Wall Street Is ALL-IN On Bitcoin | Anthony & John Pompliano

— Bitcoin rebounded above $75,000 after losses during the Iran conflict, signaling resilience as a non-sovereign, decentralized digital asset during geopolitical turmoil.

— Deflation, not inflation, is the greater macro risk, driven by tariffs, deportations, AI, and robotics—outweighing short-term oil price spikes.

— The S&P 500 is having one of its best years on record despite geopolitical tensions; intra-year drawdown remains below the historical 14% average.

— AI and robotics are increasing productivity and job creation, not net job loss; experience and retraining are becoming more valuable than entry-level positions.

— Wall Street banks (BlackRock, Fidelity, Morgan Stanley) are in a competitive race to capture Bitcoin ETF assets, creating sustained institutional demand.

— Bitcoin down ~11% year-to-date and approximately $50,000 off its all-time high of $126,000.

— PPI headline came in at 4.0% versus consensus forecast of 4.6%—a significant miss that contradicts inflation panic narratives.

— Truflation data revised down sharply on April 2nd from 1.7% to 1.2%, driven by deflationary pressure in food, utilities, transport, and housing sectors.

— Oil trading at ~$100/barrel due to Iran conflict; could fall to $50–$60 if conflict resolves, representing a potential 50% decline.

— Morgan Stanley's Bitcoin ETF achieved their most successful fund launch ever; competition among Wall Street asset managers for Bitcoin ETF flows is intensifying.

— Focus on long-term thesis rather than short-term volatility and geopolitical noise; disciplined investors outperform emotional traders chasing daily headlines.

— If you work in any industry, develop AI competency immediately—those who understand and implement AI gain job security, higher pay, and rapid advancement ("take the elevator up").

— Scarcity (Bitcoin's fixed supply) combined with institutional capital flows from major asset managers (BlackRock, Fidelity, Morgan Stanley) creates persistent bid support; consider Bitcoin's role in a deflationary environment with asset inflation.