The Pomp Podcast

Tom Lee is the Co-Founder at Fundstrat, CIO of Fundstrat Capital, and Chairman of BitMine. In this episode, we dive into whether AI is a bubble, why this may be the most hated stock market rally in history, and how misleading economic data shapes investor sentiment. Tom also shares his latest views on Bitcoin, Ethereum, and why innovation in crypto markets is starting to outpace traditional finance.

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Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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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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In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.

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Timestamps:

• 0:00 - Intro
• 2:05 - Is AI a bubble?
• 5:31 - Stock market fundamentals vs macro
• 8:53 - Inside Tom Lee’s “Granny Shots” ETF
• 13:28 - The rise and impact of humanoid robots
• 19:22 - Why economic data is broken
• 23:35 - Prediction markets and tokenized finance
• 28:25 - Breakout crypto products
• 34:32 - Gold vs Bitcoin
• 38:30 - Is the bitcoin 4-year cycle over?
• 42:32 - The most hated stock market rally?
• 46:43 - Ethereum supercycle and BitMine
• 54:39 - 2026 market outlook
• 56:38 - Retail activism and Opendoor

Jeff Park is a Partner and Chief Investment Officer at ProCap BTC. In this episode, we unpack why Bitcoin isn’t the bubble — it’s the pin. Jeff breaks down the rotation from gold into Bitcoin, how whales are contributing spot BTC to ETFs, and what Coinbase’s acquisition of Echo signals for both retail and institutional investors.

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Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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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

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Timestamps:

• 0:54 - Intro
• 1:54 - Is bitcoin a bubble or the pin?
• 4:15 - Can bitcoin still see major drawdowns?
• 10:00 - Gold vs bitcoin rotation
• 15:15 - Rotation from spot bitcoin to ETFs and why whales are contributing
• 19:41 - Benefits of ETF wrapper vs spot bitcoin
• 27:46 - Coinbase’s acquisition of Echo and what it means moving forward

Anthony and John Pompliano discuss everything happening across the markets — bitcoin, gold, stocks, the Fed, and where things could be headed next. Are we going up or down? Should investors be worried or getting excited? And why retail investors might actually have an edge over institutions right now.

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

Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.

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

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/

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

Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world’s largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what’s happening in crypto in five minutes or less. Read the latest at https://experts.bitwiseinvestments.com/cio-memos. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.

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Timestamps:

• 0:00 – Intro

• 1:34 – Gold’s performance and macro shift

• 6:11 – What is more likely: Gold standard or Bitcoin standard?

• 14:02 – Risk assets vs Safe Haven assets

• 18:55 – Why retail may outperform institutions

• 29:30 – Government shutdown impact

• 36:45 – Upcoming Fed meeting and rate cuts

Chris Klein is the Co-Founder & CEO of Bitcoin IRA. In this conversation, we discuss how retirement investing is changing in the digital era, what people are actually doing inside their retirement accounts, and how the wealthy use these tools to grow their wealth faster. We also dive into broader topics like patriotism in America, macro trends, and the roles of gold, silver, stocks, and bitcoin in today’s economy.

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

Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Bitlayer is taking Bitcoin beyond just a store of value. For the first time, you can put your Bitcoin to work, earning yield while staying true to its core principles of security and decentralization. Bitlayer is making Bitcoin DeFi a reality. Learn more at https://x.com/BitlayerLabs

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Bitizenship helps Bitcoin-forward investors gain EU residency and a path to Portuguese citizenship in five years while maintaining exposure to Bitcoin. Their regulated fund qualifies you for the Golden Visa through an operating company focused on Bitcoin-native innovation. Book a free strategy call at https://bitizenship.com/pomp.

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Xapo Bank, the world’s first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit ⁠https://www.xapobank.com/pomp⁠ to join.

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Timestamps:

• 0:00 - Intro
• 1:51 - Benefit of bitcoin in retirement accounts
• 3:52 - Can bitcoin get to $180,000 by end of 2025?
• 8:43 - Government shutdown and market impact
• 12:37 - Financial literacy and retirement gap
• 15:36 - Crypto staking in IRAs and what customers are investing in
• 19:21 - How tokenization will impact IRAs and rise of retail
• 22:20 - What are “Forgotten 401ks?”
• 26:15 - Gold vs Bitcoin debate
• 29:35 - Patriotism and division in America
• 33:53 - Bitcoin as common ground
• 37:20 - Bitcoin IRA promos

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation, we discuss the banking crisis, credit contraction, and what’s driving fear in today’s markets, Jordi shares what he’s buying, whether he’s worried about a broader slowdown, and we also touch on OpenAI’s breakthroughs, new AI models, and whether “the aliens are real.”

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

Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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This episode is brought to you by Figure (https://figuremarkets.co/pomp), the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin, Ethereum, & SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. Visit their app to apply (https://figuremarkets.co/pomp) for a Crypto Backed Loan (https://figuremarkets.co/pomp) today! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information. Figure Markets Credit LLC. 650 S. Tryon Street, 8th Floor, Charlotte, NC 28202. (888) 926-6259. NMLS ID 2559612. Terms and conditions apply.

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

⁠In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.

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

Xapo Bank, the world’s first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.

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

Timestamps:

• 0:00 – Intro
• 1:53 – Market panic and bitcoin 4-year cycle
• 10:52 – Central banks view on gold vs bitcoin
• 14:58 – US & China trade tensions and rare earths
• 28:25 – Fed policy, rate cuts, and credit risks
• 31:24 – Regional banks and financial stability
• 35:41 – From pessimism to optimism in markets and rise of retail
• 49:21 – AI breakthroughs and the future of technology
• 52:58 – Have aliens come to earth?

Jeff Park is a Partner and Chief Investing Officer of ProCap BTC. In this conversation, we go on a global tour — from Argentina to China to London and back to the US — breaking down what’s happening in different economies, why the US dollar, gold, bitcoin, and global swap lines all matter right now. We also discuss market sentiment, bitcoin’s recent price action compared to gold, and whether investors should actually be worried.

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

Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

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
• 1:59 – Argentina’s economy and dollar swap lines
• 8:13 – Why the US is buying pesos before bitcoin
• 11:45 – Bitcoin as a strategic reserve asset
• 13:39 – China’s trade war and capital flows
• 18:43 – Lessons from the Bank of England and gold’s staying power
• 24:05 – How bitcoin could follow gold’s path
• 28:03 – Founding of America and monetary history
• 31:37 – Market sentiment and crypto disappointment
• 33:47 – Bitcoin adoption and trade-offs

Anthony & John Pompliano discuss what’s going on with bitcoin, stocks, market bubble talk, why the pessimists are wrong, what the future of predication markets look like, and why JPMorgan and Anduril are investing back into America. 

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

Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.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.

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

Bitlayer is taking Bitcoin beyond just a store of value. For the first time, you can put your Bitcoin to work, earning yield while staying true to its core principles of security and decentralization. Bitlayer is making Bitcoin DeFi a reality. Learn more at ⁠https://x.com/BitlayerLabs⁠

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

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/

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

Timestamps:

• 0:00 – Intro
• 1:26 – Bitcoin crash and Trump’s economic plans
• 6:29 – Is bitcoin a safe haven asset?
• 12:47 – Is there really a market bubble?
• 26:14 – Should the Fed continue to intervene in the market?
• 30:22 – Prediction markets and recession odds
• 40:19 – Why investors love buying stocks at all-time highs
• 42:08 – JPMorgan and Anduril investing back in America

Peter Schiff is an American economist, stockbroker, author, the CEO & Chief Global Strategist of Euro Pacific Capital, and the Founder of SchiffGold. In this conversation we discuss why gold & silver are hitting record highs, interest rates, how to improve economic policies, what Peter would do if he was President, and a bet on whether gold or bitcoin will end up having a better 2025? 

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

Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

Bitlayer is taking Bitcoin beyond just a store of value. For the first time, you can put your Bitcoin to work, earning yield while staying true to its core principles of security and decentralization. Bitlayer is making Bitcoin DeFi a reality. Learn more at https://x.com/BitlayerLabs

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

Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world’s largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what’s happening in crypto in five minutes or less. Read the latest at ⁠https://experts.bitwiseinvestments.com/cio-memos⁠. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit ⁠https://bitwiseinvestments.com/disclosures⁠ to learn more.

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

Timestamps:

• 0:54 - Intro
• 1:21 - Why gold and silver are hitting record highs
• 5:07 - How to think about the gold allocation in your portfolio
• 9:55 - Evaluating why China is buying so much gold
• 12:19 - Why the “Debasement Trade” is now happening
• 15:26 - Interest rates, inflation, & Fed’s independence
• 20:57 - Bitcoin vs gold: which one will have a better 2025?
• 26:39 - Grading the Trump admin on economic policy
• 30:51 - What would Peter do if he was President?

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation, we discuss whether there’s a bubble forming and where Jordi stands — bullish or bearish, we dive into the AI trade, the supply and demand imbalance driving energy and infrastructure, the growing “debasement trade” as institutions allocate to Bitcoin and gold, we explore capitalism vs. socialism, humanoid robots, and the macro forces shaping the markets today.

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

Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

This episode is brought to you by Figure (⁠https://figuremarkets.co/pomp⁠), the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin or Ethereum with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. Visit their app to apply (⁠https://figuremarkets.co/pomp⁠) for a Crypto Backed Loan (⁠https://figuremarkets.co/pomp⁠) today! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information. Figure Markets Credit LLC. 650 S. Tryon Street, 8th Floor, Charlotte, NC 28202. (888) 926-6259. NMLS ID 2559612. Terms and conditions apply. Visit ⁠https://figuremarkets.com/borrow⁠ for more information.

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

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/

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

Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world’s largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what’s happening in crypto in five minutes or less. Read the latest at https://experts.bitwiseinvestments.com/cio-memos. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.
======================

Timestamps:

• 0:00 - Intro
• 0:47 - Bubble talk is dominating the market 
• 7:06 - The $7 Trillion AI infrastructure boom 
• 10:03 - Impact of AI adoption 
• 13:36 - AI job fears and market correction warnings
• 19:18 - Credit events and private credit risks
• 26:16 - Why the debasement trade is happening now: gold and bitcoin
• 39:05 - The rise of humanoid robots
• 44:06 - Outlook on compute, power, and the market 

Jeff Park is a Partner and Chief Investing Officer of ProCap BTC. In this conversation we talk the debasement trade, bitcoin vs gold, why everyone seems to be getting rich while the government is going broke, Ken Griffin & Paul Tudor Jones being so excited about the market, and what the $2 billion Polymarket deal means for the future.

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

Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

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
• 0:54 - US government going broke while everyone is getting rich?
• 5:00 - Why the “debasement trade” is now happening
• 10:13 - Wall Street capitulates to bitcoin
• 13:29 - Gold vs bitcoin
• 19:48 - 1999 vs 2025 market euphoria
• 24:05 - What Jeff is paying attention to
• 30:44 - ICE invests $2 billion in Polymarket