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author:Anthony Pompliano, Founder and CEO of Professional Capital Management; Compiled by: Shaw Bitcoin Vision
Financial markets went into panic last Friday, with asset prices falling sharply.The sell-off began around noon but accelerated Friday afternoon after President Trump announced on social media that he would impose new 100% tariffs on Chinese goods.
As if investors had forgotten about the tariff scare in April, people were rushing to sell all kinds of assets they held.The market had just closed at the time, so the main impact was felt in after-hours trading.
butBitcoin and cryptocurrency markets never close.We’ve seen these assets being sold off,The price decline was so fast and deep that it was the worst I can remember in the past decade..
Bitcoin fell from about $121,000 to about $108,000 in just a few minutes.This was one of Bitcoin’s rare daily candles above $10,000, but unfortunately, it went in the wrong direction.
Before I explain why the sell-off is a good thing, you should know that this market pullback was not completely unexpected.I sat down with my friend Jordi Visser on Friday at 10am ET to record our weekly conversation.In that conversation, Jody made clear the possibility of a market correction in the near term.He said he is optimistic about the mid- and long-term markets, but is much more cautious in the short-term.
A few hours later, the pullback started and accelerated throughout the day.This is honestly one of the most prescient points someone has shared on the podcast since we started.Impressive, to say the least.
But the good news is that the bear market in October 2025 is officially over.Why?President Trump assured on social media on Sunday night that “everything will be fine” and “the United States wants to help China, not hurt it!”
This kind of assurance is exactly what the market needs.Last night we saw stock index futures open higher, and Bitcoin prices rose back above $115,000 per coin.
So, what lessons have I learned from this disaster over the past few days?
First, if you sell Bitcoin against the backdrop of geopolitical uncertainty, you will never understand what you have.This decentralized digital currency aims to provide people with a place to park their hard-earned economic value without relying on the support of any country.Not only is this a powerful idea;As geopolitical uncertainty continues to grow in the coming years, its value should also grow..
Secondly, if Bitcoin can drop $15,000 in price in one day, that means it can also rise in price by $15,000 in one day in the future.Study reflexivity.It would take an extraordinary piece of news or development for this to happen, but the market is showing us it’s possible.
Third, if you were bullish on Bitcoin and stocks three days ago, you should be even more bullish now.There has been no change in fundamentals over the past 72 hours.we justThere has been a healthy correction that has removed excess leverage from the system.The market is now ready to continue rising.
Fourth, imagine you said this to someone 10 years ago: “The largest cryptocurrency liquidation in history of more than $19 billion, causing the price of Bitcoin to drop to $108,000.” We dream of such a day.Bitcoin price will rise even higher over time.
So, whatever you think of Friday’s events, I don’t think investors will care or remember it a week from now.This is how the market works now.They change at lightning speed.Investors are forgetful.Everything is focused on the future.President Trump sent the market plummeting on Friday, only to have it recover on Sunday.
You may not like it, but that’s the way it is.And this will continue to happen.Geopolitical negotiations are taking place on social media.Investors will continue to overreact in the short term.Long-term investors have nothing to worry about, though.Avoid over-leverage, know your assets, and you’ll have peace of mind.
The rise of Bitcoin is destined.They will never stop printing money, soBitcoin will never stop rising either.God bless Satoshi Nakamoto for inventing a solution to one of the world’s toughest problems.
