Bitcoin Could Hit $10 MILLION … Here’s Why | Brian Dixon
The Pomp Podcast
Anthony Pompliano
4.6 • 2K Ratings
🗓️ 5 March 2026
⏱️ 42 minutes
🧾️ Download transcript
Summary
Brian Dixon is the CEO of Off The Chain Capital. In this conversation, we discuss whether bitcoin acts as a risk-on tech asset or “insurance from war” during geopolitical conflict, the macro forces impacting the market, and why institutions are increasingly accumulating bitcoin. We also cover regulatory catalysts, bitcoin’s relationship with AI and traditional assets, and Brian’s value-investing approach to opportunities across the crypto ecosystem.
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- 0:00 - Intro
- 1:02 - Is war good or bad for bitcoin?
- 2:23 - How investors rebalance portfolios during conflict
- 8:48 - Institutional demand for bitcoin
- 12:47 - Bitcoin’s real-world use case in conflict zones
- 19:50 - Bitcoin vs stocks, gold, & AI
- 21:46 - What risks worry bitcoin investors?
- 25:52 - Bitcoin treasury companies & value investing
- 29:35 - Off The Chain Capital’s investment strategy
- 35:47 - Catalysts that could drive bitcoin higher
Transcript
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| 0:45.1 | That's what Bitcoin is to be. |
| 0:46.1 | Bitcoin is insurance from war. |
| 0:47.8 | And when more people recognize that when you're in the middle of a conflict |
| 0:50.4 | and you can suck it off the internet onto a cold storage device |
| 0:53.0 | and take it to you around the world, that is a tremendous application and use case that we saw firsthand. I think |
| 0:58.6 | the government is really gearing up to inject a lot of liquidity in the market. This could |
| 1:01.2 | be one of the reasons why they initiated the conflict because they needed a reason to go |
| 1:05.8 | and inject liquidity into the market into print. And I in my mind have no doubt that in our lifetime |
| 1:09.8 | we'll see 10, 15, 20 million dollar Bitcoin, if not more than that. Because what's going on, guys? Today we got a great episode with Brian Dixon. He is the CEO of Off the Chain Capital. And in this conversation, we talk about is war and the conflict in Iran good for Bitcoin or bad for Bitcoin? How should we think about the asset in terms of it being risk on or risk off? And then we go around the horn and look at all the different things. What are the macro headwinds or tailwinds? What's going on in the regulatory environment? How are they thinking about the treasury companies? How does Bitcoin fit in with gold, S&P, AI, and much, much more? Brian has a lot of unique thoughts that you probably haven't heard anywhere else. So I highly suggest that you listen to the entire conversation. Here's my conversation with Brian Dixon. All right, Brian, I thought a great place to start this conversation is, is war good for Bitcoin? Obviously, we've seen the United States. They went and they grabbed Nicholas Maduro. Then we went to Iran. We set off a bunch of bombs there. Cuba seems to be, you know, a potential thing that we may |
| 2:02.1 | go do. And so Bitcoin, you would think if it's trading with software stock should sell off |
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