Anthony Pompliano

I did not expect Bitcoin to come back below 100,000, but I also did not expect the re-rating and software to go so violently so fast because of AI progress.

Stablecoins traded record volume in January.

I haven't seen the February numbers.

I don't know if you have, but $11 trillion in the first month of the year off of 33 trillion means the agentic world is accelerating, so the network effects are going to happen.

Ethereum is going to benefit from that.

Bitcoin will benefit from it.

The most important thing to me is what are the volumes doing in stable coins?

That's my direct link to the AI agents.

How much of the guardrail is being used?

Number two, Ethereum is an important gateway for all of the hedge fund people and all of the endowments and all that.

And the reason is because it actually can be used in a discounted cashflow.

You can actually attach something to it to convert Ethereum back into this.

And if people haven't done the work,

And I'm sure they have because of Circle to some degree.

I am getting asked the question more and more from smart people because I think they're giving up on software.

I think they're really getting tired of like, why am I trying to buy this?

But I don't know.

Let me find something that's growing.

Well, this area is growing.

So I think Ethereum is a critical thing.