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Anthony Pompliano 🌪
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Good morning. Today is going to be a great day. Let’s get after it relentlessly
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Anthony Pompliano 🌪
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I sat down with Fold CEO @wlrvs to discuss the macro environment, bitcoin treasury companies, what he learned from Costco selling so much gold, and how Fold is doing as a public company. Enjoy! TIMESTAMPS: 0:00 - Intro 1:08 - Bitcoin all-time high 4:54
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The message in this video is really important. Traditional financial risks being disrupted by open, permission-less systems. Bitcoin is already doing it to gold and other store of value assets. It is coming to all assets and markets. Technologists are assaulting Wall Street with superior technology. There will likely be multiple winners, from both the new and old winner, but my understanding is @maplefinance already has $2B in AUM. Using technology to increase access, security, transparency, and liquidity should be a big net positive to the market. I would continue watching this space as it develops.
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From the Desk of Anthony Pompliano 0:00 Intro 0:26 Bond Market Creates New Bitcoin All-Time High 5:31 The $125 Billion ‘Golden Dome’ 8:09 Stanley Druckenmiller Does Not Diversify Enjoy!
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There will be a Strategic Bitcoin Reserve in every country.
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Stanley Druckenmiller is one of the GOATs of investing. @mrexits on X found a great video of why diversification can be a bad idea.
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