The Pomp Podcast
Anthony Pompliano
8 episodes
Bitcoin Beats Stocks for the Next 5 Years? | Jordi Visser
7 Nov · 1 h 2 min
- Visser says public company growth ends by 2030, when they effectively become bonds, citing Marc Andreessen.
- Bitcoin is a $1.5tn asset banks now sell to customers, with ETF shares at record highs despite widespread doubt.
Bitcoin Is Waiting On One Thing Before Institutions Go All-In | Ron Biscardi
6 Nov · 45 min
- Institutions won't commit to bitcoin until institutional-grade regulation allows custody at Goldman Sachs, Morgan Stanley or JPMorgan, Ron Biscardi says.
- Ron Biscardi says Texas's data-center moratorium push threatens AI, with 13% of planned US data centers in Texas.
Bitcoin Is the Hedge Against a U.S. Default Nobody Sees Coming | Jan Van Eck
5 Nov · 28 min
- Jan Van Eck argues the next US financial crisis starts in Washington and says gold and Bitcoin are the hedges.
- VanEck's own data show AI token usage rising eightfold in year one and about 25% annually after.
Bitcoin Just Showed Us The Future Of Mortgages | Michael Tannenbaum
4 Nov · 40 min
- Figure cuts mortgage costs to $1,000 and nine days, versus $12,000 and 45 days, using models and blockchain.
- Figure powers 500 origination partners like Lowe's, doing $2bn monthly volume with 60% medium-term margins.
Bitcoin Survives Biggest Crypto Hack In History?! | Jordi Visser
31 Oct · 59 min
- Binance's roughly $6bn hack drew only a 5% Bitcoin sell-off, and Pompliano reads that resilience as bullish compared with the 20 to 40% drops of a decade ago.
- Stablecoin issuers Tether, Circle and World Liberty Financial froze billions in stolen funds, a shift Pompliano sees away from crypto's uncontrollable bearer-asset ethos toward safety nets.
My Biggest Bitcoin Regret Ever | Anthony & Polina Pompliano
29 Oct · 56 min
- Anthony Pompliano says Bitcoin's network hash rate is back near all-time highs even as miners shifted to AI and HPC data centers, which he cites as proof the bear market is over.
- Anthony Pompliano says Strive and Strategy's perpetual preferred shares have created net new Bitcoin demand, with over 135,000 Bitcoin bought that way.
Everyone Is Bearish And That’s Exactly Why You Should Buy | Ryan Detrick
27 Oct · 28 min
- Ryan Detrick says the S&P 500 has been higher one year after each of the last 19 midterm years, averaging about 15% gains.
- Detrick argues the current bearishness and hedge funds' largest short positions in five years are a contrarian buy signal before a late-October low.
#594 Nik Storonsky on Democratizing Access to Finance
29 Jun 2021 · 34 min
- Nik Storonsky, Revolut's cofounder and CEO, says the pandemic cut travel and restaurant spending by 60 to 70% while stock and crypto interest surged.
- Revolut's payments share of revenue fell from over 70% before COVID to under 30%, as trading and super app products took over.