The Pomp Podcast

• Bitcoin & AI Just Hit A MAJOR Inflection Point | Jordi Visser

  Jordi Visser is a macro investor with over 30 years of Wall Street experience, and he also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we break down the major forces driving markets today — bitcoin’s price action, accelerating institutional adoption, the latest AI developments, internal tensions at OpenAI, and an overlooked industrial company he believes will be critical to the future economy. We wrap with a sharp look at the Fed, interest rates, deflation signals, and why easy money is still flowing through the system. ======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (https://www.figuremarkets.co/pomp), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto’s potential today at Figure! https://www.figuremarkets.co/pomp Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.======================Bitizenship gives Bitcoin-forward investors a fast, compliant path to EU residency. Our Bitcoin Dolce Visa lets you invest in a 100% Bitcoin-aligned startup and qualify for Italy’s Golden Visa with one strategy. Claim your free strategy call at https://www.bitizenship.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/⁠======================Timestamps: 0:00 – Intro1:50 – How to evaluate bitcoin right now6:29 – The AI boom impact on asset prices & macro environment11:59 – Deflation impact & Elon says will work be optional?18:25 – Evaluating jobs data in an AI-driven economy25:57 – The AI impact on the economy41:42 – Michael Burry & Elon’s view on the economy & the future48:16 – Where to find Jordi’s content

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• Bitcoin Adoption Is Spreading To Unexpected Places | Seamus Rocca

  Seamus Rocca is the CEO of Xapo Bank. In this conversation, we dig into the real-world data behind Bitcoin adoption — why it looks very different from the popular narratives, who is actually using bitcoin, which geographies are driving growth, and how ETFs and corporate treasuries are reshaping demand. He also shares the surprising areas where bitcoin products may take off next.======================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/======================Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world’s largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what’s happening in crypto in five minutes or less. Read the latest at https://experts.bitwiseinvestments.com/cio-memos. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.======================Timestamps: 0:00 — Intro2:04 — Why older people are now adopting bitcoin6:58 — Why bitcoin adoption differs across regions11:02 — What is the Xapo Vault & how does the security work?14:55 — Have Bitcoin ETFs helped or hurt Xapo?17:40 — The overlooked impact of Wences Casares20:15 — Bitcoin treasury companies & new financial engineering23:16 — What Xapo must do to win in 202626:27 — What’s the next big bitcoin product?

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• What Happens to Bitcoin When the Fed Finally Cuts? | Darius Dale

  Darius Dale is the Founder & CEO of 42 Macro. In this conversation, we break down the growing divisions inside the Federal Reserve, the real odds of a December rate cut, and who may lead the Fed next. Darius explains how Fed policy is moving asset prices in every direction and why markets are pricing something very different from what the Fed is saying.======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (https://www.figuremarkets.co/pomp), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto’s potential today at Figure! https://www.figuremarkets.co/pomp Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.======================⁠DeFi Development Corp. (Nasdaq: DFDV) is pioneering a new category in crypto investing with the first Solana-focused Digital Asset Treasury. DFDV offers public market exposure to Solana’s growth, yield, and onchain innovation, offering investors a leveraged way to participate in a trillion-dollar opportunity. Learn more about why Solana and why DFDV at SolanaTo10K.com.======================Timestamps: 0:00 – Intro1:28 – Why the Federal Reserve is deeply divided6:18 – Structural changes reshaping the US economy9:40 – Will the market force the Fed to cut rates?13:17 – The K-shaped economy: who’s in recession?19:29 – Markets at risk: positioning signals flashing red22:31 – What the KISS model says about bitcoin

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• Did The Next Bitcoin Cycle Just Start? | Jeff Park

  Jeff Park is the Partner & Chief Investment Officer at ProCap BTC. In this conversation, we break down the latest FUD around Strategy and Tether — what’s real, what’s noise, and why these narratives keep coming back. Jeff also explains why crypto sentiment feels so beaten down, what’s actually driving price action, and how to think about the current liquidity backdrop. We wrap with why QT is effectively over, QE is creeping back, and what that means for bitcoin going forward.======================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.======================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.======================Timestamps: 0:00 – Intro1:54 – Why crypto sentiment feels so bad right now7:21 – Bitcoin vs altcoins: supply, leverage & liquidations9:33 – Correlation, institutions & the 4-year cycle14:41 – How to evaluate Strategy right now & should they sell bitcoin?26:26 – What’s really going on with Tether?32:33 – QT is over, QE is back & what that means moving forward

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• Bitcoin Drops 40% - Should We Be Worried? | Anthony & John Pompliano

  Anthony and John Pompliano break down the chaos inside today’s markets — from Bitcoin’s pullback to what’s really happening with the ETFs. We dig into why Vanguard suddenly capitulated, how a Trump-appointed Fed chair could reshape the entire macro landscape, and why political goggles are destroying people’s ability to think clearly about money. Plus, we unpack Michael and Susan Dell’s massive $6.25 billion donation to jump-start investing accounts for 25 million American kids — and what it means for the next generation of wealth-building.======================Xapo Bank, the world’s first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.======================Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world’s largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what’s happening in crypto in five minutes or less. Read the latest at https://experts.bitwiseinvestments.com/cio-memos. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.======================Timestamps: 0:00 – Intro1:29 – Bitcoin’s price drop & volatility10:12 – ETF vs spot bitcoin & leverage warnings16:40 – Vanguard + institutions opening access to Bitcoin ETFs21:39 – Trump’s Fed pick & Jerome Powell legacy25:56 – Political goggles: data, bias & media narratives33:45 – Doctors using ChatGPT & the future of expertise36:38 – Michael & Susan Dell’s $6.25B Invest America

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