The Pomp Podcast Why Is Bitcoin’s Price Going Down? | Anthony & John Pompliano
57 snips
Aug 26, 2025 Discover the reasons behind Bitcoin's recent price drop, from market dynamics to seasonal trends. The hosts delve into the evolving landscape of Bitcoin investments and the impact of ETFs on volatility. They explore the significance of Bitcoin in modern culture, comparing it to gold in Indian traditions. Additionally, the discussion tackles Jerome Powell's interest rate strategies amid public pressures and highlights concerns around wealth inequality. It's a captivating look at cryptocurrency and its intricate ties to the broader economy.
AI Snips
Chapters
Transcript
Episode notes
Seasonal Reset Builds A Stronger Base
- Bitcoin's September weakness is partly seasonal and partly a market reset wiping out leverage.
- Corrections create a healthier foundation for future gains rather than a straight-line move up.
Correlation Rises With Institutional Adoption
- Bitcoin's correlation to other assets changes as holders diversify from cypherpunks to institutional portfolios.
- As institutions allocate to Bitcoin, it behaves more like a portfolio asset and shows higher correlation with stocks.
Bitcoin Amplifies Money-Supply Movements
- Global M2 money supply moves many assets, and Bitcoin is the most sensitive to those changes.
- If global money supply grows, Bitcoin typically magnifies that effect compared with other assets.