The Pomp Podcast

How Global Conflict Is Moving Bitcoin & AI | Matthew Sigel

Matthew Sigel is the Head of Digital Asset Research at VanEck and portfolio manager of the NODE ETF. In this conversation, we discuss why he’s turning more bullish on bitcoin, how AI and energy are driving new investment opportunities, and why bitcoin miners are emerging as key players in the AI boom. We also explore risks around AI Capex, geopolitics, and how he’s positioning across crypto and equities.======================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======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (https://figuremarkets.co/pomp), 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, paid hourly. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/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 - Intro1:02 - AI stocks, Capex & market debate4:47 - Bitcoin miners & AI pivot8:35 - Energy & AI investment plays11:10 - War & global markets17:03 - AI, crypto & defense tech19:53 - Bitcoin treasury companies 24:02 - Bitcoin outlook & altcoins30:30 - Real-world assets & Figure32:46 - Crypto equities & competition36:23 - Biggest risks in 2026

Bitcoin, Gold & Energy: The Next Massive Wealth Shift | Larry McDonald

Larry McDonald is a New York Times bestselling author and founder of the Bear Traps Report. In this conversation, we discuss his view that markets are shifting from financial assets to hard assets, why inflation and global conflict are driving this change, and how investors should think about bitcoin, energy, and materials. We also explore risks in private credit and what the next cycle could look like for global markets.======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (https://figuremarkets.co/pomp), 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, paid hourly. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/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 - Intro1:02 - The great rotation to hard assets thesis5:22 - AI spending surge & tech cash burn risks8:16 - How to invest in this market shift16:39 - Do we get higher or lower inflation?20:17 - Dollar dominance & bitcoin vs gold29:55 - Private credit cracks & liquidity issues explained35:23 - Where investors should allocate capital now39:55 – Biggest risks in markets right now

Why Bitcoin Could Hit All-Time Highs in 2026 | Jordi Visser

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss rising inflation, higher oil prices, and why he believes markets are entering a new regime driven by supply shocks and geopolitical risk. We also explore asset rotation into commodities, risks in private credit, and bitcoin’s growing role as liquidity and capital flows shift globally.======================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======================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======================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 $1,000 in rewards.======================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 - Has the market officially entered a new regime?3:58 - Global shortages & why inflation is rising again11:25 - Where smart money is moving right now16:09 - Could inflation spike back above expectations?21:31 - Why stocks struggle in high inflation environments25:31 - Will markets recover or stay flat this year?27:30 - Why bitcoin could lead the next cycle33:29 - Why most altcoins won’t outperform bitcoin37:55 - How AI is disrupting markets & software41:15 - Why bitcoin is the ultimate asset in this shift

CFTC Chair Reveals The Government’s New Plan For Crypto & AI | Mike Selig

Mike Selig is the 16th Chairman of the CFTC and a leading voice on the future of financial market regulation in an era defined by crypto, artificial intelligence, and prediction markets. In this conversation, we discuss how regulators are balancing innovation with investor protection, the evolving relationship between the SEC and CFTC, and why emerging technologies are reshaping how risk is taken and managed across global markets. We also explore the rise of decentralized finance, AI-driven trading, and new policy initiatives aimed at keeping the United States competitive in the next generation of financial infrastructure.======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (https://figuremarkets.co/pomp), 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, paid hourly. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/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 - Intro0:59 - SEC & CFTC cooperation & new policy direction3:44 - AI, crypto & prediction markets shaping the future7:49 - Insider information, manipulation & market risks13:23 - Decentralization & regulating on-chain markets17:14 - The rise of AI trading agents21:30 - AI, memes & misinformation in financial markets23:04 - Should regulators be allowed to use crypto?25:00 - Innovation task force & new policy initiatives27:18 - Bridging the gap between lawmakers & builders29:30 - Perpetual futures and new crypto market products31:16 - The role of regulators in managing market risk

Robinhood’s Big Bet on Crypto, AI & Tokenized Stocks | Johann Kerbrat

Johann Kerbrat is the SVP and General Manager of Crypto and International at Robinhood, where he leads the company’s expansion across digital assets and global markets. In this conversation, we discuss the rise of 24/7 trading, evolving retail investor behavior, and Robinhood’s push into areas like tokenization, prediction markets, and institutional crypto services. We also explore how artificial intelligence is shaping financial products and why improving access and education for everyday investors remains a key focus for the future.========================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.========================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 $1,000 in rewards.========================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 - Intro1:11 - The future of 24/7 trading3:39 - Stocks, crypto & prediction markets on one platform6:30 - How Robinhood builds products internally13:27 - The rise of independent investors15:43 - Stablecoins & global payments16:46 - Tokenized stocks & regulation23:19 - Bitstamp acquisition & institutional crypto25:02 - Hiring, AI & team dynamics26:38 - Robinhood’s goals & global expansion30:18 — APIs, agents & AI trading33:00 - AI financial assistants & advisors38:10 — New banking & family investing features