The Pomp Podcast

Jeff Park is the Partner & Chief Investment Officer at ProCap BTC. In this conversation, we discuss the idea of “wartime Bitcoin,” how rising geopolitical tensions could impact the asset, and why cracks in private credit could ultimately benefit Bitcoin. We also cover institutional adoption, stablecoins, and how crypto companies are increasingly integrating with the traditional financial system.
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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.
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0:00 - Intro
0:52 - Wartime bitcoin & global conflict 
5:00 - Bitcoin vs Gold: which wins in a crisis?
6:03 - Is bitcoin still in a bear market? 
9:15 - Private credit cracks & why it could benefit bitcoin
15:49 - Kraken & rewriting the banking system
19:04 - Stablecoins vs Banks: the fight in Washington
22:40 - Why AI models prefer bitcoin over stablecoins

Shehzan Maredia is the Founder & CEO of Lava, a bitcoin-backed lending platform that allows users to borrow against their bitcoin without selling it. This conversation was recorded live at Bitcoin Investor Week in New York. n this discussion, we cover why many bitcoin holders are borrowing against their BTC instead of selling it, how everyday workers have quietly built wealth by consistently saving in bitcoin, and why bitcoin-backed loans are increasingly being used to fund major purchases like homes. We also discuss stablecoins, global access to dollars, and the future of bitcoin-native financial services.
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Join Arch Public this Thursday @ 2pm Et for an exclusive webinar with Anthony, where we will share professional strategies for optimizing your portfolio to outperform current bear market conditions. This session is designed to provide actionable insights into risk management and long-term wealth preservation. Resister here to secure your spot: https://us06web.zoom.us/webinar/register/WN_DVHBA2Z3QgS5X0l203-78A
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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
0:14 - Why people borrow against bitcoin instead of selling
3:55 - The risks of borrowing against bitcoin
6:10 - How Lava is different from their competitors
8:49 - Stablecoins & global dollar banking
12:22 - Challenges building a bitcoin company
13:16 - Why Lava is skeptical of AI coding tools
16:44 - Technologies Lava is bullish on
17:25 - Why most crypto projects are useless
20:04 - The gambling problem in modern finance
23:30 - Why bitcoin is built for savers

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we unpack the chaos hitting markets in 2026—from weak jobs data and Fed uncertainty to private credit cracks, AI-driven disruption, and the collapse of old economic playbooks. We also discuss software repricing, energy infrastructure, synthetic media, portfolio positioning, and why Jordi believes bitcoin is the truest AI trade in a world moving faster than ever.
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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.
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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.
======================
0:00 - Intro
0:53 - The current state of the U.S. economy
5:18 - Does the jobs report force the Fed to cut rates?
8:28 - How do the Iran, Venezuela, & Cuba situations end?
14:00 - Is the speed of military & government action changing?
19:12 - What is happening in private credit right now?
25:04 - Should investors run toward distressed private credit or avoid it?
28:47 What happens to a traditional 60/40 portfolio over the next decade?
32:27 -  Is Jordi still bullish on energy infrastructure & power demand?
35:37 - What Jordi’s AI setup looks like
43:13- How will AI-generated content & synthetic media change content creation?
49:50 - When will society normalize humans working alongside AI assistants?
52:20 - Is Jordi nervous or excited for rest of 2026?

Brian Dixon is the CEO of Off The Chain Capital. In this conversation, we discuss whether bitcoin acts as a risk-on tech asset or “insurance from war” during geopolitical conflict, the macro forces impacting the market, and why institutions are increasingly accumulating bitcoin. We also cover regulatory catalysts, bitcoin’s relationship with AI and traditional assets, and Brian’s value-investing approach to opportunities across the crypto ecosystem.
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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 - Intro
1:02 - Is war good or bad for bitcoin?
2:23 - How investors rebalance portfolios during conflict
8:48 - Institutional demand for bitcoin
12:47 - Bitcoin’s real-world use case in conflict zones
19:50 - Bitcoin vs stocks, gold, & AI
21:46 - What risks worry bitcoin investors?
25:52 - Bitcoin treasury companies & value investing
29:35 - Off The Chain Capital’s investment strategy
35:47 - Catalysts that could drive bitcoin higher

Natalie Brunell, Russell Okung, and Bill Miller IV join this panel recorded live at Bitcoin Investor Week in New York. In this conversation, we discuss bitcoin as a long-term adoption story, why it represents sovereignty and “freedom money” for many, and how athletes and traditional finance investors think about allocating to it. We also cover common criticisms, the education gap, bitcoin vs. gold, and why the panel believes we’re still early in a multi-decade trend.
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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: Bitcoiners vs the World 
1:00 – Russell Okung on taking his salary in bitcoin
4:44 – Natalie Brunell’s bitcoin journey
7:25 – A traditional finance view on bitcoin
9:08 – The bitcoin mindset & sovereignty
14:45 – Bitcoin, hope, & the American dream
17:28 – What institutions think about bitcoin
19:32 – How to talk about bitcoin to different audiences