Bitcoin vs. Gold: Pompliano Explains Why BTC May Soon Outperform
By Jayson Derrick
April 15, 2025 – 5:30 PM UTC
In a recent interview on CNBC, Anthony Pompliano, founder and CEO of Professional Capital Management, made a strong case for Bitcoin’s potential to outperform gold in the near future. With Bitcoin trading around $85,000, having recently dipped to $76,000, Pompliano provided insights into the cryptocurrency’s evolving role in the global financial landscape, especially in comparison to the traditional safe-haven asset, gold.
Performance Comparison
Bitcoin’s performance in the early months of 2025 shows it down roughly 10% year-to-date, while gold has enjoyed a significant uptick of about 20%. However, Pompliano emphasized a critical observation: over a one-year period, both assets have appreciated by approximately 35%. He explained that this divergence in performance, particularly in the short term, is not unusual.
"Gold usually leads these rallies and nobody really knows why that happens," stated Pompliano. He speculated that many central banks and institutional investors may not yet feel comfortable investing in Bitcoin during times of geopolitical uncertainty, thus gravitating towards gold as a more familiar asset.
The Pattern of Price Movements
Pompliano noted a recurring pattern in the market: typically, when gold prices increase, Bitcoin tends to follow suit about 100 days later, often seeing even greater gains due to its higher volatility. This historical behavior of the two assets could indicate a potential surge in Bitcoin’s price in the coming months, should gold continue to rally.
Institutional Interest in Bitcoin
One of the most significant trends highlighted by Pompliano is the increasing institutional interest in Bitcoin, particularly through the use of spot Bitcoin exchange-traded funds (ETFs). According to him, not only retail investors but also sovereign wealth funds are beginning to acquire Bitcoin via these ETFs. He referenced a recent, relatively unnoticed disclosure from an unnamed sovereign fund that is now gaining exposure to Bitcoin through such investment vehicles. This shift underscores a desire among institutional players to engage with Bitcoin while avoiding the regulatory complications associated with self-custody.
Potential U.S. Government Initiatives
Pompliano also discussed intriguing developments regarding the U.S. government’s approach to Bitcoin. He relayed a conversation with Bo Hines, executive director of the President’s Advisory Council for Digital Assets, which suggested that the U.S. government might not only be interested in confiscated Bitcoin but could actively pursue acquiring more cryptocurrency.
"They’re going to buy as much Bitcoin as they possibly can," Pompliano asserted. While the methods for these purchases are still under consideration—ranging from the sale of revalued gold to utilizing tariff revenues—Pompliano confirmed that an interagency task force is investigating the most effective strategy. This potential move could position the U.S. on a new geopolitical plane regarding Bitcoin, contrasting its strategies with other countries that may be acquiring Bitcoin through mining rather than purchasing it directly.
Conclusion
As Bitcoin continues to evolve within the financial ecosystem, insights from experts like Anthony Pompliano point to a future where Bitcoin could see significant growth. The trends regarding institutional investment and potential government initiatives suggest that the cryptocurrency might soon challenge gold’s long-held position as a primary store of value. As market dynamics shift, investors will be watching closely to see how these developments unfold in the coming months.
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