@APompliano
“Pomp” — beterano ng US Army na naging operator sa Facebook/Snapchat at ngayo'y ang pinakamatiyagang nagbebenta ng Bitcoin sa crypto. May podcast siya, newsletter, at isang pampublikong Bitcoin treasury company — ibig sabihin, tugma ang komentaryo niya at ang balanse ng kompanya niya. Isang tesis, inulit sa loob ng maraming taon: nag-iimprenta ang gobyerno, sinisipsip ito ng Bitcoin.
Sa madaling salita. Si Anthony Pompliano ay isang macro voice na Bitcoin lamang, na may hindi pangkaraniwang tuwirang conflict of interest: siya ang chairman at CEO ng ProCap Financial, isang listed na kompanyang ang buong estratehiya ay humawak ng Bitcoin. Halos hindi dumadaan sa chart ang argumento niya — pagbagsak ng halaga ng pera, institutional adoption, at paghawak nang maraming taon ang laman nito. Kaya't tama siya sa istruktura sa mahabang panahon at paulit-ulit na maaga sa maikling panahon: sa buong pagbagsak ng 2026 nanatili siyang malakas ang loob habang bumababa ang Bitcoin sa $58,566, at bumagsak ng 85% mula sa peak ang sarili niyang stock. Nabasa rin niya ang Hunyo na pinakamababa nang mas mahusay kaysa halos lahat. Nakatala sa ibaba ang dalawa.
Naglingkod si Pompliano sa US Army, kasama ang mga deployment sa Iraq at Afghanistan, bago lumipat sa teknolohiya sa mga papel na product at growth sa Facebook at Snapchat. Kasama siyang nagtatag ng Morgan Creek Digital noong 2018 at inilunsad ang The Pomp Podcast at The Pomp Letter nang taon ding iyon, na bumuo ng isa sa pinakamalaking personal na audience sa financial media — mga 1.8M tagasunod sa X at 648K subscriber sa YouTube.
Ngayon siya ang chairman at CEO ng ProCap Financial (ticker BRR), isang listed na Bitcoin treasury company. Ito ang pinakamahalagang bagay na dapat malaman bago basahin ang anumang sinasabi niya tungkol sa Bitcoin: ipinagtatanggol niya ang sarili niyang posisyon, sa publiko, at sinadya iyon. $1 ang suweldo niya, naglagay siya ng $1 milyong personal na pera sa stock noong Disyembre 2025, at walang equity compensation maliban kung mag-trade ang BRR sa $15 kada share. Nagsara ang stock sa $2.42 noong huling bahagi ng Pebrero 2026 — mga 76% pababa sa anim na buwan at 85% mula sa peak — habang binibili muli ng kompanya ang sarili nitong shares nang may diskwento sa net asset value.
Pumuputol sa dalawang panig ang record niya, at itinatala namin pareho. Hindi siya kailanman umatras sa pangmatagalang tesis, at noong Hunyo 2026 tumawag siya ng 10–15% na rebound mula sa mababang antas ilang araw lang bago ang tunay na pinakamababa. Pero noong Agosto 2025 tinawag niyang “pretty oversold” ang Bitcoin sa $112–113k at sinabing “come back alive again” ito simula Setyembre — umabot ang Bitcoin sa mga $126,198 nang Oktubre at pagkatapos ay nawalan ng mahigit kalahati ng halaga. At sa buong tagsibol ng 2026, bullish siya sa buong daan pababa.
Sources: youtube.com/@AnthonyPompliano · pomp.substack.com · CNBC, Fox Business & public interviews
Nakabatay sa tesis, hindi sa chart. Nangangatwiran si Pompliano mula sa money supply pababa: pinapababa ng deficit, utang at balance sheet ng mga sentral na bangko ang halaga ng dolyar, kaya't kailangang sipsipin ito ng isang asset na may nakapirming supply. Idinaragdag niya ang institutional adoption (ETF, corporate treasuries, partisipasyon ng Wall Street) at on-chain holder data — supply sa kamay ng long-term holders, balanse sa exchanges, cost basis ng short-term holders — para ipagpalagay na natutuyo na ang selling pressure. Ang halos hindi niya ginagawa ay ang pag-time: siya mismo ang nagsasabi nito, at pinatutunayan ito ng track record niya. Umasa ka ng direksyon at kumbiksiyon, hindi ng mga level o invalidation point.
Kasing-bullish sa istruktura hangga't kaya ng isang pampublikong komentarista — at binabayaran para diyan. Wala siyang bearish scenario para sa Bitcoin maliban sa “mas matatagalan kaysa gusto mo,” at ang balanse ng kompanya niya mismo ang posisyon.
May-petsang mga pahayag mula sa mga panayam at post niya noong 2026, naka-chart laban sa totoong presyo ng Bitcoin. Isang boses ng tesis si Pompliano, kaya karamihan dito ay pang-direksiyon at bukas (“ito ang binibili mo kapag hindi uso”, “sa mahabang panahon”) sa halip na mga level — hinuhusgahan namin ang panandaliang pahayag base sa kung ano ang ginawa ng presyo pagkatapos, at ang mga bukas na tesis ay nananatiling bukas hangga't hindi malinaw na naresolba ng presyo. Totoo ang pattern na ipinapakita ng chart: bullish siya sa kabila ng 23% na pagbagsak noong tagsibol, saka niya nabasa nang husto ang Hunyong pinakamababa.
“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.comAng mga resulta ay pagbasa namin sa ipinahayag niyang bias laban sa totoong presyo, hindi ang sarili niyang pag-score. Bawat sipi ay salita-sa-salita mula sa naka-link na pahina (naka-link ang mga artikulo ng Benzinga sa pamamagitan ng syndication sa Yahoo Finance dahil hinaharangan ng benzinga.com ang automated na pagkuha). Maaaring magbago ang mga markang bukas habang natatapos ang siklo.
Hindi pangkaraniwang malinaw — at hindi pangkaraniwang malaki — ang mga insentibo ni Pompliano. Karamihan sa mga komentarista ay nagbebenta ng atensyon; siya ay nagpapatakbo rin ng listed na kompanyang ang presyo ay nakadepende sa paniniwala ng tao sa sinasabi niya tungkol sa Bitcoin. Walang itinatago rito — pero dapat mo itong isaalang-alang.
Chairman at CEO ng ProCap Financial (BRR), na may hawak na libo-libong BTC. $1 ang suweldo niya at walang equity compensation maliban kung umabot ang stock sa $15 — mula sa $2.42 noong Pebrero 2026, kailangan nito ng mga 520% na paggalaw. Ang buong upside niya ay mas mataas na presyo ng Bitcoin.
The Pomp Podcast at The Pomp Letter, at YouTube — advertising, sponsorship at subscription. Madalas na founder at fund na may sariling posisyon ang mga bisita.
Kasamang nagtatag ng Morgan Creek Digital at aktibong pribadong mamumuhunan sa crypto, fintech at AI, kabilang ang Silvia, isang AI product na ipinapalaganap niya sa sarili niyang mga channel.
“Bitcoin has no top because the dollar's got no bottom.”
28 May 2026 · ang tesis sa isang linya“Picking price is the easy part. The timeline is always the hardest part.”
28 May 2026 · tungkol sa sarili niyang kahinaan“Much of the crypto industry is dead and will never come back.”
11 Jun 2026 · Bitcoin lamang, hindi bullish sa cryptoAng mga sipi ay hinango mula sa sarili niyang pampublikong video; mga pahayag na pananaw, hindi rekomendasyon.
Halos araw-araw siyang nag-a-upload sa YouTube — maiikling pagbasa sa merkado at mahahabang panayam. Ang apat na pinakabagong upload tungkol sa Bitcoin sa oras ng pagsulat:
Bitcoin Just Had Its Biggest Week In HistoryAng pagbasa niya sa rally ng CLARITY Act na nagbalik sa BTC sa $79k.22 Aug 2026
Bitcoin's Rally Today Just Confirmed EverythingNa-post nang magsimula ang paggalaw — kapaki-pakinabang katabi ng call noong Agosto 10 sa itaas.19 Aug 2026
Bitcoin Is About to Explode — The Fed Just Ran Out of ToolsAng argumento sa pag-iimprenta ng pera, dalawang araw bago ang panayam sa Fox Business.08 Aug 2026
Bitcoin Debate: Pomp DESTROYS Peter SchiffAng matagal na niyang pagtatalo sa pinakamaingay na Bitcoin bear — pamagat niya, hindi amin.23 Jul 2026Isang beterano ng US Army at dating empleyado ng Facebook at Snapchat na naging isa sa pinakakilalang tagapagtanggol ng Bitcoin sa financial media. Kasama siyang nagtatag ng Morgan Creek Digital, host ng The Pomp Podcast, sumusulat ng The Pomp Letter, at chairman at CEO ng ProCap Financial, isang listed na Bitcoin treasury company.
Hindi pampublikong napatutunayan. May mga tantiyang kumakalat pero walang kumpirmado, at malaking bahagi ng yaman niya ay nakatali sa Bitcoin at sa stock ng ProCap Financial — na bumagsak ng mga 85% mula sa peak pagpasok ng 2026. Bigyan ng pagdududa ang anumang tiyak na numero.
Komentarista siya at CEO ng kompanya, hindi lisensyadong tagapayo, at may tuwirang interes sa pananalapi na tumaas ang Bitcoin. Pare-pareho ang pangmatagalang tesis niya; hindi ang timing. Sa sample namin noong 2026, mahusay niyang nabasa ang Hunyong pinakamababa at nagkamali siya sa buong tagsibol. Ituring ang mga pananaw niya bilang dokumentado at may-petsang opinyon — huwag kailanman i-trade nang bulag.
Bumili ng Bitcoin at hawakan nang maraming taon. Nangangatwiran siya mula sa money supply at utang ng gobyerno sa halip na mga chart, sinusuportahan ito ng institutional adoption at on-chain holder data, at hayagang sinasabing ang pagtatakda ng panahon ang pinakamahirap na bahagi ng anumang hula.
Ang kalamangan ni Pompliano ay kumbiksiyon sa pananaw na isang dekada, hindi mga entry. Gaano kalapit ang instinct mo — sukatin ito nang totoo gamit ang Trader Passport.
Ngayon, ilagay sa gawa ang paraan mo. Subukan ang kalamangan mo sa live na market data — walang kapital na nakataya — sa libreng BuyCrypt tournament na may tunay na premyo.
Impormatibo at pang-edukasyong pagsusuri na mahigpit na nakabatay sa mga pampublikong materyal (may-petsang ulat ng ibang partido, sarili niyang mga post sa X at pampublikong panayam, naka-link sa bawat call). Tandaan na si Anthony Pompliano ay chairman at CEO ng isang listed na Bitcoin treasury company at may tuwirang interes sa pananalapi sa asset na kinokomentaryohan niya. Hindi ito payo sa pananalapi o pamumuhunan. Tinatayang mga numero at patuloy na nagbabago. Spotted an error, or are you Anthony? Magpadala ng pagwawasto →
Verified na mga account · Nakasaad sa itaas ang mga sanggunian · Metodolohiya ng pag-score · Na-update 24 September 2026
