The Pomp Podcast Larry Fink Is RIGHT About Bitcoin | Anthony & John Pompliano
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Dec 16, 2025 
Anthony Pompliano, a prominent investor and Bitcoin advocate, shares insights into the current Bitcoin landscape. He discusses Larry Fink's view of Bitcoin as an 'asset of fear' and analyzes the emerging volatility dynamics in the market. The conversation delves into institutional demand, recent jobs data, and competing economic narratives. Anthony also touches on the seasonal 'Santa rally', Bitcoin's evolving role as a store of value, and the importance of long-term holding discipline amidst market fluctuations.
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Evaluate Returns Over Multi-Year Windows
- Don't fixate on short arbitrary timeframes when evaluating returns; look at multi-year performance.
- If you dislike volatility, choose stocks instead of expecting Bitcoin to behave like them.
Same Data, Two Political Narratives
- Jobs data can be spun into opposing narratives; both better-than-expected payrolls and weak underlying hiring exist.
- Anthony trusts social media sentiment more than the University of Michigan survey after its sampling change.
Be Cautious With Santa Rally Expectations
- Watch the typical end-of-year 'Santa rally' window (Dec 15 to year-end) but don't assume it always occurs.
- Market psychology and position-cleaning often drive modest year-end gains, not guarantees.