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Anthony Pompliano
27:0310/24/25

Shocking Data Shows Bitcoin To Go MUCH Higher

TLDR

Bitcoin is expected to experience a significant upward trend, potentially reaching $150,000 by January, driven by a rotation of capital from gold and increased institutional adoption.

Takeways

Bitcoin is poised for a significant rally, potentially reaching $150,000 by January.

Capital is expected to rotate from gold into Bitcoin, driven by market consolidation and technical signals.

Embrace market volatility, as it's a natural part of bull markets and attracts capital.

Mel Madison, a macro expert, predicts a substantial rise in Bitcoin's value, forecasting a target of $150,000 by January, as capital begins to rotate from gold into Bitcoin. This shift is supported by technical indicators, Bitcoin's smaller market size compared to gold, and a stabilized US dollar encouraging foreign investment. The current market environment, characterized by consolidating assets and a looming acceleration of volatility, sets the stage for Bitcoin to absorb marginal capital.

Gold to Bitcoin Rotation

00:01:19 A significant rotation of capital from gold to Bitcoin is currently underway, with high probability for the next three to six months. While a brief dip to $98,000 is possible, Bitcoin is forecasted to reach $140,000-$150,000 by the end of January. This follows a period of consolidation after Bitcoin's previous surge from $50,000 to $108,000 post-election, ensuring price levels are stable for the next leg up.

Technical & Market Indicators

00:03:12 Technical indicators, including the rolling 60-day Bitcoin-gold correlation nearing zero and the gold-to-Bitcoin ratio hitting historical lows around 26 ounces of gold per Bitcoin, signal a 'time to flip' from gold to Bitcoin. Gold's recent massive rally, followed by consolidation around its 20-day moving average, suggests its cycle high for now, freeing up capital to flow into relatively smaller markets like Bitcoin, which is approximately one-tenth the size of the gold market.

US Dollar Stability & Foreign Capital

00:13:05 The stabilization of the US dollar, observed in its trading range between 96 and 100 on the DXY, along with tamer treasury yields, is signaling foreign investors to re-enter the market. Foreign capital, previously hesitant due to dollar volatility and tariff uncertainties, is now expected to flow into US markets, particularly large-cap stocks and potentially Bitcoin, as major market events conclude, setting up a strong end-of-year rally.

Volatility and Bull Markets

00:18:27 Volatility is an inherent characteristic of bull markets, especially in assets like Bitcoin and tech stocks, where the biggest gains often coincide with extreme price fluctuations. Historical precedents from the dot-com era NASDAQ show numerous 10-15% corrections during its monumental rise, indicating that investors should anticipate and be prepared for increased volatility rather than expect sustained low-volatility, high-return periods as the current 'bubble' builds.