The Pomp Podcast

Chris Giancarlo is the former Chairman of the Commodity Futures Trading Commission (CFTC) and the author of “Crypto Dad.” This conversation was recorded live at Bitcoin Investor Week in New York. In this episode, we discuss the state of crypto regulation in the U.S., the push for legislative clarity, the roles of the SEC and CFTC, and why regulation ultimately matters more for traditional finance than for crypto builders. We also explore prediction markets, federal preemption, and why a durable legal framework is critical for America’s digital financial future.

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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/

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BitcoinIRA: Buy, sell, and swap 80+ 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 $1,000 in rewards.

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Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.

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• 0:00 - Intro
• 0:24 – Has politics and regulation been good or bad for Bitcoin?
• 6:30 – Why prediction markets matter for the future of crypto
• 10:30 – Should there be limits on prediction markets?
• 17:36 – When should innovators push regulation vs wait it out?
• 20:37 – How do the SEC and CFTC actually differ?
• 23:58 – The story behind “Crypto Dad” and getting regulation right

Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. In this episode, we break down why bitcoin is selling off, why software multiples are compressing, and how capital is shifting toward scarce, physical assets. We cover data centers, AI, energy, and semiconductors — plus insights on Elon Musk, Tesla, SpaceX, and what it all means for markets.

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Figure (https://democratizedprime.pxf.io/c/6754631/3755092/37696) – Enter to win $25k USDC with Democratized Prime while earning ~9% APY! They also have the lowest industry interest rates at 8.91% with 12 month terms! Take out a Bitcoin Backed Loan today and buy more Bitcoin. Check out Figure https://democratizedprime.pxf.io/c/6754631/3755092/37696 ! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.

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Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’ll ever make? Schedule a life-changing call at FountainLife.com/Pomp. Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at FountainLife.com/pomp

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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/

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

As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.

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• 0:00 – Intro
• 0:50 – Why is bitcoin crashing?
• 3:01 – The big crypto utility shift & why software multiples are collapsing
• 10:55 – The rotation: hardware/commodities outperforming software
• 17:14 – How AI agents disrupt legacy enterprise software
• 33:51 – Jordi’s “turbulence model” + what it’s signaling in markets
• 40:34 – Tesla/Elon: bull case, risks, & the path to $10T
• 50:25 – Should Elon merge Tesla + SpaceX + xAI + X?
• 53:22 – Wrap + what Jordi is publishing next

Jeff Park is a Partner & Chief Investment Officer at ProCap Financial. In this conversation, we discuss bitcoin’s recent drawdown and whether the market is in a true bear phase, the current interest rate backdrop, and the Fed’s role in today’s economy. We also cover the nomination of Kevin Warsh as Fed chairman, Jeff’s outlook on precious metals, and a warning on one asset he believes investors should avoid going forward.

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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.

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

As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.

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

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/

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

• 0:00 - Intro
• 0:56 - Is the bitcoin selloff sustainable?
• 5:56 - Fed vs White House & is bitcoin looking forward or backward?
• 13:10 - Kevin Warsh & the future of the Fed
• 32:11 - Why precious metals are surging

In this solo episode, Anthony Pompliano explores a key question facing investors today: Is Bitcoin in a bear market? He breaks down the recent drawdown, explains why this cycle looks different, and discusses how Wall Street adoption, shifting inflation expectations, and global risk dynamics are reshaping Bitcoin’s price action.

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

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/

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

BitcoinIRA: Buy, sell, and swap 80+ 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 $1,000 in rewards.

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

As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.

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

• 0:00 - Is bitcoin in a bear market?
• 7:28 - Why is this bear market different? 
• 17:29 - Conclusion: where does bitcoin go from here?
• 20:41 - CFO Silvia 

Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. In this episode, we unpack the Federal Reserve rate pause, the case for a more forward-looking Fed, and how rapidly advancing AI is reshaping inflation vs. deflation expectations. We also explore the scarcity trade across bitcoin, silver, energy, and semiconductors—and how investors can think about positioning as physical constraints collide with abundant software.

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

Figure – Enter to win $25k USDC with Democratized Prime while earning ~9% APY! They also have the lowest industry interest rates at 8.91% with 12 month terms! Take out a Bitcoin Backed Loan today and buy more Bitcoin. Check out Figure! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.

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

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 – Intro

• 1:24 – Fed’s decision to pause interest rates

• 5:05 – Impact of the next Fed chair

• 7:07 – Time, psychology, & bitcoin

• 10:32 – Pricing assets in gold terms

• 11:40 – AI factories, energy, and compute limits

• 15:29 – Metals runs & investor fear

• 18:37 – Software selloff & big tech risk

• 24:02 – Trimming winners & rotating capital

• 28:44 – Elon, Tesla, & SpaceX

• 34:07 – Jordi’s Sunday video preview & AI urgency

Peter Schiff is the Chief Economist of Euro Pacific Asset Management and the Chairman of Schiff Gold. In this conversation, we discuss the state of the U.S. economy, inflation, tariffs, the weakening dollar, and the outlook for gold, silver, and bitcoin. We also dive into global trade, monetary policy, and engage in a heated debate over whether tariffs and a weaker dollar help or hurt the economy.

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

BitcoinIRA: Buy, sell, and swap 80+ 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 $1,000 in rewards.

As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.

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

• 0:00 – Intro

• 2:31 – Why metals are ripping

• 9:41 – Tariff fight: who pays + price examples

• 20:02 – Inflation data debate (CPI vs real-time metrics)

• 23:29 – AI: deflation vs inflation argument

• 28:15 – Can the U.S. rebuild manufacturing fast?

• 39:44 – Gold vs Bitcoin debate

• 49:44 – Peter Schiff’s portfolio breakdown

• 52:56 – “If inflation is low, why buy bitcoin?”

• 56:56 – Schiff plugs: gold, funds, newsletter

• 1:00:45 – Closing thoughts

Bob Murphy is a Senior Fellow at the Mises Institute and Chief Economist at Infineon. In this conversation, we discuss Federal Reserve policy, tariffs, and what’s really happening in the U.S. economy. We break down the housing market, inflation, and what it all means for your wallet—plus Bob’s Austrian economics perspective on gold, bitcoin, and the road ahead.

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

BitcoinIRA: Buy, sell, and swap 80+ 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 $1,000 in rewards.

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

As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.

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

• 0:00 – Intro

• 1:52 – Why gold has outperformed bitcoin

• 5:06 – Fed vs White House: power, politics, & “independence”

• 17:03 – Tariffs, trade deficits, & inflation outlook

• 22:06 – Stablecoins: why they matter & key risks

• 28:34 – Economic data: what to trust?

In this solo episode, Anthony Pompliano explains why bitcoin is lagging while gold, silver, copper, and platinum are surging. He breaks down the forces driving the metals rally, how Wall Street adoption has reshaped bitcoin’s market structure, and why inflation expectations, global stability, and AI are influencing where capital flows today.

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Sign up for the Gemini Credit Card: https://gemini.com/pomp #GeminiCreditCard #CryptoRewards This video is sponsored by Gemini. All opinions expressed are my own and not influenced or endorsed by Gemini. Gemini-branded credit products are issued by WebBank. For more information regarding fees, interest, and other cost information, see Rates & Fees: https://gemini.com/legal/cardholder-agreement. Some exclusions apply to instant rewards; these are deposited when the transaction posts. 4% back is available on up to $300 in spend per month for a year (then 1% on all other Gas, EV charging, and transit purchases that month). Spend cycle will refresh on the 1st of each calendar month. See Rewards Program Terms for details: https://gemini.com/legal/credit-card-rewards-agreement. Checking if you’re eligible will not impact your credit score. If you’re eligible and choose to proceed, a hard credit inquiry will be conducted that can impact your credit score. Eligibility does not guarantee approval.

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• 0:00 – Bitcoin vs metals: what’s driving the divergence?

• 5:02 – Wall Street adoption & bitcoin’s market structure shift

• 8:46 – Bitcoin as a chaos & inflation hedge

• 12:24 – AI, attention, & competition for capital

• 13:33 – Final thoughts & long-term patience

Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. This was recorded live at the Real Vision 2026 Crypto Gathering. In this conversation, we discuss the scarcity trade across markets, bitcoin’s potential short squeeze, silver’s role as a critical industrial metal, and the inflation vs. deflation debate. We also explore how AI, robotics, and productivity shifts could reshape markets in the years ahead.

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Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’ll ever make? Schedule a life-changing call at FountainLife.com/Pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at FountainLife.com/pomp

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

BitcoinIRA: Buy, sell, and swap 80+ 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 $1,000 in rewards.

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

Sign up for the Gemini Credit Card: ⁠https://gemini.com/pomp⁠

#GeminiCreditCard #CryptoRewards This video is sponsored by Gemini. All opinions expressed are my own and not influenced or endorsed by Gemini. Gemini-branded credit products are issued by WebBank. For more information regarding fees, interest, and other cost information, see Rates & Fees: ⁠https://gemini.com/legal/cardholder-agreement ⁠Some exclusions apply to instant rewards; these are deposited when the transaction posts. 4% back is available on up to $300 in spend per month for a year (then 1% on all other Gas, EV charging, and transit purchases that month). Spend cycle will refresh on the 1st of each calendar month. See Rewards Program Terms for details: ⁠https://gemini.com/legal/credit-card-rewards-agreement ⁠Checking if you’re eligible will not impact your credit score. If you’re eligible and choose to proceed, a hard credit inquiry will be conducted that can impact your credit score. Eligibility does not guarantee approval.

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

• 0:00 – Intro

• 1:21 – Bitcoin, silver & the coming scarcity trade

• 6:36 – Politics, Davos & why it doesn’t matter for markets

• 9:52 – Inflation vs deflation

• 13:10 – Why is bitcoin’s price not higher right now?

• 18:18 – Quantum risk & bitcoin security

• 19:55 – OpenAI, AI competition & monetization

• 25:28 – Elon Musk, Tesla & humanoid robots

• 31:59 – Robotaxis, dark factories & the future of labor

• 38:43 – How small businesses should use AI

• 42:34 – Strategy & bitcoin as collateral

• 45:08 – Robotics, vision models & what’s next

Kaz Nejatian is the CEO of Opendoor. In this conversation, we discuss the housing market, interest rates, and how Kaz is thinking about expanding access to homeownership. We also go inside Opendoor, including how AI is reshaping the home-buying and mortgage process, his approach to building companies, and why transparency and accountability to retail shareholders matter.

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

As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.

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

Sign up for the Gemini Credit Card: https://gemini.com/pomp

#GeminiCreditCard #CryptoRewards This video is sponsored by Gemini. All opinions expressed are my own and not influenced or endorsed by Gemini. Gemini-branded credit products are issued by WebBank. For more information regarding fees, interest, and other cost information, see Rates & Fees: https://gemini.com/legal/cardholder-agreement Some exclusions apply to instant rewards; these are deposited when the transaction posts. 4% back is available on up to $300 in spend per month for a year (then 1% on all other Gas, EV charging, and transit purchases that month). Spend cycle will refresh on the 1st of each calendar month. See Rewards Program Terms for details: https://gemini.com/legal/credit-card-rewards-agreement Checking if you’re eligible will not impact your credit score. If you’re eligible and choose to proceed, a hard credit inquiry will be conducted that can impact your credit score. Eligibility does not guarantee approval.

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

• 0:00 – Intro

• 1:54 – Opendoor mission: tilting the world toward homeownership

• 8:41 – Opendoor’s next layer: AI-native mortgage & underwriting

• 13:34 – Shopify lessons: the “first-derivative” business model

• 19:48 – Retail shareholders & transparency/accountability

• 23:38 – Kaz’s principles: turning down money & career philosophy

• 29:47 – $1 CEO pay structure & aligning incentives with shareholders

• 37:04 – Kaz’s wife & building an independent media company

• 38:44 – Government policy & housing affordability

• 41:06 – Interest rates: where they should be & why

• 42:54 – Why economic data is wrong

• 46:25 – AI inside Opendoor: speed, efficiency, bringing jobs back

• 49:14 – Consultants/committees vs weekly reviews

• 54:12 – Message to retail shareholders