The Pomp Podcast Bitcoin Crashes to $89K — What Happens Next? | Anthony & John Pompliano
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Nov 18, 2025 
Joining the conversation is John Pompliano, an investor and market commentator. They dissect Bitcoin's recent plunge to $89K, exploring whale trading behaviors and the psychology of investors. The duo debates whether the Bitcoin four-year cycle remains intact and gives practical advice for long-term versus short-term strategies. Anthony shares insights on portfolio management, emphasizing a methodical approach to investing. They discuss the importance of cash positions during volatility and compare Bitcoin’s dynamics to gold's fluctuating correlations.
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Sentiment Crushed By Compressed 30% Drawdown
- Sentiment after the 30% crash is worse than many past crises because expectations were extremely high.
- Rapid, compressed drawdowns create reflexive selling that accelerates price declines.
Whale Activity Signals Both Selling And Accumulation
- Whales sold into the rally then began buying again near the 89,000 level, signaling institutional price discovery.
- On-chain movement of older coins can indicate selling but also non-sale transfers, so interpretation matters.
Stick To Your Investing Game
- Long-term investors should ignore short-term speculator noise and keep dollar-cost averaging.
- Short-term speculators should focus on charts and accept they play a different game.