#1544 Anthony & Polina Pompliano | Why Isn’t Bitcoin $150K If Everyone’s Buying?

— Bitcoin's price has risen from $69,000 in November to $94,000 currently, delivering 50% returns over the last year and outperforming gold despite investor sentiment that gains are insufficient.

— Warren Buffett recently acknowledged that fiscal policy and currency devaluation scare him, aligning with Bitcoin advocates' concerns while Berkshire Hathaway stock fell 6% when he announced his retirement, suggesting a "Buffett premium" was priced into the company.

— The U.S. economy shows mixed signals: inflation has dropped to 1.5%, jobs are being created at 177,000 per month, yet consumer confidence hit its lowest level since 2011, creating a divergence between sentiment and actual economic data.

— Scott Bessent's "reprivatization" agenda calls for reducing public sector spending and jobs while deregulating the private sector to shift economic growth from government-dependent to market-driven growth.

— Media outlets are amplifying fear narratives about tariffs and economic collapse while the stock market has recovered 11% in one month and remains only 3.5% down year-to-date, demonstrating a gap between headlines and market reality.

— Polina Pompliano's profile of real estate entrepreneur Ryan Serhant examines how modern founders leverage media distribution and audience-building as competitive advantages against traditional incumbents.

— Bitcoin: $94,000 currently, up 50% over 12 months and 25% since November; up positive year-to-date while stocks are down 3.5%.

— Gold: up 45% over the last 12 months.

— S&P 500: down 3.5% year-to-date but up 11% in the last 30 days; stock market volatility has reversed quickly from March lows.

— Inflation: dropped from over 3% in December to under 1.5% currently, driven by declines in food and gas prices.

— Jobs data: 177,000 jobs added in April, exceeding expectations.

— Berkshire Hathaway: stock fell 6% upon Buffett's retirement announcement, suggesting approximately 5–10% of market cap was attributable to the "Buffett premium."

— M&A activity remains robust (Pershing Square investing $900M in Howard Hughes Holdings; Google acquiring Wiz; OpenAI buying Windrow for $3B), indicating healthy dealmaking despite economic uncertainty.

— Dollar-cost average into Bitcoin and equities rather than trying to time the market; major institutions and public companies are buying across all price levels, and price-insensitive buyers reduce the likelihood of sustained price depression.

— Ignore fear-driven media headlines and focus on actual economic data (jobs, M&A activity, consumer spending, market recovery) to make investment decisions, as consensus sentiment has historically been wrong during volatile periods.

— Position portfolios for the transition from public-sector-driven growth to private-sector growth, as deregulation and capital reallocation favor entrepreneurship, innovation, and risk-taking over government-dependent business models.