The Pomp Podcast Is the Fed About to Trigger the Next Bitcoin Boom? | Anthony & John Pompliano
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Dec 9, 2025 The looming Federal Reserve meeting sparks a debate on rate cuts and their market impact. Experts explore the implications of disinflation signals and the unique monetary policy of bitcoin. With the potential shift of bitcoin miners into AI infrastructure, insights reveal how this could reshape investment landscapes. Discussions also dive into the problems with economic data, advocating for real-time metrics. Lastly, the conversation touches on the power dynamics between traditional finance and bitcoin's fixed monetary schedule.
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Cut Faster To Stem Labor-Market Bleeding
- Consider that the Fed should cut more aggressively to stop labor-market deterioration before it worsens.
- A 50 bps cut could stem bleeding in jobs faster than incremental moves, even if markets expect 25 bps.
Reactive Fed Versus Programmed Bitcoin
- Federal monetary policy is inherently reactive because it relies on past data to set rates today.
- Bitcoin's fixed, code-driven supply forces the world to react to it instead of the other way around.
Real-Time Data Will Challenge Official Metrics
- Government economic data looks backward and contains many estimates, which makes policy behind the curve.
- Private real-time datasets like Truflation will increasingly replace official metrics over decades.
