In this solo episode, Anthony Pompliano explains why bitcoin is lagging while gold, silver, copper, and platinum are surging. He breaks down the forces driving the metals rally, how Wall Street adoption has reshaped bitcoin’s market structure, and why inflation expectations, global stability, and AI are influencing where capital flows today.
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0:00 – Bitcoin vs metals: what’s driving the divergence?
5:02 – Wall Street adoption & bitcoin’s market structure shift
8:46 – Bitcoin as a chaos & inflation hedge
12:24 – AI, attention, & competition for capital
13:33 – Final thoughts & long-term patience