Anthony Pompliano

Bitcoin Survives Biggest Crypto Hack In History?!

183K views · 2d ago · 58:57

Jordi Visser (@JordiVisserLabs) is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the $6 billion Binance hack and what it means for bitcoin, the rise of AI-driven cyber attacks, Anthropic’s S-1, Microsoft’s 60,000-person buyout offer, and Eli Lilly’s record quarter. We also discuss interest rates, the AI bubble debate, and why Jordi believes bitcoin is the purest AI trade.

Topics: Binance $6B hack & AI cyber threats · Bitcoin volatility, tokenization & key price levels · FTX parallels: is the bottom in? · AI bubble fears vs exploding fundamentals · Microsoft’s 60,000 buyouts & labor vs capital · Anthropic S-1 & why bitcoin is the purest AI trade

My Biggest Bitcoin Regret Ever

45K views · 3d ago · 55:38

Polina Pompliano is the founder of The Profile and a former Fortune writer. In this conversation, we break down Bitcoin’s sell-off, why the bear market may be over, and why AI’s abundance makes scarce assets like bitcoin more valuable. We also discuss the Anthropic IPO, the man with power over Anthropic’s board, kung fu robots, AI psychosis, and Pomp’s biggest bitcoin regret.

Topics: Is bitcoin going to zero? Bear market & Q4 outlook · Is AI stealing capital from bitcoin? · Anthropic IPO & why AI is bullish for bitcoin · Anthropic’s public benefit shares vs Elon & Michael Dell · Who is Buddy Shah? · AI regulation, profits vs humanity

Why Bitcoin and AI Stocks Could EXPLODE Higher

47K views · 5d ago · 27:54

Ryan Detrick is the Chief Market Strategist at Carson Group and co-host of the Facts vs Feelings podcast. In this conversation, we break down why October weakness is normal, what midterm election history says about stocks, and why the rally is spreading beyond tech. We also discuss AI spending risks, the Fed, record cash on the sidelines, and where bitcoin and gold fit in a portfolio.

Topics: October weakness & the Q4 setup · Money rotating out of tech into the broader market? · Nvidia valuations & earnings growth · Big Tech’s AI spending risks & how to play tech · Record cash on the sidelines & midterm stats · The buying thrust signal

Will Bitcoin Survive Quantum Computing? | Jordi Visser

135K views · 1w ago · 51:29

Guest: Jordi Visser

Jordi Visser (@JordiVisserLabs) is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down Chamath’s claim that bitcoin is going to zero, the real quantum computing risk, the historic hedge fund unwind, and why AI is now smarter than all of us. We also discuss using AI as a life coach, genetically modified war dogs, and why Eli Lilly could become the biggest company in America.

Topics: Chamath says bitcoin is going to zero (is quantum a real threat?) · Marc Andreessen on why people over 35 fear new technology · The historic hedge fund unwind & what’s driving the AI sell-off · AI is now smarter than you (using Grok to sell real estate) · Top law schools are banning AI & what it means for your kids · Active vs passive AI usage & running a company on AI agents

Dan Ives on AI, Tesla, SpaceX, Coreweave, and more

153K views · 1w ago · 47:53

Dan Ives is a partner at Yorkville Ives and one of Wall Street’s most-followed tech analysts. In this conversation, we break down what he saw on the ground in Korea and why he thinks the AI bears are wrong. We also discuss the potential Tesla and SpaceX merger, CoreWeave and AI debt fears, the midterms, interest rates, and where the stock market goes from here.

Topics: Report from Korea & AI chip demand · Market sell-off & what the AI bears get right · Why Wall Street is underestimating AI growth · Midterms & data centers · Rate hikes, CoreWeave & Oracle debt · What could slow AI demand?

Bitcoin Is Just Getting Started, Says Billion Dollar Investor

57K views · 1w ago · 1:01:22

Moez Kassam is the co-founder and CEO of Anson Funds, one of Canada’s top-performing hedge funds. In this conversation, we break down how he trades hype and momentum, why he went from bitcoin deals to bitcoin believer, and the lessons from putting $1 billion into bitcoin treasury companies. We also discuss the AI trade, Korea’s memory boom, long activism, prediction markets, and SPACs.

Topics: Chasing hype, momentum & dealmaking · Bitcoin: from deals to believer · Bitcoin treasury companies & Strive’s preferred · AI hype & sky-high valuations · Private AI deals, tokenized stocks & 24/7 trading · Trading against ChatGPT

Is Bitcoin Ready To Rip While Wall Street Breaks?

173K views · 2w ago · 1:00:13

Jordi Visser (@JordiVisserLabs) is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why hedge funds are blowing up, the lessons from LTCM, and how tokenization could reshape the entire industry. We also discuss why bitcoin is holding strong, why CPI doesn’t matter anymore, whether Anthropic’s growth is slowing, and Elon’s flying car.

Topics: What LTCM teaches us about today’s market · Tokenization & the death of hedge funds · Why bitcoin is holding strong · AI is offense, bitcoin is defense · When bitcoin’s next rally happens · Why CPI doesn’t matter anymore

How to Find the Next 10x Stock Before Everyone Else

25K views · 2w ago · 30:18

Eric Jackson is the founder of EMJ Capital and the investor behind the high-profile Carvana and Opendoor calls. This was recorded live at the Silvia Investor Summit in New York. In this conversation, we break down the rise of the retail investor, how he uses AI in his research, and what he saw inside Hut 8’s massive AI data center campus. We also discuss his AI-powered bitcoin model, when to sell, and using AI to beat prediction markets.

Topics: Why public companies now care about retail investors · How Eric uses AI for investment research · Inside Hut 8’s massive AI data center build · Building conviction on misunderstood stocks · Eric’s daily routine & the Drake videos · Portfolio construction, small caps & crypto

GameStop CEO: The Machines Are Already Smarter Than Us

25K views · 2w ago · 31:11

Guest: GameStop CEO

Ryan Cohen is the CEO and Chairman of GameStop and the co-founder of Chewy. This was recorded live at the Silvia Investor Summit in New York. In this conversation, we break down how AI is changing work and hiring, his concerns about where humans fit in an automated future, and the rise of the retail investor. We also discuss Neuralink, how he talks to shareholders, his biggest failure, and the legacy he wants to leave.

Topics: AI risks & how GameStop uses AI · How Ryan spends his time · Hiring in the age of AI · Why Ryan wants to learn Chinese · Robots, UBI & human utility · Neuralink & brain-computer interfaces

How to Spot the Next Big Trade Before Wall Street

99K views · 2w ago · 44:36

Audio Podcast Listen to The Pomp Podcast on the audio platform of your choice From The Desk of Anthony Pompliano GalaxyOne is a financial technology platform built for people who want their cash working harder. → Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only.

Topics: Social arbitrage, AI & humanoid robotics · Changing your mind & the Lululemon Google Trends trade · Using conversational data to find trades · Cash, leverage & concentration · Leveraged S&P ETFs & tail risk · AI risk, drones & autonomous warfare

Bitcoin Is the Toll Collector of the AI Economy

157K views · 3w ago · 46:44

Jordi Visser (@JordiVisserLabs) is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the coming “bankpocalypse,” why AI agents will disrupt banks and big tech, and whether AI models are becoming commoditized. We also discuss the bitcoin setup, crypto’s shift from contrarian to consensus trade on Wall Street, and how to separate signal from noise in the AI bubble debate.

Topics: The “bankpocalypse” · Are AI models becoming commoditized? · How do personal agents make money? · Toll collectors: compute & crypto · Bitcoin outlook & why patience pays · Crypto & Wall Street: contrarian to consensus

Bitcoin Is Headed to $300K and Nobody's Ready

120K views · 3w ago · 45:39

Bill Barhydt is the founder and CEO of Abra. In this conversation, we break down why bitcoin is climbing despite rising rates and macro headwinds, where its next wave of demand will come from, and how the debt spiral drives inflation. We also discuss AI agents, the future of wealth management, tokenized yield, and how Abra is building a neo-banking stack for crypto.

Topics: Why bitcoin is rising despite macro headwinds · Shrinking volatility & bitcoin cycle returns · Is there a way out of the debt spiral? · AI is turning everyone into a software engineer · Why RIAs are falling behind · What Abra is building with tokenized yield & lending

Silvia Investor Summit 2026 | Day 2

8.3K views · 3w ago · 6:20:52

Audio Podcast Listen to The Pomp Podcast on the audio platform of your choice From The Desk of Anthony Pompliano

Bitcoin OG Predicts What The World Looks Like In 20 Years

137K views · 3w ago · 48:03

Simon Dixon is an early Bitcoin investor and the co-founder and CEO of BnkToTheFuture, which backed companies like Coinbase, Kraken, and BitPay. In this conversation, we break down who really controls global capital, how Wall Street is co-opting bitcoin, and what the Coldcard hack means for self custody. We also discuss AI, surveillance, data centers, the K-shaped economy, and why sovereignty will be the most important skill of the next two decades.

Topics: Simon's bitcoin journey since 2011 · Geopolitics, world order & where we disagree · Who really runs America? · Does bitcoin starve the system of capital? · The Coldcard hack & the future of self custody · The token economy & life 20 years from now

Silvia Investor Summit 2026

28K views · 3w ago · 5:37:01

Audio Podcast Listen to The Pomp Podcast on the audio platform of your choice From The Desk of Anthony Pompliano