The Pomp Podcast

Big-name forecasts on bitcoin's path to $1M and beyond get compared. The show runs the math on required growth rates and timelines. Four demand drivers are highlighted: market bottoms, government reserves, institutional adoption, and money printing plus retail interest.

Jordi Visser, a 30+ year macro investor and author of VisserLabs, joins to unpack AI-driven market parabolas and why compute demand justifies soaring AI stocks. He links AI infrastructure needs to bitcoin flows, explores tokenization coming this summer, and shares current stock moves and risks around memory, data centers, and commodities.

Chris Perkins, incoming Head of Crypto at Franklin Templeton and CEO of 250 Digital Asset Management, shares big ideas on the April surge of crypto hacks and how AI is changing cyber threats. He outlines a provocative privateering proposal to recover stolen funds. Geopolitics, tokenization, stablecoins, and what institutions actually buy in crypto also get concise, high-level attention.

Jordi Visser, a 30+ year macro investor and author of VisserLabs, explains why AI-driven demand for semiconductors and power names is pushing markets to all-time highs. He discusses index concentration from AI winners, how compute buildout resembles an industrial revolution, why crypto has lagged the AI trade, and the institutional promise of tokenization.

Big predictions about a massive bitcoin bull market driven by digital credit and institutional yield. Discussions on companies being urged to hold bitcoin as treasury protection. Teasers about a possible White House strategic bitcoin reserve announcement. Talk on regulation shifting to spur innovation and bitcoin framed as a top inflation hedge.

Jordi Visser, a 30+ year macro investor and author of VisserLabs, discusses why Bitcoin decouples from software stocks. He explores Bitcoin’s role across inflationary and deflationary regimes. Jordi outlines five scarcity-driven thematic baskets and explains how AI, compute demand, and hardware shortages reshape markets.

Michael Saylor, CEO of Strategy and corporate Bitcoin advocate who steered his company to hold Bitcoin on its balance sheet. He revisits his first public Bitcoin talk, recounts discovering crypto via domain sales, explains why he rejected cash and chose Bitcoin over gold or real estate, and describes how he acquired large amounts without moving the market. Conversations touch on network effects, institutional adoption, and corporate treasury strategy.

A data-driven case that Bitcoin is in a bull market right now. Institutional moves like record ETF launches and new trading access signal rising adoption. Analysis of Bitcoin’s performance across recent financial crises and the '3-3' market signal are highlighted. Political and macro forces that could push asset prices higher are also discussed.

Jordi Visser, a 30+ year macro investor specialising in hardware, semiconductors and commodities, walks through how AI-driven demand is creating chip, energy and commodity shortages. He explains why stocks keep hitting highs, why scarcity is the dominant investment theme, and outlines the links between compute shortages and bitcoin’s potential big move.

Neil McDonald, CEO of Moomoo US and former Morgan Stanley, JPMorgan and Citadel exec, walks through how retail investing has transformed. He discusses pro-grade trading tools now in retail hands. He explores AI augmenting research, tokenized stocks and crypto access. He also covers risk-management features and how fintech balances speed with regulation.