Why Bitcoin Could Soon Leave Gold in the Dust, According to Pompliano

Bitcoin is once again making headlines as Anthony Pompliano, founder and CEO of Professional Capital Management, shared an optimistic outlook for the cryptocurrency during a recent appearance on CNBC.

At the time of his interview, Bitcoin (BTC) was trading near $85,000 after bouncing back from a dip to $76,000. Pompliano discussed BTC’s role in the global economy, drawing comparisons to gold and hinting at growing interest from governments and major financial institutions.

Despite starting 2025 with a 10% decline, while gold has gained 20%, Pompliano emphasized a broader perspective—both Bitcoin and gold are up roughly 35% over the past year. He explained that such short-term differences aren’t unusual.

“Gold tends to lead these rallies, and honestly, no one fully understands why,” Pompliano said. “I think it’s because central banks and large institutions either aren’t allowed to invest in Bitcoin or simply haven’t adopted it as a safe haven during global tensions.”

He went on to say that historically, when gold experiences a surge, Bitcoin often follows—typically around 100 days later. But unlike gold, Bitcoin tends to rally even harder thanks to its higher volatility.

ETFs and Sovereign Wealth Funds Fuel Bitcoin Adoption

A significant transformation is underway in how investors are accessing Bitcoin. According to Anthony Pompliano, there’s a noticeable rise in the use of spot Bitcoin ETFs—not just among individual investors but also among major players like sovereign wealth funds.

He pointed to a recent but largely unnoticed filing by an unnamed sovereign fund that confirmed its investment in Bitcoin via ETFs. Pompliano explained that this reflects a growing trend: large institutions are seeking exposure to Bitcoin’s price movements without the complexity and risk of managing the asset directly.

“This is a sign that institutional investors are increasingly turning to ETFs to bypass the regulatory and geopolitical hurdles tied to self-custody,” he said.

Is the U.S. Building a Strategic Bitcoin Reserve?

Anthony Pompliano recently revealed insights from a conversation with Bo Hines, Executive Director of the President’s Advisory Council for Digital Assets—and the implications are big. According to Pompliano, the U.S. government isn’t just sitting on seized Bitcoin. It may actually be planning to expand its holdings in a more strategic way.

“They’re aiming to purchase as much Bitcoin as they can get their hands on,” Pompliano stated.

While the exact strategy is still under discussion—ranging from leveraging gold reserves to reallocating tariff income—Pompliano confirmed that a dedicated interagency task force is already weighing the most effective approach. If this plan moves forward, it could reshape how nations compete on a digital financial front.

“Other countries might be mining their way into Bitcoin,” Pompliano added. “But the U.S. could take a different route—by buying it directly.”