The Pomp Podcast

Tillman Holloway, founder and CEO of Arch Public and builder of agentic trading tools. He explores AI-driven investing and how autonomous agents reshape portfolio management. He discusses volatility creating arbitrage, practical AI safeguards for automated strategies, and the catalysts that could send Bitcoin to new highs.

Jeff Park, Partner and CIO at ProCap BTC, brings macro and institutional crypto experience. He explains the 'wartime Bitcoin' idea and how geopolitics, oil and rising yields may move the market. He contrasts Bitcoin with gold, explores private credit cracks possibly driving demand, and discusses stablecoins and crypto firms integrating with traditional finance.

Shehzan Maredia, founder and CEO of Lava, builds bitcoin-backed loans to let holders access cash without selling. The conversation covers why people borrow against BTC for major purchases, liquidation protections and conservative LTVs, stablecoins and global dollar access, product challenges scaling a bitcoin-native lender, and which crypto technologies matter for real financial services.

Jordi Visser, a 30+ year macro investor and author of VisserLabs, joins to dissect 2026’s market chaos. He discusses AI’s role in splitting the economy, private credit strains, and why energy and data center builds matter. He also covers AI-driven news amplification, synthetic media, and why bitcoin fits into this rapidly evolving tech and macro landscape.

Brian Dixon is the CEO of Off The Chain Capital. In this conversation, we discuss whether bitcoin acts as a risk-on tech asset or “insurance from war” during geopolitical conflict, the macro forces impacting the market, and why institutions are increasingly accumulating bitcoin. We also cover regulatory catalysts, bitcoin’s relationship with AI and traditional assets, and Brian’s value-investing approach to opportunities across the crypto ecosystem.=====================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.=====================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 - Intro1:02 - Is war good or bad for bitcoin?2:23 - How investors rebalance portfolios during conflict8:48 - Institutional demand for bitcoin12:47 - Bitcoin’s real-world use case in conflict zones19:50 - Bitcoin vs stocks, gold, & AI21:46 - What risks worry bitcoin investors?25:52 - Bitcoin treasury companies & value investing29:35 - Off The Chain Capital’s investment strategy35:47 - Catalysts that could drive bitcoin higher

Bill Miller IV, seasoned investment manager, weighs Bitcoin as long-term capital governance. Russell Okung, NFL player and Bitcoin advocate, shares why he took salary in Bitcoin and promotes sovereignty. Natalie Brunell, journalist and educator, frames Bitcoin through immigrant-family resilience and freedom. They discuss adoption, institutions watching, self-custody, criticisms, and why many still do not see the trend.

David Bailey, entrepreneur behind Bitcoin media and conferences and CEO of KindlyMD. Phong Le, CEO of Strategy known for steering corporate bitcoin strategy and launching digital credit products. They discuss Strategy’s shift from holding to leveraged treasury to digital credit. Conversation covers the STRC perpetual preferred product, Bitcoin’s passage into Wall Street, macro influences, treasury models, consolidation, and political engagement.

Jordi Visser, a 30+ year macro investor and author at VisserLabs, breaks down AI hype versus physical limits. He weighs software valuation compression, which firms might win, Nvidia’s market signal, and how AI-driven need for verification could boost crypto and Bitcoin. Short, sharp takes on risk, deepfakes, and positioning for chaotic, fast-moving markets.

Dan Tapiero, founder of 10T Holdings and seasoned macro/gold investor; Robbie Mitchnick, Head of Digital Assets at BlackRock driving spot BTC and ETH ETF strategy. They discuss the explosive spot Bitcoin ETF growth. They explore institutional allocation shifts. They cover TradFi and crypto converging on blockchain rails. They examine macro, Fed policy, and liquidity effects on Bitcoin.

Chris Kline, COO and co-founder of Bitcoin IRA, helps wealthy investors use retirement wrappers and tax-smart moves for crypto. He discusses placing volatile assets like Bitcoin inside retirement accounts. He explains Roth conversions during drawdowns, borrowing against retirement assets instead of selling, and how macro regimes shape allocation choices.