How to Prepare for the Next Bitcoin Bull Market | Anthony & John Pompliano

— Bitcoin reached an all-time high with record inflows of $6 billion; the debasement trade is now mainstream as governments continue printing money and institutions capitulate to client demand for crypto exposure.

— BlackRock's Bitcoin ETF is now their most profitable product, making BlackRock effectively a Bitcoin company and validating the asset class to financial advisors and institutions globally.

— Wall Street has shifted from ridicule to acceptance; major banks including Morgan Stanley, Vanguard, and others now recommend Bitcoin allocations (2–4%) after years of dismissal.

— Bitcoin has outperformed gold and all productive assets over multi-year periods; Bitcoin up 100% year-over-year versus gold up 50%, and Bitcoin is superior on portability, divisibility, and scarcity.

— September 2025 delivered Bitcoin's best month in 15 years (contrary to historical trends), and Q4 Bitcoin averages ~60% returns since 2015; multiple all-time highs recorded daily in early October.

— Investors should prepare for downside volatility (80%+ drawdowns possible) by right-sizing allocations to their time horizon and risk tolerance, then hold through storms without panic-selling.

— Bitcoin reached all-time highs last week; $6 billion in record inflows into crypto.

— S&P 500 up 100% since 2020 but down 90% when priced in Bitcoin; gold up 50% year-to-date; Bitcoin up ~35% year-to-date but up 100% over one year and up 1000% (10x) over five years.

— Gold approximately $26–27 trillion market cap; Bitcoin approximately $2.5 trillion, roughly 10% of gold; Bitcoin performance doubling gold's over the past year suggests market share consolidation ahead.

— Five consecutive all-time highs in S&P 500, NASDAQ, and Dow in first six trading days of October 2025.

— Missing a single trading day (April 9th) cost investors ~10 percentage points of annual returns; staying fully invested from year-start yields ~14% versus 4% for late entrants.

— Build a Bitcoin allocation sized to your time horizon and risk tolerance (not 0%, but scale higher if you have decades ahead); ensure allocation is large enough to matter but small enough you can sleep through 80% drawdowns without panic-selling.

— Prepare for downside volatility before the bull market ends by stress-testing your portfolio; if you can hold through a 50%+ correction without action, you can enjoy upside capture with confidence and avoid emotional selling that locks in losses.

— Recognize that time in the market beats timing the market; missing key rally days costs significantly, so stay fully invested in diversified, high-quality assets (Bitcoin, stocks, gold) rather than trying to call market tops and bottoms.