Bitcoin (BTC) Remains Under the Spotlight as Anthony Pompliano Outlined a Bullish Long-Term Vision

Bitcoin (BTC) has kicked off 2025 down roughly 10%, while gold is up 20%. But Pompliano was quick to point out a key trend: over a one-year horizon

Anthony Pompliano, founder and CEO of Professional Capital Management, is known for his bullish views on Bitcoin. In a recent interview with CNBC, Pompliano continued to express his optimistic long-term outlook on the cryptocurrency as it trades below key levels.

Bitcoin (BTC) price kicked off 2025 down around 10%, in stark contrast to gold’s 20% gain. However, over a one-year time horizon, both assets had increased by roughly 35%, Pompliano pointed out. This divergence in performance over shorter time periods was not unusual.

“We’re used to seeing gold kind of lead these rallies and nobody really knows why that happens,” Pompliano said. “My kind of guess would be that a lot of the central banks and institutional investors they are either not approved to buy Bitcoin or they’re not used to running to Bitcoin in these moments of kind of geopolitical uncertainty. What we do see though, is when gold rallies, it’s usually a sign that central banks and/or large institutional players tend to prefer gold in times of geopolitical uncertainty.”

He added that typically when gold runs higher around 100 days later Bitcoin not only “catches up” but “tends to run even harder due to its higher volatility.”

One of the most significant shifts in the market is how investors are gaining exposure to Bitcoin. Pompliano noted a growing use of spot Bitcoin ETFs, not just by retail traders but also by sovereign wealth funds.

“We’ve seen a lot of chatter about a sovereign wealth fund needing to disclose an investment in a Bitcoin ETF, which we can no longer name due to the fact that they went back and edited the filing,” Pompliano said. “We’re also aware of another sovereign wealth fund that's planning to apply for an ETF in order to gain exposure to Bitcoin.”

This move highlights how institutions are “trying to get price exposure without the regulatory and geopolitical complications of self-custody,” Pompliano added.

Is the U.S. government preparing a strategic Bitcoin reserve?

Pompliano discussed details from a recent conversation with Bo Hines, executive director of the President’s Advisory Council for Digital Assets. The takeaway? The U.S. government is interested in more than just holding confiscated Bitcoin—it may be looking to actively acquire it.

“They’re going to buy as much Bitcoin as they possibly can,” Pompliano stated.

While the methods of purchasing are still being debated—selling revalued gold or using tariff revenues—Pompliano confirmed that an interagency task force is actively exploring the best route. That move, if finalized, could set the stage for an entirely new layer of geopolitical positioning around Bitcoin. As Pompliano puts it, “Other countries may be acquiring Bitcoin by mining; the U.S. might buy it in a way that's best described as purchasing it outright.”