Jeff Park is the Partner & Chief Investment Officer at ProCap BTC. In this conversation, we discuss why crypto sentiment feels so bad right now, Bitcoin versus Altcoins, Strategy's bitcoin allocation, what ending QT and starting QE means for markets, and more!TimeStamps:0:00 - Intro0:59 – Why crypto sentiment feels so bad right now6:26 - Bitcoin vs altcoins: supply, leverage & liquidations8:38 - Correlation, institutions & the 4-year cycle14:09 - How to evaluate Strategy right now & should they sell bitcoin?25:50 - What’s really going on with Tether?31:56 - QT is over, QE is back & what that means moving forwardPodcast SponsorsBitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompDisclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/

Anthony Pompliano recently sat down with Jeff Park, Chief Investment Officer at ProCap BTC. In this conversation, Anthony and Jeff discuss why Bitcoin is dropping, Harvard's Bitcoin position, 4-year cycles, how to underwrite quantum risk today, and much more! Podcast SponsorsBitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompTimeStamps:0:00 - Intro0:56 – Why is bitcoin dropping? Should investors be worried?3:42 - Do technical levels like CME gaps actually matter?7:19 - Harvard’s bitcoin position and how endowments invest11:21 – Has optionality changed bitcoin’s market dynamics?14:20 - What Jeff is watching for real signs of optimism16:36 - Is the 4-year cycle officially dead?20:53 - Macro risks: liquidity, global conflict, & Trump premium24:15 - What would a true upside black swan look like?26:30 - How do you underwrite quantum risk today?Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/

Anthony Pompliano recently sat down with Jeff Park, Chief Investment Officer at ProCap BTC. In this conversation, Anthony and Jeff discuss why Bitcoin's price is declining, what the "poor door" refers to, the merging of crypto and traditional finance, and more.Podcast SponsorsBitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompTimeStamps:0:00 - Intro1:01 - Why is Bitcoin's price going down?9:26 - Investing in real estate across the world15:15 - Foreign versus domestic investors16:40 - What's the "Poor Door" in The United States19:50 - Government to give $2,000 stimulus check27:30 - What is the measurement of success for government investing?33:14 - Politicians to vote on the market structure bill35:30 - The merging of crypto and traditional finance Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/

Anthony Pompliano recently sat down with Jeff Park, Chief Investment Officer at ProCap BTC. In this conversation, Anthony and Jeff discuss Bitcoin's recent price drawdown, Millennials' and Gen Z's view on the financial system, AI, Prediction markets, other investments, and more!

Podcast Sponsors

BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.

Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp

TimeStamps:

0:00 - Intro

1:11 - Why is bitcoin’s price doing down?

9:23 - Competing trends: AI, prediction markets, and other investments

14:42 - How millennials and Gen Z view the financial system differently

20:37 - Has bitcoin been co-opted by Wall Street or politics?

25:15 - Scott Bessent’s bitcoin tweet and the search for young voices in crypto

29:44 - Does bitcoin’s price make it less appealing?

33:04 - What would it take for bitcoin to make new highs again?

34:20 - Is Jeff still bullish on bitcoin’s long-term future?

Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/

Anthony Pompliano recently sat down with Jeff Park, Chief Investment Officer at ProCap BTC. In this conversation, Anthony and Jeff discuss Strategy's new credit rating, Solana Staking ETFs entering the market, Prediction markets, why so many people think Donald Trump is Satoshi, and much more!

Podcast Sponsors

BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.

Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp

TimeStamps:

0:00 - Intro

1:04 - Importance of Strategy getting a credit rating

6:31 – What matters more: the logic or the rating itself?

13:50 - How investors can make money on this

18:47 - Solana staking ETFs enter the market

24:18 – How traditional firms will handle staking

30:53 – Prediction markets and Donald Trump being Satoshi?

36:17 - New York City mayoral election odds

44:58 – Coinbase’s UpOnly Podcast NFT and grabbing attention

Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/

Anthony Pompliano recently sat down with Jeff Park, Chief Investment Officer at ProCap BTC. In this conversation, Anthony and Jeff discuss Bitcoin as the bubble or the pin, the Gold vs. Bitcoin rotation, Bitcoin drawdowns, the benefits of an ETF wrapper versus spot Bitcoin, and Coinbase's recent acquisition of Echo and what it means going forward.Podcast SponsorsBitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompTimeStamps:0:00 - Intro1:00 - Is bitcoin a bubble or the pin?3:21 - Can bitcoin still see major drawdowns?9:06 - Gold vs bitcoin rotation14:21 - Rotation from spot bitcoin to ETFs and why whales are contributing18:47 - Benefits of ETF wrapper vs spot bitcoin26:52 - Coinbase’s acquisition of Echo and what it means moving forwardDisclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/

Anthony Pompliano recently sat down with Jeff Park, Chief Investment Officer at ProCap BTC. In this conversation, Anthony and Jeff discuss the global economic chessboard including Argentina, China, and the battle between gold and bitcoin.

Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/

Sponsors

Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp

BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.

TimeStamps:

0:00 - Intro

1:05 - Argentina’s economy and dollar swap lines

7:19 - Why the US is buying pesos before bitcoin

10:51 - Bitcoin as a strategic reserve asset

12:45 - China’s trade war and capital flows

17:49 - Lessons from the Bank of England and gold’s staying power

23:11 - How bitcoin could follow gold’s path

27:09 - Founding of America and monetary history

30:43 - Market sentiment and crypto disappointment

32:53 - Bitcoin adoption and trade-offs

Anthony Pompliano recently sat down with Jeff Park, Chief Investment Officer at ProCap BTC. In this conversation, Anthony and Jeff discuss the debasement trade, Gold vs Bitcoin, Prediction Markets, and more!Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/SponsorsCore is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompBitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.TimeStamps:0:00 - Intro1:08 - Why gold is ripping and bitcoin is lagging behind 7:17 - Global financial markets and why London is struggling13:29 - Durability of gold, fiat, & bitcoin 16:31 - Will bitcoin catch up to gold? 25:50 - How investors view bitcoin as living, breathing software 36:57 - The impact of the retardification of society on financial markets

Anthony Pompliano recently sat down with Jeff Park, Chief Investment Officer at ProCap BTC. In this conversation, Anthony and Jeff discuss gold, fiat, bitcoin, global financial markets, why London is struggling, and more!Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/SponsorsCore is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompBitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.TimeStamps:0:00 - Intro1:08 - Why gold is ripping and bitcoin is lagging behind 7:17 - Global financial markets and why London is struggling13:29 - Durability of gold, fiat, & bitcoin 16:31 - Will bitcoin catch up to gold? 25:50 - How investors view bitcoin as living, breathing software 36:57 - The impact of the retardification of society on financial markets

Jeff Park is a Partner and Chief Investing Officer of ProCap BTC. In this conversation, Anthony and Jeff discuss Bitcoin treasury companies, different types of investing and investors, Stablecoins, prediction markets, and more!

Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/

Sponsors

Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp

BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.

TimeStamps:

0:00 - Intro

0:35 - Intelligent investor vs Ideological investor

3:51 - Radical portfolio theory

10:04 - Why prediction markets will be huge

15:21 - What is the role of stablecoins?

20:41 - Bitcoin treasury companies

29:25 - Ideas to trade Strategy

35:50 - What happens when the premiums trade at a discount?

38:25 - Advice for navigating the world