Trump Tanked The Market…And Sparked The NEXT LEG HIGHER
From The Desk Of Anthony Pompliano·2025-10-13 21:01

Market Overview & Geopolitical Impact - President Trump's social media announcements caused market volatility, initially leading to a sell-off and then a recovery [3][19][20][25] - Geopolitical uncertainty increases the value of decentralized digital currencies like Bitcoin [21] - Investors tend to overreact to geopolitical negotiations in the short term [25] Bitcoin & Cryptocurrency Analysis - Bitcoin experienced a rapid price drop, falling from approximately $121,000 to $108,000 in minutes [4] - Bitcoin rebounded to over $115,000 after reassurance from President Trump [20] - A $19+ billion crypto liquidation event dropped Bitcoin's price to $108,000 [24] - If Bitcoin can fall $15,000 per coin in a day, it could also rise by a similar amount in the future [22] - Selling Bitcoin amid geopolitical uncertainty indicates a misunderstanding of its purpose [21] Market Correction & Future Outlook - A market correction was anticipated, with potential for a 4% correction between September and December [8] - The market correction is viewed as a healthy reset, clearing excess leverage and creating opportunities [5][14][23][24] - The odds of a US recession this year have dropped significantly from 65% to 6% [29] - The odds of the US national debt surpassing $38 trillion this year stand at 97% [30] - The S&P 500 is up 83% in 3 years, less than half the average 191% return of the last 11 bull markets [28] Interest Rate Cuts - Poly Market indicates a greater than 95% chance of an October Fed interest rate cut of at least 25 basis points [28] - The odds of a December interest rate cut are over 82% [29] Robotics & Automation - Amazon's Frontier AI and Robotics (FAR) team is developing humanoid robots capable of advanced movements like wall flips [32][33] - The initial use case for these robots is expected to be in commercial and industrial settings, such as warehouses and factories [35][36] - Humanoid robots represent a significant investing trend for the coming decades due to high demand and technological advancements [36]