Anthony Pompliano

2 weeks ago | pomp.substack.com | Anthony Pompliano

To investors,Bitcoin hit a brand new all-time high yesterday. The digital currency has been on a tear since falling to approximately $75,000 just a few weeks ago. This means bitcoin is up over 25% in the last month, nearly 60% in the last year, and more than 1,100% over the last 5 years. I continue to tell people — if you can’t beat it, you have to buy it. I don’t make the rules. And there are not many people who can outperform the best performing asset of the last 15 years.

2 weeks ago | pomp.substack.com | Anthony Pompliano

To investors,I have spent the last 15 years of my career in the private markets. I started out building companies, then went to work at Facebook, and eventually became a full-time investor. I always joke that my generation watched The Social Network movie and everyone wanted to be the next Zuckerberg or they wanted to invest in him. My generation has over-rotated to private markets. It is impossible to ignore. But I think we are about to witness a rotation back to the public market.

2 weeks ago | pomp.substack.com | Anthony Pompliano

To investors,Retail investors have long been thought of as the “dumb money” in financial markets. The hedge funds and large institutions were the sophisticated money. They had the Ivy League degrees, lots of technology at their fingertips, and they were paid millions of dollars per year to find the edge to create massive profits. But multiple data points in recent years suggest individuals on the internet are catching up to the institutions in terms of intelligence and sophistication.

2 weeks ago | pomp.substack.com | Anthony Pompliano

ūüö® New Product Launch: Introducing Silvia, your new personal CFO. We built this product for me and now we are opening it up for everyone else. The product uses AI models to track your net worth, analyze your portfolio, answer any questions you have about your finances, and make suggestions on how you can improve. You can text, email, or call the CFO too which is really cool. The video below has a live demo of the product.

3 weeks ago | pomp.substack.com | Anthony Pompliano

To investors,Humans are full of fear and greed. They get over-excited in the good times and they run in fear during the bad times. This is a story as old as time. You can’t change human nature, therefore you can’t change markets. So the only thing you can do is study history to be prepared for the future. That is why I posted on X on April 6th two words: Study reflexivity. Reflexivity is one of the core concepts embraced by every great investor I know.