The Pomp Podcast

Anthony and John Pompliano break down what’s really happening in the bitcoin market — why price has stalled, how volatility is evolving, and what most investors are missing about the next phase of this cycle. We dig into the Federal Reserve’s rate-cut debate, the broader economic backdrop, and how liquidity conditions are shaping risk assets — with a brief touch on BUD/S training and why discipline matters in markets and life.=======================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.=======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/=======================This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.Learn more at http://www.abra.com.=======================0:00 - Intro0:25 - Larry Fink: bitcoin as an “asset of fear” & why price has stalled 7:10 - Why drawdowns matter less over time11:00 - Jobs data, wages, & the macro split narrative15:55 - Consumer sentiment vs social media sentiment18:02 - Santa rally & market psychology19:32 - Can anyone catch up to  Strategy? 25:22 - Has the bitcoin narrative changed? & 2026 outlook 39:07 - BUD/S training comparison & volatility 

Jordi Visser is a macro investor with over 30 years of Wall Street experience and the writer behind the VisserLabs Substack. In this conversation, we break down the latest Fed decision, rate cuts, and their impact on bitcoin and public equities. Then we go deep into the AI landscape — where value is emerging, where risks remain, and how investors should be thinking about positioning for 2026.======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (⁠https://www.figuremarkets.co/pomp⁠), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto’s potential today at Figure! ⁠https://www.figuremarkets.co/pomp⁠ Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.======================This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.Learn more at http://www.abra.com.======================Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world’s largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what’s happening in crypto in five minutes or less. Read the latest at https://experts.bitwiseinvestments.com/cio-memos. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.======================Timestamps: 0:00 – Intro1:46 – Fed decision, rate cut & initial market reaction6:39 – How equities & bitcoin reacted10:26 – Identifying the next consensus trade & AI progress16:38 – When is AI escape velocity?21:28 – Impact of open-source vs closed-source models27:22 – How hedge funds are actually using AI31:34 – Small business stress, economic transition & IPO wave38:14 – Biggest risks, corrections & market volatility ahead42:54 – The next AI cycle: chips, power & real-world systems46:44 – Preview for Jordi’s next video

Mel Mattison is one of the leading macro strategists on the internet, known for his deep insights into global markets and digital assets. In this conversation, we break down why inflation fears are overstated, why rates may fall faster than expected, and how energy and politics are shaping today’s markets. We also cover the rise of young independent investors, growing distrust in institutions, and what all this means for bitcoin, stocks, housing, and the AI-driven economy ahead.======================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://uphold.sjv.io/K0RXra. This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/======================Xapo Bank, the world’s first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.======================Timestamps: 0:00 – Intro2:55 – Is inflation actually a problem?6:21 – Where interest rates are ultimately headed9:47 – The “affordability crisis” vs what the data really shows21:36 – Human nature, incentives & “rich thinking”32:14 – Distrust in institutions & the rise of independent investors40:43 – What caused bitcoin selloff & 2026 outlook45:59 – Why mindset matters more than macro for individuals

Jeff Park is the Partner & Chief Investment Officer at ProCap Financial. In this conversation, we break down the Fed’s year-end shift toward rate cuts and easier liquidity, what it means for markets, and why bitcoin sentiment feels so negative despite strong performance. Jeff also digs into how AI investment is reshaping the macro landscape, what institutional players like BlackRock and Stripe signal for crypto, and why ProCap’s mission centers on bitcoin and the coming age of abundance.======================As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.======================This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.Learn more at http://www.abra.com.======================Timestamps: 0:00 – Intro1:46 – Implications of fed rate cuts + QE returning7:00 – AI investment vs rest of the economy12:48 – Bitcoin sentiment despite strong performance16:01 – Intersection between bitcoin and AI23:22 – ProCap Financial goes public ($BRR)

Anthony and John Pompliano dig into what’s really at stake at the upcoming Federal Reserve meeting — whether the move should be 25 bps, 50 bps, or nothing at all. We break down how those decisions ripple through markets and why bitcoin’s unique monetary policy is becoming impossible for the world to ignore. Plus, we break down the shift as bitcoin miners move into AI infrastructure — why it’s happening, how they’re doing it, and what it means for investors. ======================Bitizenship gives Bitcoin-forward investors a fast, compliant path to EU residency. Our Bitcoin Dolce Visa lets you invest in a 100% Bitcoin-aligned startup and qualify for Italy’s Golden Visa with one strategy. Claim your free strategy call at ⁠https://www.bitizenship.com/pomp.⁠======================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.======================DeFi Development Corp. (Nasdaq: DFDV) is pioneering a new category in crypto investing with the first Solana-focused Digital Asset Treasury. DFDV offers public market exposure to Solana’s growth, yield, and onchain innovation, offering investors a leveraged way to participate in a trillion-dollar opportunity. Learn more about why Solana and why DFDV at SolanaTo10K.com.======================Timestamps: 0:00 – Intro1:33 – Fed rate cut debate (25 vs 50 vs 0 bps)13:20 – Bitcoin’s monetary policy vs the Fed’s reactive model18:40 – The future of economic data21:14 – QE returning & its impact on asset prices29:15 – Bitcoin miners pivoting into AI?