Anthony Pompliano

But the money supply stimulus side is gone.

The credit side is in a very big downturn.

And we have AI now sitting here.

This is the reason why I want to say to people, we have a deflationary force of AI sitting in front of us on one side.

We have headline inflation that is going to be higher for the next three months related to all these things on the hardware side.

And we're going to have a new Fed chair that...

is gonna have to ignore headline inflation.

We have someone coming in.

And so this to me is an interesting dynamic where on the one side, this administration has been very clear.

We are not focused on inflation today.

We are focused on inflation in the future, which is going to be like the 1990s.

I can't think of a better scenario for Bitcoin.

I really can't.

And I think it would be more of a discussion

If the war wasn't going on, that a Fed chair was coming in, I still don't think at this point people will be focused on Bitcoin.

The reason I think the focus has to be on Bitcoin is because the first part of the year was the software destruction.

And it made people realize I can't depend on these growth companies the way I did.

And all long duration assets are under attack.

And I will keep saying it over and over again.

I believe liquidity is going to become a real thing.