The Pomp Podcast Larry Fink Is RIGHT About Bitcoin | Anthony & John Pompliano
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Dec 16, 2025 
Anthony Pompliano, a prominent investor and Bitcoin advocate, shares insights into the current Bitcoin landscape. He discusses Larry Fink's view of Bitcoin as an 'asset of fear' and analyzes the emerging volatility dynamics in the market. The conversation delves into institutional demand, recent jobs data, and competing economic narratives. Anthony also touches on the seasonal 'Santa rally', Bitcoin's evolving role as a store of value, and the importance of long-term holding discipline amidst market fluctuations.
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Bitcoin As An Asset Of Fear And Stability
- Larry Fink called Bitcoin an "asset of fear," which Anthony agrees reflects part of demand dynamics.
- Bitcoin's suppressed volatility creates shallower drawdowns, attracting institutional capital over time.
Lower Volatility Attracts Institutions
- Bitcoin's lower volatility reduces both upside and downside, making it more palatable to large pools of capital.
- Shallower drawdowns entice new institutional flows and change the investor base over time.
Evaluate Returns Over Multi-Year Windows
- Don't fixate on short arbitrary timeframes when evaluating returns; look at multi-year performance.
- If you dislike volatility, choose stocks instead of expecting Bitcoin to behave like them.