#1436 Anthony & Polina Pompliano | Bitcoin $100,000 Coming Soon?!

— Bitcoin's rapid ascent to nearly $90,000, driven by supply shock recovery post-halving, easing monetary policy, and Wall Street under-allocation; Bitcoin's price action is signaling alarm about accelerating government spending and $850 billion added to national debt in 90 days.

— Elon Musk's $70 billion wealth gain post-Trump election and his $130 million campaign spend; argument that Musk may actually be underpaid relative to value creation and serves as a role model for young men in America.

— Trump tax cut promises—including tips, overtime, social security, and various deductions—face tension with deficit reduction goals; possible 60–80% government spending cuts could offset without increasing deficits, but requires political will and structural reform.

— Harris campaign spending of $1 billion that resulted in $20+ million debt, with poor allocation choices (Oprah endorsement $1M, concerts $20M, influencers $4M); contrast with Trump's organic, low-cost supporter engagement and product-market fit approach.

— Gary Gensler's SEC tenure likely to be reassessed positively over time due to approvals of Coinbase IPO and Bitcoin and Ether ETFs; candidates for SEC chair include Dan Gallagher and Paul Atkins, both with crypto-friendly regulatory experience.

— Government inefficiency exemplified by TSA bloat, public education literacy crisis (21% of US adults illiterate, 54% below sixth-grade reading level), and lack of accountability; need for entrepreneur-led operational overhaul and zero-based budgeting.

— View Bitcoin's price action as a signal about fiscal policy deterioration and central bank buying trends; monitor whether the U.S. establishes a Bitcoin Strategic Reserve, which would trigger global FOMO and systemic demand from sovereign wealth funds and central banks.

— Expect regulatory environment to shift significantly under Trump administration; prioritize understanding how SEC leadership change (likely Gallagher or Atkins) will affect crypto compliance requirements and market access for retail and institutional investors.

— Position for potential government spending cuts and efficiency gains in select agencies as proof-of-concept; be aware that high-profile department transformations (like TSA or education) could create short-term friction but signal longer-term policy direction.