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Anthony and John Pompliano dive into bitcoin’s latest price action — from the sharp sell-off and rising bear-market fears to what long-term investors should actually do right now. Anthony gets personal, breaking down how he invests, how he thinks about buying vs. selling, and why he separates the “gambling table” from the “long-term lounge.”
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Timestamps:
0:00 – Intro
1:17 – Bitcoin: what is going on?
8:31 – Comparing past cycles & long-term lounge mindset
13:25 – Thinking through macro, liquidity, & gold
18:18 – How average investors should think about bitcoin
30:38 – Thinking through volatility & investing strategies
36:51 – Will bitcoin be above or below $90K at end of the year?