Bullish or Bearish? Where Stocks And Bitcoin Are Headed Next episode artwork

EPISODE · Sep 25, 2025 · 12 MIN

Bullish or Bearish? Where Stocks And Bitcoin Are Headed Next

from From the Desk of Anthony Pompliano · host Anthony Pompliano

The biggest question in financial markets right now is simple: should you be bullish or bearish? Stocks keep hitting record highs, liquidity is flooding the system, and the Fed is beginning to ease. At the same time, Bitcoin is selling off and stocks look exhausted. So where to go from here: higher or lower? In this episode, I look into the case for both sides, before digging into the data to REALLY tell us what's next for stocks and Bitcoin. 0:00 Intro 0:42 Should you be BULLISH or BEARISH right now?4:53 The US government is becoming an economic actor for the first time in a long time7:55 Treasury companies now own more Bitcoin than ETFs9:04 How will Bitcoin's price react to looming rate cuts9:48 End of the 4-year cycle? Listen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

The biggest question in financial markets right now is simple: should you be bullish or bearish? Stocks keep hitting record highs, liquidity is flooding the system, and the Fed is beginning to ease. At the same time, Bitcoin is selling off and stocks look exhausted. So where to go from here: higher or lower? In this episode, I look into the case for both sides, before digging into the data to REALLY tell us what's next for stocks and Bitcoin. 0:00 Intro 0:42 Should you be BULLISH or BEARISH right now?4:53 The US government is becoming an economic actor for the first time in a long time7:55 Treasury companies now own more Bitcoin than ETFs9:04 How will Bitcoin's price react to looming rate cuts9:48 End of the 4-year cycle? Listen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

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Bullish or Bearish? Where Stocks And Bitcoin Are Headed Next

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This episode was published on September 25, 2025.

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The biggest question in financial markets right now is simple: should you be bullish or bearish? Stocks keep hitting record highs, liquidity is flooding the system, and the Fed is beginning to ease. At the same time, Bitcoin is selling off and...

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