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Bitcoin remains under the spotlight as Anthony Pompliano, founder and CEO of Professional Capital Management, outlined a bullish long-term vision for the cryptocurrency in a recent CNBC interview. With Bitcoin ( BTC ) hovering around $85,000, following a recent dip to $76,000, Pompliano weighed in on Bitcoin’s place in the global financial landscape, comparing it to gold and hinting at major institutional and governmental developments ahead. Bitcoin 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, both assets are up about 35%. This divergence, he notes, is not uncommon. “Gold usually leads these rallies and nobody really knows why that happens,” Pompliano said. “My kind of guess would be that a lof 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 soo though, is when gold runs about suggesting that central banks and institutional players tend to favor gold in times of geopolitical uncertainty.” He added that typicall 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 notable shifts 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. Pompliano highlighted a recent overlooked disclosure by an undisclosed sovereign fund that exposure to Bitcoin exposure through ETFs. This shows institutions “want price exposure without the regulatory and geopolitical complications of self-custody.” 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 reportedly not just interested in holding confiscated Bitcoin, it may be looking to actively acquire more. “They’re going to buy as much Bitcoin as they possibly can,” Pompliano said. While the methods of purchasing are still being debated, whether via selling revalued gold or using tariff revenues, he 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 outright.”

How many bitcoins will the United States buy and how? White House adviser Bo Hines advocates using customs tax revenues. Gold always becomes the international currency par excellence again during times of war. In 1938, the United States’ gold reserves amounted to 9,000 tons, and in 1942, to 19,000 tons… Today, the United States and China are engaged in a trade war that is once again making gold shine, up 60% over two years. Goldman Sachs expects that we will reach $4,000 before the end of the year. Digital gold is doing even better. Bitcoin has soared by over 200% in the same time frame. And the best is yet to come since the United States wants to make it their reserve currency. White House adviser Bo Hines has repeatedly stated that the goal is “to accumulate as many bitcoins as possible before others”. Very well, but how to fund this reserve in a budget-neutral way? For example, we know that Senator Cynthia Lummis wants to sell Fort Knox’s gold. Bo Hines, for his part, proposes to mobilize customs tax revenues: Moreover, he assures that he will not miss any opportunity. Meanwhile, we can already do some small calculations. Last year, the United States exported $143 billion worth of goods to China. They currently have a trade deficit of $295 billion. Washington wants to reduce this deficit via tariffs. These have now reached an unprecedented level of 145% against China, which retaliated with taxes of 125% on American products. The Chinese Ministry of Commerce has declared itself ready to “fight until the end”. In other words, trade between the two nations could completely stop. In this scenario, customs taxes are likely to be meager… Therefore, it is reasonable to doubt that tariffs will bring in $2 billion per day. Donald Trump actually cited this figure before the 90-day pause for the rest of the world. Last year, the United States generally imported $9 billion worth of goods per day. Applying an average rate of 22% (initial announcement), we do get $2 billion per day, but this assumes the volume of American imports remains at that level. Unlikely. Daily data from the Treasury Department shows customs revenues are currently around $200 million , ten times less than the announced $2 billion. However, this would be enough to buy 2,350 bitcoins each day. For more perspective, note that 450 bitcoins are mined daily and that El Salvador only buys one BTC per day. In total, $200 million per day would allow accumulating 857,000 BTC in the first year. That said, it is obvious that the first bitcoins will not be bought at the same price as the last. Especially since a global rush is more than likely and multinational companies are already in the game. Businesses added 95,431 bitcoins to their treasuries in Q1 2025. They now hold 688,000 BTC, or 3.28% of the total supply: Strategy founder Michael Saylor suggests that the government acquire up to 25% of the total bitcoin supply over the next decade. Such an investment could, in his opinion, generate $100 trillion. “The nation should acquire 5 to 25% of the Bitcoin network through daily purchases between 2025 and 2035, when 99% of all BTC will have been issued”, Saylor wrote in a document titled “ A Digital Assets Strategy to Dominate the 21st Century Global Economy “. Let us bet that the United States will find the necessary money for their greatest monetary poker move since the “ petrodollar “.

SECOND-ORDER EFFECTS Most traders react to what just happened. But real edge lives in what comes next, the chain reactions set in motion behind the scenes. Second-order effects aren’t obvious. They ripple through systems, hidden in investor behaviour, protocol dependencies, and reflexive market responses. They show up in the asset no one is watching, the one absorbing downstream stress. The question isn’t just: “What does this mean?” It’s: “What else does this touch?” Some examples: • $RAY catching pressure after the PumpFun DEX launch • $ENA being exposed if Bybit goes down (via USDe risk) • Hyperliquid launching on Solana? That’s bearish for $DRIFT You want an edge? Think in layers. Insights by @LuckyXBT__.

Lol, received a phishing link via SMS for Bitget. I only used my mobile phone number for that exchange. Looks like database got leaked? LOL

ZK Sync: Airdrop distribution contract accounts hacked The ZK Sync ( $ZK ) team outlined via X, that following investigation, it was found that three airdrop distribution contract administrator accounts were hacked. The hacker stole 110 million ZK tokens as a consequence. This