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 surge in rate hike expectations, how the Iran conflict is fueling inflation, the AI trade rotation out of memory names, and why bitcoin stands to benefit from the macro chaos ahead.

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

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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.

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

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
• 0:42 - Why rate hike odds suddenly surged & potential impact
• 6:23 - Inflation expectations & energy prices
• 9:34 - How this is different from 2022
• 15:38 - Where Jordi is rotating in the AI trade
• 20:45 - The commodity bull market & silver
• 24:51 - Why bitcoin could break out before summer & short-term outlook
• 31:01 - What will get Jordi to change his mind?
• 36:00 - The K-shaped economy & economic data
• 40:22 - S&P profit margins & bubble warning signal?
• 44:51 - The debt crisis & what it means for bitcoin
• 50:41 - Jordi’s upcoming video

Dan Ives is a Managing Director and Senior Equity Research Analyst at Wedbush Securities and one of Wall Street's most prominent tech analysts. In this conversation, we break down the SpaceX IPO, the AI trade across chips, software, and infrastructure, the US vs. China tech race, and what bitcoin's performance means as capital rotates into tech.

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

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/

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

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.

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

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 - SpaceX IPO & the birth of a new sector
• 3:23 - SpaceX + Tesla merger thesis
• 5:51 - The AI backlash & Big Tech's PR problem
• 11:53 - US vs. China: who's actually winning in AI?
• 15:03 - Robotics, self-driving cars & physical AI
• 19:55 - How to invest in AI: chips, software & infrastructure
• 28:34 - New Fed chair, rates & macro risks
• 32:45 - Bitcoin vs. AI: capital rotation
• 37:55 - On-the-ground intel from Asia & Taiwan
• 40:06 - Any concerns with AI?
• 44:18 - Apple's AI strategy & Tim Cook stepping down
• 46:52 - The Ives AI ETF & portfolio construction

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: media@bitget.com

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

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.

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

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: media@bitget.com

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

• 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