Bitcoin vs. Gold: Pompliano Predicts BTC Will Soon Outperform Thanks to Institutional and National Wave
New York – As global assets are repositioning amid geopolitical and monetary policy uncertainties, Bitcoin (BTC) continues to stand out as Anthony Pompliano, founder of Professional Capital Management, made an optimistic assessment of the digital currency’s future in a recent interview on CNBC.
Bitcoin is poised to “overtake” gold
Currently hovering around $85,000, Bitcoin has rebounded strongly from a correction to $76,000 in early 2025. While BTC has fallen about 10% since the start of the year, while gold has gained as much as 20%, Pompliano points out that over a one-year time frame, both assets have posted gains of approximately 35%.
“Short-term divergences between BTC and gold are not uncommon,” Pompliano said. “Gold typically leads the bull market, especially in times of geopolitical uncertainty, as central banks and institutional investors continue to favor traditional assets.”
However, he noted that about 100 days after gold’s rally, Bitcoin has not only caught up but outperformed it thanks to its higher volatility. “Bitcoin is the asset that is most likely to break out once large inflows come in,” he added.
ETFs and Sovereign Investors: The Gateway to Institutional Money
Pompliano said one of the biggest structural changes in the market is the rapid increase in exposure to Bitcoin through publicly traded ETFs. Not only are individual investors, but large sovereign wealth funds and institutions are also quietly getting involved.
“At least one sovereign fund has confirmed that they are investing in Bitcoin through an ETF, which is a very strong signal,” he revealed. “They don’t want to have to custody BTC themselves or deal with regulatory risks, so ETFs are the way to go.”
The move by sovereign wealth funds and countries to gain indirect exposure to Bitcoin is a sign of growing global adoption, according to Pompliano.
Is the US Considering a Strategic Reserve of Bitcoin?
One of the most interesting parts of the interview was when Pompliano mentioned a conversation he had with Bo Hines, head of the US Presidential Advisory Council on Digital Assets.
According to him, the US government may be planning to buy more Bitcoin – not just from the amount of BTC seized in cases, but as a more active ownership strategy.
“They’re going to try to buy as much Bitcoin as possible, especially as the world rethinks how to store value,” Pompliano said. He suggested that this could be funded through tariff revenue or selling gold from national reserves.
Reshaping the Global Financial Order
A superpower like the United States turning to Bitcoin accumulation would be more than just a financial issue – it would be a geopolitical shift. Pompliano concludes:
“Some countries are mining Bitcoin to hoard it, and the US could buy it on a massive scale right away. That could open a new chapter in the global financial order.”
Conclusion
While there are many variables, from regulatory to price volatility, Bitcoin is increasingly cementing its place as a strategic asset alongside gold. With increased institutional capital, interest from governments, and the potential for a boom in ETFs, Bitcoin’s future seems less a question of “if,” and more of “when.”
