The Pomp Podcast

Jeff Park, Partner and Chief Investing Officer at ProCap BTC, dives into the intricate relationship between global macroeconomics and Bitcoin. He discusses Argentina's economic strategies, the dynamics of U.S. dollar swap lines, and gold's surprising outperformance over Bitcoin. Jeff also explores Bitcoin's potential as a reserve asset amid trade wars, liquidity trends in China, and the negative sentiment clouding crypto communities. The conversation highlights the importance of market perception and the trade-offs between decentralization and mainstream adoption.

Dive into the rollercoaster world of bitcoin as experts dissect its recent fluctuations and what $10K daily candles could mean for its future. They challenge the notion of bubbles, suggesting we might be witnessing a multi-year bull market instead. Explore the innovative role of prediction markets in forecasting events and even influencing real estate pricing. Plus, gain insights into why major institutions are backing US manufacturing and defense, highlighting the transformative potential of technology in these sectors.

Peter Schiff, CEO of Euro Pacific Capital and a prominent gold advocate, discusses the surging prices of gold and silver driven by de-dollarization and central bank demand. He critiques the Fed's monetary policy, arguing it stokes inflation and harms the labor market. The conversation pivots to comparing gold and Bitcoin, where Schiff takes a bet on gold's performance in 2025, citing inherent risks in Bitcoin. He also shares his thoughts on improving economic policies, advocating for balanced budgets and deregulation.

Jordi Visser, a macro investor with over 30 years on Wall Street and author of 'VisserLabs,' shares his insights on the economy and Bitcoin. He discusses the growing debasement trade, where institutions turn to Bitcoin and gold amidst market bubble concerns. Jordi also explores the implications of AI on demand and supply, the significant investments in AI infrastructure, and the potential for job displacement. He links Bitcoin's rise to youthful anti-establishment attitudes and provides a cautiously optimistic outlook on tech opportunities.

Jeff Park, Partner and Chief Investing Officer at ProCap BTC, dives into the intriguing debasement trade, explaining why it's gaining traction now. He compares Bitcoin to gold, arguing that gold may be an 'altcoin' in the digital era. Discussing Wall Street's growing embrace of Bitcoin, Jeff contrasts today's market euphoria with past cycles, citing critical differences in debt and financialization. He also unpacks the significance of ICE's $2 billion investment in Polymarket, indicating a shift in how finance and media converge.

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.