The Pomp Podcast

Bitcoin’s Most Explosive Phase Starts Now | Anthony & John Pompliano

169 snips
Aug 12, 2025
The discussion kicks off with the current dynamics of Bitcoin and potential bullish trends ahead. They dissect the misconceptions surrounding tariffs and inflation's impact on the cryptocurrency. Ethereum and Solana are compared amidst changing investor strategies. The podcast highlights the advantages of Bitcoin over traditional assets like real estate and bonds. They also analyze market trends, emphasizing retail investors driving the recent rallies. It's a captivating exploration of crypto’s future in today’s investment landscape.
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INSIGHT

Tariffs Were Deflationary, Not Inflationary

  • Tariffs proved deflationary in practice, lowering prices for many imported goods instead of raising consumer inflation.
  • Anthony Pompliano argues this shifted capital back into markets and helped fuel asset rallies like Bitcoin.
INSIGHT

Money Printing, Not Tariffs, Will Raise Inflation

  • Pompliano expects modest rising inflation later this year driven by rate cuts and money printing, not tariffs.
  • He predicts higher asset prices as a result, benefiting Bitcoin, gold, and stocks.
ADVICE

Prepare For September Volatility Window

  • Expect a run into late Q3 with volatility around September options expirations and possible relief in early October.
  • Use that window to prepare for a larger leg up in Q4 or to reassess positions after the pullback.
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