Geoff Woo is the co-founder and managing partner of Anti Fund and a co-founder of Ketone-IQ and Archive. In this conversation, we break down choke points and information asymmetry — how smart money hunts for bottlenecks in AI, semiconductors, tungsten, and power. We also cover defense tech, humanoid robots, biohacking, Trump's aura in the Oval Office, and where bitcoin fits into Geoff's portfolio after 13 years of holding.

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

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 ~9% APY on real world assets, paid hourly. 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 figure.com/disclosures/

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

This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp See important disclosures at disclaimer.mogul.club.

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

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
• 1:00 - Why VCs are hunting for choke points in every industry
• 4:45 - Can OpenAI & Anthropic crush every AI startup?
• 13:40 - How Geoff uses AI daily & the tungsten choke point
• 17:43 - Investing across public & private markets
• 25:48 - The memory trade, CapEx & the power/fusion bet
• 33:07 - How top investors like Peter Thiel play every trend at once
• 35:03 - Inside Anti Fund's defense thesis
• 39:50 - AI, robots & the ethics of force
• 45:15 - The Waymo & teenagers story
• 52:18 - Facial recognition & the end of privacy
• 54:44 - Neuralink vs ultrasound brain-computer interfaces
• 57:05 - Biohacking, sleep & the future of longevity
• 1:06:33 - Gambling, hustle culture & internet fame
• 1:22:20 - Geoff's honest take on bitcoin
• 1:26:19 - Where to find Anti Fund

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 he thinks the AI mid-cycle slowdown is over, why he's turning bullish on bitcoin, tokenization and stablecoins. We also cover the Fed's July rate decision and where he's finding value in gold, silver, and regional banks.

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

Turn every conversation into a searchable business asset with PLAUD NotePro. Visit https://Plaud.ai/pomp and use code POMP for 15% off.

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

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.

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

This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp . See important disclosures at disclaimer.mogul.club.

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

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
• 0:42 - Grok vs. Meta's AI price war why cheaper AI won't cut spend
• 10:03 - Apple's Siri stumble & price hikes
• 14:50 - Using Grok in a Tesla
• 17:28 - Short sellers, Samsung's earnings & the mid-cycle slowdown
• 23:34 - Why Jordi is turning bullish on bitcoin
• 29:55 - Tokenization, stablecoins & the AI-crypto nexus
• 33:33 - Michael Saylor's Bitcoin sale — does it matter?
• 38:02 - Where else Jordi is deploying capital
• 42:04 - Does the Iran war actually matter for markets?
• 45:00 - The new robotic hand demo that changed everything
• 50:18 - Jordi’s upcoming video

Kevin Clancy, better known as KFC, is one of the original voices of Barstool Sports and former host of KFC Radio. In this conversation, we break down how technology and AI are quietly reshaping everyday life — from self-driving cars, surveillance camera, Neuralink, humanoid robots, and AI catching medical mistakes doctors missed. We also get into the affordability crisis facing younger generations, the wild early days of Barstool, and why scarce assets like bitcoin and gold still matter in a world of abundance.

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

This episode is brought to you by TikTok for Business. If you run a company, your next wave of customers may already be on TikTok. With more than 200 million monthly active users in the U.S. and 51% unique reach, TikTok gives brands access to audiences they can't reach anywhere else. Learn how to turn that reach into growth at TikTok for Business ( https://anthonypompliano.splashthat.com/ )

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

Bitget is the world's largest Universal Exchange (UEX), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets. Bitget’s Stocks 2.0 brings 500 major equities and ETFs (like Tesla and NVIDIA) directly to your portfolio. Enjoy 1:1 mapping, deep liquidity, and USDT dividend payouts with ultra-low 0.04% fees. Upgrade your portfolio on Bitget.com today!

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

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
• 0:59 - Waymo "arrests" teens: the self-driving surveillance case
• 5:03 - Flock cameras, Ring cameras & the rise of constant surveillance
• 12:07 - Youth sports & the money behind it
• 19:10 - Body cams, cop shootings & the truth technology reveals
• 23:49 - The affordability crisis: housing, salaries & the American dream
• 33:56 - Kevin's path from Deloitte to Barstool
• 36:50 - Algorithms, authenticity & the death of discovery in podcasting
• 45:00 - AI catching what doctors missed & the rise of humanoid robots
• 53:08 - Neuralink, brain implants & joining the hive mind
• 1:00:46 - Psychedelics, ignorance as bliss & wanting to unplug
• 1:04:21 - The 2022 crash & envying the simple life
• 1:08:16 - Barstool's origin story
• 1:14:42 - Private equity, scarcity & the bitcoin "crazy uncle portfolio"

Ankur Nagpal is the GP of USVC, a publicly accessible venture capital fund. In this conversation, we break down how retail investors can now access private markets like OpenAI, Anthropic, and SpaceX for as little as $500, and the controversy around USVC's Anduril investment, portfolio strategy, QSBS, tax alpha, and what it means to build wealth in America.

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

Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at (https://partner.blofin.com/d/Pomp).

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

BitcoinIRA: Save up to 37% in capital gains taxes on your retirement investments. 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 lp.bitcoinira.com/after-crypto to win up to $4,000 in rewards.

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

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
• 1:07 - The case for & against private market investing
• 9:27 - Inside USVC's fund structure (open to anyone with $500)
• 12:59 - What's in the USVC portfolio right now
• 14:44 - The Anduril SPV controversy explained
• 19:38 - Buying out LP stakes in venture funds
• 23:42 - Private markets vs S&P
• 25:34 - Lessons from AngelList's data on portfolio construction
• 30:44 - Why AI is no longer just a category & due diligence
• 34:16 - Biggest risks & tax alpha with USVC
• 39:22 - Sticking to the plan amid market change
• 40:43 - Working with Naval and what America means to Ankur

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 the AI mid-cycle slowdown, the Fed under Warsh and what rate cuts could mean for markets, the $90 trillion AI infrastructure buildout, memory and Micron's role in the AI bottleneck, and why Jordi believes bitcoin is positioned to be the best performing assets once the negatives of AI start to show up.

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

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 ~9% APY on real world assets, paid hourly. 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 figure.com/disclosures/

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

Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).

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

This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp . See important disclosures at disclaimer.mogul.club.

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

• 0:00 - Intro
• 1:20 - Has bitcoin bottomed?
• 6:03 - Bitcoin vs the Mag 7: is the correlation breaking?
• 9:00 - Sam Altman, OpenAI & the government getting involved
• 11:11 - American open source vs Chinese AI models
• 14:28 - AI compute demand & the infrastructure buildout
• 20:37 - AI slowdown: how bad, how long?
• 22:44 - Where do markets go from here?
• 27:30 - AI agents in the workplace & security risk
• 34:50 - Memory, Micron & the AI bottleneck
• 39:53 - The next 10-20 years: robots, AI & society
• 44:18 - The Fed, rate cuts & inflation's impact on AI
• 49:55 - Why bitcoin wins in the end

Avi Feldman is a former hedge fund manager and host of the 1000x Podcast. In this conversation, we discuss why he sold all of his bitcoin and crypto after nearly a decade in the industry, how he's thinking about the AI trade and what comes after the memory stock boom, why he believes the financialization of everyday life is accelerating, his current positions in biotech, defense, rare earth minerals, and the psychology of trading in volatile markets.

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

BitcoinIRA: Save up to 37% in capital gains taxes on your retirement investments. 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 lp.bitcoinira.com/after-crypto to win up to $4,000 in rewards.

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

Bitget is the world's largest Universal Exchange (UEX), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets. Bitget’s Stocks 2.0 brings 500 major equities and ETFs (like Tesla and NVIDIA) directly to your portfolio. Enjoy 1:1 mapping, deep liquidity, and USDT dividend payouts with ultra-low 0.04% fees. Upgrade your portfolio on Bitget.com today!

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

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
• 1:03 - Why he sold all his bitcoin & crypto
• 6:52 - The Hyperliquid thesis & the broken social contract
• 20:01 - What would make him buy bitcoin again?
• 21:58 - Strategy + STRC & how to gain an edge in the markets
• 33:40 - What comes after the memory stock boom?
• 37:58 - Biotech, defense, & rare earth minerals
• 39:29 - Robostrategy, private markets & NAV premiums
• 44:08 - Why index fund returns may be lower going forward
• 55:40 - Contrarian investing & spotting a bubble
• 1:07:44 - Meme stocks, retail & future outlook
• 1:13:25 - The 1000x Podcast

Darius Dale is the founder and CEO of 42 Macro, a leading investment research firm. In this conversation, we break down what Kevin Warsh's Fed chairmanship means for monetary policy, the K-shaped economy creating historic affordability pain for millions of Americans, and why every investor must participate in asset markets to survive financial repression.

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

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

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

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

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

Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at (https://partner.blofin.com/d/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
• 0:56 - Kevin Warsh & the new Fed
• 10:27 - Energy prices & the consumer
• 12:58 - The affordability crisis
• 17:30 - Real cost of living (cars, diapers, groceries)
• 25:31 - Economic data & future outlook
• 31:35 - Mag 7 & the AI CapEx bubble
• 34:55 - Political instability & societal collapse