The Pomp Podcast

Arthur Hayes, co-founder of BitMEX and a crypto guru, dives into the future of Bitcoin and its potential to reach $1 million. He discusses how macroeconomic factors and global liquidity shape the crypto landscape. The conversation highlights innovative projects like Pendle and Etherfi, which aim to enhance financial opportunities. Hayes also shares insights on investment strategies, risks of leveraged trading, and the evolving regulatory environment. With thoughts on U.S.-China trade impacts, this talk is a treasure trove for crypto enthusiasts!

Bitcoin's surge to $103K is shaking up Wall Street's traditional views, showing its potential as a new financial standard. The hosts delve into the nuances of U.S.-China trade relations and critique tariff policies. They also discuss the recent rise of the S&P 500 and the complexities of pharmaceutical pricing in America. Expect lively debates on economic theories, particularly regarding the relationship between tariffs and inflation, as they challenge mainstream beliefs and share personal insights.

Jordi Visser, a macro investor with over 30 years of Wall Street experience, discusses the intriguing possibility of a Bitcoin short squeeze, drawing parallels to the GameStop phenomenon. He dives into the current macroenvironment, highlighting inflation risks and the shifting dynamics between public and private investment opportunities. Visser also shares insights on the impact of AI and crypto on financial services, predicting Bitcoin's potential as a safe haven amid uncertainty, while considering the implications of upcoming government recognition.

Anthony Scaramucci, Founder of SkyBridge Capital and seasoned entrepreneur, dives into the intersection of Trump’s trade policies and Bitcoin. He discusses how tariffs could impact cryptocurrency markets and Bitcoin's emerging role as a non-correlative asset in turbulent times. Scaramucci highlights generational shifts in Bitcoin perception, urges institutions to adopt it in their investment strategies, and reflects on Bitcoin's journey from skepticism to the mainstream. He also shares insights on the importance of financial literacy and upcoming trends in asset allocation.

Polina Pompliano, author of ‘Hidden Genius’ and founder of The Profile, joins her brother Anthony Pompliano, CEO of Professional Capital Management, to dissect the Bitcoin market's unexpected dynamics. They explore why Bitcoin hasn't soared despite increasing interest and compare its trajectory to gold and stocks. The duo debates Warren Buffett’s investment strategies against the rising influence of cryptocurrencies. They also offer insights into the current economic landscape, emphasizing a hopeful outlook amidst market fluctuations.

Darius Dale, founder and CEO of 42Macro, shares his insights on the surprising resilience of the economy. He dives into the potential explosion of Bitcoin and stocks, fueled by shifting government policies. The discussion reveals the disparities in market growth, particularly between the private and public sectors. Dale also analyzes the role of cryptocurrencies in a changing financial landscape, emphasizing their defensive attributes compared to traditional stocks. Insightful predictions offer a glimpse into the future of investments and fiscal strategies.

Jordi Visser, a macro investor with over 30 years on Wall Street, dives into the intriguing world of Bitcoin and economic dynamics. He predicts Bitcoin's potential to double in price this year, discussing the rise of Bitcoin ETFs and their market impact. Visser also explores the resilience of the job market, the relationship between immigration and job growth, and how Bitcoin is reshaping capital structures. His insights connect Bitcoin to traditional assets like gold, making for a fascinating discussion for both investors and crypto enthusiasts.

Michael Ellis, Deputy Director of the CIA, sheds light on the complex U.S.-China relationship and its implications for global security. He discusses the crucial role of technology and AI in intelligence, emphasizing the importance of public-private partnerships. Ellis dives into how cryptocurrencies like Bitcoin are utilized in national security contexts, particularly in counter-narcotics. He also stresses the need for international collaboration to tackle threats from drug cartels, outlining strategies to strengthen alliances with countries like China and Mexico.

Join Jameson Lopp, Co-Founder & Chief Security Officer of Casa, as he dives into the world of Bitcoin security. He shares his harrowing experience of being swatted and why he chose to step back from the internet. Lopp emphasizes the importance of self-custody for your digital assets, advocating multi-signature setups over third-party custodians. He also provides essential travel security tips, particularly against public Wi-Fi risks, ensuring your BTC remains safe while on the go. A must-listen for crypto enthusiasts!

Fred Thiel is the Chairman & CEO of Marathon Digital Holdings (NASDAQ:MARA), a digital asset company that mines cryptocurrencies with a focus on the blockchain ecosystem and the generation of digital assets. This conversation was recorded at Bitcoin Investor Week In New York. In this conversation we talk about what Marathon Digital currently does, AI vs bitcoin mining, evaluating what is happening at the nation state level, gold vs bitcoin mining, hardware in bitcoin mining, and what Marathon Digital plans to do in the future.=======================BitcoinIRA: Buy, sell, and swap 75+ 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 $500 in rewards.=======================Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at stake.coredao.org/pomp.=======================Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/=======================View 10k+ open startup jobs:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dreamstartupjob.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Enroll in my Crypto Academy: https://www.thecryptoacademy.io/