Anthony Pompliano, Founder & CEO of Professional Capital Management, is an American entrepreneur, investor, and host of The Pomp Podcast. He posts interviews and personal opinions on this channel with a focus on finance, Bitcoin, and technology. Subscribe to my new channel where I share daily analysis breaking down markets, business, and politics before they hit mainstream media: https://www.youtube.com/@FromTheDeskOfAnthonyPompliano
Jordi Visser argues that parabolic moves in AI infrastructure stocks reflect a genuine supply-demand crunch driven by the shift from chat to agentic AI requiring massive compute, creating structural bullish conditions for Bitcoin, energy commodities, and data center real estate rather than a speculative bubble.
Chris Perkins proposes reviving the constitutional mechanism of 'privateering'—licensing private citizens to hack back against state-sponsored crypto thieves like North Korea's Lazarus Group—to recover stolen assets, deter attacks, and fund a U.S. crypto reserve at zero taxpayer cost.
Jordi Visser argues that AI infrastructure—specifically semiconductors, power generation, and memory—is driving historic stock market highs through genuine supply shortages rather than bubble speculation, while Bitcoin sits poised to rally as retail capital eventually rotates back from the AI trade.
Jordi Visser argues Bitcoin is decisively decoupling from deflationary software stocks to become a beneficiary of both inflationary manufacturing bottlenecks and deflationary innovation trends, positioning it as the optimal asymmetrical growth asset regardless of macro direction.
In his first public discussion of Bitcoin, MicroStrategy CEO Michael Saylor traces his journey from MIT aerospace engineer to tech entrepreneur, revealing how surviving multiple tech paradigm shifts and investing in scarce digital real estate like premium domain names culminated in his 2020 decision to allocate $500 million of corporate treasury into Bitcoin, which he views as 100x to 1000x superior to gold.
Jordy Visser explains why stocks have reached all-time highs despite his earlier skepticism, driven by a secular bull market in hardware and commodities, while arguing that AI compute scarcity and sticky inflation above 4% will drive a bifurcated market where scarcity assets dramatically outperform the broader S&P 500.
Former Citadel quant trader Neil McDonald explains how Mumu is democratizing Wall Street by giving retail investors institutional-grade algorithmic tools, AI pattern recognition, and access to tokenized securities, while leveraging a global community of 29 million traders to solve the discipline problem that plagues individual investors.
Investor Jordi Visser argues that AI-driven compute scarcity and persistent inflation will drive capital rotation into Bitcoin and semiconductor hardware, while software stocks face continued disruption from agentic AI.
Arthur Hayes argues Bitcoin's weakness reflects AI-driven credit deflation rather than geopolitical risk, advises tracking oil futures spreads to cut through Middle East propaganda, and maintains a 90% Bitcoin allocation while waiting for central banks to inevitably print money to save the banking system from automation-induced unemployment.
Jordy Visser argues that despite investor confusion over mixed economic signals, the market is correctly pricing a structural shift driven by AI disruption and persistently higher oil prices. With the Fed unable to fight inflation aggressively due to a weak labor market and housing sector, investors should focus on long scarcity trades like Bitcoin and hardware while avoiding software and abundance plays.
Matthew Seagull of VANC discusses why his firm is consolidating AI vendors around Anthropic while betting on Bitcoin miners pivoting to high-performance computing, shares predictions on a potential Strait of Hormuz ceasefire around Passover, and reveals how hidden AI infrastructure assets like Aker's stake in Nscale are generating significant alpha.
Larry McDonald argues we are entering a secular inflationary regime similar to 1968-1981, where hard assets (energy, copper, infrastructure) will outperform financialized software stocks as fiscal deficits and geopolitical tensions overwhelm deflationary technological forces.