
About this episode
Anthony Pompliano breaks down why bitcoin is down 50% from its highs and whether the bear market bottom is in. In this episode, he covers Jordi Visser's capital rotation thesis, institutional buying from Middle East sovereign funds, bitcoin hitting the 200-week moving average for the first time since 2023, and why the data suggests now may be one of the best buying opportunities in bitcoin's history.
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- 0:00 - Intro
- 0:23 - Jordi Visser: Capital rotation away from bitcoin?
- 7:03 - Is crypto winter here?
- 9:25 - Bitcoin hits the 200-week moving average for the first time since 2023
- 10:35 - RSI at historic lows & short-term holder capitulation
- 11:30 - More underwater holders than profitable ones — what it means
- 12:08 - Final take: dollar cost averaging in big drawdowns
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