Pompliano: Forget inflation, bitcoin's price action is explained by deflation and de-dollarization

The Crypto Beat · January 30, 2026, 6:45AM EST · 33:52

Anthony Pompliano and Jeff Park argue that deflation, not inflation, may be Bitcoin’s biggest headwind, challenging the narrative that fueled institutional adoption in 2020. They suggest institutions aren’t trying to exit fiat, but are instead integrating Bitcoin into the legacy system to attract new clients and revenue.

OUTLINE
00:00 – Introduction
01:30 – The Independent Investor
05:45 – Institutions & Bitcoin
08:20 – Bitcoin vs Altcoins
12:00 – Biggest Risks to Bitcoin
17:30 – The Weak Dollar Play
22:00 – AI & Occupy AI
28:15 – Favorite Investments
33:00 – Long-Term Outlook

Guest links:
Anthony Pompliano – ⁠https://x.com/APompliano⁠
Jeff Park – ⁠https://x.com/dgt10011⁠
Kelvin Sparks – ⁠https://x.com/imyoungsparks⁠
Tim Copeland – ⁠https://x.com/timccopeland⁠

————————————————————————————–

Subscribe to The Block’s Newsletters!
🚨 Breaking News
👨‍🔬 Expert Analysis
📈 Market Insights

Subscribe now 👉 https://www.theblock.co/newsletters

————————————————————————————–

Hiring in crypto?
🧠 Find top talent fast with Campus, powered by The Block!
✅ Challenge candidates with our Crypto Assessment Test
⚡ Hire faster, build stronger teams

Start your free trial today 👉 https://theblock.co/campus

Related articles

Related podcasts