#1557 Anthony & John Pompliano | Countries Are RUSHING To Buy Bitcoin Now
6/3/2025 · 39 min · transcript via mlx
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Key topics
— Russia's largest bank launched a Bitcoin bond; bonds are becoming a financial mechanism to bring Bitcoin into traditional markets, with potential for government "BitBonds" that allocate a portion of debt proceeds to Bitcoin purchases.
— Pakistan announced a strategic Bitcoin reserve, signaling that nation states will follow countries in hoarding Bitcoin similarly to gold and petroleum reserves.
— Bitcoin hash rate reached an all-time high due to hardware efficiency improvements, cheaper access to capital, and growing global computing power allocation to mining.
— The S&P 500 returned 6% in May (the best May in 35 years), a historically rare event that has preceded 20% average gains within 12 months in all six prior occurrences.
— Retail investors have purchased $50 billion in stocks since March/April and buy heavily on down days; their market share is rising toward parity with institutions.
— U.S. tariffs did not cause inflation as widely predicted; GDP growth is expected to boom in Q2, contradicting recession predictions.
Market & price signals
— Bitcoin traded at approximately $69,000 on November 1st and has risen to $105,000, a 50% gain in less than one year. However, much of the capital flowing into Bitcoin through companies is being hedged via short positions, dampening price appreciation. The S&P 500's May performance (6% gain) is a statistically significant predictor of long-term outperformance. Retail investors on down days see next-day market returns of 0.36% versus historical average 0.02%—a 15x multiplier effect. Tom Lee and the host project new all-time highs for the S&P before year-end, supported by deficit spending, Q2 GDP growth, steady job creation, and deregulation tailwinds.
Actionable insights
— Diversify into Bitcoin bonds and explore government-backed Bitcoin instruments as sovereign nations and institutions increasingly treat Bitcoin as a strategic reserve asset alongside gold.
— Dollar-cost average into both Bitcoin and broad equities (S&P 500); historically, May performances above 5% growth correlate with 84% near-term and 100% long-term outperformance regardless of geopolitical noise.
— Monitor Q2 GDP growth and job data rather than political headlines; growth and employment stability are the primary drivers of asset price appreciation, and tariff-driven recession predictions have proven incorrect.
Episode sponsorships
Paid placements mentioned in this episode. BTC Pods is not sponsored by or affiliated with these advertisers. Links are included so you can find offers mentioned on the show.
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