TL;DR
- Bitcoin reclaimed $80,000 after the U.S. Treasury said it would double purchases of long-dated bonds, a move Anthony Pompliano linked to money creation.
- Pompliano argues that abundant dollars increase the premium on scarce assets, placing Bitcoin’s fixed 21 million supply at the center of his long-term thesis.
- He maintains a $1 million Bitcoin target and sees monetary policy, rather than new crypto legislation, as the stronger driver supporting Bitcoin’s valuation.
Bitcoin’s return to $80,000 on August 25 was more than another milestone for Anthony Pompliano, CEO of Professional Capital Management. He linked the move directly to the U.S. Treasury’s announcement that it would double purchases of long-dated bonds, arguing that renewed government demand for Treasuries reinforces Bitcoin’s monetary case. Pompliano’s central warning is that persistent money creation keeps weakening the long-term appeal of the dollar while strengthening scarce assets. Bitcoin later traded near $78,015, down about 1.4% over 24 hours after briefly reclaiming the $80,000 level during a volatile session.
The Treasury just reminded everyone that the money printer will never turn off.
Bitcoin responded aggressively and is now at $80,000 per coin.
Bitcoin has no top because the dollar has no bottom. pic.twitter.com/WrdSvVD9v7
— Anthony Pompliano 🌪 (@APompliano) August 25, 2026
Bitcoin’s scarcity thesis gains another monetary-policy test
Pompliano framed the Treasury decision as evidence that government money creation will continue, saying Bitcoin responded aggressively because investors recognize that dynamic. His argument extends beyond the immediate price reaction. He described an “age of abundance” in which artificial intelligence creates abundant intelligence while government policy creates abundant dollars. In that framework, scarcity becomes increasingly valuable precisely because other important resources are becoming easier to produce. Bitcoin sits at the center of his thesis because its supply is capped at 21 million coins, giving it a structural contrast with currencies that governments can issue in larger quantities.
The analyst’s stance is not new. Pompliano has previously said he is willing to bet on Washington continuing to print money and maintains a long-term Bitcoin price target of $1 million based on that monetary thesis. His latest interpretation treats Bitcoin’s rally less as an isolated market event and more as another data point in a broader currency argument. The $80,000 move therefore becomes meaningful not simply because of the price itself, but because Pompliano sees the Treasury’s bond-buying signal as confirmation of the policy conditions he expects to support Bitcoin over time for the asset.
Pompliano has also argued that Bitcoin does not need the CLARITY Act to reach fresh all-time highs, saying last month that the asset already has more regulatory clarity than other digital assets. That view places monetary policy, rather than new legislation, at the center of his bullish case. The tension is that Bitcoin’s recent strength is being interpreted simultaneously as a vote for digital scarcity and a warning about confidence in the dollar. Whether that thesis proves correct remains uncertain, but Pompliano is clear that continued dollar expansion would, in his view, keep reinforcing Bitcoin’s relative scarcity.
