Anthony and John Pompliano dig into what’s really at stake at the upcoming Federal Reserve meeting — whether the move should be 25 bps, 50 bps, or nothing at all. We break down how those decisions ripple through markets and why bitcoin’s unique monetary policy is becoming impossible for the world to ignore. Plus, we break down the shift as bitcoin miners move into AI infrastructure — why it’s happening, how they’re doing it, and what it means for investors.
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Timestamps:
0:00 – Intro
1:33 – Fed rate cut debate (25 vs 50 vs 0 bps)
13:20 – Bitcoin’s monetary policy vs the Fed’s reactive model
18:40 – The future of economic data
21:14 – QE returning & its impact on asset prices
29:15 – Bitcoin miners pivoting into AI?
