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.

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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.

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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

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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 - Intro
• 1:05 - What really happened at BlockFi?
• 8:09 - Celsius, Voyager collapse & the run on BlockFi
• 10:01 - The FTX acquisition, Sam Bankman-Fried & discovering the fraud
• 13:32 - Lessons applied to risk management at Galaxy
• 16:08 - Silvergate, SVB & the "war on crypto"
• 18:49 - Regulatory politics & the future of crypto policy
• 22:10 - Rebuilding: what Zac learned post crypto war
• 26:36 - What is Galaxy One? 
• 41:43 - AI agents & the future of banking

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 timing for the next bitcoin bull market, why the Clarity Act could send bitcoin to $100K, and how AI's exponential progress is leaving the market mispriced. We also discuss the Fed's rate decision, the Trump-Bessent-Warsh alignment on AI and crypto, and why the AI bubble skeptics have it backwards.

=====================

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 - Intro
• 0:57 - Do interest rates even matter anymore? 
• 4:44 - Static vs Dynamic investors
• 9:30 - AI agents vs hedge funds vs retail: the new market structure
• 12:01 - How do you actually value crypto? (Robinhood chain & tokenization)
• 23:09 - Timing the next bitcoin bull market
• 27:05 - AI news dump: Astra, hacking scares & the AGI debate
• 35:27 - The Fed's rate decision: three scenarios
• 42:20 - Bessent, Warsh & Trump's Fed alignment
• 50:54 - Bitcoin, AI & Space as $2 trillion assets

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.

=======================

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 - Intro
• 1:05 - What really happened at BlockFi?
• 8:09 - Celsius, Voyager collapse & the run on BlockFi
• 10:01 - The FTX acquisition, Sam Bankman-Fried & discovering the fraud
• 13:32 - Lessons applied to risk management at Galaxy
• 16:08 - Silvergate, SVB & the "war on crypto"
• 18:49 - Regulatory politics & the future of crypto policy
• 22:10 - Rebuilding: what Zac learned post crypto war
• 26:36 - What is Galaxy One? 
• 41:43 - AI agents & the future of banking

Chase Koch is a member of the Koch family and leads Koch Disruptive Technologies at Koch Industries, one of the largest private companies in America. In this conversation, we break down the 41 principles behind Koch's management system, the values-first hiring philosophy that's helped grow the business 10,000x, and the story behind acquisitions like Molex and Georgia-Pacific. We also discuss Koch's evolution into a tech company and the power of finding your comparative advantage.

=====================

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/

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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 - Intro
• 1:22 - What is Koch Industries? (scale, history, private company)
• 9:09 - Charles Koch's principles & the Sunday economics lessons
• 18:43 - Hiring philosophy: values first, skill second, credentials last
• 32:05 - Koch as a tech company: Infor, software & AI
• 35:30 - Horizontal capabilities & the Molex acquisition
• 41:47 - Turning acquisitions into principle-based cultures
• 47:03 - Origin story & lessons from near-bankruptcy failures
• 56:50 - Builder vs. operator: finding your comparative advantage
• 1:02:54 - Applying principles to society, bitcoin & individual sovereignty
• 1:08:50 - Stand Together: philanthropy, education & micro-schools
• 1:19:39 - Investing philosophy & finding the next big deal

Justin McAfee is an AI researcher at Delphi Digital. In this conversation, we break down why Chinese AI labs are closing the gap with America's frontier models, the innovations forced by US export controls, and the pricing war now squeezing OpenAI, Anthropic, Meta, and Google. We also discuss the race in humanoid robotics, whether AI can ever solve financial markets, and how the US should respond to stay ahead.

======================

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

======================

• 0:00 - Intro
• 1:10 - Export controls & how constraints forced Chinese AI innovation
• 4:01 - Could China's AI eventually eclipse the US?
• 7:25 - Chinese AI companies & infrastructure plays to watch
• 12:11 - Meta and Grok's price war, and the squeeze on OpenAI/Anthropic
• 15:07 - How should OpenAI & Anthropic respond to the competition?
• 16:33 - Physical AI & humanoid robots: China's lead
• 18:39 - Can AI ever fully "solve" financial markets?
• 21:11 - Geopolitics: how the US should respond to China
• 24:43 - Biggest concerns: staying in the frontier
• 26:56 - What's happening with AI in Europe?
• 27:36 - Delphi Digital's research & where to find it

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 rising interest rates may not derail the AI-driven economy, bitcoin's path to new highs and the four-year cycle debate, and how AI agents are already reshaping markets, business management, and crypto adoption. We also cover tokenization, portfolio allocation, and why a 0% crypto weighting no longer makes sense.

========================

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 - Intro
• 0:58 - Why interest rates won't derail the AI-driven economy
• 13:43 - Bitcoin, stocks & the money printing trade
• 20:28 - Tokenization, AI agents & the next wave of investment opportunities
• 22:42 - Bitcoin's path to $100K & the four-year cycle debate
• 29:11 - AI agents are already changing how business gets done
• 35:07 - Markets never sleep: how agents are reshaping trading
• 38:06 - Managing AI agents like a team 
• 46:01 - Using AI to cut through market fear 
• 52:01 - Why every portfolio needs crypto exposure

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 bitcoin's historic recovery and the key levels that matter, the fight between Kevin Warsh and Scott Bessent over interest rates, and why Jordi is rotating more of his money into Ethereum and Solana. We also discuss AI agents, tokenization, and just how high bitcoin could realistically go.

======================

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

======================

• 0:00 - Intro
• 1:01 - Bitcoin's historic recovery & key levels to watch
• 4:49 - South Korea & retail’s role in the bitcoin rally
• 8:56 - Dogecoin, bitcoin & the fundamentally-driven move
• 12:10 - Kevin Warsh, Scott Bessent & the fight over rates
• 22:52 - An AI safety expert's surprising take on bitcoin
• 28:05 - Nvidia's $1B a day & the AI infrastructure trade
• 33:43 - Why Jordi left Wall Street for real-time information
• 37:39 - Is Nvidia stock underpricing its own growth?
• 41:20 - Scarcity, debasement & the bitcoin-gold correlation
• 47:05 - Stablecoins, tokenization & bitcoin as store of value
• 50:53 - How high can bitcoin go?
• 1:01:04 - Jordi’s upcoming video

Arthur Hayes is the CEO of Flop Labs and CIO of Maelstrom. In this conversation, we break down Treasury Secretary Scott Bessent's money printing playbook, the controversy around Stanley Druckenmiller's AI-written op-ed, and why bitcoin got overshadowed by the AI trade in 2025. We also discuss gold's next move, how Arthur allocates across bitcoin, gold, and public equities, and his new project tokenizing AI compute itself.

====================

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

====================

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 - Intro
• 1:09: - Bessent, Treasury printing & Druckenmiller's op-ed
• 7:21 - Bitcoin & gold's reaction to money printing signals
• 10:06 - Real estate, land & inflation hedges
• 12:55 - Bitcoin's next 12 months & why it lagged AI
• 17:49 - Bitcoin adoption catalysts & sovereign buyers
• 20:49 - Gold's outlook, portfolio allocation & public equities
• 26:14 - Stablecoins, tokenization & real world assets
• 30:15 - ETH will have a hater rally?
• 31:47 - Hyperliquid & Arthur's most asymmetric bet 
• 34:33 - Flop: tokenizing AI compute
• 46:17 - Money printing, scarcity vs abundance & closing thoughts

Dr. Roman Yampolskiy is a professor of computer science at the University of Louisville and one of the world's leading AI safety researchers, credited with coining the term "AI safety" over a decade ago. In this conversation, we break down why he believes superintelligence may be fundamentally uncontrollable, and the recent incidents of AI models hacking, lying, and blackmailing their way out of containment. We also get into the surprising relationship between AI and bitcoin, the collapse of trust from deepfakes, and what happens to jobs and society once we cross the AGI threshold.

=========================

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 $3,000 bonus. See site for promotion details → https://go.galaxy.app/HMiq/p57n69yy 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.

=========================

• 0:00 - Intro
• 0:50 - Have we already hit AGI?
• 2:51 - Why we can't control superintelligence
• 5:14 - Could a global ban on superintelligence actually work?
• 8:45 - Are AI labs really taking safety seriously?
• 15:52 - Mass job loss & the economics of AGI
• 22:03 - The surprising link between AI & bitcoin
• 29:07 - A world of AI abundance, & why scarcity wins
• 31:45 - AI watermarks, & the death of trust
• 35:33 - Pros & Cons of physical AI world
• 38:40 - What would it take to trust humanoid robot?
• 39:50 - Brain computer interfaces: a good idea?
• 42:25 - Rise & risks of deapfakes 
• 49:40 - Controlling AI: Governments vs private companies
• 54:07 - Open source vs closed, & the US vs China AI race
• 57:34- Is bitcoin the one crypto project built to last?
• 1:01:40 - Limitations of physical AI: bottlenecks & shortages 
• 1:03:50 - Impact of healthcare with AI 11
• 1:06:09 - What would it take to actually declare AGI?
• 1:09:35 - How the public can help with AI safety 

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 bitcoin's explosive weekly surge and why this "sigma move" signals a real bull market. We also discuss the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio.

=======================

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!

=======================

Figure’s $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/
T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) 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 http://figure.com/disclosures/

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• 0:00 - Intro
• 1:02 - Bitcoin's weekly surge & the "sigma week" behind it
• 5:38 - The bitcoin vibe shift & intersection with AI 
• 15:26 - Is multiple compression a warning sign for the market?
• 19:03 - How much bitcoin should be in your portfolio?
• 23:27 - Moderna, AI & the future of biotech
• 29:20 - Stripe's OpenRouter deal & the fight for AI model routers
• 34:13 - Are model routers a threat to Anthropic and OpenAI?
• 44:00 - Why people fear data centers more than nuclear plants
• 54:46 - Jordi's bitcoin call to arms