Pompliano explains why BTC may soon outperform

Bitcoin remains under the spotlight while Anthony Poseliano, founder and CEO of Professional Capital Management, described a long-term bull vision of cryptocurrency in a recent CNBC interview.

With Bitcoin (BTC) oscillating about $ 85,000, following a recent drop to $ 76,000, Poseliano weighed on Bitcoin’s place in the global financial landscape, comparing it to gold and alluding to major institutional and government developments to come.

Bitcoin launched 2025 down approximately 10%, while gold increased by 20%. But Pumpliano was quick to emphasize a key trend: on a one -year horizon, the two active people increased by around 35%. This divergence, he notes, is not uncommon.

“Gold generally leads these rallies and no one really knows why it happens,” said Poseliano. “My kind of supposition would be that a lof of central banks and institutional investors, they are not approved to buy bitcoin or they are not used to running in Bitcoin in these moments of the type of geopolitical uncertainty. What we do so much is when gold is to suggest that central banks and institutional actors tend to promote gold in the event of geopolitical uncertainty. ”.

He added that Typicall when gold is higher about 100 days later, Bitcoin not only “catches up” but “tends to function even stronger due to its higher volatility”.

ETF and sovereign wealth funds

One of the most notable changes is how investors are exposed to Bitcoin. Pospiano noted an increasing use of the spot Bitcoin FNBNot only by retail merchants but also by sovereign funds.

Pospiano has highlighted a recent disclosure neglected by an unknown sovereign fund which exposure to the exposure to bitcoin via ETF. This shows that the institutions “wish an exposure to prices without the regulatory and geopolitical complications of the auto-customary”.

Do the United States are preparing a strategic bitcoin reserve?

Poseliano discussed the details of a recent conversation with Bo Hines, executive director of the president’s advisory council for digital assets. The point to take? The American government would not only be interested in holding confiscated bitcoin, it could seek to acquire actively more.

“They will buy as much bitcoin as possible,” said Poseliano.

Although the purchasing methods are still being debated, whether by selling reasons reassessment or using tariff income, he confirmed that an inter -institutions working group explores the best route. This movement, if finalized, could prepare the ground for a brand new layer of geopolitical positioning around Bitcoin. As Pompliano says, “other countries can acquire bitcoin by mining; The United States could buy it squarely. ”