#1383 Phil Rosen & Anthony Pompliano | Bitcoin Reveals The Trump Trade Is On!

— Russell 2000 small caps gained 12% year-to-date with 90% of those gains coming in the last week, driven by expectations of Fed interest rate cuts that will make cheaper capital available to debt-heavy smaller companies.

— Interest rate policy is the primary driver of rotation between large-cap tech and small-cap stocks; lower rates favor smaller companies, while higher rates favor large tech companies with minimal debt.

— The "Trump trade" reflects both speculation based on 2016 precedent (deregulation, weak dollar) and actual policy proposals (15% corporate tax rate, crypto-friendly stance), though some support appears driven by narrative rather than financial self-interest.

— Bitcoin's recent price strength stems primarily from the assassination attempt on Trump on Saturday, which created uncertainty and political risk rather than Trump's rising election odds alone; crypto was the only liquid market open to express this view.

— Jamie Dimon and other traditional finance figures changing their stance on Bitcoin demonstrates that facts and performance data (purchasing power protection, network strength, regulatory acceptance) matter; the Bitcoin community should welcome converts rather than criticize them.

— Business leaders gravitating toward Trump reflects preference for pro-business, pro-growth messaging over perceived regulatory overreach, though long-term implications of weaker dollar and deregulation remain uncertain and debatable.

— Watch for continued rotation from large-cap tech into small caps and financials if the Fed signals rate cuts; this trade benefits debt-heavy companies poised to access cheaper capital.

— Assess exposure to deregulation beneficiaries (financials, energy, small-cap cyclicals) versus risks from potential inflation or wider deficits if corporate tax cuts do not increase net tax revenue as promised.

— Monitor how political figures like Jamie Dimon and Larry Fink adopt pro-Bitcoin messaging; their credibility in traditional finance may accelerate institutional acceptance more than grassroots advocacy, so welcoming converts may prove strategically valuable.