The Pomp Podcast Bitcoin Falls While Government Shutdown Looms
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Sep 30, 2025 Bitcoin's struggle to climb higher sparks a deep dive into investor perspectives and market dynamics. Discussions unveil how different investors approach Bitcoin, highlighting the allure of public companies involved in crypto. The looming government shutdown raises concerns about politics and its impact on services. Delving into economic data, the hosts critique the reliability of government job statistics and advocate for private data sources to refine measurements. It's a blend of financial insights and political analysis that keeps you engaged.
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Bitcoin's Recent Performance And Gold Lag
- Bitcoin rose ~300% from Jan 2024 to today, so disappointment ignores recent strong gains.
- Bitcoin's moves often lag gold by ~100 days, suggesting a possible October–November run.
Public Stocks Fragment Bitcoin Demand
- Demand for Bitcoin fragments because public stocks trading at premiums don't translate $1 to $1 into spot Bitcoin demand.
- Hedged investors can neutralize spot exposure by shorting Bitcoin while buying premium stocks, muting price impact.
Match Exposure To Your Time Horizon
- Decide your time horizon before choosing exposure: traders need derivatives knowledge, savers do not.
- Save Bitcoin if your goal is long-term accumulation and avoid trading noise.