Anthony and John Pompliano break down what’s really happening in the bitcoin market — why price has stalled, how volatility is evolving, and what most investors are missing about the next phase of this cycle. We dig into the Federal Reserve’s rate-cut debate, the broader economic backdrop, and how liquidity conditions are shaping risk assets — with a brief touch on BUD/S training and why discipline matters in markets and life.

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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.

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

• 0:00 - Intro
• 0:25 - Larry Fink: bitcoin as an “asset of fear” & why price has stalled

• 7:10 - Why drawdowns matter less over time
• 11:00 - Jobs data, wages, & the macro split narrative
• 15:55 - Consumer sentiment vs social media sentiment
• 18:02 - Santa rally & market psychology
• 19:32 - Can anyone catch up to Strategy?
• 25:22 - Has the bitcoin narrative changed? & 2026 outlook
• 39:07 - BUD/S training comparison & volatility

Jordi Visser is a macro investor with over 30 years of Wall Street experience and the writer behind the VisserLabs Substack. In this conversation, we break down the latest Fed decision, rate cuts, and their impact on bitcoin and public equities. Then we go deep into the AI landscape — where value is emerging, where risks remain, and how investors should be thinking about positioning for 2026.

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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.

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

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

• 1:46 – Fed decision, rate cut & initial market reaction

• 6:39 – How equities & bitcoin reacted

• 10:26 – Identifying the next consensus trade & AI progress

• 16:38 – When is AI escape velocity?

• 21:28 – Impact of open-source vs closed-source models

• 27:22 – How hedge funds are actually using AI

• 31:34 – Small business stress, economic transition & IPO wave

• 38:14 – Biggest risks, corrections & market volatility ahead

• 42:54 – The next AI cycle: chips, power & real-world systems

• 46:44 – Preview for Jordi’s next video

Mel Mattison is one of the leading macro strategists on the internet, known for his deep insights into global markets and digital assets. In this conversation, we break down why inflation fears are overstated, why rates may fall faster than expected, and how energy and politics are shaping today’s markets. We also cover the rise of young independent investors, growing distrust in institutions, and what all this means for bitcoin, stocks, housing, and the AI-driven economy ahead.

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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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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

• 2:55 – Is inflation actually a problem?

• 6:21 – Where interest rates are ultimately headed

• 9:47 – The “affordability crisis” vs what the data really shows

• 21:36 – Human nature, incentives & “rich thinking”

• 32:14 – Distrust in institutions & the rise of independent investors

• 40:43 – What caused bitcoin selloff & 2026 outlook

• 45:59 – Why mindset matters more than macro for individuals

Jeff Park is the Partner & Chief Investment Officer at ProCap Financial. In this conversation, we break down the Fed’s year-end shift toward rate cuts and easier liquidity, what it means for markets, and why bitcoin sentiment feels so negative despite strong performance. Jeff also digs into how AI investment is reshaping the macro landscape, what institutional players like BlackRock and Stripe signal for crypto, and why ProCap’s mission centers on bitcoin and the coming age of abundance.

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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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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.

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

Timestamps:

• 0:00 – Intro

• 1:46 – Implications of fed rate cuts + QE returning

• 7:00 – AI investment vs rest of the economy

• 12:48 – Bitcoin sentiment despite strong performance

• 16:01 – Intersection between bitcoin and AI

• 23:22 – ProCap Financial goes public ($BRR)

Anthony and John Pompliano dig into what’s really at stake at the upcoming Federal Reserve meeting — whether the move should be 25 bps, 50 bps, or nothing at all. We break down how those decisions ripple through markets and why bitcoin’s unique monetary policy is becoming impossible for the world to ignore. Plus, we break down the shift as bitcoin miners move into AI infrastructure — why it’s happening, how they’re doing it, and what it means for investors.

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Bitizenship gives Bitcoin-forward investors a fast, compliant path to EU residency. Our Bitcoin Dolce Visa lets you invest in a 100% Bitcoin-aligned startup and qualify for Italy’s Golden Visa with one strategy. Claim your free strategy call at ⁠https://www.bitizenship.com/pomp.⁠

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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.

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

DeFi Development Corp. (Nasdaq: DFDV) is pioneering a new category in crypto investing with the first Solana-focused Digital Asset Treasury. DFDV offers public market exposure to Solana’s growth, yield, and onchain innovation, offering investors a leveraged way to participate in a trillion-dollar opportunity. Learn more about why Solana and why DFDV at SolanaTo10K.com.

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Timestamps:

• 0:00 – Intro

• 1:33 – Fed rate cut debate (25 vs 50 vs 0 bps)

• 13:20 – Bitcoin’s monetary policy vs the Fed’s reactive model

• 18:40 – The future of economic data

• 21:14 – QE returning & its impact on asset prices

• 29:15 – Bitcoin miners pivoting into AI?

Jordi Visser is a macro investor with over 30 years of Wall Street experience, and he also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we break down the major forces driving markets today — bitcoin’s price action, accelerating institutional adoption, the latest AI developments, internal tensions at OpenAI, and an overlooked industrial company he believes will be critical to the future economy. We wrap with a sharp look at the Fed, interest rates, deflation signals, and why easy money is still flowing through the system.

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Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (https://www.figuremarkets.co/pomp), allowing you to borrow against your BTC, ETH, or 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. Unlock your crypto’s potential today at Figure! https://www.figuremarkets.co/pomp Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.

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

Bitizenship gives Bitcoin-forward investors a fast, compliant path to EU residency. Our Bitcoin Dolce Visa lets you invest in a 100% Bitcoin-aligned startup and qualify for Italy’s Golden Visa with one strategy. Claim your free strategy call at https://www.bitizenship.com/pomp.
======================

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

• 1:50 – How to evaluate bitcoin right now

• 6:29 – The AI boom impact on asset prices & macro environment

• 11:59 – Deflation impact & Elon says will work be optional?

• 18:25 – Evaluating jobs data in an AI-driven economy

• 25:57 – The AI impact on the economy

• 41:42 – Michael Burry & Elon’s view on the economy & the future

• 48:16 – Where to find Jordi’s content

Seamus Rocca is the CEO of Xapo Bank. In this conversation, we dig into the real-world data behind Bitcoin adoption — why it looks very different from the popular narratives, who is actually using bitcoin, which geographies are driving growth, and how ETFs and corporate treasuries are reshaping demand. He also shares the surprising areas where bitcoin products may take off next.

Check out Xapo Bank for a $150 discount off your first year of membership by 31st Dec 2025. (This promotion is not applicable to residents in the UK): https://www.xapobank.com/pomp/

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

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

• 2:04 — Why older people are now adopting bitcoin

• 6:58 — Why bitcoin adoption differs across regions

• 11:02 — What is the Xapo Vault & how does the security work?

• 14:55 — Have Bitcoin ETFs helped or hurt Xapo?

• 17:40 — The overlooked impact of Wences Casares

• 20:15 — Bitcoin treasury companies & new financial engineering

• 23:16 — What Xapo must do to win in 2026

• 26:27 — What’s the next big bitcoin product?

Darius Dale is the Founder & CEO of 42 Macro. In this conversation, we break down the growing divisions inside the Federal Reserve, the real odds of a December rate cut, and who may lead the Fed next. Darius explains how Fed policy is moving asset prices in every direction and why markets are pricing something very different from what the Fed is saying.

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

Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (https://www.figuremarkets.co/pomp), allowing you to borrow against your BTC, ETH, or 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. Unlock your crypto’s potential today at Figure! https://www.figuremarkets.co/pomp Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.

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

⁠DeFi Development Corp. (Nasdaq: DFDV) is pioneering a new category in crypto investing with the first Solana-focused Digital Asset Treasury. DFDV offers public market exposure to Solana’s growth, yield, and onchain innovation, offering investors a leveraged way to participate in a trillion-dollar opportunity. Learn more about why Solana and why DFDV at SolanaTo10K.com.

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

Timestamps:

• 0:00 – Intro

• 1:28 – Why the Federal Reserve is deeply divided

• 6:18 – Structural changes reshaping the US economy

• 9:40 – Will the market force the Fed to cut rates?

• 13:17 – The K-shaped economy: who’s in recession?

• 19:29 – Markets at risk: positioning signals flashing red

• 22:31 – What the KISS model says about bitcoin