The Pomp Podcast

The Real Reason Bitcoin Stopped Going Up | Mike Novogratz

Mike Novogratz is a veteran macro investor and the founder & CEO of Galaxy. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, Mike shares why investing has become far more complex, how the dollar’s role as a global reserve currency may be shifting, and what that means for bitcoin, gold, and global markets. We also cover bitcoin’s recent pullback, regulation and ETFs, and why AI, energy, and tokenization could define the next market cycle.======================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.======================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/⁠======================0:00 - Intro0:24 - Why the investing game just got harder5:40 - Is the U.S. losing reserve currency status?8:37 - AI, productivity, & why inflation may stay low11:25 - Is Bitcoin actually “not working”?13:24 - Regulation, Wall Street, & Bitcoin’s next narrative20:59 - AI, power, & the future of Galaxy26:16 - Mike’s fantasy football league 

Will Money Printing End Bitcoin Bear Market? | Lyn Alden

Lyn Alden is a macro strategist and one of the most respected independent voices in global markets. This conversation was recorded live at Bitcoin Investor Week in New York. In this discussion, Lyn explains why deflationary forces may outweigh inflation risks, how AI-driven productivity is reshaping the economy, and why traditional macro signals are breaking down. We also explore energy’s role in controlling inflation, the divergence between gold and bitcoin, and what it all means for long-term investors.======================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.======================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/======================0:00 - Intro0:23 - Inflation vs deflation: what macro regime are we in?2:28 – Money printing, productivity, & hidden deflation5:17 – Gold vs Bitcoin: why gold is outperforming7:59 – Why retail hasn’t bought bitcoin this cycle12:05 – Bitcoin vs stablecoins and capital flows14:34 – AI, jobs, & deflationary pressure17:12 – Will deflation force more money printing?19:08 – High growth without inflation: is it possible?

Will Deflation Hurt Bitcoin? | Cathie Wood

Cathie Wood is the Founder, CEO, and CIO of ARK Invest and one of the most influential voices in innovation investing. This conversation was recorded live at Bitcoin Investor Week in New York.  In this discussion, Cathie explains why deflation—not inflation—is the bigger macro risk, how AI is becoming a powerful deflationary force, and why productivity gains are being misunderstood by markets and policymakers. We also explore bitcoin’s role as a hedge against both inflation and deflation, the rise of counterparty risk, and how converging technologies like AI, robotics, and blockchain are reshaping the global economy.======================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 FountainLife.com/Pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at FountainLife.com/pomp======================Figure ( https://figuremarkets.onelink.me/Plnq/pompdpsweepstakes ) – Enter to win $25k USDC with Democratized Prime while earning ~9% APY! They also have the lowest industry interest rates at 8.91% with 12 month terms! Take out a Bitcoin Backed Loan today and buy more Bitcoin. Check out Figure https://figuremarkets.co/pomp ! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.======================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 0:20 - Why deflation is the real macro risk3:32 - Navigating the AI boom & U.S. growth12:22 - Would deflation hurt bitcoin?14:08 - Elon Musk, Tesla, & convergence16:37 - Key risks investors should watch 18:45 - How ARK approaches innovation investing

The Bitcoin Rotation No One Sees Coming | Jordi Visser

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. This conversation was recorded at Bitcoin Investor Week in New York. In this episode, we break down why software stocks are losing their moats, how AI is driving deflation, and why capital is rotating toward scarce assets. We explore hyperscalers, data centers, AI agents, and why bitcoin may emerge as the only true growth asset in a world of abundant intelligence.=====================Summ supports TurboTax and makes it easy to track your cost basis across 3,500 exchange, wallet and crypto integrations -- with support for DeFi, NFTs, staking and airdrops. Generate accurate IRS-ready reports that help maximize deductions and pay the least tax possible. Summ is an official tax partner of MetaMask and Coinbase. Use code POMP20 for 20% off your first year at Summ: https://summ.com/us?via=pomp&promo=POMP20=====================This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.Learn more at http://www.abra.com.=====================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 - Intro0:56 – Cathie Wood’s AI take & why Jordi disagrees4:30 – Why Big Tech may struggle to monetize AI6:57 – Deflation vs disinflation in an AI-driven economy10:08 – What investors should actually do right now14:12 – The scarcity trade & why bitcoin stands out16:25 – How investors can use AI to gain an edge19:16 – Where to follow Jordi Visser & his work

Bitcoin Is Closer to a Breakout Than People Think | Dan Ives

Dan Ives is the Global Head of Technology Research at Wedbush Securities and one of the most widely followed analysts covering AI and U.S. tech. This conversation was recorded live at Bitcoin Investor Week in New York. In this discussion, Dan explains why the recent selloff in software is disconnected from fundamentals, how AI CapEx is driving a fourth industrial revolution, and why U.S. tech remains structurally ahead. We also discuss the relationship between AI and bitcoin, the current risk-off environment, and why Dan believes we’re still early in a multi-year tech bull cycle.======================Sign up for the Gemini Credit Card: https://gemini.com/pomp #GeminiCreditCard #CryptoRewards This video is sponsored by Gemini. All opinions expressed are my own and not influenced or endorsed by Gemini. Gemini-branded credit products are issued by WebBank. For more information regarding fees, interest, and other cost information, see Rates & Fees: https://gemini.com/legal/cardholder-agreement Some exclusions apply to instant rewards; these are deposited when the transaction posts. 4% back is available on up to $300 in spend per month for a year (then 1% on all other Gas, EV charging, and transit purchases that month). Spend cycle will refresh on the 1st of each calendar month. See Rewards Program Terms for details: https://gemini.com/legal/credit-card-rewards-agreement Checking if you’re eligible will not impact your credit score. If you’re eligible and choose to proceed, a hard credit inquiry will be conducted that can impact your credit score. Eligibility does not guarantee approval.======================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 - Intro0:22 - Is the tech bull market over?1:55 - Why do people want U.S. software companies to fail?4:30 - If tech is up 20%, what happens to the S&P 500?6:16 - Are AI & Bitcoin actually connected?9:02 - Do power and data center constraints limit AI’s upside?13:22 - How robotics will change labor & profits15:45 - Where does bitcoin go over the next few years?17:06 - Which tech companies are misunderstood or undervalued?19:30 - Are we near a market bottom?