Pompliano: BTC Investors Rethink Hedge as Inflation Cools

Bitcoin's finite-supply thesis tested as inflation cools, but analyst predicts monetary slingshot will boost value.

  • Bitcoin‘s core value as a finite-supply asset is being tested as U.S. inflation cools, challenging investor conviction.
  • Market sentiment has plunged to “Extreme Fear,” with the Fear & Greed Index hitting a multi-year low and Bitcoin down over 28% in a month.
  • Analyst Anthony Pompliano predicts short-term deflationary forces and money printing will create a “monetary slingshot,” ultimately boosting Bitcoin‘s value despite dollar devaluation.
  • The Consumer Price Index fell to 2.4% in January, though some economists caution the reality may be less positive than the data suggests.

Bitcoin entrepreneur Anthony Pompliano argued on Fox Business Thursday that cooling inflation forces investors to re-evaluate their core reason for holding the cryptocurrency. He posed the critical question of whether investors can maintain faith in Bitcoin‘s finite-supply proposition without high inflation as a daily motivator.

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“Can you still believe in what Bitcoin’s value proposition is, which is that it’s a finite-supply asset,” Pompliano said. “If they print money, Bitcoin is going higher.” However, this introspection comes amid severely negative market sentiment not seen since mid-2022.

Consequently, the Crypto Fear & Greed Index registered an “Extreme Fear” score of 9. Meanwhile, Bitcoin trades at $68,850, reflecting a 28.62% drop over the past 30 days, according to CoinMarketCap.

Pompliano forecasts short-term deflation will prompt calls for money printing and lower interest rates. He explained this creates a “monetary slingshot,” where currency devaluation is initially masked before becoming apparent.

Therefore, he expects the Federal Reserve to expand the money supply, making Bitcoin more valuable. This outlook follows fresh inflation data showing the Consumer Price Index fell to 2.4% in January.

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Nevertheless, Moody’s chief economist Mark Zandi recently told CNBC the improvement might look better on paper than in reality. Meanwhile, the U.S. dollar index has weakened 2.32% over the past month, according to TradingView.

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