The Pomp Podcast - Bitcoiners Predict MASSIVE Bull Market | Anthony Pompliano

Episode Date: April 28, 2026

Anthony Pompliano breaks down the biggest bitcoin predictions coming out of this year's bitcoin Conference. In this episode, he covers Arthur Hayes on digital credit driving the next bull run, Michael Saylor on the explosion of digital credit markets, Tim Draper on why it's now irresponsible for companies not to hold bitcoin, a major upcoming announcement from the White House on the Strategic Bitcoin Reserve, SEC Chair Paul Atkins on regulation as a catalyst, and Paul Tudor Jones on bitcoin as the best inflation hedge alive.=====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.=====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=====================0:00 - Intro 0:22 - Arthur Hayes: bitcoin bull run prediction 1:23 - Michael Saylor: digital credit is exploding 3:40 - Tim Draper: it's irresponsible not to hold bitcoin 7:05 - White House & Strategic Bitcoin Reserve announcement?9:20 - SEC Chair Paul Atkins on regulation & crypto 11:10 - Paul Tudor Jones: bitcoin is the best inflation hedge 13:08 - Final take: why Pomp holds bitcoin

The biggest names in Bitcoin are speaking out this week, and they're predicting a massive bull run. But the reason why they're predicting this may actually surprise you. First, you have to remember that the Bitcoin Conference happens every single year, in good times and in bad. And this year, there are tons of the most famous Bitcoiners

that are going on stage, and they're explaining where we've been, what's going on right now, and what they predict of the future. The first person that caught my attention is Arthur Hayes. Arthur's a billionaire who created one of the biggest platforms in crypto. And Arthur has one message for everyone.

He believes that Bitcoin's bull run is going to be absolutely incredible. But the reason why he thinks that is not because a bunch of retail investors are buying Bitcoin or because a bunch of companies are buying Bitcoin. Instead, he believes digital credit is likely to be the driver. Take a listen to why Arthur believes that Bitcoin's next bull run is going to be tied back to digital credit. So that's about $4 trillion that's created, which means that it's larger than the amount of credit that could be destroyed by AI taking people's jobs, which is why I've turned more

bullish on Bitcoin. My liquidity chart has bottomed back in November of last year, around the same time that Bitcoin did. I think we've had a bit of a chop. We've had a bit of a war. Now it's time to break out. And that's why I believe Bitcoin is going higher. I think my end of year choice target is like 125,000, whatever. It doesn't fucking matter how long anyways, but thank you very much, everyone. Now, of course, if Arthur Hayes believes that Bitcoin's bull run is because of digital credit, Michael Saylor, the creator of digital credit, he probably believes that as well. Take a listen to how Michael describes what's going on right now and why he thinks that digital credit is a genie that is out of the bottle. And it is one of the fastest growing products in

finance. So I don't think there's any question digital credit is going to work. There's three and a half trillion dollars in private credit right now. And that three and a half trillion is getting eight and a half percent nine percent yields it's totally a liquid and if even one or two percent of it flows into digital credit this will be an explosion i don't know why you wouldn't have 10 of it 370 billion dollars just coming out of private credit flowing into digital credit it's all illiquid opaque under collateralized unrated stuff digital credit if it if it got even one or two percent of the junk bond market the private credit market you know or or other sorts of exotic credit it would be exploding if you look right now at strc strc is the largest

preferred equity in the world and it is the most liquid preferred equity in the world and the fastest growing maybe one of the fastest growing you know financial products in the world all in the first eight months and that's without any of this happening so i think that uh the digital credit train has left the station stretch is working uh even today as sata you know is like what, $99.99 hitting par right now. So you can see that that asset class is working. Both those instruments are working right now. I think that all of the uncertainty is really just opportunity. Now, to me, the reason why digital credit is so interesting is because it takes both the power of Bitcoin and the power of fixed income, and it puts it together. And if there's one thing that

Wall Street and the traditional financial system likes, it's yield. And so they've got a new way, not only to get yield, but to get higher levels of yield, they're going to line up with trillions and trillions of dollars of capital. And that's what you're hearing Arthur and Michael Saylor both predict. But the thing is that we're not only going to get interest from digital credit, we also see companies starting to buy Bitcoin very aggressively as well. There's tons of Bitcoin treasury companies that are in the public market, but also there's a lot of private companies as well. Billionaire Tim Draper, he now thinks that it is irresponsible for a company not to have Bitcoin on its balance sheet. Take a listen to why Tim believes that. And I started to think

about what the future might look like. And something flashed into my mind. My dad came to me and he gave me a million dollar bill. And I was about 10 years old. And I went, whoa, a million dollars. What am I going to do with a million dollars? What can I do with this? This is so awesome. And he says, nothing. And I said, what do you mean nothing? He said, that's a million Confederate dollars. The Confederates lost the war to the unions. All the Confederate money became less and less valuable. Everybody wanted union dollars. Confederate money inflated, and eventually it became completely worthless. So fast forward to now. There is a pretty good possibility that the retailer starts saying, I accept Bitcoin. And then they start making more money with

Bitcoin, as we all do and we all know. And then the retailer will say, I only accept Bitcoin. And then what happens? There's a run on the banks. Everybody runs and tries to get their money out of the banks and put it into Bitcoin. That can be a cataclysmic event. So what I say to people, I mean, I used to say, hey, buy some Bitcoin. It's fun. It's interesting. Might be kind of an interesting thing to hold on to. Now I say, you better hold Bitcoin.

If you want to protect your family, you want to protect your company, you want to protect your country, you better have some Bitcoin. In fact, it's irresponsible now for a company to operate and have a big treasury and not have some portion of that 5, 10, 15% in Bitcoin. works for you whether you're a beginner or an expert uphold also features any to any swaps where you can swap crypto to fiat fiat to metals and tokens to tokens directly in the app if you prefer self-custody upholds vault gives you multi-stick security key recovery direct trading access and peace of mind without giving up convenience uphold is also 100 reserved meaning no fractional practices and proof of reserves are updated every 30 seconds so you can verify

your assets anytime. For U.S. users, you can even earn yield on dollars with a USD interest account. No fees, no minimums, and funds are insured up to $2.5 million through the Atomic Cash Suite program. If you want one app for your entire digital asset life, check out Uphold today. Go to Uphold.com to learn more. Uphold.com. Go check them out today. Now, if it makes sense for a company to hold Bitcoin on its balance sheet, then should the government hold Bitcoin on its balance sheet? Well, this is the thing. Patrick Witt, who now is leading all crypto strategy at the White House, he says that a very big announcement is coming. Don't believe me. Listen to Patrick say it

himself. On Bitcoin as an asset overall, the president signed the strategic Bitcoin reserve executive order last year. And we've gone to work and figuring out exactly the machinations necessary and legal interpretations that we need to get that right and solidify that and protect the digital assets, but specifically Bitcoin that we have on the government balance sheet. So in the next few weeks, we'll be making a big announcement. I think we have a bit of a breakthrough there. And obviously, that needs to be followed up with legislation. Senator Lummis's Bitcoin Act over in the House, Representative Begich has talked about the ARMA Act that he is put together. So we need to codify it. But in the meantime, we do believe we're going to be

able to take a big step forward from the executive branch side of the next few weeks. Now, a big announcement on the strategic Bitcoin reserve. Could that mean that the U.S. government is actually buying Bitcoin? They're increasing the reserve by putting net new dollars in? I don't know. But if that's true, that would be a massive shock to the system. Not only do we have companies buying Bitcoin and individuals buying Bitcoin and large funds buying Bitcoin. But on top of that, we would have the government buying Bitcoin. Once the United States of America starts to buy Bitcoin and outright acquire it, not just confiscate it, that is going to set off a domino effect around the world. Countries will begin scrambling for

Bitcoin, trying to figure out what's our strategy, how much do we need to own, and where can we actually go buy it? As countries start to do this, it will be a brand new net buyer of Bitcoin that previously hasn't been in the market. It's one thing for somebody who's innovative and forward thinking like Bukele down in El Salvador. It's another thing for other small countries to do it. But the United States of America, it's the greatest economy ever constructed in human history. And the day that the United States says we are actively acquiring Bitcoin in the open market, that is going to be the shot heard around the world and countries are going to FOMO into the asset. But it's not just the government buying Bitcoin either. We recently heard Paul

Atkins, the new SEC chair, say that he believes that regulation will be a boom for Bitcoin as well. Take a listen to why Paul thinks that passing the Clarity Act and other regulation is so important. Actually allow firms to experiment on chain, build their securitized tokens and trade them on-chain here in the United States under an innovation exemption that we plan to issue here in the next few weeks. And then also to allow fundraising through the sale of tokens on-chain through what we're calling reg crypto. So those things are in the offing. They'll be coming out soon. I know the discussion here just a few minutes ago about the statute, which is the bill pending in Congress right now called the Clarity Act.

We really need to have Congress speak to this area. And so we're ready, willing, and able to interpret what they say and to put that into rules that people then can rely on and pursue their innovative ideas. Again, here in the United States, they don't have to go offshore. That's what's really the vital concept here. So we've got billionaires that love Bitcoin. We've got public company CEOs that love Bitcoin. We've got investors that love Bitcoin. We've got people in the White House and in the SEC that all believe that this technology is real and it is going to be an important part of the future of finance. But that still doesn't solve the problem as to why the traditional investors, people who don't care about Bitcoin, people who don't care

about blockchain technology. People who simply say, my job is to generate alpha every single day. Why would they buy Bitcoin? Well, we can hear the goat of all investors, Paul Tudor Jones, one of the best risk takers alive. He recently went on the Invest Like the Best podcast, and he talked about the fact that he sees Bitcoin as the best inflation hedge asset. Take a listen to Paul's reason for buying Bitcoin. And then in 2020, when you saw, again, all the interventions, both the central bank and the treasury, you just knew that the inflation trades were going to take off. And what was, of all of them, what was the best one at that point in time? It was Bitcoin. Bitcoin is unequivocally the best inflation hedge that there is.

more than gold because Bitcoin is finite. There's only so much Bitcoin that can be mined. The problem with it is inflation hedges. If you got into kinetic exchange, it's clearly going to be cyber warfare. And anything that you have to deal with electronically is going down, including Bitcoin. So strike one. And then secondly, quantum computing, who knows if and when with AI advancing as fast as it is that we may actually have quantum computing. Now, quantum computing, someone can come in and can hack any bank and hack anything they want to. So in terms of it being a great inflation hedge, gold increasing supply every year by a couple of percent. Bitcoin, there's a finite amount that can be mined.

It's decentralized. And so in that sense, it has the greatest scarcity value of anything. So there you have it. Paul Tudor Jones, he likes Bitcoin. In 2020, he came out and called that Bitcoin was going to be the fastest horse in the inflation hedge basket. And boy, was he right. Bitcoin went from $10,000 a coin to $60,000 in a couple of months.

And if Paul still likes Bitcoin today, my guess is that he holds Bitcoin. And if Paul Tudor Jones is long an asset, I probably want to be long the same asset. And so regardless of how you cut this, the private sector, the investment world, public companies, the government, or some of the top investors in the world, all of them like Bitcoin. And the reason is because Bitcoin is unique. It is a scarce digital asset that has a neutral monetary policy. It's a non-sovereign asset that that scarcity ends up being very valuable in times of abundance. And if there's one thing we know is that the United States government and other governments around the world, they're going to continue to print immense amounts of money.

And so Bitcoin is likely to continue to go up over the long run. And what you're hearing is person after person after person. Not only are they bullish on Bitcoin, but they're taking their own hard-earned capital and they're putting it into the network. They're acquiring the asset and they're holding it. And so do you want to be on the other side of the trade of Paul Tudor Jones or Tim Draper or Michael Saylor or Arthur Hayes? I don't. That's why I hold Bitcoin. And my guess is those that hold Bitcoin over the coming years, they're going to be very happy and they're going to do very well.