Pomp: Forget Inflation—Deflation and Dedollarization Explain Bitcoin's Price Action

Jan 30, 2026

33:51

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Episode notes

Anthony Pompliano and Jeff Park argue that deflation, not inflation, may be Bitcoin’s biggest headwind, challenging the narrative that fueled institutional adoption in 2020. They suggest institutions aren’t trying to exit fiat, but are instead integrating Bitcoin into the legacy system to attract new clients and revenue.

OUTLINE

00:00 - Introduction

01:30 - The Independent Investor

05:45 - Institutions & Bitcoin

08:20 - Bitcoin vs Altcoins

12:00 - Biggest Risks to Bitcoin

17:30 - The Weak Dollar Play

22:00 - AI & Occupy AI

28:15 - Favorite Investments

33:00 - Long-Term Outlook

Guest links:

Anthony Pompliano - https://x.com/APompliano
Jeff Park - https://x.com/dgt10011
Kelvin Sparks - https://x.com/imyoungsparks
Tim Copeland - https://x.com/timccopeland