Bitcoin Is The Best Asset For The Rest Of 2025

0:00Hello, everyone. It's time for Bitcoin to shine. The debasement trade that's not going to stop anytime soon. Jordy Visser is going to break down the catalyst for Bitcoin through the end of the year. And Elon Musk released a new robot video that is going to scare the heck out of you. We're live today from the desk of Anthony Pompliano.

0:26Before we get into today's show, I need your help. My goal is to get to 1 million subscribers. Right now, we only have 28 ,089 subscribers. Hit the button and let's get into today's show. All right, ladies and gentlemen, it is time for Bitcoin to shine. Right now is the kickoff time. That's my conclusion after going over a deep dive this weekend on all the fundamentals and all the current financial environment. Now, how high could Bitcoin go in the next 8 to 12 weeks? That's anyone's guess. I don't know. But I do think that people have been lulled to sleep for long enough. The fireworks can now commence.

0:58Let's dig into some of this data. First, we have James Lavish. He says that if you say you don't believe in Bitcoin, you might as well say you don't believe in inflation. Just look at this chart. Although Bitcoin tracks CPI directionally before 2023, see it all going up into the right, the chart visually provides a little bit of noise. It's hard to see. But starting around 2023, Bitcoin and CPI have been married at the hip. That tight correlation would suggest that investors are using Bitcoin as an inflation hedge asset. Now, JP Morgan analysts are now calling Bitcoin and gold the debasement trait.

1:30They write that the bank defines it as a trade that reflects a combination of factors. They say that in client conversations, those factors range from elevated geopolitical and policy uncertainty to uncertainty about the longer term inflation backdrop to concerns about debt debasement due to persistently high government deficits across major economies to concerns about Fed independence to waning confidence in fiat currencies in certain emerging markets in particular. and, of course, to broader diversification away from the U.S. dollar. Now, this all makes sense, right? Investors are scared that governments around the world have created way too much debt, and therefore now nation states and central banks are going to have to debase their currency in order to avoid default.

2:13That's not new. Everyone knows that's happening. Holding dollars will be a losing strategy in this scenario. Now, creative planning's Charlie Bellello, he highlights that gold and Bitcoin are the top performing major assets so far in 2025. He says that we have never seen these two, number one and number two spots, for any calendar year in history. But many people, they're going to argue that past performance does not indicate future performance. That's true. I agree with that. But the structural trends globally are suggesting Bitcoin and gold are both going higher. For guidance's Felix Yavin, he writes that every country is pivoting to running it hot.

2:50We're going to run as wide of a deficit as possible to try and outgrow the debt. He says that central banks are giving up on inflation and fiscal dominance is arriving. Nominal assets will do well, but he says that debasement hedges will do even better. The world of 2010 to 2020 is no longer. Reset your priors. Let's effing go. Now, none of this is new if you've been paying attention online for the last decade. Bitcoiners and their predecessors, the gold bugs, they've been yelling about currency debasement problem for years. But the difference today, right now, is that it's no longer just the people on the internet.

3:22You now have major financial institutions lending their credibility to the thesis. Take Morgan Stanley as an example. Ash Crypto writes, $1.3 trillion Morgan Stanley Global Investment Committee has recommended allocating 2 % to 4 % of client portfolios to crypto and says that Bitcoin is a scarce asset comparable to digital gold. Wow. BTC Archive also points out that Morgan Stanley says it will support its 16 ,000 financial advisors who manage$2 trillion if they wish to allocate to Bitcoin and crypto. So what should you sitting at home take away from the traditional firms embracing Bitcoin? Well, the big guys now understand the debasement trade is not going away.

4:02Why is that? Well, Vijay Boyapati explained it well when he wrote, In the global family of financial assets, the two closest siblings, Bitcoin and gold, are now sending the same message. Global debasement has reached the point of no return. The point of no return. Now, that may sound like hyperbole to some of you, but I don't think it's far from the truth. An entire generation of investors are realizing a large portion of financial returns in the market. They are merely debasement of the currency. If that debasement is a major driving force of returns, it calls into question everything that you and I were taught about investing from the old world.

4:37Opening Bell's Phil Rosen, he highlighted a great example of this by denominating the S &P 500 in Bitcoin rather than in dollars. Just look at this chart. The S &P is up over 100 % since 2020 when you denominate it in dollars. That's great, right? Well, not so fast. That same index is down nearly 90 % in the same timeline when you denominate it in a finite sound money asset like Bitcoin. So simply, your frame of reference really matters. So as I've been saying for a while now, Bitcoin is the hurdle rate. If you can't beat it, you have to buy it. And I think the next 12 weeks are going to be very fun for Bitcoin holders.

5:13Interest rates are coming down. Currency debasement is accelerating. The institutional world is embracing the debasement trade. We have Bitcoin ETFs that are seeing record inflows. Retail sentiment is growing as investors buy into the Q4 is good for Bitcoin narrative. And M2 money supply is expanding rapidly. Gold's run up more than 50 % this year, a big 5-0. But now it is Bitcoin's turn. The next 12 weeks is Bitcoin's time. Hold on to your coins because things are about to get crazy. I sat down with Jordy Visser over the weekend and he explained what he believes are the catalyst for Bitcoin both in October now known as Uptober, but also through the end of the year.

5:51As I've previously said, Bitcoin's time to shine is now, but here are the catalysts that Jordy believes are going to drive this big run. All right, since you started with Uptober. Yes, seasonally, this is a great month, but the last five years, the next six months have been good. And I think there's a lot of people who were kind of timing the end of October as the end of the halving time and things were going to get dicey. There's a major story, in my opinion, that's shaping form. So I've talked about being wrong on where Bitcoin would be at this point. And it surprised me because of the network effects that were happening, but also everything that was happening on AI that to me is directly related to it.

6:34But one of the things that became obvious to me this year is that for Bitcoin to really be making the move that we all think it should be, there actually needs to be a lot more acceptance by people outside of just corporations and treasury balance sheets. Because that's, you know, honestly, except for micro strategies at this point, the majority of this is kind of this zombie type thing that that Saylor talks about. It's not a big number. It's not something that when you add them all together is enough to really drive a major price move. To drive a major price move, it can't just be retail. They're not big enough.

7:10It's a big enough asset now. So if I think about what drives things like Oracle and Tesla and big companies like that, Bitcoin's bigger than most of them. So it needs to actually have a lot of energy and heat behind it, which means we're at the stage now at this size that I think the traditional finance world needs another group in. And so my like mindset that I use with everything is that prices lead narrative. So I focus on what the narratives will be six months from now. And to me, it's very obvious. And I'm just going to go through for you kind of what I see happening now. That is a major story that we've talked about.

7:44So everyone who's watched this all year, none of these are going to be surprising, but I think they're all coming to a head now. So the first one is the job situation. So there's no doubt we have enough data now. It's not just the BLS numbers. It's all of the soft surveys that I cover in my weekly videos. People feel bad about their job. And regardless of whether it's 100 % artificial intelligence, AI has an impact to it. Your brother and I talked about it last week in terms of all the things that happened in the month of September and how crowdsourcing is now saying that AI is coming. Three of the four largest employers, private sector employees in the United States of America, Walmart, Amazon, and Accenture.

8:29Accenture had a big layoff announcement this week. All three of them have publicly come out and said they will be laying people off, or they have laid people off. And number two, that they don't expect to hire anybody in net over the course of the next few years. And they're all saying AI is part of it. There's a bunch of other companies which we don't need to go through, but the pressure is growing on this belief. We had the ADP number this week. It was negative. there's no doubt right now that the job market is an issue and this feeds into a couple things number one for the jobs market that means the discontent for people is only going to worsen so anything disruption wise that's coming if people are not able to pay for housing and they can't do this is going to be an issue which puts pressure on the administration in a year of the midterm elections so i don't care what kind of printing goes on i don't care if it's giving people tax rebates out of the whatever it is.

9:20There's going to be checks going out. There's going to be help on the housing side, because if you want to win elections, and that's the whole thesis that we've talked about in terms of Bitcoin, the discontent in the system, the profit margins are going up and the people are losing their jobs. So this is going to be a story that will only worsen next year because AI agents are coming. Now, it's easy to say Bitcoin's going to go up, but when you actually start to dig into the details, why is it going to go up? Those catalysts that Jordy talked about, I think he's onto something there. And so Uptober, Q4, whatever you want to call it, Bitcoin is about to have some fun.

9:54And I'm glad that Jordy's unpacking all of it for us. One of my favorite things to find on the internet now are these videos of all the humanoid robots. Many times in the videos, they're walking, they're going up and down the stairs, they're putting things away in the refrigerator, they're folding clothes, they're even spinning around on the ground. Every time I say to myself, man, those robots are pretty athletic, they look pretty smart, and frankly, I just want one. I want to own it. I want it to be in my house, in my office. I want to walk around with me. But I just saw a video from Elon Musk.

10:21It's Tesla's optimist, and he's learning Kung Fu, which now all of a sudden I'm a little bit more nervous about. You can see in the video, the robot is able to be on offense and on defense. It can defend itself and it can strike the opponent. But Elon was asked in the comments, is this being tele-operated or is it artificial intelligence? Elon says it's AI, which means that this robot, in real time, at the speed of a fistfight, is able to understand what is the opponent doing? What should I be doing? Should I be defending myself or should I be offensively striking the opponent? That type of thing now opens a lot of questions.

10:53How are these robots gonna act? When are they gonna be good versus bad? How can we defend ourselves from robots attacking us? And when is it that robots could go rogue? All those questions are gonna have to get figured out, but this video gives you a peek into the future. That's it for today's show. Thank you so much for watching. Please remember, my goal is to get to 1 million subscribers on YouTube and I need your help to get there. 28 ,089 subscribers right now. Hit that subscribe button and we'll be one closer. Thanks so much and I'll see you guys live tomorrow from the desk of Anthony Poppliano.