The Pomp Podcast Has Bitcoin Finally Bottomed? | Anthony & John Pompliano
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Nov 25, 2025 The discussion dives into whether Bitcoin has truly reached its bottom and examines the impact of market psychology and institutional constraints on volatility. They challenge traditional poverty metrics, arguing that the actual poverty line may be higher than reported. The hosts also explore the implications of rate cuts, declining inflation, and the influence of immigration and AI on the economy. Personal finance education is emphasized as a crucial tool for improving financial outcomes for Americans.
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Bitcoin's Short-Term Bottom Signal
- Bitcoin and stocks moved together through extreme panic, with fear gauges at record lows indicating a likely short-term bottom.
- Lower volatility and a roughly 40% drawdown from the ATH suggest Bitcoin may have reached max short-term pain.
Volatility Decline Shrinks Drawdowns
- Bitcoin's volatility has fallen by about half, implying smaller future drawdowns compared to past 80% crashes.
- A 40% drawdown from the 126k ATH aligns with recent moves and explains the rapid capitulation then relief.
Use Small Allocations To Manage Risk
- Avoid emotional trading during big swings; institutions prefer stable risk-managed returns over wild volatility.
- Consider small allocations to Bitcoin to improve portfolio Sharpe ratio while managing client expectations.
