From the Desk of Anthony Pompliano

Jamie Dimon shifts from critic to supporter of Bitcoin, signaling a major turn in big bank attitudes toward crypto. The episode dives into how banks are responding to client demand and the influence of Washington on market adoption. Coinbase's impressive earnings showcase its growing dominance, while plans for a White House-backed ETF open new investment opportunities. The conversation highlights the evolution of Bitcoin as a global macro asset, driven by institutional interest and retail adoption.

The recent Fed rate cut has cleared the way for markets to soar. With progress on the U.S.-China trade deal, analysts are optimistic about capital inflows. Discussion heats up around OpenAI's potential to reach a $1 trillion IPO valuation amidst its financial challenges. Additionally, insights from Palantir's CEO highlight how AI might position America as a leader in innovation. All these factors point towards an exciting new chapter in investment opportunities.

Alex Conley, a spinal cord injury patient and early Neuralink implant recipient, shares his groundbreaking experience with brain-computer interfaces that enable him to control a robotic arm. He discusses the potential of Neuralink technology and how it is transforming lives. The conversation also touches on the recent Fed rate cut and its implications for market trends. Additionally, they explore the future of robotics in households and the resistance Boston faces regarding autonomous vehicles, highlighting innovation versus safety concerns.

Crypto is infiltrating traditional finance in subtle ways, as banks and fintechs build on crypto infrastructure without the name. The DeFi mullet concept illustrates how crypto will integrate seamlessly into everyday finance. Legacy exchanges are racing to dominate the marketplace by listing both equities and crypto. Stablecoins are gaining traction through partnerships, while users prefer familiar interfaces over complex wallet management. Bitcoin's entry into traditional finance via ETFs may pave the way for stablecoin adoption in the future.

Markets are starting to believe a US-China trade deal is coming — and fast. After weeks of tariff threats and tension, the odds of a deal have jumped sharply, and investors are bracing for what comes after. On today's episode, I get into what both prediction and financial markets are starting to price in before Donald Trump and Xi Jinping meet at the end of the month. 0:00 Intro0:43 Tom Lee says AI is NOT a bubble4:33 Will US-China agree on a new trade deal?6:05 Interview with Miami mayor Francis SuarezWatch On YouTube: https://youtu.be/I5MAv22sAykPomp 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: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

The legendary Tom Lee joins the show today. He lays out his views on the market today, and why we're early. Yes, early! While everyone else is screaming “bubble,” Tom argues the opposite. He says stocks are still cheap, earnings are strong, and this “most hated rally” is only just beginning.Listen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp 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: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

Gold, silver, stocks, and Bitcoin aren’t supposed to move together — but right now, they are. Risk assets are ripping higher, safe havens are breaking records, and it’s flipping every rule investors thought they understood. In this episode, I break down what’s behind this rare market phenomenon, and how the “everything rally” could reshape how we view markets.0:00 Intro0:44 Why risk AND safe haven assets are going up at the same time5:43 When will the government shutdown end?6:55 Humanoid robots are now greeting people and vacuuming  Listen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp 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: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

Gold is on a generational run right now, but... its moment could soon be coming to a temporary end. The same forces that's led to gold's outperformance — inflation, debt, and debasement — will now help Bitcoin catch up. I call it the "great rotation." In this episode, I break down what's about to happen going into year-end!0:00 Intro0:42 The great rotation from gold to Bitcoin6:55 Jordi Visser says fiat currency is a ponzi scheme8:04 Are we in an AI bubble? Jordi Visser answers10:30 Retail investors continue to buy the dip11:30 Elon Musk is a workhorseListen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp 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: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

Bitcoin's price has been in a freefall for over a week now, and is currently nearing $100,000. What's going on? And is this the end of the cycle? I was recently on Fox Business' The Claman Countdown and they were grilling me all about BTC's struggles. Here's what I think of Bitcoin's underperformance and what's being missed by most investors. 0:00 Intro0:41 Gold is outperforming every single asset1:48 Retail investors are saving legacy finance firms4:43 Why is Bitcoin's price falling?Listen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp 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: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

Phil Rosen from Opening Bell joins the show to talk about the melt up we're seeing across asset prices. In particular, we're seeing gold and stocks rip higher together, which is not the norm. One is the supposed fear trade, the other the optimism trade. Is the dual outperformance telling us something bigger about the economy? Phil is here to discuss that, plus Bitcoin and everything else in the market. Listen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp 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: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews