The Pomp Podcast

Dan Ives is a Managing Director and Senior Equity Research Analyst at Wedbush Securities and one of Wall Street's most prominent tech analysts. In this conversation, we break down the SpaceX IPO, the AI trade across chips, software, and infrastructure, the US vs. China tech race, and what bitcoin's performance means as capital rotates into tech.
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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.
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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.
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0:00 - Intro
1:00 - SpaceX IPO & the birth of a new sector
3:23 - SpaceX + Tesla merger thesis
5:51 - The AI backlash & Big Tech's PR problem
11:53 - US vs. China: who's actually winning in AI?
15:03 - Robotics, self-driving cars & physical AI
19:55 - How to invest in AI: chips, software & infrastructure
28:34 - New Fed chair, rates & macro risks
32:45 - Bitcoin vs. AI: capital rotation
37:55 - On-the-ground intel from Asia & Taiwan
40:06 - Any concerns with AI?
44:18 - Apple's AI strategy & Tim Cook stepping down
46:52 - The Ives AI ETF & portfolio construction

Andrew Parish and Tillman Holloway are the co-founders of Arch Public, a software platform that helps investors automate their trading strategies across crypto and traditional markets. In this conversation, we discuss why the US will keep printing money to fund AI infrastructure, how tokenization is about to reshape global markets and banking, why crypto becomes the default exchange layer in a 24/7 world, and how automation tools are now a necessity for every investor.
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Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)
For media inquiries, please contact: [email protected]
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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.
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0:00 - Intro
1:05 - AI infrastructure, dollar printing & national security
5:37 - Crypto's role: stablecoins, bitcoin, or tokenization?
7:57 - Why volatility is only going to get worse
13:26 - AI agents & crypto as the default exchange layer
15:40 - Tokenization race & the banking revenue opportunity
21:55 - Fractional assets & borrowing against tokenized holdings
26:41 - Hyperliquid, private company tokenization & M&A outlook
29:50 - Pros/cons of open markets & financial education 
32:40 - Prediction markets, tokenized ETFs & the war for capital
34:23 - Arch Public: what it does & where to find it

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 all-time highs in the stock market are flashing warning signs, how the Iran conflict is fueling a longer inflation cycle, why the AI semiconductor boom may be hitting near-term bottlenecks, and what Dogecoin is quietly signaling about the next crypto move.
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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.
=====================
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
0:40 - Stock market all-time highs & what's driving them
4:29 - Iran conflict, oil prices & inflation outlook
9:43 - What comes next for markets?
19:30 - Jensen Huang's 1000x energy demand & AI infrastructure
27:40 - Data center opposition & political headwinds
30:43 - Dogecoin as a retail sentiment signal
37:00 - Trump's China trip — signal or show?
41:31 - GameStop's eBay bid & digital activist investing
49:40 - Jordi’s upcoming video

Asher Genoot is the CEO of Hut 8, one of the largest bitcoin mining and AI/HPC infrastructure companies in the world. In this conversation, we discuss the transition from bitcoin mining to AI data center development, the economics of $17 billion in contract value, community pushback against data centers, supply chain bottlenecks, and the future of physical intelligence infrastructure.
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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
=====================
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 http://fountainlife.com/pomp
Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at https:www.http://fountainlife.com/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 - Intro
0:45 - Bitcoin mining to AI: the transition
3:09 - Data centers & community pushback
8:52 - Co-location & energy campuses 
11:42 - Mega sites vs. smaller urban campuses
13:08 - Hardware innovation inside the data center
17:15 - How Hut 8 lands billion-dollar contracts
20:01 - The River Bend financing structure
24:19 - Build vs. acquire strategy
25:18 - Bottlenecks slowing AI buildout
27:36 - What keeps Asher up at night
30:40 - American Bitcoin update

Anthony Pompliano investigates whether bitcoin can actually hit $1 million per coin. In this episode, we break down what Michael Saylor, Cathie Wood, Tim Draper, and others are predicting, run the math on what it would take, and cover the four key demand drivers that could get us there.
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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
0:26 - Michael Saylor: Bitcoin to $10 million
1:05 - Tim Draper: Bitcoin to $10 million
1:47 - Cathie Wood: Bitcoin to $1.5 million by 2030
4:07 - Adam Back: Bitcoin to $1 million by 2028
4:39 - Matthew Siegel: Bitcoin to $1 million in ~5 years
6:08 - Eric Trump: Conviction on $1 million bitcoin
6:57 - The math: What growth rate does bitcoin need?
9:26 - The 4 drivers that get bitcoin to $1 million
9:41 - Driver 1: The bear market bottom (Lynn Alden)
11:05 - Driver 2: Governments buying bitcoin (Brian Armstrong)
12:05 - Driver 3: Institutional adoption (Dylan LeClair)
13:59 - Driver 4: Money printing & retail demand
15:10 - Final verdict: Can Bitcoin hit $1 million?