The Pomp Podcast

Matt Cole, CEO of Strive Asset Management, a strategist for institutional Bitcoin products. Jeff Park, CIO at ProCap Financial, an expert in Bitcoin investment and volatility underwriting. They discuss why volatility can support long-term Bitcoin returns. They debate Fed policy impacts, unpack digital credit and Bitcoin-backed yield. They explore structures that let institutions monetize volatility and build multi-year track records.

Bo Hines, former White House crypto adviser and CEO of Tether US, explains his work on U.S. digital-asset policy and building stablecoin infrastructure. He discusses stablecoins as settlement rails, UX over yield, expanding wallets and access for the unbanked, reserve composition, and how stablecoins could accelerate Bitcoin adoption.

Caitlin Long, founder and CEO of Custodia Bank and a pioneer bridging banking and blockchain. She explains why stablecoins left banks, how tokenized deposits and bank-wallet integration could reshape payments, and what stands between crypto and mainstream finance. Short, clear takes on debanking, bitcoin’s role as digital gold, and milestones like Fed access and on-chain shares.

Jordi Visser, a 30+ year macro investor and author of VisserLabs, discusses capital rotations into scarce assets. He covers how AI-driven deflation could compress software multiples. He explores tokenization, on-chain security risks, and rising automated hacking threats. He also outlines real-world AI adoption and potential shocks from private credit and hyperscaler exposures.

Anthony Scaramucci, founder of SkyBridge Capital and longtime macro investor bridging finance, crypto, and politics, shares candid takes on regulation and Washington dynamics. He recounts helping seed BlackRock’s Bitcoin trust and SkyBridge’s pivot to bitcoin. Conversation highlights the Clarity Act, ETF hurdles, balance-sheet crypto allocations, and the demographic risks facing bitcoin.

Grant Cardone, real estate investor and founder of Cardone Capital, explains pairing cash-flowing multifamily properties with Bitcoin. He shares how he stacks Bitcoin on discounted deals, uses property cash flow to buy more BTC, and why this combo attracts traditional investors. Grant also reveals his personal Bitcoin holdings and discusses structures to merge real estate with crypto.

Mike Novogratz, founder and CEO of Galaxy and veteran macro investor, shares big-picture views on shifting reserve currency dynamics and why investing has gotten harder. He discusses bitcoin’s recent pullback and market mechanics. He also explores AI, energy, tokenization, regulation, and how these forces could shape the next market cycle.

Lyn Alden, macro strategist and independent researcher, explains why deflationary forces may beat inflation and how AI-driven productivity reshapes the economy. She contrasts gold’s rally with bitcoin tracking tech, explores why retail stayed away from bitcoin, and discusses energy’s central role in whether high growth can coexist with low inflation.

Cathie Wood, Founder, CEO, and CIO of ARK Invest known for innovation-focused investing. She discusses AI as a powerful deflationary force. She covers policy and a potential U.S. productivity boom. She explores bitcoin as a hedge amid rising counterparty risk. She highlights convergence among AI, robotics, and blockchain.

Jordi Visser, a 30+ year macro investor and author of VisserLabs, shares sharp takes on AI, tech and capital flows. He argues AI erodes software moats. He explains why hyperscalers may struggle to monetize AI and why AI can drive deflation. He outlines a coming rotation toward scarce assets and makes the case for bitcoin as a unique growth store of value.