The Pomp Podcast

Tune in to explore why bitcoin is poised to soar, driven by relentless money printing and a growing interest from institutions like BlackRock. Discover how bitcoin might rival gold's market cap as it gains traction on Wall Street. Anthony shares insights on managing risk and the importance of allocating wisely in preparation for market volatility. They also touch on historical trends indicating a strong fourth quarter for bitcoin, encouraging investors to prepare and enjoy the rally responsibly.

Jeb Hensarling, former U.S. Congressman and financial services leader, shares his insights on monetary policy and the rise of Bitcoin. He discusses his opposition to the 2008 bailouts and views Bitcoin as a safeguard against inflation and a tool for private property rights. Jeb emphasizes the importance of stablecoins for U.S. competitiveness and argues for greater engagement between the crypto industry and lawmakers. He envisions a future where financial technology and traditional finance converge to democratize finance and drive progress.

Jordi Visser, a seasoned macro investor with 30 years on Wall Street and the mind behind Substack's VisserLabs, dives into the intersection of Bitcoin and AI. He argues Bitcoin stands as the ultimate AI trade, driven by narratives and institutional acceptance. The conversation touches on AI's impact on jobs, energy infrastructure efficiency, and how Bitcoin miners can optimize power grids. Jordi also highlights exciting opportunities in energy stocks as AI demand grows, while predicting a potential Bitcoin rally in the fourth quarter.

Jeff Park, Partner and Chief Investing Officer at ProCap BTC, dives deep into the contrasting performances of Bitcoin and gold. He discusses the reasons behind gold's surge, including central bank purchases and the waning role of London as a financial hub. The conversation also explores Bitcoin's unique nature as 'living software' and debates its potential to catch up to gold. Park highlights the societal impacts of declining attention spans and advocates for the importance of storytelling in the age of technology.

Robert Viglione, Co-founder & CEO of Horizen Labs and military intelligence veteran, dives into the transformative power of zero-knowledge proofs (ZKPs). He shares his journey discovering Bitcoin while in Afghanistan and discusses ZKPs' vital role in national security, from secure communications to digital identity solutions. Viglione explains how ZKPs can streamline KYC processes without compromising personal data and predicts a future where trillions of proofs will be generated by devices, reshaping privacy in a digital age.

Bitcoin's struggle to climb higher sparks a deep dive into investor perspectives and market dynamics. Discussions unveil how different investors approach Bitcoin, highlighting the allure of public companies involved in crypto. The looming government shutdown raises concerns about politics and its impact on services. Delving into economic data, the hosts critique the reliability of government job statistics and advocate for private data sources to refine measurements. It's a blend of financial insights and political analysis that keeps you engaged.

Jordi Visser, a seasoned macro investor with over 30 years in finance and the mind behind 'VisserLabs,' discusses the intersection of Bitcoin and AI. He argues that Bitcoin could be the purest trade driven by AI disruption. Jordi unpacks the implications of Nvidia's massive investment in OpenAI, the potential for explosive growth in semiconductors, and how AI is reshaping job markets. He emphasizes the need to keep an eye on key economic indicators, including oil prices and jobless claims, to gauge upcoming market shifts.

Join Jeff Park, Partner and Chief Investing Officer at ProCap BTC, as he delves into the current state of Bitcoin and stablecoins. He discusses the impacts of recent market liquidations and the implications of Jerome Powell's comments on future price movements. Tether's massive valuation ambitions are explored, alongside its unique role in the crypto ecosystem. Park asserts that the Bitcoin bull market isn't over, emphasizing potential volatility ahead. Tune in for insights on M&A in Bitcoin treasuries and the evolving landscape of stablecoins!

Dive into the world of Bitcoin as the hosts explore its potential for an explosive Q4. They dissect the surprising rally of gold and what it means for digital currency. The conversation shifts to how treasury companies might sustain Bitcoin demand and the implications of institutional investors like BlackRock. They also ponder whether AI could take the reins from the Fed in monetary policy. With a look at recent M&A activity, the discussion is both insightful and provocative, sparking thoughts on the future of finance.

Mike Novogratz, founder and CEO of Galaxy, and Kyle Samani, co-founder of Multicoin Capital, dive into their remarkable $1.65 billion fundraising effort. They share insights on why they’re bullish on Solana and the growth potential of altcoin treasuries. The conversation also touches on opportunistic mergers, creative tokenization strategies, and the impact of macroeconomic factors and regulation on crypto markets. With their extensive backgrounds, they explore how to attract traditional investors into this evolving digital space.