The Pomp Podcast

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 - Intro1:12 - What LTCM teaches us about today’s market14:10 - Tokenization & the death of hedge funds17:40 - Why bitcoin is holding strong23:33 - AI is offense, bitcoin is defense26:47 - When bitcoin’s next rally happens29:38 - Why CPI doesn’t matter anymore35:59 - Debate: is Anthropic’s growth slowing?54:02 - Elon’s flying car & a Tesla SpaceX merger57:26 - AI capital needs & market liquidity

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 - Intro0:30 - AI risks & how GameStop uses AI3:04 - How Ryan spends his time6:05 - Hiring in the age of AI7:45 - Why Ryan wants to learn Chinese8:55 - Robots, UBI & human utility13:53 - Neuralink & brain-computer interfaces17:50 - Retail investors vs Wall Street21:10 - Greatest strengths & weaknesses23:05 - Shareholder communication & ignoring the noise28:04 - Biggest failure29:45 - Legacy & final 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 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 - Intro0:54 - 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 & crypto28:16 - Bitcoin outlook & why patience pays33:53 - Crypto & Wall Street: contrarian to consensus38:46 - Bubble talk: signal vs noise44:00 - Jordi’s 2027 crypto world tour

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 - Intro1:09 - Simon's bitcoin journey since 20116:50 - Geopolitics, world order & where we disagree10:40 - Who really runs America?12:54 - Does bitcoin starve the system of capital?15:49 - The Coldcard hack & the future of self custody21:43 - The token economy & life 20 years from now29:08 - Surveillance, privacy & sovereignty33:36 - Data centers, the AI race & the K-shaped economy40:17 - BlackRock, ETF flows & what would change his mind43:39 - What the bitcoin price is telling us

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 - Intro1:02 - Why the macro doomers are wrong on rates3:23 - Homebuilders, autos & the new economy5:54 - Tech dominance & why AI ignores rates11:10 - Are OpenAI & Anthropic slowing down?22:15 - The personal AI agent explosion26:08 - Why AI agents need crypto29:22 - Wall Street FOMO for crypto32:44 - Bitcoin bull trend & this week's macro data35:52 - Why crypto wins the fourth quarter38:14 - AI to bitcoin rotation & the VisserLabs index45:52 - The micron moment for crypto

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 - Intro1:10 - AI agents, bitcoin & crypto as collateral4:18 - 24/7 markets are coming6:40 - Crypto tokens vs AI tokens12:20 - Trust & security with AI agents16:55 - Can AI trade for you 24/7?25:42 - Why people name their AI agents32:53 - Why bitcoin ignores macro headwinds36:16 - Bitcoin ETF flows & retail demand40:01 - Bitcoin price outlook & dip buying43:27 - Elon, X Money & the tech titans45:20 - Future of AI tools & Arch Public

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 - Intro0:56 - Why bitcoin & crypto are holding up so well3:43 - Wall Street FOMO & why Visa/Mastercard get disrupted7:20 - Bitcoin’s iPhone moment15:04 - AI agent memory & the consumer agent race23:13 - What happens when a competitor blocks AI agents?25:05 - BlackRock's AI & crypto paper30:36 - Will consumer agents move Meta & Mag 7 stocks?35:14 - AI breakthroughs & jobs43:45 - Bitcoin outlook for the next 6 months

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 - Intro1:08 - Why Chris owns bitcoin2:10 - Bitcoin vs sports teams as scarce assets5:53 - Inside the Kings arena (tech, data center & ETH mining)10:07 - Meta's AI spending & falling token costs14:59 - OpenAI vs Anthropic & AI bubble risk16:48 - Interest rates & the Fed18:40 - Open source AI & Meta's strategy22:05 - Investing across the AI stack & blockchain25:34 - AI & crypto convergence 34:20 - Sports One: democratizing team ownership41:01 - Equity vs token44:00 - How sports & markets are changing

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 - Intro1:11 - Bitcoin ETF's real impact on adoption3:18 - Why bitcoin's volatility has compressed6:57 - BlackRock's bitcoin & crypto product strategy9:13 - In-kind redemptions & borrowing against bitcoin11:18 - AI as a macro factor & the AI value chain22:36 - Active vs. passive investing in AI & crypto26:29 - The rise of independent investors28:13 - ETFs vs. mutual funds32:05 - Inside BlackRock's ETF playbook 41:43 - Long-term investing & the generational shift in bitcoin and AI

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 - Intro1:05 - What really happened at BlockFi?8:09 - Celsius, Voyager collapse & the run on BlockFi10:01 - The FTX acquisition, Sam Bankman-Fried & discovering the fraud13:32 - Lessons applied to risk management at Galaxy16:08 - Silvergate, SVB & the "war on crypto"18:49 - Regulatory politics & the future of crypto policy22:10 - Rebuilding: what Zac learned post crypto war26:36 - What is Galaxy One? 41:43 - AI agents & the future of banking