
@APompliano
“Pomp” — tsohon sojan Amurka da ya zama ma'aikacin Facebook/Snapchat, sannan ya zama mafi ƙwazon mai sayar da Bitcoin a duniyar crypto. Yana gudanar da podcast, wasiƙar labarai, da kamfanin ajiyar Bitcoin da aka lissafa a kasuwar hannun jari — wato maganarsa da ma'aunin kuɗinsa duk suna nuni ga hanya ɗaya. Ra'ayi ɗaya, da ya maimaita shekaru: gwamnatoci na buga kuɗi, Bitcoin na sha shi.
A taƙaice. Anthony Pompliano murya ce ta macro da ta mai da hankali kan Bitcoin kaɗai, kuma tana da rikicin buƙatu kai tsaye ba kasafai: shi ne shugaban hukumar kuma Shugaba na ProCap Financial, kamfani da aka lissafa wanda dukkan dabararsa ita ce riƙe Bitcoin. Hujjarsa ta jama'a kusan ba ta wuce ta jadawali ba — ita ce raguwar darajar kuɗi, karɓuwa ta hukumomi, da riƙewa shekaru. Wannan ya sa yana da gaskiya a tsari na dogon lokaci kuma sau da yawa ya yi wuri a gajeren lokaci: cikin faɗuwar 2026 ya ci gaba da nuna bege da ƙarfi yayin da Bitcoin ya faɗi zuwa $58,566, kuma hannun jarinsa ya faɗi da kashi 85 daga ƙololuwa. Har ila yau ya karanta ƙasan Yuni fiye da kusan kowa. Duka biyun a rubuce suke ƙasa.
Pompliano ya yi aiki a Sojan Amurka, har da tura shi Iraki da Afghanistan, kafin ya koma fannin fasaha da ayyukan samfur da haɓaka a Facebook da Snapchat. Ya haɗa kafa Morgan Creek Digital a 2018 kuma a wannan shekarar ya ƙaddamar da The Pomp Podcast da The Pomp Letter, inda ya gina ɗaya daga cikin manyan masu sauraro na kansa a kafofin kuɗi — kusan 1.8M mabiya a X da 648K masu biyan kuɗi a YouTube.
Yau shi ne shugaban hukumar kuma Shugaba na ProCap Financial (alama BRR), kamfanin ajiyar Bitcoin da aka lissafa. Wannan shi ne abu mafi muhimmanci da ya kamata ka sani kafin ka karanta duk wani abu da ya ce game da Bitcoin: yana magana don matsayinsa, a bainar jama'a, kuma da gangan. Albashinsa $1 ne, ya saka $1 miliyan na kuɗinsa a hannun jarin a Disamba 2025, kuma ba ya samun wata lada ta hannun jari sai BRR ya kai $15 kowanne. Hannun jarin ya rufe a $2.42 a ƙarshen Fabrairu 2026 — ya faɗi kusan kashi 76 cikin watanni shida da kashi 85 daga ƙololuwarsa — yayin da kamfanin ke sake sayen nasa hannun jari a ƙasa da darajar dukiyarsa.
Tarihinsa yana yanke ta bangarori biyu, kuma muna rubuta duka. Bai taɓa juyawa daga ra'ayinsa na dogon lokaci ba, kuma a Yuni 2026 ya yi kira ga tashin kashi 10–15 daga ƙananan matakai kwanaki kaɗan kafin ainihin ƙasan. Amma a Agusta 2025 ya kira Bitcoin a $112–113k “pretty oversold” kuma ya ce zai “come back alive again” daga Satumba — Bitcoin ya kai ƙololuwa kusan $126,198 a Oktoban nan sannan ya rasa fiye da rabin darajarsa. Kuma cikin bazarar 2026 ya kasance mai bege duk hanyar ƙasa.
Sources: youtube.com/@AnthonyPompliano · pomp.substack.com · CNBC, Fox Business & public interviews
Bisa ra'ayi, ba bisa jadawali ba. Pompliano yana yin hujja daga yawan kuɗin da ke yawo ƙasa: gibin kasafi, bashi, da ma'aunin bankunan tsakiya suna rage darajar dala, don haka dukiya mai iyakantaccen adadi dole ta sha wannan a ƙarshe. A kai yana ƙara karɓuwa ta hukumomi (ETF, ajiyar kamfanoni, shigar Wall Street) da bayanan on-chain na masu riƙe — adadin da ke hannun masu riƙe na dogon lokaci, ma'aunin musaya, farashin sayen masu riƙe na gajeren lokaci — don nuna cewa matsin sayarwa yana ƙarewa. Abin da kusan ba ya taɓa yi shi ne ƙayyade lokaci: shi kansa ya faɗa haka, kuma tarihinsa ya tabbatar. Ka sa ran alkibla da kwarin gwiwa, ba matakan farashi ko wuraren ƙarewa ba.
Yana da bege a tsari kamar yadda mai sharhi na jama'a zai iya kasancewa — kuma ana biyansa domin haka. Ba shi da wani mummunan yanayi ga Bitcoin sai “zai ɗauki lokaci fiye da yadda kake so,” kuma ma'aunin kuɗin kamfaninsa shi ne cinikin kansa.
Maganganu masu kwanan wata daga bayyanuwarsa da wallafe-wallafensa a 2026, an zana su kan farashin Bitcoin na gaskiya. Pompliano murya ce ta ra'ayi, don haka yawancin waɗannan alkibla ne da buɗaɗɗun kalamai (“abin da kake saya shi ne wanda ba a so”, “a dogon lokaci”) ba matakan farashi ba — muna auna maganganun gajeren lokaci bisa abin da farashi ya yi daga baya, buɗaɗɗun ra'ayoyi kuma sun kasance a buɗe har sai farashi ya warware su a fili. Tsarin da jadawali ya nuna gaskiya ne: ya kasance mai bege cikin faɗuwar kashi 23 a bazara, sannan ya karanta ƙasan Yuni cikin gwaninta ba kasafai.
“It's very hard not to be bullish on AI and crypto right now”
A near-term posture statement — “right now” — made with BTC at $76,326. What followed was the worst stretch of the year: Bitcoin fell 23.3% to $58,566 by 1 July. Five months on, after a high of +13.5% at $86,597, it is +10.2% versus the day he said it. The direction eventually came back; the timing was badly wrong, so this is marked against him. Note: this sentence is CNBC's own on-page attribution line for the segment, not a transcript pull — we link the page it appears on.
Source“It's very hard not to be bullish on AI and crypto right now” — CNBC Squawk Box, 22 Apr 2026↗ cnbc.com“Usually the thing that you want to be buying is the thing that's out of favor, and it can come back into favor over time”
On CNBC he called Bitcoin “a dog with fleas” while AI names were “flying” — and said that is exactly what you buy. It is an explicit over-time thesis, so we log it open. From $74,340 the day he said it, BTC first fell 21.2% to $58,566, then reached +16.5% at $86,597 and is now +13.1%. Right idea, painful path, not yet settled.
SourcePompliano calls Bitcoin a “dog with fleas” — Benzinga via Yahoo Finance↗ finance.yahoo.com“We know short-term holders are beginning to rebuild their unrealized gains, and this means a new wave of selling pressure is unlikely to materialize”
His most specific and testable claim of the year, built on four on-chain data points from Binance Research, with BTC at $73,599. A new wave of selling arrived almost immediately: Bitcoin lost 20.4% over the next month to $58,566. It has since recovered to +14.3% versus that day, but the call itself was falsified within weeks.
Source“Bitcoin sellers are starting to be exhausted” — Benzinga via Yahoo Finance↗ finance.yahoo.com“Every 4 years a bunch of bitcoin bears start screeching about how the asset is dying. They are wrong every time.”
A defiant post with no timeframe, so it is judged as a long-run claim and stays open. Short term the bears had it: from $71,320 Bitcoin dropped 17.9% over the following month. Longer term he is ahead — BTC is +17.9% versus the day he posted. Captured directly from X, verified text and date.
𝕏 Post“They are wrong every time.” — @APompliano on X, 2 Jun 2026↗ x.com“Bitcoin could see a rebound of 10 to 15% from its recent lows.”
His best call of the window, and by some distance. Said with BTC at $61,480, it took just 4.7% more downside to the $58,566 low on 1 July — then the rebound ran +47.9% off that low to a $86,597 high, leaving BTC +36.8% versus the day he said it. Either way you measure it, several times the 10–15% he asked for. On the same appearance he said the crypto industry's tail is dead and will not return. One caveat, stated plainly: the write-up's own summary framed the bottom as “late Q3 to early Q4”; it actually landed on 1 July.
Source“Bitcoin could see a rebound of 10 to 15% from its recent lows” — Galaxy Brains podcast↗ cryptobriefing.com“You're betting on the stupidity of them printing money. That's a bet I'll take.”
The core Pompliano trade, stated as plainly as he has ever put it, on Fox Business with BTC at $64,856. It is an explicitly long-run claim — “Bitcoin will go up over the long run, so will gold, real estate, and stocks” — so it is logged open, but the six weeks since have gone his way: a shallow −3.1% dip, then a run to +33.5% at the 22 September high, and BTC now +29.7% above where he said it.
Source“You're betting on the stupidity of them printing money” — Fox Business, via Yahoo Finance↗ finance.yahoo.com“The short-term is that the Treasury hints they’re going to step in and double their purchases of long-dated yields and treasuries, and it’s a reminder that the U. S. Government is never going to stop printing money”
His read on the day Bitcoin first tagged $80,000: the Treasury signalling it would double its purchases of long-dated bonds, which he framed as proof the printer never switches off. Said with BTC at $78,974, and the conclusion he drew from it — “Bitcoin has no top because the dollar has no bottom” — is explicitly long-run, so it is logged open. The month since has leaned his way: a −4.3% dip to $75,590, then +9.7% at the 22 September high of $86,597, and BTC now +6.5% versus the day he said it.
Source“Bitcoin has no top because the dollar has no bottom” — Fox Business, 25 Aug 2026 (Benzinga via TradingView)↗ tradingview.com“The best combination of assets for the next two decades will be bitcoin and AI, but not for the reason you think.”
An asset-allocation thesis rather than a trade — he sets it up with US federal debt over $40 trillion and interest expense more than $1 trillion annually, the debasement argument in its balance-sheet form. A two-decade horizon cannot be settled here, so it stays open. Posted with BTC at $77,297: a −2.2% dip to $75,590, then a +12.0% run to $86,597, and +8.8% today. Captured directly from X, verified text and date.
𝕏 Post“Bitcoin and AI” for the next two decades — @APompliano on X, 3 Sep 2026↗ x.com“Trump announced yesterday that he is going to give out $5,000 stimulus checks. The more money he hands out, the higher bitcoin, gold, and land will go.”
A conditional call: the day after Trump promised $5,000 checks if Republicans keep Congress, he tied handouts directly to higher Bitcoin. The checks have not been paid, and would need both the midterms and Congress, so the trigger has not happened yet and this stays open. Price has moved his way anyway: from $78,283 when he posted, a −3.4% dip to $75,590, then +10.6% at $86,597, and +7.4% today. That move cannot be credited to checks that do not exist yet. Captured directly from X, verified text and date.
𝕏 Post“The more money he hands out, the higher bitcoin, gold, and land will go” — @APompliano on X, 10 Sep 2026↗ x.com“If the government keeps printing money, Bitcoin is going to go WAY higher in the coming years.”
The “no top” thesis again, this time on Varney & Co. as Bitcoin pushed to its highest level since January, with a stated horizon: “the coming years”. That cannot be settled yet, so it is open. Said with BTC at $81,169, which it has not closed below since: +6.7% at $86,597 the next day, and +3.6% now. Source note: the verbatim line is from Bitcoin Magazine's clip of the interview (posted 21 Sep), not his own account; Fox's own clip page, “Anthony Pompliano introduces Sylvia AI and explains Bitcoin's rally”, is dated 21 September 2026, which fixes the date. The AI product he was there to introduce is his own.
𝕏 Post“Bitcoin is going to go WAY higher in the coming years” — Fox Business (Varney & Co.), 21 Sep 2026, clip via @BitcoinMagazine↗ x.comSakamakon karatunmu ne na matsayin da ya bayyana idan aka kwatanta da farashin gaskiya, ba maki nasa ba. Kowace magana kalma-da-kalma ce daga shafin da aka haɗa (labaran Benzinga an haɗa su ta hanyar Yahoo Finance saboda benzinga.com yana hana shiga ta atomatik). Alamun “a buɗe” na iya sauyawa yayin da zagayen ke warwarewa.
Abubuwan da ke ƙarfafa Pompliano suna bayyane ba kasafai, kuma manya ne ba kasafai. Yawancin masu sharhi suna sayar da hankali; shi kuma yana jagorantar kamfani da aka lissafa wanda farashin hannun jarinsa ya dogara ga mutane su gaskata abin da yake faɗi game da Bitcoin. Ba a ɓoye komai ba — amma ya kamata ka lissafta shi.
Shugaban hukumar kuma Shugaba na ProCap Financial (BRR), wanda ke riƙe da dubban BTC. Ana biyansa albashin $1 kuma ba ya samun lada ta hannun jari sai hannun jarin ya kai $15 — daga $2.42 a Fabrairu 2026 hakan na buƙatar tashi kusan kashi 520. Duk ribar da zai samu ita ce farashin Bitcoin mafi girma.
The Pomp Podcast da The Pomp Letter, da YouTube — talla, tallafi da biyan kuɗi. Baƙi galibi masu kafa kamfanoni ne da kuɗaɗe da suke da nasu matsayin.
Wanda ya haɗa kafa Morgan Creek Digital kuma mai zuba jari mai zaman kansa a crypto, fintech da AI, har da Silvia, samfurin AI da yake tallatawa a nasa tashoshin.
“Bitcoin has no top because the dollar's got no bottom.”
28 May 2026 · ra'ayin cikin layi ɗaya“Picking price is the easy part. The timeline is always the hardest part.”
28 May 2026 · kan raunin kansa“Much of the crypto industry is dead and will never come back.”
11 Jun 2026 · Bitcoin kaɗai, ba bege ga crypto gaba ɗaya baAn ɗauko maganganun daga bidiyoyinsa na jama'a; ra'ayoyi ne da ya bayyana, ba shawarwari ba.
Yana wallafawa kusan kullum a YouTube — gajerun nazarin kasuwa da dogayen tattaunawa. Bidiyo huɗu na baya-bayan nan game da Bitcoin a lokacin rubuta wannan:
Bitcoin Just Had Its Biggest Week In HistoryYadda ya karanta tashin CLARITY Act da ya mayar da BTC zuwa $79k.22 Aug 2026
Bitcoin's Rally Today Just Confirmed EverythingAn wallafa yayin da motsin ya fara — yana da amfani tare da hasashen 10 ga Agusta na sama.19 Aug 2026
Bitcoin Is About to Explode — The Fed Just Ran Out of ToolsHujjar buga kuɗi, kwana biyu kafin tattaunawar Fox Business.08 Aug 2026
Bitcoin Debate: Pomp DESTROYS Peter SchiffDogon jayayyarsa da mafi ƙarar mai tsammanin faɗuwar Bitcoin — taken nasa ne, ba namu ba.23 Jul 2026Tsohon sojan Amurka kuma tsohon ma'aikacin Facebook da Snapchat wanda ya zama ɗaya daga cikin fitattun masu kare Bitcoin a kafofin watsa labaran kuɗi. Ya haɗa kafa Morgan Creek Digital, yana gabatar da The Pomp Podcast, yana rubuta The Pomp Letter, kuma shi ne shugaban hukumar kuma Shugaba na ProCap Financial, kamfanin ajiyar Bitcoin da aka lissafa.
Ba a tabbatar da ita a bainar jama'a ba. Ana yaɗa ƙiyasi amma babu wanda aka tabbatar, kuma babban ɓangare na dukiyarsa yana haɗe da Bitcoin da hannun jarin ProCap Financial — wanda ya faɗi kusan kashi 85 daga ƙololuwa zuwa farkon 2026. Ka kalli duk wata lamba ta musamman da shakku.
Shi mai sharhi ne kuma Shugaban kamfani, ba mai ba da shawara mai lasisi ba, kuma yana da riba ta kuɗi kai tsaye idan Bitcoin ya tashi. Ra'ayinsa na dogon lokaci ya kasance daidai; ƙayyade lokacinsa bai kasance ba. A samfurinmu na 2026 ya karanta ƙasan Yuni sosai kuma ya yi kuskure duk bazara. Ka ɗauki ra'ayoyinsa a matsayin ra'ayi da aka rubuta kuma mai kwanan wata — kada ka taɓa yin ciniki da su a makance.
Sayi Bitcoin ka riƙe shi shekaru. Yana yin hujja daga yawan kuɗi da bashin gwamnati maimakon jadawali, yana ƙarfafa shi da karɓuwar hukumomi da bayanan on-chain na masu riƙe, kuma a fili yake cewa ƙayyade lokaci shi ne mafi wuya a kowane hasashe.
Fifikon Pompliano shi ne kwarin gwiwa kan hangen shekaru goma, ba wuraren shiga ba. Har ya kai hankalinka ya yi daidai — auna shi da gaske da Trader Passport.
Yanzu ka aiwatar da hanyarka. Gwada fifikonka kan bayanan kasuwa kai tsaye — ba tare da haɗarin jari ba — a gasar BuyCrypt kyauta mai kyautuka na gaske.
Nazari ne na bayanai da ilimi da ya dogara kacokan kan kayan da ake samu a bainar jama'a (labaran wasu masu kwanan wata, wallafe-wallafensa a X, da tattaunawar jama'a, an haɗa su a kowane hasashe). Ka lura cewa Anthony Pompliano shi ne shugaban hukumar kuma Shugaba na kamfanin ajiyar Bitcoin da aka lissafa, kuma yana da riba ta kuɗi kai tsaye a kan dukiyar da yake sharhi a kai. Ba shawarar kuɗi ko saka jari ba ce. Lambobin kimanin ne kuma suna canzawa koyaushe. Spotted an error, or are you Anthony? Aika gyara →
Asusun da aka tabbatar · An ambaci hanyoyin sama · Hanyar ba da maki · An sabunta 24 September 2026