4.8 • 1.9K Ratings
🗓️ 24 October 2025
⏱️ 28 minutes
🧾️ Download transcript
Mel Mattison is one of the leading macro strategists on the internet, known for his deep insights into global markets and digital assets. In this conversation, we discuss the rotation from gold into Bitcoin, the stabilization of the U.S. dollar and what it means for global capital flows, and the relationship between volatility and bull markets — including why higher volatility often signals the start of a new bull cycle.
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| 0:32.6 | what's up everyone this is anthony pompliano many of you know me as pomp you to the Pomp podcast, which is my effort to find the most interesting people in the world and sit with them for hours while I ask questions in an effort to learn. |
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| 1:00.5 | Anthony Pompliano runs Pomp Investments. All views of him and the guests on his podcast are |
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| 1:22.8 | only. We've got stocks at relatively high valuations. We've already had a strong rally in bonds. We've got gold and silver on just historical runs and now consolidating. So what's the asset class that's left to absorb that marginal dollar of capital? I think it's going to be Bitcoin. When I look at my trend work and my channels on Bitcoin, I do think, and 150 has been my call by the end of the year on Bitcoin. What's going on, guys? Today we got a great episode with Mel Madison. Mel is one of the greatest macro minds on the internet right now, and I always turn to him to understand what's happening in the market. Today, we are going to talk about three things that I think are important. The first is the rotation from gold into Bitcoin. You're going to hear how bullish he is on Bitcoin over the next couple of months. On top of that, we talk about the stabilization of the U.S. dollar and why that is a big incentive for foreign capital allocators to start bringing money back into the market. And then third, we're going to talk about the relationship between volatility and bull markets and why the more volatile an asset is, |
| 2:22.3 | the more likely it is in a bull market. That much more today with Mel Madison. Here's my latest |
| 2:26.8 | conversation. All right, Mel, I thought a great place to start the conversation. Gold has been on |
| 2:30.7 | this historic run, one of the best years in like 40 or 50 years. We now are starting to hear rumblings of a gold to Bitcoin rotation. |
| 2:39.1 | Do you think it's going to happen or not? |
| 2:41.3 | I think it's going to happen. |
| 2:43.1 | I think it's starting this week. |
| 2:45.5 | I think in the medium to longer term, let's call it three to six months, I'm very confident, |
| 2:52.5 | high, high level of probability that this is beginning now. |
| 2:56.3 | Do I think there's always a potential? |
| 2:58.6 | One more little flush out, shake out some weak hands, a little dip in the Bitcoin price. |
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