AI Eats Wall Street Research with Anthony Pompliano

About this episode

Alex Thorn discusses the impact of AI on Wall Street with Anthony Pompliano and Bitcoin's market dynamics with Beimnet Abebe.

Alex Thorn talks with Anthony Pompliano (ProCap) about ProCap’s acquisition of Sylvia, an AI CFO, how AI-generated research could upend Wall Street, Bitcoin treasury companies building operating businesses, the CLARITY Act and the stablecoin yield fight, whether February’s wick below $60K was the bottom, and Pomp’s case for asset inflation alongside consumer deflation. Alex also talks with Beimnet Abebe (Galaxy Trading) about Bitcoin’s relative strength versus sliding equities, Iran tail risks, the AI trade unwinding, megacap equity raises ahead of the SpaceX IPO, and gold’s technical breakdown. Past performance is not indicative of future results. Participants, along with Galaxy Digital, hold a financial interest in Anchorage Digital and Bitcoin (BTC). Galaxy regularly engages in buying and selling BTC, including hedging transactions, for its own proprietary accounts and on behalf of its counterparties. Galaxy also provides services to vehicles that invest in BTC. If the value of such assets increases, those vehicles may benefit, and Galaxy’s service fees may increase accordingly. The valuation in this communication is based on technical, fundamental, and market analysis and not…

People in this episode

Host: Alex Thorn

Guests: Anthony Pompliano, Beimnet Abebe

Topics covered

• AI in finance
• Wall Street research
• Bitcoin
• stablecoins
• market analysis
• equities

Keywords

• AI CFO
• Bitcoin treasury
• asset inflation
• consumer deflation
• equity raises
• gold breakdown

Mentioned in this episode

Organizations: ProCap, Sylvia, Galaxy Trading, Galaxy Digital

Products: Bitcoin, stablecoin

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