As Inflation Cools, Bitcoin Investors Face a Reality Check: Pompliano

TheNewsCryptoPublicado em 2026-02-14Última atualização em 2026-02-14

Resumo

With U.S. inflation cooling—CPI dropped to 2.4% in January from 2.7% in December—Bitcoin investors are facing a reality check, according to Anthony Pompliano. Many had viewed Bitcoin as a hedge against fiat currency depreciation, but softening inflation raises questions about its role. Pompliano argues that without significant inflation concerns, investors must reassess their reasons for holding Bitcoin, though he emphasizes its long-term scarcity narrative due to its fixed supply of 21 million coins. Short-term deflation may mask longer-term dollar weakness, a phenomenon Pompliano refers to as a “monetary slingshot” effect. Despite recent price pullbacks and a prevailing sense of “Extreme Fear” in the market, some observers caution that macro risks like fiat devaluation persist. Bitcoin’s value remains influenced by monetary policy, interest rates, and money supply dynamics. As macroeconomic conditions evolve, investors are reevaluating Bitcoin’s dual function as both a hedge and a store of value in an uncertain financial landscape.

Bitcoin investors are under pressure due to the recent U.S. inflation numbers showing easing. This has created valuation uncertainty for investors in digital assets. The Consumer Price Index dropped to 2.4% in January compared to 2.7% in December, according to official numbers. According to Anthony Pompliano, investors need to re-evaluate their reasons for holding Bitcoin if there is no clear concern about inflation. Pompliano pointed out that the limited supply of 21 million Bitcoins is what drives the monetary scarcity story for Bitcoin.

Historically, many Bitcoin investors have considered the asset as a hedge against the depreciation of fiat currencies. The U.S. dollar index recently indicated a weakening trend against major global currencies. Pompliano explained that the short-term deflation could hide potential risks of a weakening U.S. dollar in the long run. He explained that this is a “monetary slingshot” effect on the value of Bitcoin. Bitcoin investors noticed that the sentiment of Bitcoin had reached a multi-year low due to macroeconomic uncertainties.

Some observers think that lower inflation rates could reduce the need for Bitcoin hedges. Others point out that fiat currency devaluation is still a macro risk factor. The Bitcoin price recently fell below recent highs in response to market retracements. Crypto Fear & Greed Index indicated “Extreme Fear” among traders. Macro variables like interest rate and money supply changes influence asset allocation. Pompliano explained that printing more money might decrease the value of the dollar further. He stated that Bitcoin’s digital rarity is different from traditional fiat currencies. Investors look for risk assets when the value of fiat money decreases. The future of Bitcoin is still tied to macroeconomic policies.

Macro Dynamics and Investor Outlook

It is observed that changes in the U.S. monetary policy can influence the store-of-value concept of Bitcoin. Reducing inflation can lead to changes in the interest rates set by central banks. This can have an indirect effect on the value of Bitcoin as a non-fiat currency. The scarcity of Bitcoin is still a part of its fixed supply model. Adoption of digital assets is taking place due to a reinterpretation of the economy.

Bitcoin investors are in a process of valuation as inflation slows down and macroeconomic trends change. The remarks by Pompliano illustrate the conflict between short-term market volatility and long-term currency debasement issues. Investors will probably assess the function of Bitcoin as a hedge and store-of-value asset in a changing monetary environment

Highlighted Crypto News:

‌French Police Arrest Trio After Attempted Kidnapping of Binance Leader

Perguntas relacionadas

QAccording to Anthony Pompliano, why do Bitcoin investors need to re-evaluate their holdings when inflation cools?

ABecause if there is no clear concern about inflation, investors need to reassess their fundamental reasons for holding Bitcoin, as its scarcity narrative may be less compelling in that environment.

QWhat is the primary reason that historically made Bitcoin attractive as a hedge, according to the article?

AMany Bitcoin investors have historically considered it a hedge against the depreciation of fiat currencies.

QWhat did Pompliano call the potential effect of short-term deflation on Bitcoin's long-term value?

AHe called it a 'monetary slingshot' effect, where short-term deflation could hide the potential long-term risks of a weakening U.S. dollar, ultimately benefiting Bitcoin's value.

QHow did the Crypto Fear & Greed Index characterize trader sentiment recently?

AThe Crypto Fear & Greed Index indicated 'Extreme Fear' among traders.

QWhat is the core feature of Bitcoin's monetary model that differentiates it from traditional fiat currencies?

AIts core differentiating feature is its digital rarity and fixed supply model, with a maximum cap of 21 million coins, unlike traditional fiat which can be printed without such a constraint.

Leituras Relacionadas

Bitcoin – Why $60K is the level traders can’t afford to lose!

Bitcoin's $60,000 level is a critical support threshold that traders cannot afford to lose, as a break below could trigger massive liquidations and push prices toward $50,000. This level is reinforced by Bitcoin’s 200-week moving average and holds $1.24 billion in put options, indicating strong bearish bets. With 85% of traders expecting a breakdown, bearish sentiment is heightened by macroeconomic uncertainty, including an upcoming U.S. Supreme Court ruling. Open interest in Bitcoin options has surged 77%, reflecting increased positioning and fragility in the market. The situation remains highly volatile, with significant pressure on bulls to defend the $60,000 level.

ambcryptoHá 23m

Bitcoin – Why $60K is the level traders can’t afford to lose!

ambcryptoHá 23m

How Does OKX Navigate Memes? Head of X Layer: We Welcome 'Just for Fun' Like PEPE, But Reject Bottomless Hype

OKX Wallet and X Layer lead Zakk Wang discusses the strategic vision for X Layer, OKX's Ethereum-compatible Layer 2 solution. The platform follows a three-phase development plan: first, ensuring high performance and technical stability; second, building core infrastructure like asset exchange and DeFi protocols; and third, expanding into applications including Meme tokens, AI, and payments. X Layer and OKX Wallet are developed in parallel to enhance user engagement and support real-world use cases like payment systems. While Meme culture is welcomed as a legitimate and organic part of crypto, the team opposes low-effort or unethical炒作. Instead, they focus on fostering quality projects through initiatives like hackathons and a $100M incentive fund, with an emphasis on community-driven growth and transparent evaluation. Key application areas include payments—already active in regions like Brazil—DeFi, Perp DEX, prediction markets, and user-friendly DApps aimed at mainstream adoption. Zakk emphasizes long-term, steady development over short-term metrics, aligning with OKX’s broader mission to drive Web3 adoption through infrastructure, accessibility, and innovation.

marsbitHá 48m

How Does OKX Navigate Memes? Head of X Layer: We Welcome 'Just for Fun' Like PEPE, But Reject Bottomless Hype

marsbitHá 48m

PENGU rallies by 10% as NFT sales drop – Relief bounce or bull trap?

Pudgy Penguins (PENGU) utility token rallied 10% in 24 hours, reaching $0.0069, despite its NFT collection seeing a 28% drop in weekly volume. The NFT floor price remained stable at 4.20 ETH. However, the long-term trend remains bearish, with key resistance levels identified at $0.0075 and $0.01. Analysis suggests the bounce may extend another 7-15%, potentially reaching $0.0074 or even $0.008, but is likely a temporary pullback before another downward move. Investors are cautioned against FOMO as the overall structure is still negative.

ambcryptoHá 1h

PENGU rallies by 10% as NFT sales drop – Relief bounce or bull trap?

ambcryptoHá 1h

DASH price prediction – How a 15% hike might put it on course for $45!

DASH surged 15% in 24 hours, breaking past $40, fueled by a market-wide rebound and increased activity. Trading volume more than doubled to $160 million, while TVL grew by 10%. The price broke out of a descending trend channel, with a potential target of $45, though resistance is expected near $42. Large holders increased their positions, and the broader privacy coin sector, including ZCash and Monero, also saw gains, indicating capital rotation into the sector. Technical indicators and holder behavior suggest a possible trend reversal, but momentum must strengthen to reach higher targets.

ambcryptoHá 2h

DASH price prediction – How a 15% hike might put it on course for $45!

ambcryptoHá 2h

Bitcoin Whales Are Exiting The Profit Territory — And It Could Get Worse

Bitcoin's price pressure in 2026 is eroding profits, particularly for large investors known as whales. On-chain data indicates the Net Unrealized Profit/Loss (NUPL) for addresses holding over 1,000 BTC has dropped to around 0.2, signaling these whales are nearing zero unrealized profits. Historically, such levels occur in advanced bear market stages. If this trend continues, it may lead to market capitulation, increasing selling pressure. Recent data shows new short-term whales realized over $3 billion in losses between February 3-7. Currently, Bitcoin is trading near $68,710, up over 5% in 24 hours but down nearly 3% for the week.

bitcoinistHá 3h

Bitcoin Whales Are Exiting The Profit Territory — And It Could Get Worse

bitcoinistHá 3h

Trading

Spot

Futuros

Artigos em Destaque

Como comprar CHECK

Bem-vindo à HTX.com!Tornámos a compra de Checkmate (CHECK) simples e conveniente.Segue o nosso guia passo a passo para iniciar a tua jornada no mundo das criptos.Passo 1: cria a tua conta HTXUtiliza o teu e-mail ou número de telefone para te inscreveres numa conta gratuita na HTX.Desfruta de um processo de inscrição sem complicações e desbloqueia todas as funcionalidades.Obter a minha contaPasso 2: vai para Comprar Cripto e escolhe o teu método de pagamentoCartão de crédito/débito: usa o teu visa ou mastercard para comprar Checkmate (CHECK) instantaneamente.Saldo: usa os fundos da tua conta HTX para transacionar sem problemas.Terceiros: adicionamos métodos de pagamento populares, como Google Pay e Apple Pay, para aumentar a conveniência.P2P: transaciona diretamente com outros utilizadores na HTX.Mercado de balcão (OTC): oferecemos serviços personalizados e taxas de câmbio competitivas para os traders.Passo 3: armazena teu Checkmate (CHECK)Depois de comprar o teu Checkmate (CHECK), armazena-o na tua conta HTX.Alternativamente, podes enviá-lo para outro lugar através de transferência blockchain ou usá-lo para transacionar outras criptomoedas.Passo 4: transaciona Checkmate (CHECK)Transaciona facilmente Checkmate (CHECK) no mercado à vista da HTX.Acede simplesmente à tua conta, seleciona o teu par de trading, executa as tuas transações e monitoriza em tempo real.Oferecemos uma experiência de fácil utilização tanto para principiantes como para traders experientes.

249 Visualizações TotaisPublicado em {updateTime}Atualizado em 2026.01.19

Discussões

Bem-vindo à Comunidade HTX. Aqui, pode manter-se informado sobre os mais recentes desenvolvimentos da plataforma e obter acesso a análises profissionais de mercado. As opiniões dos utilizadores sobre o preço de CHECK (CHECK) são apresentadas abaixo.