The Pomp Podcast

Polina and Anthony dive into Bitcoin's recent price surge, highlighting its record hash rate and its impact on the U.S. economy. They discuss the rise of retail investors and how they are reshaping the market dynamics. The conversation shifts to energy trade changes and tariffs that affect international relations. Additionally, they explore how favorable agreements boost the U.S. position in trade, while underscoring new investment opportunities in the evolving landscape of Bitcoin and global markets.

Yoni Assia, Founder and CEO of eToro, is a pioneer in the world of digital assets and Bitcoin. He discusses his early investments in Bitcoin and predicts its potential for further growth. The conversation dives into tokenization's role in reshaping the financial landscape, emphasizing how it empowers retail investors. Assia also explores the challenges of regulatory frameworks, the impact of AI on trading, and the emergence of innovative trading strategies, all while maintaining the excitement around the evolving cryptocurrency market.

Jordi Visser, a seasoned macro investor with three decades on Wall Street, dives into the fascinating intersection of Bitcoin and AI. He discusses Bitcoin's explosive potential and its new role in the financial landscape. Visser highlights the rise of retail investors, the implications of Fed independence on interest rates, and the significance of gold as a stable partner to Bitcoin. They explore the future of work in an automated world and the evolving dynamics of market investments, making the case for a strategic shift in investor focus.

In this discussion, Polina Pompliano, a crypto expert and entrepreneur, dives into the fascinating world of Bitcoin and its recent surge, including a Trump-associated firm purchasing $2 billion in Bitcoin. They discuss the rise of self-directed investors outmaneuvering institutions and the growing trend of athletes like Saquon Barkley investing in Bitcoin. Polina also highlights upcoming regulations and why retail investors are becoming a powerful force in the market, reshaping the landscape of investing and finance.

Will Clemente, a market maker at Keyrock, and Ben Harvey, a member of their research team, dive into the fascinating world of Bitcoin treasury companies. They discuss the implications of premiums and debt within the crypto landscape, and how these firms are reshaping investment strategies. The duo also explores macroeconomic shifts, touching on how market volatility affects Bitcoin performance. Listeners gain valuable insights into the dynamics of Bitcoin-backed loans and the evolving role of Bitcoin compared to altcoins. Perfect for any crypto enthusiast!

Jordi Visser, a seasoned macro investor with over 30 years on Wall Street, shares his insights into the evolving landscape of Bitcoin and crypto legislation. He examines the impact of inflation and recent economic policies, particularly the surprising deflationary effects of tariffs. The discussion highlights the contrasting views between retail and institutional investors in today's market. Visser also delves into the AI arms race, potential entrepreneurial opportunities, and how technology can empower individuals in a shifting economy.

Alessandro Palombo, Co-Founder and CEO of Bitizenship, specializes in helping individuals acquire European citizenship through Bitcoin investments. He discusses the innovative pathways to second citizenship, particularly through Portugal's golden visa program. Alessandro explores how this intersects with real estate and local economies. He also touches on the implications of global citizenship and financial pressures, along with the future of Bitcoin in shaping legal residency. Expect insights into investment strategies and the evolving landscape of digital mobility.

Evgeny Gaevoy, the ambitious Founder and CEO of Wintermute, dives into the current landscape of Bitcoin purchases, shedding light on the growing dominance of institutional investors over retail traders. He discusses the surge in Ethereum’s popularity, alongside insights into derivative products and the implications of evolving regulations. The conversation reveals the origin of Wintermute’s name and its future plans in the U.S. market. Gaevoy emphasizes motivations beyond wealth, drawing parallels between investing and competitive sports.

Bitcoin's recent surge to $123,000 has everyone talking. Retail investors are increasingly shaping the market dynamics, challenging traditional Wall Street views. The discussion delves into the implications of Bitcoin ETFs and regulatory shifts. There's also a surprising U.S. Treasury surplus, raising questions about inflation trends. Plus, the concept of athletes getting paid in Bitcoin sparks debate on the currency's volatility. Finally, the enigma of Satoshi Nakamoto adds a layer of intrigue to Bitcoin's revolutionary potential.

Jordi Visser, a seasoned macro investor with over 30 years on Wall Street, shares insights on the recent Bitcoin surge and its implications for the financial landscape. He discusses how he predicted this breakout and its connection to traditional assets. Visser also analyzes the impact of global economic trends, geopolitics, and technological advancements, particularly AI, on the market. His thoughts on adapting economic policies and the importance of energy commodities offer a compelling perspective on navigating today's financial challenges.