The Pomp Podcast

Latest Episodes:

Is the Fed About to Trigger the Next Bitcoin Boom? | Anthony & John Pompliano Dec 09, 2025

Show notes

Anthony and John Pompliano dig into what’s really at stake at the upcoming Federal Reserve meeting — whether the move should be 25 bps, 50 bps, or nothing at all. We break down how those decisions ripple through markets and why bitcoin’s unique monetary policy is becoming impossible for the world to ignore. Plus, we break down the shift as bitcoin miners move into AI infrastructure — why it’s happening, how they’re doing it, and what it means for investors.

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Timestamps:

0:00 – Intro
1:33 – Fed rate cut debate (25 vs 50 vs 0 bps)
13:20 – Bitcoin’s monetary policy vs the Fed’s reactive model
18:40 – The future of economic data
21:14 – QE returning & its impact on asset prices
29:15 – Bitcoin miners pivoting into AI?

Bitcoin & AI Just Hit A MAJOR Inflection Point | Jordi Visser Dec 06, 2025

Show notes

Jordi Visser is a macro investor with over 30 years of Wall Street experience, and he also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we break down the major forces driving markets today — bitcoin’s price action, accelerating institutional adoption, the latest AI developments, internal tensions at OpenAI, and an overlooked industrial company he believes will be critical to the future economy. We wrap with a sharp look at the Fed, interest rates, deflation signals, and why easy money is still flowing through the system.

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Timestamps:

0:00 – Intro
1:50 – How to evaluate bitcoin right now
6:29 – The AI boom impact on asset prices & macro environment
11:59 – Deflation impact & Elon says will work be optional?
18:25 – Evaluating jobs data in an AI-driven economy
25:57 – The AI impact on the economy
41:42 – Michael Burry & Elon’s view on the economy & the future
48:16 – Where to find Jordi’s content

Bitcoin Adoption Is Spreading To Unexpected Places | Seamus Rocca Dec 05, 2025

Show notes

Seamus Rocca is the CEO of Xapo Bank. In this conversation, we dig into the real-world data behind Bitcoin adoption — why it looks very different from the popular narratives, who is actually using bitcoin, which geographies are driving growth, and how ETFs and corporate treasuries are reshaping demand. He also shares the surprising areas where bitcoin products may take off next.

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Timestamps:

0:00 — Intro
2:04 — Why older people are now adopting bitcoin
6:58 — Why bitcoin adoption differs across regions
11:02 — What is the Xapo Vault & how does the security work?
14:55 — Have Bitcoin ETFs helped or hurt Xapo?
17:40 — The overlooked impact of Wences Casares
20:15 — Bitcoin treasury companies & new financial engineering
23:16 — What Xapo must do to win in 2026
26:27 — What’s the next big bitcoin product?

What Happens to Bitcoin When the Fed Finally Cuts? | Darius Dale Dec 04, 2025

Show notes

Darius Dale is the Founder & CEO of 42 Macro. In this conversation, we break down the growing divisions inside the Federal Reserve, the real odds of a December rate cut, and who may lead the Fed next. Darius explains how Fed policy is moving asset prices in every direction and why markets are pricing something very different from what the Fed is saying.

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⁠DeFi Development Corp. (Nasdaq: DFDV) is pioneering a new category in crypto investing with the first Solana-focused Digital Asset Treasury. DFDV offers public market exposure to Solana’s growth, yield, and onchain innovation, offering investors a leveraged way to participate in a trillion-dollar opportunity. Learn more about why Solana and why DFDV at SolanaTo10K.com.

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Timestamps:

0:00 – Intro
1:28 – Why the Federal Reserve is deeply divided
6:18 – Structural changes reshaping the US economy
9:40 – Will the market force the Fed to cut rates?
13:17 – The K-shaped economy: who’s in recession?
19:29 – Markets at risk: positioning signals flashing red
22:31 – What the KISS model says about bitcoin

Did The Next Bitcoin Cycle Just Start? | Jeff Park Dec 03, 2025

Show notes

Jeff Park is the Partner & Chief Investment Officer at ProCap BTC. In this conversation, we break down the latest FUD around Strategy and Tether — what’s real, what’s noise, and why these narratives keep coming back. Jeff also explains why crypto sentiment feels so beaten down, what’s actually driving price action, and how to think about the current liquidity backdrop. We wrap with why QT is effectively over, QE is creeping back, and what that means for bitcoin going forward.

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Timestamps:

0:00 – Intro
1:54 – Why crypto sentiment feels so bad right now
7:21 – Bitcoin vs altcoins: supply, leverage & liquidations
9:33 – Correlation, institutions & the 4-year cycle
14:41 – How to evaluate Strategy right now & should they sell bitcoin?
26:26 – What’s really going on with Tether?
32:33 – QT is over, QE is back & what that means moving forward

Bitcoin Drops 40% - Should We Be Worried? | Anthony & John Pompliano Dec 02, 2025

Show notes

Anthony and John Pompliano break down the chaos inside today’s markets — from Bitcoin’s pullback to what’s really happening with the ETFs. We dig into why Vanguard suddenly capitulated, how a Trump-appointed Fed chair could reshape the entire macro landscape, and why political goggles are destroying people’s ability to think clearly about money. Plus, we unpack Michael and Susan Dell’s massive $6.25 billion donation to jump-start investing accounts for 25 million American kids — and what it means for the next generation of wealth-building.

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Timestamps:

0:00 – Intro
1:29 – Bitcoin’s price drop & volatility
10:12 – ETF vs spot bitcoin & leverage warnings
16:40 – Vanguard + institutions opening access to Bitcoin ETFs
21:39 – Trump’s Fed pick & Jerome Powell legacy
25:56 – Political goggles: data, bias & media narratives
33:45 – Doctors using ChatGPT & the future of expertise
36:38 – Michael & Susan Dell’s $6.25B Invest America

Can Bitcoin Fix America’s Financial System? | Natalie Brunell Dec 01, 2025

Show notes

Natalie Brunell is one of the leading voices in bitcoin, widely respected for helping millions understand the asset and the broader macro landscape. In this conversation, we break down why Bitcoin’s price has stalled, how it stacks up against gold, the biggest misconceptions critics still get wrong, stablecoins, Wall Street’s growing role, and whether Satoshi’s identity even matters. Natalie also shares insights from her book Bitcoin Is For Everyone and why she believes bitcoin’s long-term outlook remains as strong as ever.

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Timestamps:

0:00 – Intro
2:09 – Inflation & the U.S. affordability crisis
5:12 – Bitcoin vs. Gold
6:27 – Wall Street’s role in bitcoin and nation-state adoption
10:59 – Bitcoin as payments vs. store of value
12:56 – Stablecoins relationship to bitcoin
16:52 – Censorship, de-banking & financial freedom
21:16 – Banks & bitcoin reserves
22:42 – Media coverage of bitcoin and how to fix broken incentives
27:36 – “Bitcoin Is For Everyone”
33:20 – How to measure inflation
35:47 – The money printer mountain
37:26 – Who is Satoshi? Does it matter?
38:45 – Selling the book and closing remarks

Has Bitcoin Finally Bottomed? | Anthony & John Pompliano Nov 25, 2025

Show notes

Anthony and John Pompliano dig into whether markets have truly bottomed or if more pain is coming. They break down the economy, inflation, rates, politics, and immigration — and how all of it is shaping investor psychology right now. Plus, they unpack Mike Green’s argument that America’s real poverty line may be closer to $140,000 than $31,000.

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Timestamps:

0:00 – Intro
1:16 – Has Bitcoin actually bottomed?
12:38 – Why do we need a rate cut?
21:29 – How lower rates + AI fuel growth
26:24 – DOGE and political mismanagement
31:25 – The real solution: financial education
36:13 – The $140K poverty line debate
45:05 – Tech lowers costs; government raises them

Is Bitcoin About To Hit The Buy Zone? | Matthew Sigel Nov 24, 2025

Show notes

Matthew Sigel is the Portfolio Manager of the VanEck Onchain Economy ETF ($NODE), one of the most forward-thinking institutional products in the crypto ecosystem. In this episode, we break down how major institutions are evaluating Bitcoin — from market structure and sentiment to what’s driving recent price action. Matthew shares the three indicators he uses to gauge Bitcoin’s direction, how he thinks about buying during volatility, and what he’s watching in crypto-linked public equities. We also dig into the broader digital-asset landscape — from smart-contract platforms to stablecoins and where he sees the strongest long-term opportunities.

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Timestamps:

0:00 – Intro
2:06 – How institutions are thinking about bitcoin right now
6:10 – How to evaluate metrics in real time and key bitcoin price levels
10:33 – Crypto-linked equities and why $NODE outperformed
17:08 – What reverses the bitcoin miner downturn?
23:41 – Evaluating companies holding bitcoin on balance sheet
34:46 – Matthew’s outlook on altcoins and bitcoin dominance
39:43 – Inside $NODE: structure, allocation, and strategy

Bitcoin Fear Hits All-Time High - What Happens Now? | Jordi Visser Nov 22, 2025

Show notes

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and produces deep-dive investing videos on YouTube. In this episode, we unpack the latest market pullback — why prices are dropping, why investor fear has spiked, and whether this is the start of a bear market or simply a healthy correction. We also break down asset performance, where Jordi sees opportunity, and the signals that could mark a reversal — plus a quick look at Bitcoin’s volatility and what it means for long-term investors.

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Timestamps:

0:00 – Intro
1:48 – Why is fear spiking? What’s driving the sell-off?
5:51 – Expectations vs. reality + seasonality trend
10:25 – Nvidia beats… so why did markets still sell off?
14:16 – Is Bitcoin’s 30–35% drawdown normal?
19:18 – Why this sell-off feels different
24:42 – Fed December rate cut, jobs data, & midterms
30:28 – What signals would mark a real market reversal?
34:06 – AI, leverage, and private credit
38:38 – Innovation drives the market long-term
45:20 – Thanksgiving break announcement

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