The Pomp Podcast

Simon Greovich, President & CEO of Metaplanet, shares his insights on how adopting a Bitcoin standard transformed his company's fortunes. He delves into the unique financial landscape of Japan and the strategic approaches to capital raising in cryptocurrency. Greovich highlights the potential of Bitcoin in reshaping traditional finance, particularly its growing acceptance among major banks. He emphasizes the importance of educating Wall Street and discusses innovative metrics for evaluating Bitcoin's performance in a rapidly evolving market.

Jordi Visser, a macro investor with over 30 years on Wall Street, shares valuable insights into current market conditions. He discusses the impact of the Fed's interest rate decisions and the cautious sentiment in the stock market. The conversation also explores the evolving role of AI in startups and the tech sector, including NVIDIA's influence on market momentum. Visser raises concerns about the validity of traditional economic data in today's digital economy, urging investors to adapt their strategies amidst economic uncertainty.

Jason Les, CEO of Riot Platforms, dives into the dynamic world of bitcoin mining. He discusses the evolving landscape of mining operations, emphasizing innovative energy solutions in Texas. Les sheds light on the strategies for capital allocation, weighing mining against direct purchases of Bitcoin. He also highlights how resilience during market downturns is crucial for long-term success. With a focus on cutting-edge technology like immersion cooling, this conversation reveals the industry's push for sustainability and efficiency in a competitive market.

Cynthia Lummis, a trailblazing U.S. Senator from Wyoming, is the first chair of the Senate panel on digital assets. In this engaging discussion, she dives into the complexities of stablecoin regulations and the need for clear legal frameworks. Lummis unveils the idea of a Strategic Bitcoin Reserve for the U.S. and contrasts state innovation with federal inefficiencies. She also highlights the growing political recognition of Bitcoin's influence and the vital role of collaboration between crypto advocates and lawmakers.

Jan Van Eck, CEO of VanEck and a pioneer in Bitcoin ETFs, dives into the transformative impact of Bitcoin on Wall Street. He discusses the intriguing relationship between Bitcoin and gold as investment vehicles. Jan also analyzes how U.S. fiscal policies influence Bitcoin's value and the growing acceptance of Bitcoin among institutional investors. He shares insights on crypto milestones to watch for in 2025, underscoring the evolving narratives around digital assets in modern finance.

Mike Novogratz, Founder and CEO of Galaxy Digital, shares insights from Bitcoin Investor Week. He discusses Bitcoin's evolving narrative and the growing interest from sovereign wealth funds. The influence of political events, particularly Trump’s impact on market sentiment, is explored. Novogratz highlights the resilience of the crypto community and the increasing integration of Bitcoin into traditional finance, including upcoming financial products like ETFs. He emphasizes the future of crypto as a dominant currency in the global economy.

Jordi Visser, a macro investor with over 30 years on Wall Street, shares his insights on the chaotic financial landscape shaped by Trump’s policies. He discusses the volatility in the stock market and how tariffs and tax reforms can impact investor sentiment. Visser dives into the intricacies of national debt and the contrasting dynamics of gold versus Bitcoin. He analyzes the implications of recent market drops and highlights the resilience of economic conditions, while emphasizing the political strategies that influence market perceptions.

James Lavish, Co-Managing Partner of the Bitcoin Opportunity Fund, and Sam Callahan, an insightful Bitcoin newsletter author, engage in a dynamic discussion recorded at Bitcoin Investor Week. They explore the potential for Bitcoin's exponential growth, challenges of balancing the U.S. budget, and the interplay between treasury yields and economic growth. The conversation dives into Bitcoin's relationship with global liquidity and the evolving strategies for its adoption by nations, debating sovereignty versus convenience in investment approaches.

In this engaging conversation, Anthony Scaramucci, Founder of SkyBridge, shares his insights from Bitcoin Investor Week. He discusses the intriguing connection between Donald Trump and Bitcoin, noting the former president's influence on its market value. Scaramucci also addresses the evolving strategies for incorporating Bitcoin into investment portfolios amid skepticism. Additionally, he explores the potential political benefits for Democrats in embracing cryptocurrency and highlights the challenges of regulation and leadership in a rapidly changing economic landscape.

Join Eric Semler, Chairman of Semler Scientific and a seasoned expert in Bitcoin investment strategies for corporations, as he delves into the seismic shift of Bitcoin in corporate America. He reveals why his company embraced Bitcoin on its balance sheet and shares insights into navigating the regulatory landscape. Semler discusses market reactions, the challenges of volatility, and the philosophical connections between financial and medical freedom. Get ready for a knowledge-packed conversation on the future of corporate finance!