The Pomp Podcast

Bitcoiners Predict MASSIVE Bull Market | Anthony Pompliano

95 snips
Apr 28, 2026
Big predictions about a massive bitcoin bull market driven by digital credit and institutional yield. Discussions on companies being urged to hold bitcoin as treasury protection. Teasers about a possible White House strategic bitcoin reserve announcement. Talk on regulation shifting to spur innovation and bitcoin framed as a top inflation hedge.
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INSIGHT

Digital Credit Could Power The Next Bull Run

  • Arthur Hayes predicts the next Bitcoin bull run will be driven by digital credit rather than retail buying.
  • He ties $4 trillion of created liquidity and his liquidity chart bottoming in November to an imminent breakout and a $125,000 end-of-year target.
INSIGHT

Small Flows From Private Credit Could Explode Digital Credit

  • Michael Saylor says digital credit adoption can explode if even 1–2% of the $3.5 trillion private credit market flows on-chain.
  • He points to specific instruments like STRC and SEDA hitting par as evidence digital credit is already working.
INSIGHT

Yield-Seeking Capital Could Mobilize Around Bitcoin Products

  • Anthony Pompliano frames digital credit as marrying Bitcoin's properties with fixed income yield that institutional investors chase.
  • He argues trillions in capital will line up for yield-bearing Bitcoin-linked products.
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