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

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why the stock market keeps hitting all-time highs, the AI-driven semiconductor supercycle, why software is losing to chips and power names, where bitcoin fits into the macro picture, the rise of tokenization, and how to think about inflation and the Fed.

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

Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp

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

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

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

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
• 0:53 - Why the stock market keeps hitting all-time highs
• 4:37 - AI vs. software (who's winning & who's losing)
• 11:28 - Is this a bubble? Demand vs. supply dynamics
• 13:00 - Why crypto is lagging the AI trade & bitcoin setup 
• 17:22 - The industrial revolution thesis & why stocks won't stop
• 20:40 - Inflation, the Fed & politics
• 32:00 - How to use AI to get ahead
• 33:08 - The compute cost problem & AI model wars
• 48:13 - Retail vs. institutional investors — who has the edge 
• 50:39 - Where to find Jordi's work

Anthony Pompliano breaks down the biggest bitcoin predictions coming out of this year's bitcoin Conference. In this episode, he covers Arthur Hayes on digital credit driving the next bull run, Michael Saylor on the explosion of digital credit markets, Tim Draper on why it's now irresponsible for companies not to hold bitcoin, a major upcoming announcement from the White House on the Strategic Bitcoin Reserve, SEC Chair Paul Atkins on regulation as a catalyst, and Paul Tudor Jones on bitcoin as the best inflation hedge alive.

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

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 
• 0:22 - Arthur Hayes: bitcoin bull run prediction 
• 1:23 - Michael Saylor: digital credit is exploding 
• 3:40 - Tim Draper: it's irresponsible not to hold bitcoin 
• 7:05 - White House & Strategic Bitcoin Reserve announcement?
• 9:20 - SEC Chair Paul Atkins on regulation & crypto 
• 11:10 - Paul Tudor Jones: bitcoin is the best inflation hedge 
• 13:08 - Final take: why Pomp holds bitcoin

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why bitcoin is decoupling from software stocks, how it wins in both inflationary and deflationary environments, and the five scarcity-driven investment baskets Jordi is tracking right now. We also get into the AI agents shift, why public companies are struggling to adopt AI, and how to position a portfolio in a world of shortages.

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

Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp

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

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.

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

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

• 0:00 - Intro 
• 0:54 - Bitcoin vs. software stocks decoupling?
• 5:43 - Inflation vs. deflation & what it means for bitcoin 
• 12:35 - The 5 thematic investment baskets 
• 23:27 - Real-time information & podcasts vs reading 
• 33:27 - AI security, hacking & what it means for bitcoin 
• 36:15 - Anthropic vs. OpenAI vs. Meta — the model race 
• 42:15 - Contracted annual run rate & the revenue illusion 
• 45:35 - Jordi's scarcity trader worldview
• 49:03 - The fourth turning, politics & generational change 

Michael Saylor is the CEO of Strategy (formerly MicroStrategy), the first publicly traded company to convert a material portion of its balance sheet into bitcoin. In this conversation, we revisit the very first time Michael Saylor ever publicly talked about bitcoin — recorded in late 2020 when bitcoin was trading around $10,000. We discuss his background founding MicroStrategy at age 24, the macro conditions that led him to reject cash as a store of value, why he chose bitcoin over gold and real estate, how he acquired $425 million in bitcoin without moving the market, and why he believes bitcoin is on a path to rival or surpass gold's market cap.

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

Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp

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

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.

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

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: [email protected]

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

• 0:00 - Intro
• 1:25 - Michael Saylor's background & founding MicroStrategy 
• 29:40 - The 99% stock crash & lessons learned 
• 31:07 - How COVID changed MicroStrategy's business 
• 33:37 - The macro problem: cash melting & asset inflation 
• 40:45 - How Saylor discovered bitcoin 
• 45:23 - Why not real estate, equities, or gold? 
• 49:10 - Bitcoin's network dominance & why it already won
• 53:30 - Addressing the "someone can copy it" critique 
• 59:28 - Convincing the board: homework assignments & deliberations 
• 1:04:30 - How they acquired $425M in bitcoin without moving price 
• 1:09:45 - Reaction from other CEOs & breaking the mental block 
• 1:12:00 - The four-minute mile moment for corporate bitcoin 
• 1:17:00 - Addressing bitcoin's volatility 
• 1:21:39 - Bitcoin vs. gold market cap
• 1:23:10 - Rapid fire questions & closing

Bitcoin is in a bull market right now. Anthony Pompliano breaks down the data — from institutional moves like Morgan Stanley's record ETF launch to Bitcoin's track record across 7 financial crises — and makes the case for why the next all-time high is closer than most people think.

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

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
• 0:41 - Bitcoin's performance during 7 consecutive financial crises since 2020
• 2:13 - Morgan Stanley's record-breaking bitcoin ETF launch
• 3:05 - Charles Schwab turns on direct bitcoin trading
• 3:41 - Strategy's $2B Bitcoin purchase & institutional demand signals
• 4:45 - Bitwise report: under 1% chance of loss holding Bitcoin 3+ years
• 6:11 - The "333" stock market signal & what it predicts for the next 12 months
• 8:05 - Tom Lee: why the next 18–24 months could be the best of our lifetime
• 10:21 - Buying at all-time highs & consumer sentiment vs. asset prices
• 12:45 - The White House, midterm elections & impact on bitcoin
• 14:19 - Final outlook & who will win

Jordi Visser is a veteran macro investor with 30+ years of experience. In this conversation, we break down why AI is creating massive shortages in chips, energy, and commodities—and what that means for inflation and markets. We also discuss why stocks keep hitting highs despite economic pressure, how scarcity is becoming the most important investing theme, and why bitcoin could be setting up for a major move.

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

Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp

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

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.

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

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: [email protected]

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

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 
• 1:08 - Why stocks keep hitting all-time highs 
• 5:44 - AI shortages & supply constraints
• 8:15 - Why dips don’t last (V-shaped market)
• 10:15 - Inflation vs deflation debate
• 21:35 - Semiconductors = key commodity
• 30:05 - Running out of compute (chips & power)
• 34:45 - AI demand surge & what future looks like
• 48:31 - Bitcoin outlook.. could it explode higher? 

Neil McDonald is the CEO of Moomoo US and a former executive at Morgan Stanley, JPMorgan, and Citadel. In this conversation, we break down how retail investing has evolved—from access and information to powerful tools and AI that are leveling the playing field with Wall Street. We also discuss crypto, tokenized stocks, and what the future of investing looks like.

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

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
• 1:05 - Why Moomoo is growing so fast
• 4:38 - How trading tools changed everything & why most traders fail 
• 9:28 - AI & the future of trading
• 12:31 - Stocks vs crypto on the platform
• 14:12 - Tokenized stocks explained
• 18:33 - Options trading & retail behavior
• 22:30 - Career lessons from working on Wall Street 
• 24:35 - Building a fintech in a regulated world
• 26:30 - How retail investors are evolving
• 28:07 - Risk management on Wall Street vs retail
• 30:20 - Biggest challenges ahead 

Anthony Pompliano and John Pompliano break down what’s really happening with bitcoin and the macro environment, covering inflation, AI-driven deflation, and Wall Street’s growing push into bitcoin through ETFs. They also discuss why bitcoin has held up during global conflict and why its scarcity could make it a long-term winner.

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

Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp

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

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
• 0:44 - Bitcoin back above $75,000 & inflation outlook
• 10:42 - Stock market having one of its best years? 
• 14:56 - How will assets perform rest of the year? 
• 19:16 - AI impact on jobs 
• 25:11 - There is a Wall Street war for bitcoin

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 what’s really going on in the market right now—from AI-driven disruption and rising inflation to why money is rotating into commodities and semiconductors. We also get into why bitcoin could be setting up for a bigger move as the macro environment continues to shift.

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

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

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

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

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

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
• 0:50 - Iran war, markets & current outlook
• 3:22 - AI vs software (what’s the difference?)
• 5:43 - Who is actually using AI today?
• 9:10 - Who gets access to powerful AI models?
• 15:16 - Where are the investment opportunities?
• 19:38 - Large caps vs small caps
• 23:09 - Inflation vs deflation (what actually matters?)
• 29:27 - Bitcoin setup & macro conditions
• 37:37 - Why bitcoin wins in multiple scenarios
• 41:31 - Bitcoin volatility & cycle timing
• 44:34 - Dollar weakness & global shifts
• 46:31 - Future outlook for AI, bitcoin, & markets

Arthur Hayes is the CIO of Maelstrom and co-founder of BitMEX. In this conversation, we break down what’s really happening in the global economy—from the Iran conflict and oil prices to the push and pull between inflation and deflation. We also get into bitcoin’s role in all of this, how AI is reshaping the labor market, and where he sees the biggest opportunities in crypto, from decentralized exchanges to prediction markets and privacy coins.

Follow Arthur Hayes:

• IG - https://www.instagram.com/cryptohayes/
• LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/
• Substack - https://cryptohayes.substack.com/
• Web: https://www.cryptohayes.com
• X - https://x.com/cryptohayes

Check out the Maelstrom Fund:

• LinkedIn: https://www.linkedin.com/company/maelstromfund
• Web - https://www.maelstrom.fund
• X - https://x.com/maelstromfund

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

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
• 0:49 - Iran war & oil market reaction
• 5:30 - Inflation vs deflation breakdown
• 7:42 - Why the Fed will always print money
• 9:08 - Gold vs bitcoin & global trade shift
• 14:20 - Arthur Hayes portfolio strategy
• 17:54 - Hyperliquid & the future of trading
• 24:20 - Insider trading should be legal?
• 27:59 - Why bitcoin doesn’t need institutions
• 32:09 - Zcash & privacy in crypto
• 35:23 - What Arthur is bearish on in crypto
• 40:30 - How big Hyperliquid can get
• 42:24 - Will prediction markets be successful?
• 46:45 - Final market outlook