The tweet was deleted by the author.
But we saved everything 🙂.
Anthony Pompliano, co-founder and partner at Morgan Creek Digital Assets, commented that bitcoin is viewed as an asset designed to help people protect themselves from what he called undisciplined government spending.
Pompliano observed that, while bitcoin serves an important role in portfolios, it does not need to make up 100% of investments. He stated that effective capital allocators will seek a mix of assets, including AI stocks, bitcoin, private startups, and other alternatives.
Pompliano has previously pointed to technical trends in the crypto market. In a recent post, he noted that four on-chain metrics indicate bitcoin sellers may be running out of steam. He has also highlighted a disconnect between industrial profits and the MSCI China Index’s performance. These observations reflect his focus on data-driven signals across asset classes.