What's going on guys. Today we got a great episode with John Pompiano. In this conversation we talk about Bitcoin, the price crashing, whether the bare market is here, and what you can do in your portfolio.And I get a little personal. I explain how I invest, how I think about buying and selling assets, and also how I think about portfolio construction and why there's a difference between the gambling table and the long-term lounge. You know where you'll find me.All that and much more in this conversation wi ...

Teresa Goody Guillén is CZ’s personal attorney and a key legal voice behind his recent pardon. In this conversation, we cut through the online controversy and break down what actually happened. Teresa explains how the pardon process works, addresses the biggest misconceptions, and answers the tough questions — from ‘pay-to-play’ accusations to whether any corruption was involved, and what this all means for Binance moving forward. 🔊 Audio Podcast Listen to The Pomp Podcast on the audio platform of your choi ...

Bitcoin Market Analysis - Bitcoin is potentially setting up for a 50% move by the end of February, potentially reaching just under $150,000 from a base of $98,000 [1][8] - The speaker believes Bitcoin can still hit $140,000 by the end of the year [1][9] - Bitcoin is seen as building a base in the $100,000-$110,000 range for a larger move up over the next few months [2] - A massive technical breakdown in the uptrend, confirmed by a dramatic drop below the $98,000 level and failure to re-enter the channel for a week, would be a bearish signal [12] - Lack of bipartisan regulatory progress on digital assets would also be concerning [13] - The speaker notes that Bitcoin has shown potential for powerful moves, citing a 15% move from $109,000 to $126,000 in six trading days in September/October and a 25% move from $98,000 to $123,236 in three weeks in June/July [7][8] Market Uncertainty and Influences - Uncertainty factors include the Supreme Court decision on tariffs, government shutdowns, and the Federal Reserve's actions in December [1] - The market has been resilient despite uncertainty, with institutional buyers seeing the dollar stabilize [1] - The speaker suggests that clarity on these issues is important, but structural issues like the AI story failing or a shift towards a socialist-leaning Democratic presidential candidate in 2027 could threaten the longer-term bull market [2] - The speaker believes that the market structure has changed due to institutional participation and the introduction of ETFs, leading to shallower drawdowns and a more gradual price increase [31][32] Broader Economic and Geopolitical Considerations - The speaker mentions the potential for US military action in Venezuela and its impact on financial markets, noting that the initial market reaction could be negative [1][57] - The speaker also discusses the concept of "White House asset management," where the government takes positions in companies deemed important for national security [42][43]

to me like it is a little concerning that like the the count overall has been going down. And the reason this is so like important to me, like existentially important to me is because the old people that buy Bitcoin, right, will always buy Bitcoin if they know that eventually young people are going to buy it. Because that's kind of the ultimate reflexivity built into the thesis of Bitcoin. The old want to buy it because the young love it and they want to participate in that wealth transfer. But the young pe ...

What's going on, guys. Today we got a great episode with John Pompiano. We cover everything.What Scott Besson thinks about the US economy, why Tom Lee is so bullish, how Jordy Visser thinks the Bitcoin market is going through an IPO moment, and then we even talk about job creation, mega AI deals, what's going on with the New York City mayor race, which is happening today, and of course, I give you all my thoughts on Bitcoin stocks, and much more. Here's my latest conversation with John Pompiano. All right, ...

Institutional Crypto Adoption & Strategy - Coinbase's institutional business is poised to surpass its consumer business due to larger capital pools [1] - Bitcoin serves as a gateway for institutional investors, leading to the adoption of ETH and other crypto products [2] - Institutions are progressively engaging with crypto, starting with spot trading, then futures and financing, and finally options [2] - The passing of the Genius Act has acted as a catalyst, prompting traditional financial institutions to explore crypto's disruptive potential [2] Tokenization & Digital Asset Treasuries (DATs) - Tokenization is seen as a bridge between the crypto-native and traditional finance worlds, with asset managers seeking new distribution paths through it [3][4] - Digital Asset Treasuries (DATs) are emerging as a new avenue for capital to enter the crypto space, with approximately 260 DATs representing $15 billion of new capital [2][41] - Coinbase is providing custody, trade execution, and financing services to DATs, with Coinbase Asset Management (CBAM) offering outsourced asset management [44][45] Regulatory Landscape & Future Outlook - Regulatory clarity in the US, particularly the Genius Act, is a significant catalyst for institutional crypto adoption, reversing the previous advantage held by other countries [62][63] - The US is leapfrogging the rest of the world in crypto innovation due to regulatory developments [62] - Despite progress, the crypto industry must avoid repeating past mistakes with bad actors to maintain regulatory favor and continue growth [70][71] - There is a potential tipping point where over 50% of traditional financial institutions' revenue will come from crypto-related products [24]

DeFi与传统金融的融合 - 加密行业正在与传统金融系统融合，未来“加密”概念或将消失，金融机构将更多地整合加密基础设施[1] - 稳定币正在从电子美元向数字美元转型，用户无需理解底层技术，即可实现更快、更便宜的交易[1][2][9] - 传统金融平台（如Charles Schwab、Vanguard、Robinhood）将拥抱稳定币和代币化证券，但用户体验不会有太大改变[2] - 各大交易所（如Coinbase、ICE、NASDAQ）都希望成为“everything exchange”，交易股票、加密货币、房地产等各类资产[2] 稳定币市场的竞争格局 - Tether（USDT）凭借先发优势和积极的市场策略，保持领先地位，拥有超过 4 亿用户，且以每季度 3000 万新用户的速度增长[3][5] - USDC 通过与 Coinbase 合作，专注于受监管的美国市场，但可能需要牺牲部分经济利益[3] - 稳定币发行商正在争夺区块链的所有权，以获取更多经济利益，Stripe、Circle、Tether 均已宣布相关投资[6][7] - 传统金融机构（如 City、摩根大通、美国银行、Visa）正在与加密公司建立合作关系，以参与稳定币市场[8] 比特币与黄金的关系 - 2020 年，黄金价格上涨后趋于平稳，比特币随之迎来牛市，目前可能重演类似模式[11][15][16][17] - 黄金上涨 50% 后，开始降温，比特币开始获得上涨动力[16][17] 美国与中国的贸易关系 - 投资者偏好明确的规则，中美贸易关系的不确定性会抑制投资[24][25] - 美国和中国都在努力减少对彼此的依赖，但短期内难以完全脱钩[26][27] - 谈判代表之间的个人关系和策略，如 Scott Besson 和 Lee Changpang 之间的互动，会影响贸易谈判[29][30][31][32] - 降低关税或实现真正的自由贸易，将对市场有利，因为政府干预越少，市场越可预测[35][36][37] 白宫资产管理 - “白宫资产管理”正在积极参与市场，投资于稀土公司、量子技术和英特尔等领域[42][43] - 政府对特定公司的投资，可以为市场带来明确性，并可能刺激相关股票上涨[44]

We've got stocks at relatively high valuations. We've already had a strong rally in bonds. We've got gold and silver on just historical runs and now consolidating. So, what's the asset class that's left to absorb that marginal dollar of capital? I think it's going to be Bitcoin. When I look at my trend work and my channels on Bitcoin, um I do think and 150 has been my call by the end of the year on Bitcoin. What's going on, guys? Today we got a great episode with Mel Madison. Mel is one of the greatest macr ...

Market Analysis & Investment Strategies - Gold has delivered an 11% annualized return over the last 20 years, outperforming productive assets due to currency debasement [1] - Bitcoin has significantly outperformed gold, with a 1500% increase compared to gold's 150% increase since 2020 [1] - The market environment has shifted, with macro factors like currency debasement (30% purchasing power loss since 2020) becoming more critical than individual company fundamentals [1] - A potential Bitcoin standard in the Western world is more likely than a return to the gold standard, while China may explore a gold-backed currency [2] - The US government has indirectly acquired $15 billion worth of Bitcoin through seized assets [2] Retail vs Institutional Investors - Retail investors have been continuously buying the dip, demonstrating a different investment behavior compared to institutions [11][13] - Retail investors excel in momentum and dip buying, potentially outperforming institutional investors due to fewer constraints [15][21] - Retail investors are often smarter than institutional investors because they are unconstrained [21] - Independent investors are well-positioned for the future due to their independent thinking and lack of allegiance to specific companies or ideas [24] Government & Economic Factors - The US national debt is approximately $37-38 trillion [2] - The government shutdown has a limited impact on financial markets and the average American, with the stock market responding more to presidential communications [23][24] - The Fed is expected to cut rates, and failure to do so could erode investor confidence [25]

And the reason I'm buying Bitcoin is because I think when we get through the all-time highs again and basically get rid of this 4-year cycle belief, now there's no imaginary place for people to ever again care about. And that's normally what happens in equity markets. And oh, by the way, 2017 was the end of the Donald Trump tax cuts. We've had tariffs this year. We've had bad stuff happened this year. The equity market in 18 was bad. At one point, it was down 20% year to date in December. In 2022, the equit ...