Jeff Park is the Partner & Chief Investment Officer at ProCap Financial. In this conversation, we break down the Fed’s year-end shift toward rate cuts and easier liquidity, what it means for markets, and why bitcoin sentiment feels so negative despite strong performance. Jeff also digs into how AI investment is reshaping the macro landscape, what institutional players like BlackRock and Stripe signal for crypto, and why ProCap’s mission centers on bitcoin and the coming age of abundance.

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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.

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Timestamps:

• 0:00 – Intro

• 1:46 – Implications of fed rate cuts + QE returning

• 7:00 – AI investment vs rest of the economy

• 12:48 – Bitcoin sentiment despite strong performance

• 16:01 – Intersection between bitcoin and AI

• 23:22 – ProCap Financial goes public ($BRR)