Opinion: The United States will add bitcoin to its balance sheet or strategic reserve within the next 10 to 15 years
Anthony Pompliano, CEO of Professional Capital, predicts that the U.S. will add bitcoin to its balance sheet or strategic reserve within the next 10 to 15 years, but the key will be how aggressive the U.S. is. Pompliano said bitcoin dominates his portfolio, while Solana is the second largest investment. Solana's investment began last year, when the price was between $45 and $48, and has continued to increase since then. He is bullish on Solana's prospects and believes its active level growth could outpace Ethereum.
Pompliano also mentioned that he believes Solana can eat into Ethereum's market share in some areas, which can drive its price up. While he is optimistic about the long-term prospects of Bitcoin and Solana, he also talks about mistakes in investing, particularly the failure to capture early-stage investment opportunities like DoorDash. He believes that these experiences have made him realize the importance of understanding portfolio construction and capital allocation.