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@AnthonyPompliano, founder and CEO of Professional Capital Management, reveals how he put 95% of his net worth into Bitcoin and why extreme concentration backed by deep research isn't gambling - it's conviction. Anthony shares his 20-30% annual return thesis for Bitcoin, explains why he'd rather go to zero than play "rich people games," and discusses the three investment trends he's most excited about in 2026. THE SHIFT NEWSLETTER 💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto... ___________ PARTNERS 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 🅿️ Paradex is building the future of open finance — an intuitive, permissionless trading platform giving users full control, ultra-low costs, fast execution, and access to global markets in one place. Money Badgers Genesis NFT drops in Q4 — limited spots 👉 https://app.paradex.trade/wl/resilien... 💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT 🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102... 💰 Zashi is the easiest self-custody wallet for private transactions - send, receive, and spend Zcash (ZEC) without middlemen or surveillance, built by the team that launched Zcash in 2016. https://z.cash/ecosystem/zashi-wallet/ 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ 💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/ ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com 🔘 Mantle Network combines Ethereum-level security with low fees and fast transactions via its layer-2 tech. Stake ETH for mETH and join a transparent, community-governed ecosystem. Join the upcoming Mantle Hackathon: https://mantle.to/hackathon/a4t ___________ FOLLOW ANTHONY POMPLIANO • Twitter: https://x.com/APompliano • Instagram: / pompglobal • LinkedIn: / anthonypompliano FOLLOW WHEN SHIFT HAPPENS Twitter (X): https://x.com/KevinWSHPod Instagram: / kevinfollonier_ TikTok: / kevinfollonier_ Linkedin: / kevinfollonier Website: https://kevinfollonier.com/ #Bitcoin, #BTC, #CryptoInvesting, #AnthonyPompliano, #ConvictionInvesting, #LongTermThinking, #DigitalAssets, #WealthBuilding, #MacroTrends, #FinancialFreedom, #BitcoinThesis, #CryptoMindset, #RiskAndReward, #SoundMoney, #FutureOfFinance, #InvestingStrategy, #Crypto2026, #BitcoinBeliever, #HODL, #CryptoEducation, #CapitalAllocation, #WealthMindset DISCLAIMER The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome. 0:00 Introduction 1:21 Please Subscribe 1:46 5 Podcasts In 1 Day, Yet Anthony’s “Ok” 2:36 Who Are You 2:50 Why Relentless Is Anthony’s Favorite Word 3:38 The Key To Keeping Conviction When Things Are Bad With Your Portfolio 4:30 How Does Someone Who Relies On Their Portfolio Build Conviction 6:17 Anthony Is A Risk Cowboy 7:06 The History Of Anthony’s Risk & Conviction 8:55 Partnerships: JupiterExchange, KAST 9:31 The Fine Line Between Gambling Addicts & Having Concentrated Bets 12:20 Making Changes From 95% In Bitcoin To Other Assets 14:08 Anthony’s Evolution Towards Investing 18:01 Building A Business To Bring Value vs Scamming People 19:30 Partnerships: Paradex, Zashi Wallet, Mantle 20:39 Does Forcing Yourself Into A Corner Result In True Growth 24:39 3 Things Being Talked About Most In 2026 Humanoid Robots, Prediction Markets, AI 26:17 Partnerships: Trezor, BitwiseInvest, SuiNetwork 27:10 How To Invest In Those 3 Big Topics Today 29:40 A Realistic Return On Bitcoin Over The Next 10 Years 32:18 A Single Bitcoins Worth In 30, 40, Or 50 Years 33:12 Closing Thoughts