The Pomp Podcast

Matthew Siegel, Portfolio Manager at VanEck, dives into the institutional appetite for Bitcoin, highlighting a decline in trading volumes amid a market drawdown. He elaborates on three key indicators to assess Bitcoin's trajectory: global liquidity, crypto leverage, and on-chain activity. Siegel discusses strategies like dollar-cost averaging for buying during volatility and shares insights on investing in crypto-linked equities, miners, and the implications of AI on the market. He also reflects on stablecoins and the long-term potential of the digital asset landscape.

Jordi Visser, a macro investor with over 30 years on Wall Street and writer for VisserLabs, shares insights on the current market landscape. He discusses the recent spike in investor fear and what it means for Bitcoin's volatility. Jordi examines the K-shaped economy driven by AI, market reactions to strong tech results, and potential signs of a market reversal. He explores the complex interplay of retail selling, Asia's growth slowdown, and the impact of debt in tech. Tune in for an engaging analysis of what lies ahead for investors.

Jeff Park, Partner and Chief Investment Officer at ProCap BTC, delves into Bitcoin's recent price drop and the potential for a bear trend. He discusses liquidity pressures, the influence of leverage and futures, and how institutional demand shapes the market. Park explores endowment strategies like Harvard's, highlighting varied investment approaches. Despite the downturn, he finds glimmers of optimism, identifying factors that could trigger a dramatic price increase. He also raises concerns about risks like fake news and quantum computing threats.

Joining the conversation is John Pompliano, an investor and market commentator. They dissect Bitcoin's recent plunge to $89K, exploring whale trading behaviors and the psychology of investors. The duo debates whether the Bitcoin four-year cycle remains intact and gives practical advice for long-term versus short-term strategies. Anthony shares insights on portfolio management, emphasizing a methodical approach to investing. They discuss the importance of cash positions during volatility and compare Bitcoin’s dynamics to gold's fluctuating correlations.

Jordi Visser, a macro investor with 30+ years on Wall Street, discusses the recent sell-off in asset prices and why it lacks a clear trigger. He shares insights on Bitcoin's lackluster performance and reassures listeners about long-term adoption despite current sentiment. Jordi offers trading strategies for the October-November period, highlights the impact of AI on drug discovery, and predicts capital rotation towards international equities and Bitcoin. He also breaks down the current buyer landscape for Bitcoin.

Teresa Goody Guillén, an experienced attorney and CZ's personal lawyer, unveils the intricacies of the presidential pardon process. She addresses the unique treatment of CZ compared to other crypto figures, arguing it's part of a broader 'war on crypto.' Teresa debunks 'pay-to-play' allegations and technical misconceptions about stablecoins, emphasizing the importance of verified information. She reflects on CZ's resilience during scrutiny and discusses the implications for Binance and U.S. crypto regulation moving forward.

In this discussion, Jeff Park, Partner and Chief Investment Officer at ProCap BTC, dives into Bitcoin's sideways movement and the interplay of mortgages and institutional investments. He highlights the potential impact of 50-year mortgages on home affordability and compares global ownership models. Jeff also evaluates the evolving role of AI data centers in the economy and the implications for public policy. Plus, he explores the future of crypto regulations and the growing adoption of Bitcoin payments by merchants. A must-listen for crypto enthusiasts!

Jordi Visser, a macro investor with over 30 years on Wall Street, dives into Bitcoin's recent market dynamics, likening it to an IPO moment. He explores how VC exposure influences crypto's public face and addresses the implications of Bitcoin hitting $100K. The discussion also covers AI's role in finance and adoption challenges, alongside the political shifts related to labor trends and generational discontent. Jordi shares insights on Tesla's ambitious vision for robo-taxis and emphasizes the importance of practical AI use in everyday life.

In this conversation, Mel Mattison, a leading macro strategist known for his insights on markets and digital assets, predicts a potential 50% rally for Bitcoin. He discusses the impact of government shutdowns and tariffs, emphasizing the resilience of buyers amid uncertainty. Mel explores how Bitcoin is forming a solid base around the $100K mark due to institutional support and regulatory narratives. He also warns about risks like a collapse in AI demand or a significant political shift that could threaten the market's long-term bullish outlook.

In this conversation, Jeff Park, Partner and Chief Investment Officer at ProCap BTC, shares insights on bitcoin market dynamics. He discusses why recent price drops stem from both micro and macro factors, highlighting whale liquidations and institutional influences. Jeff examines generational shifts in investment behavior, emphasizing how younger investors are leaning towards on-chain ownership. He also addresses the competition from AI and prediction markets for capital, and what would be needed for bitcoin to reach new highs.