The Pomp Podcast

Moez Kassam is the co-founder and CEO of Anson Funds, one of Canada’s top-performing hedge funds. In this conversation, we break down how he trades hype and momentum, why he went from bitcoin deals to bitcoin believer, and the lessons from putting $1 billion into bitcoin treasury companies. We also discuss the AI trade, Korea’s memory boom, long activism, prediction markets, and SPACs. ======================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================== GalaxyOne is a financial technology platform built for people who want their cash working harder. → https://go.galaxy.app/HMiq/pomp Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply. ======================== Sleep better with Fitnexa SomniPods 3 — ultra-thin sleep earbuds built for all-night comfort. With 42dB of noise cancellation, sleep tracking, and personalized AI insights, they're designed to block out noise and help you actually rest, whether you're a side sleeper, a light sleeper, or dealing with a snoring partner. Use code POMP10 for $10 off at https://www.fitnexa.com. ======================== This episode is brought to you by Investor Health — clinician-prescribed protocols for weight, metabolism, energy, and longevity, delivered to your door in 48–72 hours. No office visits, no referrals. Plans start at $149/mo. Learn more at http://www.InvestorHealth.com/pomp. Investor Health is a telehealth platform, not a medical provider. Compounded medications are not FDA-approved. Individual results may vary and treatment requires evaluation by a licensed provider. ======================== 0:00 - Intro 1:11 - Chasing hype, momentum & dealmaking 6:34 - Bitcoin: from deals to believer 9:02 - Bitcoin treasury companies & Strive’s preferred 15:40 - AI hype & sky-high valuations 17:53 - Private AI deals, tokenized stocks & 24/7 trading 21:23 - Trading against ChatGPT 24:50 - Finding your edge (SpaceX vs small caps) 28:46 - Korea, memory stocks & record put buying 34:27 - Short selling vs long activism 42:35 - Why Moderna could fall 45:16 - Prediction markets & social media sentiment 51:44 - Space & SPACs 54:56 - Canada, trade wars & funding Olympians

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why hedge funds are blowing up, the lessons from LTCM, and how tokenization could reshape the entire industry. We also discuss why bitcoin is holding strong, why CPI doesn’t matter anymore, whether Anthropic’s growth is slowing, and Elon’s flying car. ======================= Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================= Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at https://figure.com/disclosures/ ======================= This episode is brought to you by Investor Health — clinician-prescribed protocols for weight, metabolism, energy, and longevity, delivered to your door in 48–72 hours. No office visits, no referrals. Plans start at $149/mo. Learn more at http://www.InvestorHealth.com/pomp. Investor Health is a telehealth platform, not a medical provider. Compounded medications are not FDA-approved. Individual results may vary and treatment requires evaluation by a licensed provider. ======================= 0:00 - Intro 1:12 - What LTCM teaches us about today’s market 14:10 - Tokenization & the death of hedge funds 17:40 - Why bitcoin is holding strong 23:33 - AI is offense, bitcoin is defense 26:47 - When bitcoin’s next rally happens 29:38 - Why CPI doesn’t matter anymore 35:59 - Debate: is Anthropic’s growth slowing? 54:02 - Elon’s flying car & a Tesla SpaceX merger 57:26 - AI capital needs & market liquidity

Eric Jackson is the founder of EMJ Capital and the investor behind the high-profile Carvana and Opendoor calls. This was recorded live at the Silvia Investor Summit in New York. In this conversation, we break down the rise of the retail investor, how he uses AI in his research, and what he saw inside Hut 8’s massive AI data center campus. We also discuss his AI-powered bitcoin model, when to sell, and using AI to beat prediction markets. ====================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ====================== 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/pomp ====================== 0:00 - Intro 0:25 - Why public companies now care about retail investors 3:55 - How Eric uses AI for investment research 6:21 - Inside Hut 8’s massive AI data center build 15:57 - Building conviction on misunderstood stocks 18:10 - Eric’s daily routine & the Drake videos 21:48 - Portfolio construction, small caps & crypto 24:18 - How to know when to sell 25:35 - AI bitcoin model: bull, or bear market? 28:31 - Beating prediction markets with AI

Ryan Cohen is the CEO and Chairman of GameStop and the co-founder of Chewy. This was recorded live at the Silvia Investor Summit in New York. In this conversation, we break down how AI is changing work and hiring, his concerns about where humans fit in an automated future, and the rise of the retail investor. We also discuss Neuralink, how he talks to shareholders, his biggest failure, and the legacy he wants to leave. ====================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ====================== 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://www.uphold.com/pomp/ 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. ====================== 0:00 - Intro 0:30 - AI risks & how GameStop uses AI 3:04 - How Ryan spends his time 6:05 - Hiring in the age of AI 7:45 - Why Ryan wants to learn Chinese 8:55 - Robots, UBI & human utility 13:53 - Neuralink & brain-computer interfaces 17:50 - Retail investors vs Wall Street 21:10 - Greatest strengths & weaknesses 23:05 - Shareholder communication & ignoring the noise 28:04 - Biggest failure 29:45 - Legacy & final thoughts

Chris Camillo is a self-taught investor known for pioneering social arbitrage investing and the host of Dumb Money Live. This was recorded live at the Silvia Investor Summit in New York. In this conversation, we break down his $10M one-day Amazon options trade, how AI corrupted Google Trends data, and why retail investors underuse leverage and concentration. We also discuss humanoid robotics, autonomous warfare, and why the best investors today are outside Wall Street. ======================= Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================= Sleep better with Fitnexa SomniPods 3 — ultra-thin sleep earbuds built for all-night comfort. With 42dB of noise cancellation, sleep tracking, and personalized AI insights, they're designed to block out noise and help you actually rest, whether you're a side sleeper, a light sleeper, or dealing with a snoring partner. Use code POMP10 for 10% off at https://www.fitnexa.com. ======================= GalaxyOne is a financial technology platform built for people who want their cash working harder. → https://go.galaxy.app/HMiq/pomp Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply. ======================= 0:00 - Intro 0:34 - Social arbitrage, AI & humanoid robotics 4:46 - Changing your mind & the Lululemon Google Trends trade 9:40 - Using conversational data to find trades 12:36 - The $10M Amazon earnings trade 21:31 - Cash, leverage & concentration 26:22 - Leveraged S&P ETFs & tail risk 29:22 - AI risk, drones & autonomous warfare 34:40 - Investing as a lifestyle & community 37:30 - Finding great retail investors & why they win

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the coming “bankpocalypse,” why AI agents will disrupt banks and big tech, and whether AI models are becoming commoditized. We also discuss the bitcoin setup, crypto’s shift from contrarian to consensus trade on Wall Street, and how to separate signal from noise in the AI bubble debate. ======================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================== 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/pomp ======================== 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 - Intro 0:54 - The “bankpocalypse” 5:20 - Can AI agents disrupt Amazon & the banks? 10:08 - Are AI models becoming commoditized? 20:40 - How do personal agents make money? 23:30 - Toll collectors: compute & crypto 28:16 - Bitcoin outlook & why patience pays 33:53 - Crypto & Wall Street: contrarian to consensus 38:46 - Bubble talk: signal vs noise 44:00 - Jordi’s 2027 crypto world tour

Bill Barhydt is the founder and CEO of Abra. In this conversation, we break down why bitcoin is climbing despite rising rates and macro headwinds, where its next wave of demand will come from, and how the debt spiral drives inflation. We also discuss AI agents, the future of wealth management, tokenized yield, and how Abra is building a neo-banking stack for crypto. ===================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ===================== GalaxyOne is a financial technology platform built for people who want their cash working harder. → https://go.galaxy.app/HMiq/pomp Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply. ===================== 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/pomp ===================== 0:00 - Intro 0:51 - Why bitcoin is rising despite macro headwinds 4:08 - Shrinking volatility & bitcoin cycle returns 9:15 - Is there a way out of the debt spiral? 15:10 - AI is turning everyone into a software engineer 20:17 - Why RIAs are falling behind 27:48 - What Abra is building with tokenized yield & lending 33:49 - Tokenization & the next generation of investors 36:30 - AI financial advisors & regulation 38:38 - The end of apps & the agentic future

Simon Dixon is an early Bitcoin investor and the co-founder and CEO of BnkToTheFuture, which backed companies like Coinbase, Kraken, and BitPay. In this conversation, we break down who really controls global capital, how Wall Street is co-opting bitcoin, and what the Coldcard hack means for self custody. We also discuss AI, surveillance, data centers, the K-shaped economy, and why sovereignty will be the most important skill of the next two decades. ======================= Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================= Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at https://figure.com/disclosures/ ======================= Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at https://www.lava.xyz/POMP ======================= 0:00 - Intro 1:09 - Simon's bitcoin journey since 2011 6:50 - Geopolitics, world order & where we disagree 10:40 - Who really runs America? 12:54 - Does bitcoin starve the system of capital? 15:49 - The Coldcard hack & the future of self custody 21:43 - The token economy & life 20 years from now 29:08 - Surveillance, privacy & sovereignty 33:36 - Data centers, the AI race & the K-shaped economy 40:17 - BlackRock, ETF flows & what would change his mind 43:39 - What the bitcoin price is telling us

Hunter Biden is an attorney, artist, writer, and the son of former President Joe Biden. In this conversation, we break down why he believes in bitcoin, the problem with money printing, and his biggest critiques of both the Biden and Trump administrations. We also discuss his recovery from addiction, AI, the launch of his Laptop token, and whether he would ever run for President. ======================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================== 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/pomp ======================== 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://www.uphold.com/pomp/ 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. ======================== 0:00 - Intro 1:12 - Does Hunter Biden own bitcoin? 5:46 - Biggest critiques of the Biden & Trump administrations 8:32 - Biggest positives of each administration 10:53 - Anything nice to say about Trump? 14:29 - Staying silent through the attacks & addiction recovery 19:58 - Would Hunter Biden run for president? 23:59 - Leaving the Democratic Party & voting independent 25:50 - AI: doomer or accelerationist? 36:30 - What is the Laptop token? 42:28 - Owning "Hunter Biden's laptop" 44:31 - Rapid fire questions

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why the macro doomers are wrong about rates, whether OpenAI and Anthropic are slowing down, and why the explosion of personal AI agents needs crypto rails. We also discuss Wall Street's growing crypto FOMO, the bitcoin setup heading into Q4, and what Jordi calls the "micron moment." ======================= Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================= Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at https://figure.com/disclosures/ ======================= GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $1,000 bonus. See site for promotion details → https://www.galaxy.app/pomp1000 Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply. ======================= Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at https://www.lava.xyz/POMP ======================= 0:00 - Intro 1:02 - Why the macro doomers are wrong on rates 3:23 - Homebuilders, autos & the new economy 5:54 - Tech dominance & why AI ignores rates 11:10 - Are OpenAI & Anthropic slowing down? 22:15 - The personal AI agent explosion 26:08 - Why AI agents need crypto 29:22 - Wall Street FOMO for crypto 32:44 - Bitcoin bull trend & this week's macro data 35:52 - Why crypto wins the fourth quarter 38:14 - AI to bitcoin rotation & the VisserLabs index 45:52 - The micron moment for crypto

Dan Ives is a Partner and Senior Managing Director at Yorkville Ives. In this conversation, we break down where value is building in the AI trade, Dario's warnings about AI, regulatory capture, and whether OpenAI and Anthropic are in more trouble than people realize. We also discuss the White House AI meeting, sovereign AI, the US vs China race, and his new Ives Ultra Fund. ======================= Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================= Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at ⁠https://www.lava.xyz/POMP⁠ ======================= This episode is brought to you by Investor Health — clinician-prescribed protocols for weight, metabolism, energy, and longevity, delivered to your door in 48–72 hours. No office visits, no referrals. Plans start at $149/mo. Learn more at ⁠http://www.InvestorHealth.com/pomp⁠. Investor Health is a telehealth platform, not a medical provider. Compounded medications are not FDA-approved. Individual results may vary and treatment requires evaluation by a licensed provider. ======================= 0:00 - Intro 1:12 - Where's the value in the AI trade? 2:32 - Dario's AI warning & regulatory capture 5:15 - Are OpenAI & Anthropic in trouble? 11:04 - Trump's White House AI meeting 13:51 - Open source vs closed source AI 15:32 - Token price war & the Anthropic IPO 22:33 - How to invest in the AI trade 25:04 - Personal AI agents & consumer AI 26:31 - Why tech is ignoring macro headwinds 30:36 - The Ives Ultra AI Fund 33:21 - Data, sovereign AI & the future of work

Tillman Holloway and Andrew Parish are the co-founders of Arch Public. In this conversation, we break down how AI agents and bitcoin are converging, why bitcoin is the best collateral in the world, and what 24/7 markets will mean for investors. We also discuss bitcoin ETF flows, Wall Street's growing role in bitcoin, and why AI trading tools still need a human in control. ======================= Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================= Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at https://www.lava.xyz/POMP ======================= GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $1,000 bonus. See site for promotion details → https://www.galaxy.app/pomp1000 Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply. ======================= This episode is brought to you by Investor Health — clinician-prescribed protocols for weight, metabolism, energy, and longevity, delivered to your door in 48–72 hours. No office visits, no referrals. Plans start at $149/mo. Learn more at http://www.InvestorHealth.com/pomp. Investor Health is a telehealth platform, not a medical provider. Compounded medications are not FDA-approved. Individual results may vary and treatment requires evaluation by a licensed provider. ======================= 0:00 - Intro 1:10 - AI agents, bitcoin & crypto as collateral 4:18 - 24/7 markets are coming 6:40 - Crypto tokens vs AI tokens 12:20 - Trust & security with AI agents 16:55 - Can AI trade for you 24/7? 25:42 - Why people name their AI agents 32:53 - Why bitcoin ignores macro headwinds 36:16 - Bitcoin ETF flows & retail demand 40:01 - Bitcoin price outlook & dip buying 43:27 - Elon, X Money & the tech titans 45:20 - Future of AI tools & Arch Public

Christopher Zook is the founder, chairman, and CIO of CAZ Investments and co-author of “The Holy Grail of Investing” with Tony Robbins. In this conversation, we break down how to build a diversified portfolio in a rapidly changing world, why CAZ invests in the picks and shovels of crypto, and the rise of neoprimes in space and defense. We also discuss the scarcity behind bitcoin, sports teams, and GP stakes, and why AI's impact on jobs keeps him up at night. Check out CAZ at ( https://cazinvestments.com) and the Holy Grail of Investing book's website (https://www.theholygrailofinvesting.com) ! ====================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ====================== Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at https://www.lava.xyz/POMP ====================== 0:00 - Intro 1:01 - How to invest in a rapidly changing world 3:21 - Modern portfolio theory & the holy grail of investing 7:42 - How CAZ invests in bitcoin & crypto 10:35 - Space & defense (the rise of neoprimes) 16:16 - Writing “The Holy Grail of Investing” with Tony Robbins 20:08 - Does diversification have to be boring? 26:05 - Bitcoin, sports teams & GP stakes (the power of scarcity) 32:34 - What keeps him up at night? 37:53 - Where to find the book & CAZ Investments

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why bitcoin keeps holding up through bad news, whether Wall Street FOMO is coming for crypto, and how consumer AI agents are reshaping markets. We also discuss BlackRock's AI and crypto paper, Visa and Mastercard, compute, tokenization, and the bitcoin outlook for the next six months. ======================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================== GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $1,000 bonus. See site for promotion details → https://www.galaxy.app/pomp1000 Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply. ======================== 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://www.uphold.com/pomp/ 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. ======================== 0:00 - Intro 0:56 - Why bitcoin & crypto are holding up so well 3:43 - Wall Street FOMO & why Visa/Mastercard get disrupted 7:20 - Bitcoin’s iPhone moment 15:04 - AI agent memory & the consumer agent race 23:13 - What happens when a competitor blocks AI agents? 25:05 - BlackRock's AI & crypto paper 30:36 - Will consumer agents move Meta & Mag 7 stocks? 35:14 - AI breakthroughs & jobs 43:45 - Bitcoin outlook for the next 6 months

Darius Dale is the founder and CEO of 42 Macro. In this conversation, we break down whether Scott Bessent is bluffing the bond market, why stocks keep hitting highs, and why balancing the budget may be impossible. We also discuss the K-shaped economy, AI, bitcoin, and America's political realignment. =================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! =================== New description for Lava with a clickable url: Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at https://www.lava.xyz/POMP =================== 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/pomp =================== 0:00 - Intro 0:47 - Is Scott Bessent bluffing the bond market? 7:34 - Druckenmiller's op-ed & Bessent's playbook 13:13 - Why stocks & bitcoin are near all-time highs 16:42 - Why balancing the budget is impossible & the impact 24:30 - Housing, young vs old & the lock-in effect 28:02 - Cut, grow, or print? 32:12 - How AI & bitcoin can level the playing field 36:15 - Social mobility & keeping up with the Joneses 39:00 - America's political realignment & future outlook 49:45 - Power, politics & the path forward

Chris Kelly is a co-owner of the Sacramento Kings, founder of Kelly Investments, and a former Facebook executive. In this conversation, we break down why he owns bitcoin, how sports teams and bitcoin both work as scarce assets, Meta's big AI bets, and where AI and crypto are converging. We also discuss Sports One, his new venture bringing minority sports team stakes to the public markets. ==================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ==================== 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://www.uphold.com/pomp/ 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. ==================== 0:00 - Intro 1:08 - Why Chris owns bitcoin 2:10 - Bitcoin vs sports teams as scarce assets 5:53 - Inside the Kings arena (tech, data center & ETH mining) 10:07 - Meta's AI spending & falling token costs 14:59 - OpenAI vs Anthropic & AI bubble risk 16:48 - Interest rates & the Fed 18:40 - Open source AI & Meta's strategy 22:05 - Investing across the AI stack & blockchain 25:34 - AI & crypto convergence 34:20 - Sports One: democratizing team ownership 41:01 - Equity vs token 44:00 - How sports & markets are changing

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why bitcoin and stocks refused to crash even as the Fed hiked rates, why AI agents are now driving crypto's next leg higher, and why the real "AI bubble" lives inside just two companies. We also get into Andrew Yang's bombshell AI lab claims and why Jordi remains a bitcoin maxi for the next 30 years. ====================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ====================== New description for Lava with a clickable url: Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at https://www.lava.xyz/POMP ====================== TOKEN2049 returns to Singapore on October 7–8 at Marina Bay Sands. The world's largest crypto event. 25,000 attendees, 300 speakers, 1,000 side events and the whole industry in one place for two days, into the F1 weekend. Get 10% off your ticket with code POMP10 at https://token2049.com/singapore ====================== 0:00 - Intro 0:51 - Why bitcoin & stocks didn't crash when the Fed hiked rates 4:44 - The liquidity cycle is broken (there are no more recessions) 14:34- AI agents solve impossible problems & what it means for the future 23:18 - Andrew Yang's AI lab bombshell claim 33:21 - Instinct AI & the rise of agent-run personal assistants 40:10 - Recursive self-improvement: AI outpacing human comprehension 43:22- Why Jordi is a bitcoin maxi for the next 30 years 48:06 - Bitcoin vs altcoins: are AI agents the new demand source? 55:54 - What would make Jordi change his mind? 1:02:33 - Bitcoin breaks back above $80,000 & Jordi launches his crypto research

Jay Jacobs is the US Head of Equity ETFs at BlackRock. In this conversation, we break down the real impact of the bitcoin ETFs on adoption, why bitcoin's volatility has compressed, and how institutions and everyday investors are approaching digital assets today. We also dig into AI as a macro market force, the entire AI value chain from power to chips to data centers, and where the ETF industry goes from here. Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ========================== Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at lava.xyz/POMP ========================== TOKEN2049 returns to Singapore on October 7–8 at Marina Bay Sands. The world's largest crypto event. 25,000 attendees, 300 speakers, 1,000 side events and the whole industry in one place for two days, into the F1 weekend. Get 10% off your ticket with code POMP10 at https://token2049.com/singapore ========================== 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/pomp ========================== 0:00 - Intro 1:11 - Bitcoin ETF's real impact on adoption 3:18 - Why bitcoin's volatility has compressed 6:57 - BlackRock's bitcoin & crypto product strategy 9:13 - In-kind redemptions & borrowing against bitcoin 11:18 - AI as a macro factor & the AI value chain 22:36 - Active vs. passive investing in AI & crypto 26:29 - The rise of independent investors 28:13 - ETFs vs. mutual funds 32:05 - Inside BlackRock's ETF playbook 41:43 - Long-term investing & the generational shift in bitcoin and AI

Logan Kilpatrick is a member of the technical staff at Google DeepMind. In this conversation, we break down whether Google is actually behind in the AI race, the strategy behind Gemini 4's massive pre-training run, and how DeepMind decides between chasing general intelligence versus building specialized products. We also discuss China's open-source AI labs and why measuring real progress toward AGI might be harder than building the models themselves. ===================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ===================== TOKEN2049 returns to Singapore on October 7–8 at Marina Bay Sands. The world's largest crypto event. 25,000 attendees, 300 speakers, 1,000 side events and the whole industry in one place for two days, into the F1 weekend. Get 10% off your ticket with code POMP10 at https://token2049.com/singapore ===================== 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/pomp ===================== 0:00 - Intro 0:51 - Is Google behind in the AI race? 2:47 - Frontier commitment & the Gemini 4 pre-training run 8:31 - Build vs. buy: Google's AI acquisition strategy 13:13 - Chinese AI labs, competitors & filtering the hype 19:03 - The ambition problem & where Google chooses to compete 21:39 - General intelligence vs. specialized AI products 35:01 - Inside DeepMind: Genome research & the innovation flywheel 41:52 - Kaggle & the race to actually measure AI progress 48:25 - The AI data economy: why data is the new bottleneck

Zac Prince is the Managing Director at Galaxy Digital and the co-founder and former CEO of BlockFi. In this conversation, we break down what really happened at BlockFi's collapse, the fraud behind FTX and Alameda that he witnessed firsthand, and the lessons he's applying to risk management today. We also discuss Galaxy One's banking, crypto, and yield products, and what the future of investing and AI-powered finance looks like. ======================= The views expressed by the speakers are their own and do not necessarily reflect the views of Galaxy or its affiliates. Yield is variable and may change with 30 days’ notice. Galaxy Premium Yield is available only to U.S. accredited investors, is not a bank deposit, and is not FDIC insured. The note is unsecured and may result in loss of principal. Guaranteed by Galaxy Digital Holdings LP, a subsidiary of Galaxy Digital Inc. Staking involves risks, including validator downtime, slash, loss of rewards, and Galaxy cannot guarantee validator performance. ======================= Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================= TOKEN2049 returns to Singapore on October 7–8 at Marina Bay Sands. The world's largest crypto event. 25,000 attendees, 300 speakers, 1,000 side events and the whole industry in one place for two days, into the F1 weekend. Get 10% off your ticket with code POMP10 at https://token2049.com/singapore ======================= 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://www.uphold.com/pomp/ 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/pomp ======================= 0:00 - Intro 1:05 - What really happened at BlockFi? 8:09 - Celsius, Voyager collapse & the run on BlockFi 10:01 - The FTX acquisition, Sam Bankman-Fried & discovering the fraud 13:32 - Lessons applied to risk management at Galaxy 16:08 - Silvergate, SVB & the "war on crypto" 18:49 - Regulatory politics & the future of crypto policy 22:10 - Rebuilding: what Zac learned post crypto war 26:36 - What is Galaxy One? 41:43 - AI agents & the future of banking

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the timing for the next bitcoin bull market, why the Clarity Act could send bitcoin to $100K, and how AI's exponential progress is leaving the market mispriced. We also discuss the Fed's rate decision, the Trump-Bessent-Warsh alignment on AI and crypto, and why the AI bubble skeptics have it backwards. ===================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ===================== Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at lava.xyz/POMP ===================== TOKEN2049 returns to Singapore on October 7–8 at Marina Bay Sands. The world's largest crypto event. 25,000 attendees, 300 speakers, 1,000 side events and the whole industry in one place for two days, into the F1 weekend. Get 10% off your ticket with code POMP10 at https://token2049.com/singapore ===================== 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/pomp ===================== 0:00 - Intro 0:57 - Do interest rates even matter anymore? 4:44 - Static vs Dynamic investors 9:30 - AI agents vs hedge funds vs retail: the new market structure 12:01 - How do you actually value crypto? (Robinhood chain & tokenization) 23:09 - Timing the next bitcoin bull market 27:05 - AI news dump: Astra, hacking scares & the AGI debate 35:27 - The Fed's rate decision: three scenarios 42:20 - Bessent, Warsh & Trump's Fed alignment 50:54 - Bitcoin, AI & Space as $2 trillion assets

Chase Koch is a member of the Koch family and leads Koch Disruptive Technologies at Koch Industries, one of the largest private companies in America. In this conversation, we break down the 41 principles behind Koch's management system, the values-first hiring philosophy that's helped grow the business 10,000x, and the story behind acquisitions like Molex and Georgia-Pacific. We also discuss Koch's evolution into a tech company and the power of finding your comparative advantage. ===================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ===================== Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at https://figure.com/disclosures/ ===================== 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://www.uphold.com/pomp/ 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. ===================== 0:00 - Intro 1:22 - What is Koch Industries? (scale, history, private company) 9:09 - Charles Koch's principles & the Sunday economics lessons 18:43 - Hiring philosophy: values first, skill second, credentials last 32:05 - Koch as a tech company: Infor, software & AI 35:30 - Horizontal capabilities & the Molex acquisition 41:47 - Turning acquisitions into principle-based cultures 47:03 - Origin story & lessons from near-bankruptcy failures 56:50 - Builder vs. operator: finding your comparative advantage 1:02:54 - Applying principles to society, bitcoin & individual sovereignty 1:08:50 - Stand Together: philanthropy, education & micro-schools 1:19:39 - Investing philosophy & finding the next big deal

Justin McAfee is an AI researcher at Delphi Digital. In this conversation, we break down why Chinese AI labs are closing the gap with America's frontier models, the innovations forced by US export controls, and the pricing war now squeezing OpenAI, Anthropic, Meta, and Google. We also discuss the race in humanoid robotics, whether AI can ever solve financial markets, and how the US should respond to stay ahead. ====================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ====================== 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/pomp ====================== 0:00 - Intro 1:10 - Export controls & how constraints forced Chinese AI innovation 4:01 - Could China's AI eventually eclipse the US? 7:25 - Chinese AI companies & infrastructure plays to watch 12:11 - Meta and Grok's price war, and the squeeze on OpenAI/Anthropic 15:07 - How should OpenAI & Anthropic respond to the competition? 16:33 - Physical AI & humanoid robots: China's lead 18:39 - Can AI ever fully "solve" financial markets? 21:11 - Geopolitics: how the US should respond to China 24:43 - Biggest concerns: staying in the frontier 26:56 - What's happening with AI in Europe? 27:36 - Delphi Digital's research & where to find it

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why rising interest rates may not derail the AI-driven economy, bitcoin's path to new highs and the four-year cycle debate, and how AI agents are already reshaping markets, business management, and crypto adoption. We also cover tokenization, portfolio allocation, and why a 0% crypto weighting no longer makes sense. ======================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================== 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://www.uphold.com/pomp/ 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. ======================== 0:00 - Intro 0:58 - Why interest rates won't derail the AI-driven economy 13:43 - Bitcoin, stocks & the money printing trade 20:28 - Tokenization, AI agents & the next wave of investment opportunities 22:42 - Bitcoin's path to $100K & the four-year cycle debate 29:11 - AI agents are already changing how business gets done 35:07 - Markets never sleep: how agents are reshaping trading 38:06 - Managing AI agents like a team 46:01 - Using AI to cut through market fear 52:01 - Why every portfolio needs crypto exposure

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down bitcoin's historic recovery and the key levels that matter, the fight between Kevin Warsh and Scott Bessent over interest rates, and why Jordi is rotating more of his money into Ethereum and Solana. We also discuss AI agents, tokenization, and just how high bitcoin could realistically go. ====================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ====================== 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/pomp ====================== 0:00 - Intro 1:01 - Bitcoin's historic recovery & key levels to watch 4:49 - South Korea & retail’s role in the bitcoin rally 8:56 - Dogecoin, bitcoin & the fundamentally-driven move 12:10 - Kevin Warsh, Scott Bessent & the fight over rates 22:52 - An AI safety expert's surprising take on bitcoin 28:05 - Nvidia's $1B a day & the AI infrastructure trade 33:43 - Why Jordi left Wall Street for real-time information 37:39 - Is Nvidia stock underpricing its own growth? 41:20 - Scarcity, debasement & the bitcoin-gold correlation 47:05 - Stablecoins, tokenization & bitcoin as store of value 50:53 - How high can bitcoin go? 1:01:04 - Jordi’s upcoming video

Arthur Hayes is the CEO of Flop Labs and CIO of Maelstrom. In this conversation, we break down Treasury Secretary Scott Bessent's money printing playbook, the controversy around Stanley Druckenmiller's AI-written op-ed, and why bitcoin got overshadowed by the AI trade in 2025. We also discuss gold's next move, how Arthur allocates across bitcoin, gold, and public equities, and his new project tokenizing AI compute itself. ==================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ==================== 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/pomp ==================== 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://www.uphold.com/pomp/ 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. ==================== 0:00 - Intro 1:09: - Bessent, Treasury printing & Druckenmiller's op-ed 7:21 - Bitcoin & gold's reaction to money printing signals 10:06 - Real estate, land & inflation hedges 12:55 - Bitcoin's next 12 months & why it lagged AI 17:49 - Bitcoin adoption catalysts & sovereign buyers 20:49 - Gold's outlook, portfolio allocation & public equities 26:14 - Stablecoins, tokenization & real world assets 30:15 - ETH will have a hater rally? 31:47 - Hyperliquid & Arthur's most asymmetric bet 34:33 - Flop: tokenizing AI compute 46:17 - Money printing, scarcity vs abundance & closing thoughts

Dr. Roman Yampolskiy is a professor of computer science at the University of Louisville and one of the world's leading AI safety researchers, credited with coining the term "AI safety" over a decade ago. In this conversation, we break down why he believes superintelligence may be fundamentally uncontrollable, and the recent incidents of AI models hacking, lying, and blackmailing their way out of containment. We also get into the surprising relationship between AI and bitcoin, the collapse of trust from deepfakes, and what happens to jobs and society once we cross the AGI threshold. ========================= Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ========================= GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $3,000 bonus. See site for promotion details → https://go.galaxy.app/HMiq/p57n69yy Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply. ========================= 0:00 - Intro 0:50 - Have we already hit AGI? 2:51 - Why we can't control superintelligence 5:14 - Could a global ban on superintelligence actually work? 8:45 - Are AI labs really taking safety seriously? 15:52 - Mass job loss & the economics of AGI 22:03 - The surprising link between AI & bitcoin 29:07 - A world of AI abundance, & why scarcity wins 31:45 - AI watermarks, & the death of trust 35:33 - Pros & Cons of physical AI world 38:40 - What would it take to trust humanoid robot? 39:50 - Brain computer interfaces: a good idea? 42:25 - Rise & risks of deapfakes 49:40 - Controlling AI: Governments vs private companies 54:07 - Open source vs closed, & the US vs China AI race 57:34- Is bitcoin the one crypto project built to last? 1:01:40 - Limitations of physical AI: bottlenecks & shortages 1:03:50 - Impact of healthcare with AI 11 1:06:09 - What would it take to actually declare AGI? 1:09:35 - How the public can help with AI safety

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down bitcoin's explosive weekly surge and why this "sigma move" signals a real bull market. We also discuss the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio. ======================= Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================= Figure’s $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/ T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at http://figure.com/disclosures/ ======================= For a limited time, our listeners get 50% off FOR LIFE, Free Shipping, AND 3 Free Gifts at Mars Men at https://www.Mengotomars.com. ======================= 0:00 - Intro 1:02 - Bitcoin's weekly surge & the "sigma week" behind it 5:38 - The bitcoin vibe shift & intersection with AI 15:26 - Is multiple compression a warning sign for the market? 19:03 - How much bitcoin should be in your portfolio? 23:27 - Moderna, AI & the future of biotech 29:20 - Stripe's OpenRouter deal & the fight for AI model routers 34:13 - Are model routers a threat to Anthropic and OpenAI? 44:00 - Why people fear data centers more than nuclear plants 54:46 - Jordi's bitcoin call to arms

Anthony & John Pompliano discuss the state of bitcoin at $64,000, why the price has stabilized, and what it will take to spark the next bull run. They also break down the exploding cost of AI adoption inside businesses, the national debt problem no president seems willing to fix, and where investors should be putting their capital right now. ====================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ====================== 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://www.uphold.com/pomp/ 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. ====================== 0:00 - Intro 0:35 - Bitcoin at $64K, catalysts & future returns 7:58 - Why every industry needs "bitcoiners" 12:20 - National debt, government spending & why nothing changes 17:24 - How much businesses are spending on AI 20:30 - How to evaluate if AI is giving you ROI 21:29 - Stocks, equities & conviction on AI 23:16 - Year-end outlook

Yoni Assia is the CEO and co-founder of eToro. In this conversation, we break down agentic trading and how AI is reshaping the platform, why bitcoin remains digital gold, eToro's move into tokenized equities, SpaceX IPO, and why eToro trades for less than 10x EBITDA. ==================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ==================== Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ). ==================== 0:00 - Intro 0:54 - Agentic trading: can AI manage your portfolio? 7:37 - Tokenization & the Space-X IPO 11:50 - Is crypto losing its ethos to Wall Street? 13:51 - Bitcoin as digital gold 14:58 - Why finance is moving to 24/7 blockchain markets 19:26 - Trade Zero acquisition & going after active traders 23:00 - Why eToro trades under 10x EBITDA 28:10 - Building a financial super app 30:25 - Tori: eToro's AI agent & collective intelligence

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why the AI trade already bottomed, how bitcoin fits into the future of markets, and why companies like Figure Technologies are outgrowing legacy banks like JPMorgan. We also discuss inflation, the AI IPO wave with Anthropic and OpenAI, and how AI is reshaping everyday life — from raising kids to running a household. ==================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ==================== GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $3,000 bonus. See site for promotion details → https://go.galaxy.app/HMiq/p57n69yy Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply. ==================== 0:00 - Intro 0:50- Why stocks keep climbing despite AI fears 2:41 - Jordy's AI portfolio & calling market bottoms 7:05 - Inflation report & the Bayesian mindset 11:27 - Figure Technologies & the tokenization boom 19:47 - Why JPMorgan and legacy banks are at risk 24:18 - Bitcoin is the "S&P 500 of ten years from now" 26:14 - Anthropic, OpenAI & the AI IPO wave 31:25 - AI goes mainstream: his wife & raising kids in the AI era 42:43 - ICE deportations & the inflation debate 47:47 - Politics, protests & the AI data center fight 55:50 - Jordi’s weekly videos & how you can help him

George Arison is the CEO of Grindr. In this conversation, we break down how AI has transformed Grindr's engineering team and product roadmap, the real "gay discount" baked into the stock price, and Grindr's fast-growing push into health. We also discuss the app's outsized role in gay relationships and safety risks abroad, and why efficiency — not headcount — is driving the company's next stage of growth. ====================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ====================== Figure’s $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/ T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at http://figure.com/disclosures/ ====================== 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/pomp ====================== 0:00 - Intro 1:27 - How AI is transforming Grindr's business & product 5:13 - Life inside an AI-run engineering team 12:04 - Using AI as a CEO 19:57 - The "gay discount" in Grindr's stock price 25:27 - Grindr's growing health business 31:01 - Grindr's global impact & safety risks abroad 36:10 - Demographics of Grindr's user base 39:34 - Marriage, kids, & Grindr's family policy push 43:24 - Why Grindr's best days are still ahead 47:47 - Cutting headcount & running a lean company 51:34 - Where to find George & Grindr

Reihan Salam is the President of the Manhattan Institute. In this conversation, we break down what's driving New York City's affordability crisis — from decades of rent control and restrictive zoning to a failing public education system. We also discuss the burnout crisis in law enforcement, immigration and assimilation, the rise of the DSA and socialism among young Americans, and how AI, bitcoin, and capitalism can restore opportunity and rebuild the American dream. ===================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ===================== 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/pomp ===================== 0:00 - Intro 1:30 - NYC affordability crisis & rent control 12:10 - Failing government services & public education 23:03 - Police, fire & law enforcement struggles 29:36 - Immigration, assimilation & the welfare state 38:30 - Rise of the DSA & socialism among young Americans 49:42 - AI, bitcoin & the future of capitalism 58:17 - Manhattan Institute's mission & building a better future

Tristan Thompson is an NBA champion with the Cleveland Cavaliers who's become a hands-on tech investor and operator. In this conversation, we break down how AI and analytics are reshaping professional sports, how he evaluates AI startups without getting caught in the hype, and why he's bullish on bitcoin, SpaceX, and prediction markets. We also dig into financial literacy and building real wealth after your playing career ends. ===================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ===================== 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://www.uphold.com/pomp/ 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. ===================== 0:00 - Intro 0:51 - How AI & tech are transforming pro sports 5:37 - Transitioning from NBA champion to tech investor 8:49 - How Tristan evaluates AI investments 12:51 - Why Tristan is bullish on bitcoin 17:30 - Prediction markets & sports gambling 19:10 - Financial literacy & his legacy beyond basketball 21:48 - A company he's really excited about

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why the last two weeks may be the most important stretch in bitcoin's history, the US-Japan yen intervention, and a weakening labor market. We also discuss the AI stock rebound, physical AI and Tesla's Terafab, Google's talent exodus, and how to value SpaceX. =================== GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $3,000 bonus. See site for promotion details → https://go.galaxy.app/HMiq/p57n69yy Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply. =================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! =================== 0:00 - Intro 0:54 - Why the last two weeks may be the most important in Bitcoin's history 8:17 - What should the Fed do next? 13:39 - AI stocks bounce hard: was that the bottom? 21:40 - Physical AI: Hadrian, Tesla's Terafab & the compute race 25:57 - How to position your portfolio for the compute boom 33:26 - What frontier models get wrong (and why big companies move slow) 38:40 - Google's talent exodus: is the stock at risk? 41:23 - Does calendar seasonality still matter? 42:43 - Valuing SpaceX: the compute business vs. the space hype 44:42 - What's coming in Jordi's video this week

Tillman Holloway is the Co-Founder & CEO of Arch Public, and Andrew Parish is the Co-Founder & COO. In this conversation, we break down the Cold Card hack and what it means for bitcoin self-custody, why bitcoin barely moved despite $100 million in losses, the Leopold hedge fund blowup, and the race between closed and open source AI. We also discuss why Apple could win the AI trade, agentic trading, and give away a Rolex watch. ======================= REGISTER FOR GIVEAWAY: ⁠https://us06web.zoom.us/webinar/register/WN_wbG3f5swRnSYJ_5eaKz2BQ#/registration Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================= Figure’s $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/ T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at http://figure.com/disclosures/ ======================= 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 $2,000 in rewards. ======================= 0:00 - Intro 1:00 - Cold Card hack & the future of bitcoin self-custody 17:22 - How to enter the Rolex giveaway 19:56 - The rise of agentic trading 23:33 - The Leopold hedge fund blowup 32:01 - Chinese vs American open source AI models 40:11 - Andrew's hot take: Apple wins the AI race 44:12 - The biggest risk in AI and agentic trading 47:18 - Final thoughts & how to enter the Rolex giveaway

Nancy Beaton is the President of Retail at Uphold. In this conversation, we play devil's advocate on the biggest crypto critiques — from crypto losing its "outside the system" ethos to custodial risk and the Clarity Act. We also discuss tokenized securities, what her users are actually demanding, and where bitcoin and blockchain adoption are headed over the next decade. ===================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ===================== 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/pomp ===================== 0:00 - Intro 0:54 - Is crypto still outside the legacy financial system? 5:52 - Tokenizing everything & frictionless trading 7:38 - Custodial vs. non-custodial 11:06 - The Clarity Act & regulatory clarity 12:51 - What keeps Nancy up at night? 14:38 - Killer use cases for the next five years 16:28 - Crypto-native products vs. tokenizing traditional finance 18:43 - Are crypto investors actually high risk? 22:09 - Big predictions for the next ten years 25:01 - What's overhyped in crypto right now? 26:25 - Where to find Nancy & Uphold

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI. ====================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ====================== Figure’s $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/ T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at http://figure.com/disclosures/ ====================== 0:00 - Intro 0:48 - Leopold's fund unwind & lessons from past blowups 9:21 - Hedge fund leverage & how AI is reshaping market structure 11:45 - Korea & Japan's market collapse 13:56 - AI will destroy all public companies? 15:20 - The bull case for hyperscalers & compute scarcity 27:44 - Why bitcoin is the best hedge fund ever 29:12 - Kevin Warsh & the Fed 33:48 - Does this help Wall Street or Main Street? 36:47- Advice for a 25-year-old starting their career today 41:18 - Bitcoin & the rest of crypto industry 48:52 - Migration, digital money & the breakdown of borders 57:56 - What Jordi is covering in his next video

Darius Dale is the founder and CEO of 42 Macro. In this conversation, we break down what the Fed should do next, how money printing quietly erodes your purchasing power, Kevin Warsh's plan to reshape the Fed, what history says happens to economies as K-shaped as ours, and what gives Darius hope for the future. ==================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ==================== 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://www.uphold.com/pomp/ 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/pomp ==================== 0:00 - Intro 0:56 - What the Fed should do vs. what they will do 7:19 - Dollar debasement: pricing assets in "units of dollars" 11:29 - Kevin Warsh, ending forward guidance, & AI-driven disinflation 18:29 - Red states vs. blue states: fixing the K-shaped economy 26:53 - Explicit vs. implicit socialism & the Wealth Pump theory 32:01 - What gives Darius hope for the future

Anthony and Polina Pompliano discuss why socialism — both explicit and implicit — is the biggest threat to investor portfolios, and why the economy feels painful despite the stock market hitting all-time highs. We also discuss bitcoin, the Clarity Act, and Google's AI spending bet. =================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! =================== Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/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 $2,000 in rewards. =================== 0:00 - Intro 0:52 - Interest rates, the Fed & the economy 6:28 - Why socialism is the #1 threat to investors 15:26 - Bitcoin price update & the Clarity Act 23:56 - AI's business model & Google's big bet 34:12 - Market sentiment, the cost-of-living crisis & gambling addiction 41:37 - Closing message: be nice

Dan Ives is the Partner and Senior Managing Director at Yorkville Ives, a new merchant bank he's building. In this conversation, we break down the AI trade—Chinese open-source models, Anthropic's slowing revenue growth, the biggest bottlenecks in chips, memory, and energy, and the political battles over data centers. ====================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ====================== Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/ ====================== This episode is brought to you by TikTok for Business. If you run a company, your next wave of customers may already be on TikTok. With more than 200 million monthly active users in the U.S. and 51% unique reach, TikTok gives brands access to audiences they can't reach anywhere else. Learn how to turn that reach into growth at TikTok for Business ( https://anthonypompliano.splashthat.com/ ) ====================== 0:00 - Intro 0:51 - Chinese vs American open-source models, & the Anthropic IP lawsuit 4:36 - Falling model costs and the pricing war 5:55 - Cultural bias baked into Chinese AI models? 7:44 - Will AI models eat the whole stack? 11:20 - Specialized AI workflows & model routing 14:00 - Mag 7 free cash flow vs. exploding semiconductor revenue 17:37 - The real AI bottlenecks: memory chips, data centers & energy 30:13 - Anthropic's revenue growth is slowing — should investors worry? 31:17 - Why Dan is leaving Wall Street to build Yorkville Ives 34:32 - Dan's AI market predictions & closing thoughts

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the AI trade — Chinese open-source models catching up, Google's massive CapEx bet, and the memory shortage bottlenecking it all. We also cover Travis Kalanick's stealth robotics empire, what AGI in three years means for jobs and the Fed, and where Bitcoin, Ethereum, and the Clarity Act go next. ====================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ====================== This episode is brought to you by TikTok for Business. If you run a company, your next wave of customers may already be on TikTok. With more than 200 million monthly active users in the U.S. and 51% unique reach, TikTok gives brands access to audiences they can't reach anywhere else. Learn how to turn that reach into growth at TikTok for Business ( https://anthonypompliano.splashthat.com/ ) ====================== 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://www.uphold.com/pomp/ 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. ====================== 0:00 - Intro 0:48 - Chinese open-source AI models & the risk to portfolios 12:10 - Google's massive CapEx bet & the odds it pays off 16:53 - Anthropic's growth slowdown & the shift to token efficiency 19:39 - The memory & compute shortage 29:00 - Travis Kalanick's stealth robotics & ghost-kitchen empire 40:06 - The Fed & rate policy 43:23 - Bitcoin's setup & why the "easy" AI trade is over 50:36 - Jordi's prompting method for AI research & upcoming video

Peter Schiff is the host of The Peter Schiff Show podcast and a longtime economist and gold advocate. In this conversation, we break down real inflation versus the official CPI, the Fed's political motivations, and whether AI and tariffs are inflationary or deflationary. We also cover the Iran war's impact on oil, Social Security's looming collapse, and a five-year bet on bitcoin versus gold. =================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! =================== Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/ =================== Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ). =================== This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp . See important disclosures at disclaimer.mogul.club. =================== 0:00 - Intro 0:50 - How high is inflation really right now? 14:36 - AI, robotics, tariffs & deportations: deflationary or not? 25:24 - Will the Iran war make inflation worse? 33:40 - Could inflation hit double digits? (Trump vs. Biden blame) 40:29 - Social Security's looming collapse 50:14 - Does Peter Schiff own bitcoin? 52:43 - Bitcoin vs. gold: the real performance numbers 1:00:45 - The bitcoin vs. gold bet 1:05:40 - The "Crazy Uncle Portfolio" 1:10:02 - What's actually in Peter Schiff's portfolio? 1:18:54 - Outro

Nick Grossman is a General Partner at Union Square Ventures. In this conversation, we break down his "Rebel Alliance" thesis for AI — why he believes the industry is too big for one or two companies to dominate. We also discuss USV's internal multi-agent platform, model routing economics, AI's growing role in venture capital and financial markets, data privacy risks, and what happens to jobs and society as agents get smarter. ===================== 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 $2,000 in rewards. ===================== Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ). ===================== 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/pomp ===================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ===================== 0:00 - Intro 0:42 - The "Rebel Alliance" thesis: why one company won't dominate AI 7:15 - General-purpose vs. specialized models in USV's portfolio 8:40 - Compute costs & the rise of model routing 11:14 - Inside USV's internal multi-agent system 16:25 - AI's role in venture capital & autonomous investing 22:50 - How AI reshapes market signals & information edges 27:06 - Apps building models & the fight over your data 35:31 - Five-year outlook for the AI stack 37:57 - US vs. China: the "philosophy" of AI models 40:30 - Personalized AI & where the Rebel Alliance thesis plays 43:53 - The dark side: jobs, data centers & society 47:44 - AI as a personal superpower & neural implants

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the AI stock slowdown, why China's new Kimi K3 model is upending the AI trade, and the hidden cultural bias baked into these systems. We also discuss the cooler inflation report, Fed Chair Kevin Warsh's early moves, bitcoin's reaction, and why robotics could be the next big AI trade. ====================== For a limited time, our listeners get 50% off FOR LIFE, Free Shipping, AND 3 Free Gifts at Mars Men at https://Mengotomars.com. ====================== Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ). ====================== This episode is brought to you by TikTok for Business. If you run a company, your next wave of customers may already be on TikTok. With more than 200 million monthly active users in the U.S. and 51% unique reach, TikTok gives brands access to audiences they can't reach anywhere else. Learn how to turn that reach into growth at TikTok for Business ( https://anthonypompliano.splashthat.com/ ) ====================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ====================== 0:00 - Intro 0:50 - AI stock unwind & the summer slowdown 5:45 - Framework for picking AI winners 7:1 3 - China's Kimi K3 & open source vs. closed models 11:09 - Model routers & how many models is too many? 17:46 - The hidden "cultural weights" in AI models 22:37 - Inflation report & Fed reaction 32:28 - Bitcoin's reaction & crypto allocation 39:26 - Nasdaq outlook & where he's avoiding 45:09 - Software stocks & what is the next trade?