EPISODE · Mar 4, 2026 · 12 MIN
Ray Dalio Is Completely Wrong About Bitcoin (My Response)
from From the Desk of Anthony Pompliano · host Anthony Pompliano
Ray Dalio is an all-time great investor. He's been more right than wrong... but he's completely off on his negative view on Bitcoin. He doubts the digital gold narrative and that central banks will ever buy up BTC. I don't agree with him. On today's episode, I'll counter Dalio's Bitcoin perspective with up-to-date data (Dalio is using info from years ago). Let's get into it!0:00 Intro0:36 Ray Dalio's is bearish on Bitcoin, here's why2:33 Dalio's view on Bitcoin is simply outdated 5:40 Alex Karp says the US government COULD nationalize some AI companies9:29 We might've just found the next GOAT investorListen to From the Desk of Anthony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
What this episode covers
Ray Dalio is an all-time great investor. He's been more right than wrong... but he's completely off on his negative view on Bitcoin. He doubts the digital gold narrative and that central banks will ever buy up BTC. I don't agree with him. On today's episode, I'll counter Dalio's Bitcoin perspective with up-to-date data (Dalio is using info from years ago). Let's get into it!0:00 Intro0:36 Ray Dalio's is bearish on Bitcoin, here's why2:33 Dalio's view on Bitcoin is simply outdated 5:40 Alex Karp says the US government COULD nationalize some AI companies9:29 We might've just found the next GOAT investorListen to From the Desk of Anthony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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Ray Dalio Is Completely Wrong About Bitcoin (My Response)
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