The Pomp Podcast

Andrew Parish and Tillman Holloway are the co-founders of Arch Public, a software platform that helps investors automate their trading strategies across crypto and traditional markets. In this conversation, we discuss why the US will keep printing money to fund AI infrastructure, how tokenization is about to reshape global markets and banking, why crypto becomes the default exchange layer in a 24/7 world, and how automation tools are now a necessity for every investor.

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

Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)
For media inquiries, please contact: [email protected]

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

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.

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

• 0:00 - Intro
• 1:05 - AI infrastructure, dollar printing & national security
• 5:37 - Crypto's role: stablecoins, bitcoin, or tokenization?
• 7:57 - Why volatility is only going to get worse
• 13:26 - AI agents & crypto as the default exchange layer
• 15:40 - Tokenization race & the banking revenue opportunity
• 21:55 - Fractional assets & borrowing against tokenized holdings
• 26:41 - Hyperliquid, private company tokenization & M&A outlook
• 29:50 - Pros/cons of open markets & financial education 
• 32:40 - Prediction markets, tokenized ETFs & the war for capital
• 34:23 - Arch Public: what it does & 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 all-time highs in the stock market are flashing warning signs, how the Iran conflict is fueling a longer inflation cycle, why the AI semiconductor boom may be hitting near-term bottlenecks, and what Dogecoin is quietly signaling about the next crypto move.

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

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.

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

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.

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

• 0:00 - Intro
• 0:40 - Stock market all-time highs & what's driving them
• 4:29 - Iran conflict, oil prices & inflation outlook
• 9:43 - What comes next for markets?
• 19:30 - Jensen Huang's 1000x energy demand & AI infrastructure
• 27:40 - Data center opposition & political headwinds
• 30:43 - Dogecoin as a retail sentiment signal
• 37:00 - Trump's China trip — signal or show?
• 41:31 - GameStop's eBay bid & digital activist investing
• 49:40 - Jordi’s upcoming video 

Asher Genoot is the CEO of Hut 8, one of the largest bitcoin mining and AI/HPC infrastructure companies in the world. In this conversation, we discuss the transition from bitcoin mining to AI data center development, the economics of $17 billion in contract value, community pushback against data centers, supply chain bottlenecks, and the future of physical intelligence infrastructure.

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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

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

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 http://fountainlife.com/pomp
Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at https:www.http://fountainlife.com/pomp

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

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.

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

• 0:00 - Intro
• 0:45 - Bitcoin mining to AI: the transition
• 3:09 - Data centers & community pushback
• 8:52 - Co-location & energy campuses 
• 11:42 - Mega sites vs. smaller urban campuses
• 13:08 - Hardware innovation inside the data center
• 17:15 - How Hut 8 lands billion-dollar contracts
• 20:01 - The River Bend financing structure
• 24:19 - Build vs. acquire strategy
• 25:18 - Bottlenecks slowing AI buildout
• 27:36 - What keeps Asher up at night
• 30:40 - American Bitcoin update

Anthony Pompliano investigates whether bitcoin can actually hit $1 million per coin. In this episode, we break down what Michael Saylor, Cathie Wood, Tim Draper, and others are predicting, run the math on what it would take, and cover the four key demand drivers that could get us there.

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

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.

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

• 0:00 - Intro
• 0:26 - Michael Saylor: Bitcoin to $10 million
• 1:05 - Tim Draper: Bitcoin to $10 million
• 1:47 - Cathie Wood: Bitcoin to $1.5 million by 2030
• 4:07 - Adam Back: Bitcoin to $1 million by 2028
• 4:39 - Matthew Siegel: Bitcoin to $1 million in ~5 years
• 6:08 - Eric Trump: Conviction on $1 million bitcoin
• 6:57 - The math: What growth rate does bitcoin need?
• 9:26 - The 4 drivers that get bitcoin to $1 million
• 9:41 - Driver 1: The bear market bottom (Lynn Alden)
• 11:05 - Driver 2: Governments buying bitcoin (Brian Armstrong)
• 12:05 - Driver 3: Institutional adoption (Dylan LeClair)
• 13:59 - Driver 4: Money printing & retail demand
• 15:10 - Final verdict: Can Bitcoin hit $1 million?

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 parabolic AI stocks are justified by real demand, who's actually buying bitcoin and why it's heading higher, the tokenization wave coming this summer, and the stocks Jordi is buying and selling right now.

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

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.

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

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

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

Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)
For media inquiries, please contact: [email protected]

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

• 0:00 - Intro
• 1:14 - Why parabolic moves in AI stocks are justified
• 5:18 - Data center buildout & the obsolescence race
• 11:34 - DRAM ETF & AI volatility
• 20:56 - Data center protests, supply bottlenecks, & inflation
• 28:54 - AI-driven layoffs — cover story or real?
• 32:12 - Michael Saylor, bitcoin & who's actually buying
• 35:19 - Blackrock ETF at all-time highs & boomer buying
• 37:21 - Why long duration assets are dead
• 39:25 - Tokenization & the Iran war
• 41:40 - New Fed chair, oil & macro outlook
• 46:35 - AI in grocery stores & dynamic pricing
• 49:21 - Wealth inequality & discretionary spending
• 51:47 - Long-term investing advice & stocks Jordi is looking at
• 57:50 - Jordi’s video this week

Chris Perkins is the incoming Head of Crypto at Franklin Templeton, following the acquisition of his firm 250 Digital Asset Management. In this conversation, we break down the surge in crypto hacks, why AI is accelerating cyber threats, the case for American "privateering" as an offensive strategy against crypto crime, how geopolitics and macro are shaping bitcoin markets, and what institutions are actually buying in crypto right now.

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

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.

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

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.

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

• 0:00 - Intro
• 1:17 - The crypto hack crisis & AI-driven cyber threats
• 4:17 - America going on offense: the privateering idea
• 9:10 - AI capabilities & the US advantage in cyber warfare
• 12:22 - Crypto regulation: where do things stand in DC?
• 17:20 - Bitcoin's role in macro & geopolitics
• 21:36 - Bitcoin vs. stocks: decoupling during the Iran conflict
• 24:46 - Franklin Templeton's crypto strategy & what comes next
• 28:56 - Quantum computing: should crypto be worried?
• 30:20 - Stablecoins & how institutions are approaching them
• 33:52 - Buying bitcoin vs. infrastructure equity vs. trading exposure
• 35:47 - The Fed, rate cuts, & what it means for crypto prices

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why the stock market keeps hitting all-time highs, the AI-driven semiconductor supercycle, why software is losing to chips and power names, where bitcoin fits into the macro picture, the rise of tokenization, and how to think about inflation and the Fed.

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

Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp

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

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 http://fountainlife.com/pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at https:www.http://fountainlife.com/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.

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

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.

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

• 0:00 - Intro
• 0:53 - Why the stock market keeps hitting all-time highs
• 4:37 - AI vs. software (who's winning & who's losing)
• 11:28 - Is this a bubble? Demand vs. supply dynamics
• 13:00 - Why crypto is lagging the AI trade & bitcoin setup 
• 17:22 - The industrial revolution thesis & why stocks won't stop
• 20:40 - Inflation, the Fed & politics
• 32:00 - How to use AI to get ahead
• 33:08 - The compute cost problem & AI model wars
• 48:13 - Retail vs. institutional investors — who has the edge 
• 50:39 - Where to find Jordi's work

Anthony Pompliano breaks down the biggest bitcoin predictions coming out of this year's bitcoin Conference. In this episode, he covers Arthur Hayes on digital credit driving the next bull run, Michael Saylor on the explosion of digital credit markets, Tim Draper on why it's now irresponsible for companies not to hold bitcoin, a major upcoming announcement from the White House on the Strategic Bitcoin Reserve, SEC Chair Paul Atkins on regulation as a catalyst, and Paul Tudor Jones on bitcoin as the best inflation hedge alive.

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

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.

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

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.

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

• 0:00 - Intro 
• 0:22 - Arthur Hayes: bitcoin bull run prediction 
• 1:23 - Michael Saylor: digital credit is exploding 
• 3:40 - Tim Draper: it's irresponsible not to hold bitcoin 
• 7:05 - White House & Strategic Bitcoin Reserve announcement?
• 9:20 - SEC Chair Paul Atkins on regulation & crypto 
• 11:10 - Paul Tudor Jones: bitcoin is the best inflation hedge 
• 13:08 - Final take: why Pomp holds bitcoin

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why bitcoin is decoupling from software stocks, how it wins in both inflationary and deflationary environments, and the five scarcity-driven investment baskets Jordi is tracking right now. We also get into the AI agents shift, why public companies are struggling to adopt AI, and how to position a portfolio in a world of shortages.

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

Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp

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

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 
• 0:54 - Bitcoin vs. software stocks decoupling?
• 5:43 - Inflation vs. deflation & what it means for bitcoin 
• 12:35 - The 5 thematic investment baskets 
• 23:27 - Real-time information & podcasts vs reading 
• 33:27 - AI security, hacking & what it means for bitcoin 
• 36:15 - Anthropic vs. OpenAI vs. Meta — the model race 
• 42:15 - Contracted annual run rate & the revenue illusion 
• 45:35 - Jordi's scarcity trader worldview
• 49:03 - The fourth turning, politics & generational change 

Michael Saylor is the CEO of Strategy (formerly MicroStrategy), the first publicly traded company to convert a material portion of its balance sheet into bitcoin. In this conversation, we revisit the very first time Michael Saylor ever publicly talked about bitcoin — recorded in late 2020 when bitcoin was trading around $10,000. We discuss his background founding MicroStrategy at age 24, the macro conditions that led him to reject cash as a store of value, why he chose bitcoin over gold and real estate, how he acquired $425 million in bitcoin without moving the market, and why he believes bitcoin is on a path to rival or surpass gold's market cap.

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

Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp

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

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.

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

Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)
For media inquiries, please contact: [email protected]

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

• 0:00 - Intro
• 1:25 - Michael Saylor's background & founding MicroStrategy 
• 29:40 - The 99% stock crash & lessons learned 
• 31:07 - How COVID changed MicroStrategy's business 
• 33:37 - The macro problem: cash melting & asset inflation 
• 40:45 - How Saylor discovered bitcoin 
• 45:23 - Why not real estate, equities, or gold? 
• 49:10 - Bitcoin's network dominance & why it already won
• 53:30 - Addressing the "someone can copy it" critique 
• 59:28 - Convincing the board: homework assignments & deliberations 
• 1:04:30 - How they acquired $425M in bitcoin without moving price 
• 1:09:45 - Reaction from other CEOs & breaking the mental block 
• 1:12:00 - The four-minute mile moment for corporate bitcoin 
• 1:17:00 - Addressing bitcoin's volatility 
• 1:21:39 - Bitcoin vs. gold market cap
• 1:23:10 - Rapid fire questions & closing