#1581 Anthony & Polina Pompliano | The Bitcoin Bull Run Is Far From Over

Unknown Source July 30, 2025 36 min

artificial-intelligence investment startup microsoft google

56 Companies

65 Key Quotes

3 Topics

🎯 Summary

Podcast Summary: #1581 Anthony & Polina Pompliano | The Bitcoin Bull Run Is Far From Over

This 35-minute episode of the Pomp Podcast, featuring Anthony Pompliano (Pomp) discussing the current state of Bitcoin and recent geopolitical trade developments, centers on the thesis that Bitcoin’s structural strength suggests its bull run is far from over, while simultaneously asserting the resurgence of American economic dominance, exemplified by recent trade negotiations.

1. Focus Area

The discussion primarily focused on two distinct areas:

Bitcoin Fundamentals and Market Structure: Analyzing the relationship between Bitcoin’s all-time high hash rate and its price action, and how the introduction of ETFs has structurally changed market volatility.
Geopolitics and Trade: Analyzing the perceived success of recent trade negotiations (specifically referencing a hypothetical or actual agreement involving the EU and a Trump administration stance) to illustrate American economic leverage and global standing.

2. Key Technical Insights (Bitcoin)

Hash Rate as Security Metric: The Bitcoin network’s hash rate hitting an all-time high confirms it is the most secure decentralized computer network globally, vastly exceeding the combined power of AWS, Azure, and Google Cloud.
Incentive Alignment: The daily mining reward (over $100 million) strongly incentivizes miners to continuously secure the network, converting real-world energy into economic value for the asset.
ETF Impact on Volatility: Since the approval of Bitcoin ETFs, the market structure has shifted from volatile booms/busts to a more consistent, 45-degree upward grind, indicating muted volatility and persistent institutional demand.

3. Market/Investment Angle

Demand Outstrips Supply: Currently, buyers (largely driven by ETFs) are absorbing over 600% of the daily new supply of Bitcoin, necessitating price appreciation to balance the market.
Price Target Moderation: While the structural outlook is excellent, the expectation for the end of the year is a move toward $150,000, rather than extreme figures like $400,000, reflecting the maturation of a $2.3+ trillion asset class.
Reduced Volatility is Key: The decreasing volatility is crucial, as it makes Bitcoin an increasingly attractive asset for institutional capital that prefers steady upward movement over extreme boom/bust cycles.

4. Notable Companies/People

Anthony Pompliano (Pomp): Host and primary analyst, emphasizing Bitcoin’s security and economic narrative, and promoting his Independent Investor Summit.
Donald Trump: Referenced as the figurehead driving the aggressive trade negotiation stance discussed in the geopolitical segment.
European Commission/EU Leaders: Portrayed as the counterparties in the trade negotiation who conceded significant ground due to perceived internal weakness and reliance on US support/markets.
Polkadot: Mentioned in an advertisement as a scalable, decentralized blockchain solution, sometimes called the “AWS of Web3.”

5. Regulatory/Policy Discussion

The discussion heavily implied a shift in US trade policy favoring reciprocity. The hypothetical 15% tariff on EU goods was framed as correcting an imbalance where Europe enjoyed free access to the US market while restricting American products. The core policy takeaway is the assertion that the US is leveraging its position as the “big brother” to enforce a more even playing field in international trade, particularly concerning defense procurement and energy sales.

6. Future Implications

The conversation suggests a future where:

Bitcoin continues its maturation into a less volatile, institutionally accepted asset, leading to sustained price appreciation.
US Economic Policy under a specific political framework will prioritize aggressive reciprocity in trade, potentially leading to more favorable terms for American producers globally.
Geopolitical Dynamics will see the US asserting clear leadership, forcing allies to pay for services (like defense) and open their markets.

7. Target Audience

This episode is most valuable for Crypto Investors (especially Bitcoin holders) seeking validation and structural analysis of the current bull market, and Finance Professionals/Strategists interested in the intersection of macroeconomic policy, trade dynamics, and asset valuation.

🏢 Companies Mentioned

Astro Network ✅ Web3 Infrastructure/Project

Mythical Games ✅ NFT/Gaming/Web3

Black Friday ✅ unknown

Great Depression ✅ unknown

South American ✅ unknown

The Europeans ✅ unknown

Two World Wars ✅ unknown

Financial Times ✅ unknown

Astro Network ✅ unknown

Mythical Games ✅ unknown

Gavin Wood ✅ unknown

Cedar Falls ✅ unknown

Simple Mining ✅ unknown

Bitteson Ship ✅ unknown

Joe Biden ✅ unknown

💬 Key Insights

"We are living through a time where decentralized digital currency is taking hold globally."

Impact Score: 10

"The tariffs are not inflationary. The tariffs also have significantly improved our negotiating leverage on a global stage, and we are going to see a renaissance from an economic standpoint in America."

Impact Score: 10

"I tweeted and I said, 'Stocks and Bitcoin going back to all-time highs before the end of the year. Very likely.'"

Impact Score: 10

"The more trade deals that we sign, the more money printing that other countries are going to do, which means liquidity is going to go up, which guess what? If you're an American, get long and chill. Just get long assets and chill. Stocks, Bitcoin, gold are all going higher because they all got to print money now to end up actually servicing these deals."

Impact Score: 10

"Oh, I forgot. They are going to print it. They are going to print money and they are going to hand it over to us for all these goods and services. So guess what's going to happen? Global M2 supply, global liquidity is going to explode."

Impact Score: 10

"Bitteson Ship has the first Bitcoin ecosystem golden visa fund. It's a private equity fund that purchases Bitcoin via a local company that gives you exposure to Bitcoin while qualifying you for the golden visa and citizenship in just five years."

Impact Score: 10

📊 Topics

#artificialintelligence 47 #investment 8 #startup 2