The Pomp Podcast My Prediction For Bitcoin's Price In September | Anthony & John Pompliano
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Sep 2, 2025 The discussion kicks off with a dive into Bitcoin's potential price shifts and how the ongoing rise in gold contrasts with it. They explore the growing interest in Bitcoin from countries like El Salvador and the implications of central banks adopting cryptocurrencies. The pair also address the inefficiencies in government, advocating for privatization. Finally, they unpack the Bitcoin vs. Ethereum dynamic, focusing on market predictions and the impact of new investor trends as retail investors take the spotlight.
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Expectations Shape Perceived Underperformance
- Bitcoin's performance should be judged against expectations, not just relative assets like gold.
- Pompliano points out Bitcoin rose substantially in 2024, even if retail expects outsized yearly gains.
Treasuries Offer Negative Real Returns For Some Holders
- Many foreign central banks are reducing US Treasury purchases and reallocating into gold and other assets.
- Pompliano says holding treasuries now often yields negative real returns once currency debasement is counted.
Buying Bitcoin Publicly Risks A Currency Run
- Printing money to buy Bitcoin or gold signals loss of confidence in fiat and can trigger a run on the currency.
- That risk explains why major central banks hesitate to adopt Bitcoin despite its appeal.