Thomas Daniels
Bitcoin Could Outpace Gold, Says Pompliano Amid Growing Institutional Interest
Bitcoin continues to command attention in global markets as Anthony Pompliano, founder and CEO of Professional Capital Management, outlined an optimistic long-term outlook for the cryptocurrency. In a recent interview, Pompliano argued that Bitcoin (BTC) is well-positioned to outperform gold, citing a convergence of institutional investment trends and potential government accumulation strategies.
At present, Bitcoin trades near $85,000, following a pullback from recent highs around $76,000. Despite starting 2025 with a 10% decline, compared to gold’s 20% year-to-date gain, Pompliano emphasized a broader perspective: both assets have surged approximately 35% over the past 12 months. He noted this short-term divergence is not unusual.
“Gold usually leads these rallies and nobody really knows why that happens,” said Pompliano. “My guess would be that many central banks and institutional investors either aren’t authorized to buy Bitcoin or default to gold during times of geopolitical uncertainty.”
Pompliano further noted that Bitcoin often trails gold in such scenarios but tends to rally more aggressively approximately 100 days later, benefiting from its inherent volatility.
Institutional Shift via Bitcoin ETFs
A key structural shift, according to Pompliano, is the increasing use of spot Bitcoin exchange-traded funds (ETFs) by both retail and institutional players. Sovereign wealth funds, previously sidelined by custodial and regulatory concerns, are now entering the market through these vehicles.
One significant development came from a sovereign wealth fund, which disclosed exposure to Bitcoin through ETFs. This illustrates a growing appetite among institutional players for BTC price exposure, without engaging in the complexities of direct token custody.
The U.S. Eyes a Strategic Bitcoin Reserve
In a notable geopolitical turn, the United States government is reportedly exploring a national strategy involving the direct acquisition of Bitcoin. Bo Hines, Executive Director of the President’s Advisory Council for Digital Assets, recently revealed discussions around forming a strategic Bitcoin reserve.
According to Pompliano, U.S. agencies are evaluating methods of accumulating Bitcoin, potentially leveraging revalued gold or tariff-derived revenues as funding mechanisms. “They’re going to buy as much Bitcoin as they possibly can,” he said, underscoring the urgency and strategic nature of the move.
This development could fundamentally alter the geopolitical dynamics of digital assets. As Pompliano observed, while other nations may opt to accumulate Bitcoin through mining activities, the U.S. appears poised to secure its stake via direct purchases.
These evolving strategies mark a transformative moment in how sovereign entities and large institutions perceive Bitcoin—not just as a speculative asset, but as a long-term strategic reserve.
