Pompliano: Bitcoin, Gold and AI to Outperform; Watch Prediction and Compute Markets

Pompliano's call is less a forecast than a map of where he thinks capital is mispriced: hard assets for a long horizon, AI equities for a nearer one, and a structural convergence between venture and public markets that could inflate private valuations as capital concentrates in fewer names. The more actionable signal for market structure is his list of under-positioned niches — prediction, compute and data brokerage — which suggests attention is shifting toward infrastructure that monetizes information and processing rather than tokens alone. Whether private-market valuations keep climbing as public and VC capital merge is the open question worth tracking.