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Anthony Pompliano
Anthony Pompliano
Claim author · 20.06.2026 · The Biggest Pivot In AI History Is Happeni...
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Forecast Economy 30.09.2026

Bitcoin and capital flow

"It is very difficult for Bitcoin to be traveling higher if all the money is going into stuff that is based on earnings. We need and we're running into the second quarter. I believe the second quarter will be more of a disappointment for earnings than the first quarter. Not that it won't grow, but now the expectations are so high."

ℹ️ In shortAnthony Pompliano believes Bitcoin will struggle to rise if capital flows into earnings-based assets, predicting the second quarter will bring disappointing financial results.

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Transcript excerpt English

de is the energy that comes from retail and the energy that comes from momentum. It has no momentum list right now. It Every week there's more people. Now you've got uh strategy has brought people's attention. They're looking at the way STRC is trading and it's down to Every Everybody has a viewpoint on it. I'm going to keep saying the same thing. It is very difficult for Bitcoin to be traveling higher if all the money is going into stuff that is based on earnings. >> We need and we're running into the second quarter. I believe the second quarter will be more of a disappointment for earnings than the first quarter. Not that it won't grow, but now the expectations are so high. >> 22% earnings growth. >> Exactly. So, if if the stock market is unchanged from now until September, well, that's a better environment for Bitcoin than one where AI continues to go at 50% a month or 50% a quarter cuz if it keeps doing that, I do believe, like you said 6 weeks ago, you're talking to people in Korea. It's like they used to be a

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