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Jan 30, 2026
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SHORT
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Pomp cites the administration's economic plan (referencing Steven Myron) which explicitly requires a weaker US Dollar to offset the impact of tariffs and fix trade deficits. If the government's explicit policy goal is currency devaluation to spur domestic growth and manufacturing, the path of least resistance for the Dollar is down. Short USD (or Long hard assets against it). Global flight to safety driving capital back into the Dollar during a crisis. |
The Block
Pompliano: Forget inflation, bitcoin's price ...
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Jan 30, 2026
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LONG
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Pomp states he plans to give his Bitcoin to his grandkids and will "never sell." He notes that while Bitcoin lagged recently due to falling inflation expectations, it remains the primary tool for protecting purchasing power over the long term. While the short-term "inflation hedge" narrative has cooled (causing BTC to lag Gold), the structural thesis of wealth preservation and the "Bitcoiner mindset" among the rising wealthy class ensures long-term demand. Long-term accumulation (HODL) regardless of short-term price action or 2026 volatility. Quantum computing (technical risk) and institutional "consensus" diluting the meritocratic culture of Bitcoin. |
The Block
Pompliano: Forget inflation, bitcoin's price ...
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Jan 30, 2026
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LONG
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Pomp observes that Gold is outperforming Bitcoin because Central Banks are the primary buyers. They are not buying to hedge CPI inflation; they are buying to "de-dollarize" and reduce exposure to all fiat currencies. The driver for Gold is geopolitical (Sovereign balance sheet restructuring) rather than macroeconomic (CPI). As long as global powers seek to exit the USD system, there is a price-insensitive bid for Gold that Bitcoin currently lacks. Long Gold as a play on Central Bank accumulation and fiat debasement. A sudden strengthening of the US Dollar or a reversal in Central Bank buying policies. |
The Block
Pompliano: Forget inflation, bitcoin's price ...
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Jan 30, 2026
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LONG
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Pomp states that legacy institutions (like Morgan Stanley) are not exiting fiat but are trying to "pull Bitcoin into the fiat system" to capture the wealth of the new "Independent Investor" class. The banks and fintechs that successfully build the "pipes" (ETFs, tokenization, trading desks) to service this wealthy, self-directed cohort will capture the fees from the Bitcoin wealth effect. Long the infrastructure providers bridging TradFi and Crypto. Regulatory hurdles or failure to attract the "digital native" demographic. |
The Block
Pompliano: Forget inflation, bitcoin's price ...
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Jan 30, 2026
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WATCH
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Pomp lists his favorite investments as "problem solvers," specifically naming Varda (space manufacturing for pharmaceuticals) and Rainmaker (weather modification drones). Smart capital is moving into "Hard Tech" and "Deep Tech" that solves physical problems (health, weather) rather than just software/SaaS. While these specific companies are private, this signals a sector rotation toward industrial innovation. Watch for public proxies in Space Economy and Climate Tech. High capital intensity and long time horizons for commercial viability. |
The Block
Pompliano: Forget inflation, bitcoin's price ...
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