The Pomp Podcast

Darius Dale, Founder & CEO of 42Macro, discusses economic outcomes, 'no landing' scenario, inflation trends, optimism index, small business survey, and asset price outlook. Explore inflation predictions, market implications, Federal Reserve's monetary policy, and asset price behavior in reflation market regime.

Robert Mitchnick, Head of Digital Assets at BlackRock, discusses the process of launching bitcoin ETF, client demand, regulation, and future outlook for bitcoin. The podcast also touches on topics like enhancing productivity with a portable screen, crypto betting, strategic steps towards bitcoin adoption at BlackRock, bitcoin fund inflows, institutional investment analysis, and evolution of bitcoin in traditional finance and blockchain technology integration.

Hunter Horsley, Founder & CEO of Bitwise Asset Management, and Matt Hougan, CIO of Bitwise Asset Management, discuss topics such as bitcoin ETF launch, industry trends, capital allocation, and the evolution of Bitcoin perception in the media. They also delve into the impact of low fees on retail demand and the growth of assets in ETFs over time.

Guest Cathie Wood, Founder & CEO of Ark Invest, discusses why she's bullish on bitcoin, ETFs, macro factors, $1.5 million price target. Also talks about industry excitement, Lightning Network, AI, emerging markets, and Bitcoin mining innovations.

Dan Tapiero, CEO of 1RoundTable Partners, discusses bitcoin vs gold, tokenization, billionaires' private discussions, and where he allocates capital. The podcast also explores PropyKeys, a blockchain application for minting home addresses, making homeownership more affordable and user-friendly.

Anthony Scaramucci, Founder of SkyBridge, discusses his thesis on bitcoin, macro environment, political landscape, next president, and future outlook for bitcoin. Topics include portable displays, crypto sports betting, early Bitcoin investment, BlackRock, overcoming adversity, institutional demand for bitcoin.

Billionaire Mike Novogratz discusses macro environment, Bitcoin, political overlay, regulation, and Galaxy's initiatives. Topics include Base's Ethereum L2, PropyKeys for minting home addresses on blockchain, Bitcoin's evolution, Galaxy's operations, and market dynamics with price predictions.

Dan Roberts, Co-Founder of IREN, discusses the future of bitcoin mining and AI data centers, energy sources, decision-making frameworks, market reactions, and competitors. They explore the evolution towards power-dense data centers, energy sources for computing, and revenue generation. The conversation also delves into Bitcoin mining strategies, capital allocation decisions, and the strategic growth approach of hybrid companies combining Bitcoin mining and AI.

John Arnold, Principal at Ten31, discusses the total addressable market for bitcoin, financial returns, capital placement, and industries built around bitcoin. The podcast also explores the innovative concept of PropyKeys, an application minting home addresses on blockchain for affordable homeownership. Various collaborations of Propy, including with Coinbase, are highlighted. Pomp's daily letter and Supra's early integration program for price feeds across blockchains are also mentioned.

In this podcast, Pompliano discusses the upcoming Bitcoin supercycle, Bitcoin halving, global liquidity, interest rates, gold, volatility, El Salvador, and Microstrategy. He also introduces a portable display product and a sports betting platform as sponsors. Subscribe to his daily letter for insightful industry opinions and check out open startup jobs and enroll in the Crypto Academy.