Bitcoin Drops 40% - Should We Be Worried? | Anthony & John Pompliano
whatshot 60 snips
Dec 2, 2025
Bitcoin's recent drop of 40% sparks a lively discussion on market volatility and historical cycles. The hosts explore the implications of a potential Trump-appointed Fed chair and how it might reshape economic policies. They highlight the impact of political biases on financial decision-making and emphasize the need for clear thinking. Additionally, Michael and Susan Dell's $6.25 billion donation to foster youth investment accounts is celebrated as a significant step towards building the next generation of wealth.
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insights INSIGHT
Volatility Is A Feature Not A Bug
Bitcoin's 40% pullback is normal volatility and has happened repeatedly over the last decade.
Anthony Pompliano argues long-term adoption and network strength matter more than short-term price swings.
insights INSIGHT
Compare Bitcoin To Treasuries Honestly
Bitcoin has recently underperformed U.S. treasuries over the last 12 months, which Anthony highlights bluntly.
He warns against marketing narratives that ignore this relative performance when assessing risk.
volunteer_activism ADVICE
Avoid High Leverage On Volatile Assets
Avoid using high leverage on volatile assets like Bitcoin and leveraged ETFs unless you understand the risks.
Anthony Pompliano recommends most retail investors avoid leverage in their investment portfolios.
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Anthony and John Pompliano break down the chaos inside today’s markets — from Bitcoin’s pullback to what’s really happening with the ETFs. We dig into why Vanguard suddenly capitulated, how a Trump-appointed Fed chair could reshape the entire macro landscape, and why political goggles are destroying people’s ability to think clearly about money. Plus, we unpack Michael and Susan Dell’s massive $6.25 billion donation to jump-start investing accounts for 25 million American kids — and what it means for the next generation of wealth-building.
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Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world’s largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what’s happening in crypto in five minutes or less. Read the latest at https://experts.bitwiseinvestments.com/cio-memos. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.
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Timestamps:
0:00 – Intro
1:29 – Bitcoin’s price drop & volatility
10:12 – ETF vs spot bitcoin & leverage warnings
16:40 – Vanguard + institutions opening access to Bitcoin ETFs
21:39 – Trump’s Fed pick & Jerome Powell legacy
25:56 – Political goggles: data, bias & media narratives
33:45 – Doctors using ChatGPT & the future of expertise
36:38 – Michael & Susan Dell’s $6.25B Invest America
The Pomp Podcast