Anthony Pompliano

“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.

“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.

“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.

“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.

“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.

“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.

“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.