The Pomp Podcast

Anthony Pompliano

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Host Anthony “Pomp” Pompliano talks to the most interesting people in business, finance, and Bitcoin. From billionaires to cultural icons, Pomp helps you get smarter every day.

-13 H

Bitcoin Is Closer to a Breakout Than People Think | Dan Ives

Dan Ives is the Global Head of Technology Research at Wedbush Securities and one of the most widely followed analysts covering AI and U.S. tech. This conversation was recorded live at Bitcoin Investor Week in New York. In this discussion, Dan explains why the recent selloff in software is disconnected from fundamentals, how AI CapEx is driving a fourth industrial revolution, and why U.S. tech remains structurally ahead. We also discuss the relationship between AI and bitcoin, the current risk-off environment, and why Dan believes we’re still early in a multi-year tech bull cycle. ====================== Sign up for the Gemini Credit Card: https://gemini.com/pomp #GeminiCreditCard #CryptoRewards This video is sponsored by Gemini. All opinions expressed are my own and not influenced or endorsed by Gemini. Gemini-branded credit products are issued by WebBank. For more information regarding fees, interest, and other cost information, see Rates & Fees: https://gemini.com/legal/cardholder-agreement Some exclusions apply to instant rewards; these are deposited when the transaction posts. 4% back is available on up to $300 in spend per month for a year (then 1% on all other Gas, EV charging, and transit purchases that month). Spend cycle will refresh on the 1st of each calendar month. See Rewards Program Terms for details: https://gemini.com/legal/credit-card-rewards-agreement Checking if you’re eligible will not impact your credit score. If you’re eligible and choose to proceed, a hard credit inquiry will be conducted that can impact your credit score. Eligibility does not guarantee approval. ====================== Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading. ====================== 0:00 - Intro0:22 - Is the tech bull market over?1:55 - Why do people want U.S. software companies to fail?4:30 - If tech is up 20%, what happens to the S&P 500?6:16 - Are AI & Bitcoin actually connected?9:02 - Do power and data center constraints limit AI’s upside?13:22 - How robotics will change labor & profits15:45 - Where does bitcoin go over the next few years?17:06 - Which tech companies are misunderstood or undervalued?19:30 - Are we near a market bottom?

22 min
-1 J

Largest Bitcoin Miner Predicts Next Bitcoin Bull Run | Fred Thiel

Fred Thiel is the CEO of Marathon Digital and a leading voice at the intersection of bitcoin, energy, and data center infrastructure. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, we discuss the growing energy constraints driven by AI and bitcoin, why powered land is becoming increasingly valuable, and how bitcoin miners are adapting by shifting toward AI. Fred also explains the impact of falling mining hardware costs, international expansion, and why long-term value will accrue to companies that control energy and infrastructure. ====================== Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/ ====================== Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading. ====================== 0:00 - Intro0:19 - Is there enough energy for Bitcoin & AI?4:50 - Why mining hardware is cheaper than ever6:16 - The future of data centers & energy10:27 - How investors should think about bitcoin, AI, & energy15:03 - The biggest risk in infrastructure

19 min
-2 J

Is Regulation Actually Bullish for Bitcoin? | Chris Giancarlo

Chris Giancarlo is the former Chairman of the Commodity Futures Trading Commission (CFTC) and the author of “Crypto Dad.” This conversation was recorded live at Bitcoin Investor Week in New York. In this episode, we discuss the state of crypto regulation in the U.S., the push for legislative clarity, the roles of the SEC and CFTC, and why regulation ultimately matters more for traditional finance than for crypto builders. We also explore prediction markets, federal preemption, and why a durable legal framework is critical for America’s digital financial future. ===================== Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/ ===================== BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards. ===================== Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading. ===================== 0:00 - Intro0:24 – Has politics and regulation been good or bad for Bitcoin?6:30 – Why prediction markets matter for the future of crypto10:30 – Should there be limits on prediction markets?17:36 – When should innovators push regulation vs wait it out?20:37 – How do the SEC and CFTC actually differ?23:58 – The story behind “Crypto Dad” and getting regulation right

26 min
-6 J

Bitcoin’s Future Will Be Decided by This One Shift | Jordi Visser

Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. In this episode, we break down why bitcoin is selling off, why software multiples are compressing, and how capital is shifting toward scarce, physical assets. We cover data centers, AI, energy, and semiconductors — plus insights on Elon Musk, Tesla, SpaceX, and what it all means for markets. ===================== Figure (https://democratizedprime.pxf.io/c/6754631/3755092/37696) – Enter to win $25k USDC with Democratized Prime while earning ~9% APY! They also have the lowest industry interest rates at 8.91% with 12 month terms! Take out a Bitcoin Backed Loan today and buy more Bitcoin. Check out Figure https://democratizedprime.pxf.io/c/6754631/3755092/37696 ! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. ===================== Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’ll ever make? Schedule a life-changing call at FountainLife.com/Pomp. Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at FountainLife.com/pomp ===================== Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/ ===================== As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you. ===================== 0:00 – Intro0:50 – Why is bitcoin crashing?3:01 – The big crypto utility shift & why software multiples are collapsing10:55 – The rotation: hardware/commodities outperforming software17:14 – How AI agents disrupt legacy enterprise software33:51 – Jordi’s “turbulence model” + what it’s signaling in markets40:34 – Tesla/Elon: bull case, risks, & the path to $10T50:25 – Should Elon merge Tesla + SpaceX + xAI + X?53:22 – Wrap + what Jordi is publishing next

56 min
4 FÉVR.

Why the Bitcoin Narrative Is Shifting Right Now | Jeff Park

Jeff Park is a Partner & Chief Investment Officer at ProCap Financial. In this conversation, we discuss bitcoin’s recent drawdown and whether the market is in a true bear phase, the current interest rate backdrop, and the Fed’s role in today’s economy. We also cover the nomination of Kevin Warsh as Fed chairman, Jeff’s outlook on precious metals, and a warning on one asset he believes investors should avoid going forward. ======================= This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.Learn more at http://www.abra.com. ======================= As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you. ======================= Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/ ======================= 0:00 - Intro0:56 - Is the bitcoin selloff sustainable?5:56 - Fed vs White House & is bitcoin looking forward or backward?13:10 - Kevin Warsh & the future of the Fed32:11 - Why precious metals are surging

37 min
2 FÉVR.

Is Bitcoin In A Bear Market? | Anthony Pompliano

In this solo episode, Anthony Pompliano explores a key question facing investors today: Is Bitcoin in a bear market? He breaks down the recent drawdown, explains why this cycle looks different, and discusses how Wall Street adoption, shifting inflation expectations, and global risk dynamics are reshaping Bitcoin’s price action. ====================== Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/ ====================== BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards. ====================== As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you. ====================== 0:00 - Is bitcoin in a bear market?7:28 - Why is this bear market different? 17:29 - Conclusion: where does bitcoin go from here?20:41 - CFO Silvia

23 min
31 JANV.

Bitcoin vs Gold vs Stocks: The Chart Everyone Misses | Jordi Visser

Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. In this episode, we unpack the Federal Reserve rate pause, the case for a more forward-looking Fed, and how rapidly advancing AI is reshaping inflation vs. deflation expectations. We also explore the scarcity trade across bitcoin, silver, energy, and semiconductors—and how investors can think about positioning as physical constraints collide with abundant software. ==================== Figure – Enter to win $25k USDC with Democratized Prime while earning ~9% APY! They also have the lowest industry interest rates at 8.91% with 12 month terms! Take out a Bitcoin Backed Loan today and buy more Bitcoin. Check out Figure! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. ==================== This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure. Learn more at http://www.abra.com. ==================== 0:00 – Intro 1:24 – Fed’s decision to pause interest rates 5:05 – Impact of the next Fed chair 7:07 – Time, psychology, & bitcoin 10:32 – Pricing assets in gold terms 11:40 – AI factories, energy, and compute limits 15:29 – Metals runs & investor fear 18:37 – Software selloff & big tech risk 24:02 – Trimming winners & rotating capital 28:44 – Elon, Tesla, & SpaceX 34:07 – Jordi’s Sunday video preview & AI urgency

38 min
30 JANV.

Pomp DESTROYS Peter Schiff on Gold, Bitcoin & Inflation

Peter Schiff is the Chief Economist of Euro Pacific Asset Management and the Chairman of Schiff Gold. In this conversation, we discuss the state of the U.S. economy, inflation, tariffs, the weakening dollar, and the outlook for gold, silver, and bitcoin. We also dive into global trade, monetary policy, and engage in a heated debate over whether tariffs and a weaker dollar help or hurt the economy. ==================== BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards. As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you. ==================== 0:00 – Intro 2:31 – Why metals are ripping 9:41 – Tariff fight: who pays + price examples 20:02 – Inflation data debate (CPI vs real-time metrics) 23:29 – AI: deflation vs inflation argument 28:15 – Can the U.S. rebuild manufacturing fast? 39:44 – Gold vs Bitcoin debate 49:44 – Peter Schiff’s portfolio breakdown 52:56 – “If inflation is low, why buy bitcoin?” 56:56 – Schiff plugs: gold, funds, newsletter 1:00:45 – Closing thoughts

1 h 2 min

Tout afficher (1,7 k)

Anthony Pompliano

Animation
Jordi Visser

Personne invitée
Jeff Park

Personne invitée
Bob Murphy

Personne invitée
Kaz Nejatian

Personne invitée
Andrew Parish

Personne invitée
Jeff Park

Personne invitée
Dave Collum

Personne invitée

Host Anthony “Pomp” Pompliano talks to the most interesting people in business, finance, and Bitcoin. From billionaires to cultural icons, Pomp helps you get smarter every day.