The Pomp Podcast

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.

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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!

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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/pomp

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• 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.

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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!

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

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.

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• 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.

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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!

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

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.

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• 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.

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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!

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

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 

Anthony & John Pompliano discuss the state of bitcoin at $64,000, why the price has stabilized, and what it will take to spark the next bull run. They also break down the exploding cost of AI adoption inside businesses, the national debt problem no president seems willing to fix, and where investors should be putting their capital right now.

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

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
• 0:35 - Bitcoin at $64K, catalysts & future returns
• 7:58 - Why every industry needs "bitcoiners"
• 12:20 - National debt, government spending & why nothing changes
• 17:24 - How much businesses are spending on AI
• 20:30 - How to evaluate if AI is giving you ROI
• 21:29 - Stocks, equities & conviction on AI
• 23:16 - Year-end outlook

Yoni Assia is the CEO and co-founder of eToro. In this conversation, we break down agentic trading and how AI is reshaping the platform, why bitcoin remains digital gold, eToro's move into tokenized equities, SpaceX IPO, and why eToro trades for less than 10x EBITDA.

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

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!

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

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• 0:00 - Intro
• 0:54 - Agentic trading: can AI manage your portfolio?
• 7:37 - Tokenization & the Space-X IPO
• 11:50 - Is crypto losing its ethos to Wall Street?
• 13:51 - Bitcoin as digital gold
• 14:58 - Why finance is moving to 24/7 blockchain markets
• 19:26 - Trade Zero acquisition & going after active traders
• 23:00 - Why eToro trades under 10x EBITDA
• 28:10 - Building a financial super app
• 30:25 - Tori: eToro's AI agent & collective intelligence

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 the AI trade already bottomed, how bitcoin fits into the future of markets, and why companies like Figure Technologies are outgrowing legacy banks like JPMorgan. We also discuss inflation, the AI IPO wave with Anthropic and OpenAI, and how AI is reshaping everyday life — from raising kids to running a household.

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

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- Why stocks keep climbing despite AI fears
• 2:41 - Jordy's AI portfolio & calling market bottoms
• 7:05 - Inflation report & the Bayesian mindset
• 11:27 - Figure Technologies & the tokenization boom
• 19:47 - Why JPMorgan and legacy banks are at risk
• 24:18 - Bitcoin is the "S&P 500 of ten years from now"
• 26:14 - Anthropic, OpenAI & the AI IPO wave
• 31:25 - AI goes mainstream: his wife & raising kids in the AI era
• 42:43 - ICE deportations & the inflation debate
• 47:47 - Politics, protests & the AI data center fight
• 55:50 - Jordi’s weekly videos & how you can help him

George Arison is the CEO of Grindr. In this conversation, we break down how AI has transformed Grindr's engineering team and product roadmap, the real "gay discount" baked into the stock price, and Grindr's fast-growing push into health. We also discuss the app's outsized role in gay relationships and safety risks abroad, and why efficiency — not headcount — is driving the company's next stage of growth.

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

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/

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

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
• 1:27 - How AI is transforming Grindr's business & product
• 5:13 - Life inside an AI-run engineering team
• 12:04 - Using AI as a CEO 
• 19:57 - The "gay discount" in Grindr's stock price
• 25:27 - Grindr's growing health business
• 31:01 - Grindr's global impact & safety risks abroad
• 36:10 - Demographics of Grindr's user base
• 39:34 - Marriage, kids, & Grindr's family policy push
• 43:24 - Why Grindr's best days are still ahead
• 47:47 - Cutting headcount & running a lean company
• 51:34 - Where to find George & Grindr