Is Bitcoin Hitting the Buy Zone? — The Pomp Podcast (Condensed)
Update: 2025-11-24
Description
Hook: Institutions are quietly inching toward Bitcoin while miners and on-chain flows create a tug-of-war. In this 3-minute summary of the 40-minute episode of The Pomp Podcast, host Anthony Pompliano and guest Matthew Siegel (portfolio manager, VANC Onchain Economy ETF / NODE) unpack whether the current drawdown is a buying opportunity. You’ll learn Siegel’s three-lens allocation framework — global liquidity/correlation (USD relationship), leverage conditions, and on-chain signals — and why miners’ capital raises and credit conditions create structural sell pressure. Key takeaways: consider a 40% drawdown as a potential accumulation zone, favor small position sizes (1–4%), use dollar-cost averaging, and explore blended exposure via token ETFs and mining/AI-adjacent equities. Keywords: Bitcoin, miners, on-chain, allocation, ETF, NODE, dollar-cost averaging, drawdown, institutions. Listen now to get the key ideas in minutes.
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