Avi(@AviFelman):I talked about why I sold all my core Bitcoin in 2025 with Pomp, but basically it boils down to the fact that the regime is completely different now. We are no longer in a world driven entirely by monetary policy, but real economic change and technologies that will radically reshape the future The rise of wealth taxes and socialism will contribute to the growth of BTC over a longer time period, and I do think that Bitcoin is a great trading asset. In fact, even now it shows signs of strength which could lead to a good trade. The reality is that the world has changed radically and that Bitcoin has assumed a valuation that requires a lot of very specific fuel to keep going.

2026.06.30 13:29

I talked about why I sold all my core Bitcoin in 2025 with Pomp, but basically it boils down to the fact that the regime is completely different now. We are no longer in a world driven entirely by monetary policy, but real economic change and technologies that will radically reshape the future The rise of wealth taxes and socialism will contribute to the growth of BTC over a longer time period, and I do think that Bitcoin is a great trading asset. In fact, even now it shows signs of strength which could lead to a good trade. The reality is that the world has changed radically and that Bitcoin has assumed a valuation that requires a lot of very specific fuel to keep going.

Anthony Pompliano 🌪@APompliano

2026.06.30 12:06

I spoke with @AviFelman about: - why he sold all of his bitcoin - the AI trade - memory stock boom - financialization of everyday life - current biotech positions - defense tech - rare earth minerals - psychology of trading volatile markets YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:03 - Why he sold all his bitcoin & crypto 6:52 - The Hyperliquid thesis & the broken social contract 20:01 - What would make him buy bitcoin again? 21:58 - Strategy + STRC & how to gain an edge in the markets 33:40 - What comes after the memory stock boom? 37:58 - Biotech, defense, & rare earth minerals 39:29 - Robostrategy, private markets & NAV premiums 44:08 - Why index fund returns may be lower going forward 55:40 - Contrarian investing & spotting a bubble 1:07:44 - Meme stocks, retail & future outlook 1:13:25 - The 1000x Podcast

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