#1446 Anthony Pompliano | Bitcoin Is Having A Monster Month!
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I poke IT out dot com. Bitcoin just finished a banner month. It's up forty percent in the months in november and the S M, P, five hundred just clock the best performance of any month in twenty twenty four.

Now if we go back and we look over the last year, but one is up one hundred and fifty six percent, and it's up a hundred thirty percent year to date. These are monster numbers for the digital asset, but it's also the stock market has been going and up and up. And ultimately, it's because I believe two things are happening.

The first is that the federal reserve is in control the market. They previously hike interest rates higher and faster than we've seen in a long time. They went from zero percent interest rates to five point five percent, and they crash asset Prices.

Remember, bitcoin went down all the way to sixteen thousand dollars. The stock market also crashed. Tech talks were down seventy, eighty percent.

But then investors realized that the stock market has to go up. Bitcoin has to go up over the long run. And we saw as hit all time highs, even though interest strates were slow, five point five percent.

But to own power, he is in a regime change. All of a sudden he heard of us with a fifty basis point interest free cut. Then another twenty five best points.

And IT is expected to get one final twenty five basis point cut december thats a hundred basis points cut off the feds interest rate and that is good foregone investment asset. But sim multi ese to the interest cut in a return to cheaper capital. We also see m to money supply expanding.

There's liquidity coming into the market, but that is the domestic story. If we go we look internationally, places like china and other major economies. They also are flooding their economies with cheap capital.

And so any time that you get more capital and cheaper capital coming into a market, investors say risk on and start allocated. We've seen them going into stocks and into things like bit point and those assets continue to go up. But simultaneous to the regime change that we are watching play out in the monetary policy, we also are seeing Donald trump stormy and say, I am the new administration.

I am being sent to washington with a Mandate. That Mandate is to go ahead and build housing, get home, to be more affordable, to secure the border, not to enter into new wars, to go ahead, get inflation under control and to help the american families. Been a Better position, and they worked a couple years ago.

That Mandate is incredibly important because simultaneous to all of those things would usually would lead to increase spending in order to stimulate the economy and stimulate investment assets. Donald trump in his administration are also promising to cut government spending. If you go online, you look at the vg ROM swami and elon must.

They're tweet all kinds of insane government stats. Did you know that there's more than seventy five hundred vacant government buildings? Did you know that the united states government owns more than twenty percent of the land in the U. S.

Did you know that some different organizations in the government only go into the office one time per month? And did you know that there's been an explosion of these government jobs yet efficiency is actually gone down? All of those things are going to be solved, allegedly, by the department of government efficiency.

This organization is really unique because I see tons of my smart st. Friends all saying that now is a high status job. I used to joke over time and say none of my smart st. Friends work in the government, but that I can no longer say that because so many of the people that I know, both entrepreneurs and investors, they want to go work for dogs and they want to write size the ship.

And so Donald trump in his administration, are you going to be able to stimulate the economy while also cutting spending that will have a profound impact, and you will get a ton of asset Prices going higher and higher and higher? I continue to say that if you put a president into the White house who measures the economic health of the country by where the stock market is, that I can promise you that the stock market is going higher. Donald dumpling has four years, and so he can throw the kitchen sink to make sure that asset Prices end up higher than when he came into office.

Bitcoin not only is going to benefit from them, but I also see that bitcoin is gonna benefit from the bitcoin strategic reserve. There's a lot of rumors and there's a lot of opinions being done n around. But I don't think that the united states necessarily has to go buy more bitcoin if the united states is simply says, we have two hundred thousand big coin today in our position and we are committing to not sell them, we are going to set up a bitcoin strategic reserve.

And this is important to our country in our future. I believe many other countries in southern wealth funds around the world will also set up strategic reserves. Bitcoin, if these large poles of capital began to buy the coin, at the same time that we get cheap capital flooding into the market and we have an administration that is going to stimulate the economy and cut government spending, that is going to be very, very good for the stock market.

And for bitcoin, even though there are all kinds of different predictions about what's gna happen in the stock market or in assets like bitcoin, I actually think we could be underestimating both market that we are in now. What does that mean? If you go when you look at all of the different research shops they've come out, many of them think that the stock markets going to go up eight, ten, twelve percent next year.

But we've had a couple of banner years. Look at the stock markets in twenty, twenty four, the next that was a fifty percent. In twenty and twenty three.

We've enter a new regime of investing. Volte is the name of the game, and people drink ally, understand how high some of these things can go. And so bitcoin is no different.

I think that the traditional investors, the traditional research houses, they're likely underestimate what bitcoin can do. But the hard core bit corners and cyp to enthusiasts are actually over rested ming what bitcoin can do. And so finding that middle ground is really important.

And so when I look out at the market, what I see to myself is that if you are a saver, you will be a loser. You are going to lose purchasing power because they're gone to continue to devalue the dollar. They have no other choice.

We've thirty six trillion dollars of debt and there is no end in sight. I do not think that we can get to abundance budget no matter how hard we try. And so therefore, we have to divide the currency in order to monitor that.

Now simultaneous to that happening in asset Prices continuing to go up, I do believe that investors are going to have to make a hard choice. Do you go and put a majority of your wealth in this new financial system? Or do you simply go and put IT into the try and true investments like the S M P.

Five hundred and nastec? The short answer is that most people, I know they're doing both. They're putting a larger percent of their portfolio into bitcoin, then maybe the wall street investors would expect, but more so than the hard court bitcoin maximum.

These investors also still have some traditional asset. They have real state, they have commodities. They stuck indexes such a ultimately, the extremes are always where the most risk lies. If you have one hundred percent of your wealth and bitcoin, and you have to live through eighty percent drawdowns, that doesn't feel good.

If at the same time, you have one hundred percent of your wealth in a stock index and you are watching other assets go up faster than you are under performing and that doesn't feel good either. And so ultimately, where I see the world going is that you're going to get a conversion of this new digital of financial system and this new financial assets with the legacy system. We can see wall street trying to put this stuff together, and that's gona be a great tail in for big coin.

Now in twenty twenty five, here's one of the things that I think is most important to pay attention to. I think there's a ton of opportunity in public companies related to bitcoin and cyp to that's why I personally spending so much time in that sector because those public market companies have exposure to the underlying spot asset with big or or any other asset, they likely are going to outperform their peers. But these are cash low driving businesses no different than warn buffer ts.

And I don't buy gold, but sometimes he may look at gold miners. They have cash flow, but they aren't those underlying spot assets. And so the future of investing, in my opinion, is understanding these digital assets, but also going in finding companies that can drive cash flow and profitability by dealing in them.

There is a couple of public companies that are currently involved with that. I think you're doing good job, but there are many others that exist as well. Ultimately, investing is a really hard game.

You have to figure out where to put your assets in terms of buying, and then you gotta be really, really good at sitting and doing nothing for a long period of time. And then I would argue that selling is actually harder than buying because selling is so many different unknown. And there's always the sellers regret the asset Price keeps going up.

And so there's some asset like amazon or birch here. If you were to asked yourself what was the best time to sell them, the answer is never. But if you ask yourself about other assets, there was great times to sell them.

And if you miss those windows, you've actually suffered. And so we're going into this new regime. There's quantitate tive easing on the way Donald trump s is coming into office.

And he has policies that he thinks will help the economy and financial assets. And then people around the world in different sentiment. Banks are also going to help contribute.

Asset Prices are going higher. All of the dome sayers and the recession predictors back in the summer, they've been wrong. And I expect that the united states will continue to be strong.

The united states will continue to prosper. Financial assets will go up into the right for a long period of time because the dollars gonna be devalued, and anyone that is holding bitcoin is gonna do pretty well. One of my favorite statistics is that the media home in amErica used to be about two hundred eighty thousand dollars.

Today is around four hundred and thirty thousand. Just eight years later, twenty sixteen and twenty twenty four, we saw that same home be worth six hundred and sixty four bitcoin in in twenty sixteen. Today, IT is worth six big coin.

And so any time that you get a ninety nine percent reduction in the cost of a home by pricing the home in bitcoin, that tells you that something is working. And so those that hold dollars will watch everything around them get more expensive. Those that hold bickle in watch everything around them get less expensive over time.

You just have to be able to swallow all that volatile, and you GTA have a strong stomach. Ultimately, one of the last things that I think is important for investors who are watching this is that we now have access to the internet and we have access to each other. There's been a rise of the self directed investor because ultimately, people now are able to go get the information for themselves, things like twitter, nex or various other outlets.

You can go and learn for yourself. You should self educate as if your future depends on IT, because IT does but sim multi eus to that explosion of access information. We also now see a massive reduction in the friction for you to go and allocate directly to the market.

IT used to be that you have to call a financial advice or stock broker, and they would execute trades for you. Now you have different apps like Robin hood, public and others, but also you have different crypt to specific apps, things like coin base and others that will allow you to directly allocate your capital. No one is coming to save you.

You are responsible for your decisions. Go out, find the information, do the work, get educated and then go and make sure that you make decisions that your with ultimately, those that succeed in the future is going to be because of the decisions they made. And those that do not end up prospering, it's gonna be because of the decisions they made.

Stop spending your time doing all kinds of nonsense. Instead, focus on the things that are most important. And remember that if you are able to buy great assets and hold them for a long time, everything in your life will end up being okay. Hope you guys are all having a great weekend. Make sure that you subscribe to the channel like this video, and i'll see you guys next time.