Anthony Pompliano
👤 SpeakerAppearances Over Time
Podcast Appearances
I think that you're seeing that in the price performance.
Now, the last thing that I think is happening here is I believe that artificial intelligence is the shiny new tool.
And so if you go and you look at young people, how many young people are talking about Bitcoin versus talking about Claude Code, or talking about Claude Bot, or talking about Claude Cowork, or talking about ChatGPT, or talking about Perplexity, or going and trying to use some of these tools at their job?
I just believe that a huge piece of capital flows in financial markets is all about how do I make money?
And right now, a lot of people are not looking at Bitcoin.
That's why sentiment is so bad.
They're not saying, oh, I'm gonna go make a ton of money very quickly with Bitcoin.
Instead, they're looking at the shiny new tool in markets, which is artificial intelligence.
And they're saying to themselves, if I buy Nvidia, if I buy Meta, if I buy any one of these companies, the stocks, they're going up so fast, that's where I'm gonna be able to make money.
If I can make money there, then I'm interested in actually allocating capital.
On top of that, I think that they're thinking about their own personal time, energy, and mental bandwidth, and they're applying it to artificial intelligence as well.
And they're saying to themselves, rather than go build a Bitcoin company, maybe I'll go build an AI company and I'll be able to make money for myself, maybe even be able to build enterprise value that I eventually can sell as well.
And so when you kind of zoom out here for a second, we obviously have the metals.
The metals have done incredibly well.
We've got gold, copper, silver, and platinum.
They are all skyrocketing between 40 and 250% over the last year.
Bitcoin is down 16% at the exact same time.
And the reason why is I think that people are understanding, okay, there's a little bit more stability in the world.
There's a little bit less inflation that likely is to come.
And on top of that, artificial intelligence is the shiny new tool.