Anthony Pompliano

“Homes are unaffordable because dollars are abundant and homes are scarce.”

“There are few things that Republicans and Democrats agree on, but the most obvious one over the last few years is that everything is too expensive.”

“I don't think most people realize how much money the government is going to print in the next decade.”

“The stock market keeps falling as the largest companies in the world keep reporting more revenue and better margins. Eventually the market catches up with the fundamentals.”

“I sat down with @polinapompliano to break down Bitcoin’s sell-off, why the bear market may be over, and why AI’s abundance makes scarce assets like bitcoin more valuable. We also discuss the Anthropic IPO, the man with power over Anthropic’s board, kung fu robots, AI psychosis, and my biggest bitcoin regret. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:58 - Is bitcoin going to zero? Bear market & Q4 outlook…”

“Last night Blackrock reported that they have increased their ownership in Silvia ($SVIA). They now own more than 5 million shares and have a stake of over 6% in the business. I view shareholders as co-owners of Sil Inc and we are working hard to create value at the intersection of AI and bitcoin.”

“I have been thinking a lot about the rise of AI agents and how it will change the way we interact with internet products. It feels like we have officially left the Internet 2.0 era and are now in the take-off phase of Internet 3.0. The biggest change I see happening in our day-to-day lives is a lack of future interactions with multiple product interfaces. Rather than navigating to various websites and using these…”

“My current views on investing: - Government will never stop printing money, so bitcoin / gold / land will all do well for 2 decades - AI is drastically underestimated and the best AI companies are significantly undervalued - Shorting individual stocks is very difficult, so I wouldn’t try it but the biggest indicator of whether a company survives or not is the internal speed of iteration now - Bonds shouldn’t be in…”

“Will Eli Lilly become the largest company in the world within 5 years? @jvisserlabs thinks so. 'What can't be disrupted in the next 5 years is helping people get better.' 'The reason $NVDA has seen its multiple go down to me is because it will eventually be disrupted in some way. In the next 5 years? I don't know, but the market is building in that it will be disrupted.' Do you agree with Jordi?”

“Dan Ives believes the $TSLA and $SPCX merger is 'a matter of when, not if.' 'If you think of Tesla..the data they would bring into the SpaceX story..that would turbocharge their ambition.' 'For Musk to have all the AI technology all under one hood..in that deal, I think [Tesla stock] would have to be $500/share to $550/share.'”

“It is insane that home values go up over time. The home should be most expensive when it is initially built. At that point, the structure is new and unused. As the home experiences wear and tear, the home becomes used and should be worth less money over time. A used home should cost less than a new home. But that is not what happens. Home prices continue to grow to the sky because the debasement of the dollar dist…”

“If you believe you are going to be disrupted by AI, @jvisserlabs thinks you should buy bitcoin. 'You start asking 'if I am going to be disrupted, then who isn't going to be disrupted?' It is really hard to come up with any company.' Do you agree with him?”

“This article about law enforcement and regulators working to take down crypto scams highlights the intricate cat-and-mouse game being played for years. @pattersonscott & team did a great job explaining what is happening behind the scenes. READ:”

“The US stock market goes up because the government never stops printing money.”

“October is the start of the 4th quarter. Real OGs know bitcoin shines in the 4th quarter.”

“I have been banging the drum about companies fine-tuning their own models and now Coinbase is saying they are doing it themselves. Faster, chea better than the frontier models. This is exactly how @cfosilvia reached outperformance in important personal finance topics.”

“'I think next year is the year we are going to see the biggest moves in crypto.' 'I really do believe people have to be patient with this..it's a bull market.' @jvisserlabs is sounding the alarm that we are in a bull market. Do you agree?”

“I sat down with @ChristopherZook to break down how to build a diversified portfolio in a rapidly changing world. He explained why CAZ invests in the picks and shovels of crypto, the rise of neoprimes in space and defense, the scarcity behind bitcoin, sports teams, and GP stakes, and why AI's impact on jobs keeps him up at night. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:01 - How to invest in a rapidly ch…”

“Pretty much every rich person knows the US dollar is a scam. They usually got rich by figuring out how to benefit from the government’s lack of discipline.”