▶ Coinbase Website: Coinbase.com
▶ CEX Website: cex.io
Anthony and John Pompliano break down what’s really happening in the bitcoin market — why price has stalled, how volatility is evolving, and what most investors are missing about the next phase of this cycle. We also dig into the Federal Reserve’s rate-cut debate, the broader economic backdrop, and how liquidity conditions are shaping risk assets — with a brief touch on BUD/S training and why discipline matters in markets and life.
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⏰ TimeStamps:
0:00 – Intro
0:25 – Larry Fink: bitcoin as an “asset of fear” & why price has stalled
7:10 – Why drawdowns matter less over time
11:00 – Jobs data, wages, & the macro split narrative
15:55 – Consumer sentiment vs social media sentiment
18:02 – Santa rally & market psychology
19:32 – Can anyone catch up to Strategy?
25:22 – Has the bitcoin narrative changed? & 2026 outlook
39:07 – BUD/S training comparison & volatility
#Bitcoin #AnthonyPompliano #Pomp
▶ Coinbase Website: Coinbase.com
▶ CEX Website: cex.io
Youtube version