Bitcoin Drops 40% - Should We Be Worried? | Anthony & John Pompliano

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.8 • 1.9K Ratings

🗓️ 2 December 2025

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Anthony and John Pompliano break down the chaos inside today’s markets — from Bitcoin’s pullback to what’s really happening with the ETFs. We dig into why Vanguard suddenly capitulated, how a Trump-appointed Fed chair could reshape the entire macro landscape, and why political goggles are destroying people’s ability to think clearly about money. Plus, we unpack Michael and Susan Dell’s massive $6.25 billion donation to jump-start investing accounts for 25 million American kids — and what it means for the next generation of wealth-building.

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Xapo Bank, the world’s first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.

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Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world’s largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what’s happening in crypto in five minutes or less. Read the latest at https://experts.bitwiseinvestments.com/cio-memos. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.

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Timestamps:

0:00 – Intro
1:29 – Bitcoin’s price drop & volatility
10:12 – ETF vs spot bitcoin & leverage warnings
16:40 – Vanguard + institutions opening access to Bitcoin ETFs
21:39 – Trump’s Fed pick & Jerome Powell legacy
25:56 – Political goggles: data, bias & media narratives
33:45 – Doctors using ChatGPT & the future of expertise
36:38 – Michael & Susan Dell’s $6.25B Invest America

Transcript

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0:00.0	Think about cheese.
0:02.0	Make your thoughts cheesier.
0:04.2	Now add 100% chicken breast fillet, Chipoplae sauce and amadea cheese melt,
0:08.3	and it's giving the new cheesy chicken stack at McDonald's.
0:12.0	Did we mention it's cheesy?
0:13.9	Cheese.
0:15.8	Availments with the 4th of Jan, 2026 from 11 a.m.
0:18.1	Price and participation may vary.
0:19.2	Subjects availability.
0:22.7	What's up, everyone? This is Anthony Pompliano. Many of you know me as Pomp. You're listening
0:27.3	to the Pomp podcast, which is my effort to find the most interesting people in the world and sit
0:31.9	with them for hours while I ask questions in an effort to learn. So it would mean the world to me
0:36.5	if you would subscribe to the show
0:37.8	on your favorite audio platform, watch episodes on YouTube, and tell your friends and family about
0:43.1	the podcast. My goal is to help millions learn from the world's most interesting people. So let's
0:48.6	get in to today's episode. Anthony Pompliano runs Pomp Investments. All views of him and the guests on his podcast are surely their opinions and do not reflect
0:58.0	the opinions of Pomp investments.
1:00.0	You should not treat any opinion expressed by Pomp or his guest as a specific inducement
1:04.6	to make a particular investment or follow a particular strategy, but only as an expression
1:09.4	of his personal opinion. This podcast is for
1:11.8	informational purposes only. What's going on, guys? Today we got a great episode with John
1:16.3	Pompeiano. In this conversation, we talk about Bitcoin's price going down. What's going on with
	...

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