Prediction evidence
neutralPolicy v1.0Source post
Published 1 Aug 2026, 14:01 UTC · fetched 12 Oct 2026, 06:36 UTC
Anthony Pompliano 🌪
@APompliano
I spoke with @jvisserlabs to break down the Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI. YouTube: https://t.co/D6ThzKyzGh Spotify: https://t.co/CwQQxZIJcM Apple: https://t.co/PLep2zFuZk TIMESTAMPS: 0:00 - Intro 0:48 - Leopold's fund unwind & lessons from past blowups 9:21 - Hedge fund leverage & how AI is reshaping market structure 11:45 - Korea & Japan's market collapse 13:56 - AI will destroy all public companies? 15:20 - The bull case for hyperscalers & compute scarcity 27:44 - Why bitcoin is the best hedge fund ever 29:12 - Kevin Warsh & the Fed 33:48 - Does this help Wall Street or Main Street? 36:47- Advice for a 25-year-old starting their career today 41:18 - Bitcoin & the rest of crypto industry 48:52 - Migration, digital money & the breakdown of borders 57:56 - What Jordi is covering in his next videoView original on X ↗
How this was scored
Deterministic: the same prices and policy always give the same result
- Baseline: first BTC price at or after publication, $63,066 at 1 Aug 2026, 15:00 UTC.
- Evaluation: price at the end of the 24 hours horizon, $63,002 at 2 Aug 2026, 15:00 UTC.
r = 63002.3 / 63066.18 − 1 = -0.10%- Direction d = +1 (bullish), so
d × r = -0.10%against a neutral band of ±1.00% → neutral
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
AI interpretation
Uses only text available at publication time
- Asset
- Bitcoin (BTC)
- Direction
- ▲ Bullish
- Intent
- explicit
- Horizon
- 24 hours (default, none stated)
- Evidence span
- “why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI.”
- Confidence
- 80%
- Review state
- auto accepted
- Model / prompt
- gemini-3.1-flash-lite · prompt-v1
Outcome record
- Status
- neutral
- Baseline price
- $63,066
- Evaluation price
- $63,002
- Move
- -0.10%
- Neutral threshold
- ±1.00%
- Price provider
- coinbase
- Evaluated at
- 13 Oct 2026, 06:11 UTC
- Policy version
- v1.0
