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 bitcoin's explosive weekly surge and why this "sigma move" signals a real bull market. We also discuss the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

Figure’s $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/
T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at http://figure.com/disclosures/

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

For a limited time, our listeners get 50% off FOR LIFE, Free Shipping, AND 3 Free Gifts at Mars Men at https://www.Mengotomars.com.

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

• 0:00 - Intro
• 1:02 - Bitcoin's weekly surge & the "sigma week" behind it
• 5:38 - The bitcoin vibe shift & intersection with AI 
• 15:26 - Is multiple compression a warning sign for the market?
• 19:03 - How much bitcoin should be in your portfolio?
• 23:27 - Moderna, AI & the future of biotech
• 29:20 - Stripe's OpenRouter deal & the fight for AI model routers
• 34:13 - Are model routers a threat to Anthropic and OpenAI?
• 44:00 - Why people fear data centers more than nuclear plants
• 54:46 - Jordi's bitcoin call to arms 

Anthony & John Pompliano discuss the state of bitcoin at $64,000, why the price has stabilized, and what it will take to spark the next bull run. They also break down the exploding cost of AI adoption inside businesses, the national debt problem no president seems willing to fix, and where investors should be putting their capital right now.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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.

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

• 0:00 - Intro
• 0:35 - Bitcoin at $64K, catalysts & future returns
• 7:58 - Why every industry needs "bitcoiners"
• 12:20 - National debt, government spending & why nothing changes
• 17:24 - How much businesses are spending on AI
• 20:30 - How to evaluate if AI is giving you ROI
• 21:29 - Stocks, equities & conviction on AI
• 23:16 - Year-end outlook

Yoni Assia is the CEO and co-founder of eToro. In this conversation, we break down agentic trading and how AI is reshaping the platform, why bitcoin remains digital gold, eToro's move into tokenized equities, SpaceX IPO, and why eToro trades for less than 10x EBITDA.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).

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

• 0:00 - Intro
• 0:54 - Agentic trading: can AI manage your portfolio?
• 7:37 - Tokenization & the Space-X IPO
• 11:50 - Is crypto losing its ethos to Wall Street?
• 13:51 - Bitcoin as digital gold
• 14:58 - Why finance is moving to 24/7 blockchain markets
• 19:26 - Trade Zero acquisition & going after active traders
• 23:00 - Why eToro trades under 10x EBITDA
• 28:10 - Building a financial super app
• 30:25 - Tori: eToro's AI agent & collective intelligence

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 why the AI trade already bottomed, how bitcoin fits into the future of markets, and why companies like Figure Technologies are outgrowing legacy banks like JPMorgan. We also discuss inflation, the AI IPO wave with Anthropic and OpenAI, and how AI is reshaping everyday life — from raising kids to running a household.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $3,000 bonus. See site for promotion details → https://go.galaxy.app/HMiq/p57n69yy 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. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.

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

• 0:00 - Intro
• 0:50- Why stocks keep climbing despite AI fears
• 2:41 - Jordy's AI portfolio & calling market bottoms
• 7:05 - Inflation report & the Bayesian mindset
• 11:27 - Figure Technologies & the tokenization boom
• 19:47 - Why JPMorgan and legacy banks are at risk
• 24:18 - Bitcoin is the "S&P 500 of ten years from now"
• 26:14 - Anthropic, OpenAI & the AI IPO wave
• 31:25 - AI goes mainstream: his wife & raising kids in the AI era
• 42:43 - ICE deportations & the inflation debate
• 47:47 - Politics, protests & the AI data center fight
• 55:50 - Jordi’s weekly videos & how you can help him

George Arison is the CEO of Grindr. In this conversation, we break down how AI has transformed Grindr's engineering team and product roadmap, the real "gay discount" baked into the stock price, and Grindr's fast-growing push into health. We also discuss the app's outsized role in gay relationships and safety risks abroad, and why efficiency — not headcount — is driving the company's next stage of growth.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

Figure’s $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/
T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at http://figure.com/disclosures/

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

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

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

• 0:00 - Intro
• 1:27 - How AI is transforming Grindr's business & product
• 5:13 - Life inside an AI-run engineering team
• 12:04 - Using AI as a CEO 
• 19:57 - The "gay discount" in Grindr's stock price
• 25:27 - Grindr's growing health business
• 31:01 - Grindr's global impact & safety risks abroad
• 36:10 - Demographics of Grindr's user base
• 39:34 - Marriage, kids, & Grindr's family policy push
• 43:24 - Why Grindr's best days are still ahead
• 47:47 - Cutting headcount & running a lean company
• 51:34 - Where to find George & Grindr

Reihan Salam is the President of the Manhattan Institute. In this conversation, we break down what's driving New York City's affordability crisis — from decades of rent control and restrictive zoning to a failing public education system. We also discuss the burnout crisis in law enforcement, immigration and assimilation, the rise of the DSA and socialism among young Americans, and how AI, bitcoin, and capitalism can restore opportunity and rebuild the American dream.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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

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

• 0:00 - Intro
• 1:30 - NYC affordability crisis & rent control
• 12:10 - Failing government services & public education
• 23:03 - Police, fire & law enforcement struggles
• 29:36 - Immigration, assimilation & the welfare state
• 38:30 - Rise of the DSA & socialism among young Americans
• 49:42 - AI, bitcoin & the future of capitalism
• 58:17 - Manhattan Institute's mission & building a better future

Tristan Thompson is an NBA champion with the Cleveland Cavaliers who's become a hands-on tech investor and operator. In this conversation, we break down how AI and analytics are reshaping professional sports, how he evaluates AI startups without getting caught in the hype, and why he's bullish on bitcoin, SpaceX, and prediction markets. We also dig into financial literacy and building real wealth after your playing career ends.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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.

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

• 0:00 - Intro
• 0:51 - How AI & tech are transforming pro sports
• 5:37 - Transitioning from NBA champion to tech investor
• 8:49 - How Tristan evaluates AI investments
• 12:51 - Why Tristan is bullish on bitcoin
• 17:30 - Prediction markets & sports gambling
• 19:10 - Financial literacy & his legacy beyond basketball
• 21:48 - A company he's really excited about 

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 why the last two weeks may be the most important stretch in bitcoin's history, the US-Japan yen intervention, and a weakening labor market. We also discuss the AI stock rebound, physical AI and Tesla's Terafab, Google's talent exodus, and how to value SpaceX.

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

GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $3,000 bonus. See site for promotion details → https://go.galaxy.app/HMiq/p57n69yy 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. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

• 0:00 - Intro
• 0:54 - Why the last two weeks may be the most important in Bitcoin's history
• 8:17 - What should the Fed do next?
• 13:39 - AI stocks bounce hard: was that the bottom?
• 21:40 - Physical AI: Hadrian, Tesla's Terafab & the compute race
• 25:57 - How to position your portfolio for the compute boom
• 33:26 - What frontier models get wrong (and why big companies move slow)
• 38:40 - Google's talent exodus: is the stock at risk?
• 41:23 - Does calendar seasonality still matter?
• 42:43 - Valuing SpaceX: the compute business vs. the space hype
• 44:42 - What's coming in Jordi's video this week

Tillman Holloway is the Co-Founder & CEO of Arch Public, and Andrew Parish is the Co-Founder & COO. In this conversation, we break down the Cold Card hack and what it means for bitcoin self-custody, why bitcoin barely moved despite $100 million in losses, the Leopold hedge fund blowup, and the race between closed and open source AI. We also discuss why Apple could win the AI trade, agentic trading, and give away a Rolex watch.

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

REGISTER FOR GIVEAWAY: ⁠https://us06web.zoom.us/webinar/register/WN_wbG3f5swRnSYJ_5eaKz2BQ#/registration

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

Figure’s $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/
T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at http://figure.com/disclosures/

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

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 $2,000 in rewards.

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

• 0:00 - Intro
• 1:00 - Cold Card hack & the future of bitcoin self-custody
• 17:22 - How to enter the Rolex giveaway 
• 19:56 - The rise of agentic trading 
• 23:33 - The Leopold hedge fund blowup
• 32:01 - Chinese vs American open source AI models
• 40:11 - Andrew's hot take: Apple wins the AI race
• 44:12 - The biggest risk in AI and agentic trading
• 47:18 - Final thoughts & how to enter the Rolex giveaway

Nancy Beaton is the President of Retail at Uphold. In this conversation, we play devil's advocate on the biggest crypto critiques — from crypto losing its "outside the system" ethos to custodial risk and the Clarity Act. We also discuss tokenized securities, what her users are actually demanding, and where bitcoin and blockchain adoption are headed over the next decade.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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

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

• 0:00 - Intro
• 0:54 - Is crypto still outside the legacy financial system?
• 5:52 - Tokenizing everything & frictionless trading
• 7:38 - Custodial vs. non-custodial
• 11:06 - The Clarity Act & regulatory clarity
• 12:51 - What keeps Nancy up at night?
• 14:38 - Killer use cases for the next five years
• 16:28 - Crypto-native products vs. tokenizing traditional finance
• 18:43 - Are crypto investors actually high risk?
• 22:09 - Big predictions for the next ten years
• 25:01 - What's overhyped in crypto right now?
• 26:25 - Where to find Nancy & Uphold

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 the Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

Figure’s $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/
T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets.
Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at http://figure.com/disclosures/

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

• 0:00 - Intro
• 0:48 - Leopold's fund unwind & lessons from past blowups
• 9:21 - Hedge fund leverage & how AI is reshaping market structure
• 11:45 - Korea & Japan's market collapse
• 13:56 - AI will destroy all public companies?
• 15:20 - The bull case for hyperscalers & compute scarcity
• 27:44 - Why bitcoin is the best hedge fund ever
• 29:12 - Kevin Warsh & the Fed
• 33:48 - Does this help Wall Street or Main Street?
• 36:47- Advice for a 25-year-old starting their career today
• 41:18 - Bitcoin & the rest of crypto industry
• 48:52 - Migration, digital money & the breakdown of borders
• 57:56 - What Jordi is covering in his next video