios.

— The Trump administration negotiated a trade deal with the EU securing 15% tariffs on European goods, €600 billion in U.S. investments, hundreds of billions in military equipment purchases, and market access—described as a decisive win in geopolitical negotiation.

— Tariffs are not inflationary as previously feared; instead, they generate revenue (estimated $3 trillion over a decade) and provide negotiating leverage that strengthens the U.S. position globally.

— The U.S. economy remains the world's most attractive destination for capital, with foreigners buying record levels of American debt and equities, and the dollar used in nearly 50% of global payments.

— American exceptionalism and capitalism continue to drive innovation (reusable rockets, self-driving cars, genetic editing) and GDP growth potential, positioning the country for sustained economic outperformance.

— Bitcoin serves as the best savings technology, offering purchasing power appreciation that can help individuals build wealth and financial security over time.

— Own Bitcoin as portfolio insurance: With 600%+ more buyers than daily supply, price mechanics favor accumulation; Bitcoin's purchasing power has outpaced home prices and is now cheaper per median-home equivalent than ever, making it the best savings technology available.

— Position for American economic renaissance: Tariff deals generate revenue, reduce debt burden, and attract foreign investment; combined with innovation momentum, the U.S. is entering an economic boom cycle—allocate capital to American equities and assets rather than international alternatives.

— Monitor tariff revenue and fiscal discipline: The $3 trillion tariff windfall is meaningful but only solves ~10% of national debt over a decade; watch whether the government cuts expenses alongside revenue gains to avoid continued money printing, which would require larger asset positions to preserve purchasing power.