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PODCAST

The Pomp Letter

Anthony Pompliano

Audio edition of Pomp"s daily newsletter where he shares his analysis on the latest in business, finance, the economy, and bitcoin. pomp.substack.com

business investing

All Episodes

3:43

Stablecoins & Artificial Intelligence Want To Save...

The Pomp Letter ·

2024/06/17

To investors,The Wall Street Journal published an op-ed over the weekend from former House speaker Paul Ryan titled Crypto Could Stave Off A US Debt Crisis. In the article, Ryan highlights the impending crisis our country faces:“The American experiment is being tested. Nowhere is this more evident than in the trajectory of the national debt. The U.S. is headed toward a predictable yet avoidable debt crisis. If nothing is done, the economy will stall while government promises of healthcare and

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2:53

Bitcoin Is Infiltrating Public Company Balance Sheets

The Pomp Letter ·

2024/06/14

To investors,The public markets are starting to embrace bitcoin globally. MicroStrategy started the game with their announcement of a bitcoin treasury strategy. MicroStrategy owns 214,400 bitcoins as of May 1, 2024. The company claims the average purchase price of these bitcoin is $35,158 per bitcoin with a total cost of $7.5 billion.Next we saw Tesla and Square (now known as Block) get in the game. Tesla has sold some of their bitcoin, but still holds approximately 9,720 for a total value of more

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3:20

Presidents Want To Protect Bitcoin?

The Pomp Letter ·

2024/06/12

To investors,There are two goals when investing — protect your downside and optimize your upside. Most investors focus on the latter, but protecting your downside is critically important when investing in new asset classes. A good investor must understand the risks. They must underwrite all possible situations. The more you know what you can lose, the more you can mitigate those situations. But some investors take this too far. This is where the pessimists thrive. These doomsday advocates will find

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3:46

The Public Market Pivot

The Pomp Letter ·

2024/06/10

To investors, The last 15 years of investing have been dominated by private market investors. The average venture capital fund returned ~ 17% compounded. During the same time period, QQQ compounded at 13% annually. This 400 basis points of outperformance would make any market participant salivate.But the analysis is not that simple. First, the average venture fund is probably holding shares in companies that haven’t been marked-to-market, so those companies are worth much less than currently

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2:21

Altcoins Are Coming To Wall Street

The Pomp Letter ·

2024/06/07

To investors,Franklin Templeton is considering a big push into the altcoin market. This is the latest development for large financial institutions based on reporting from Yueqi Yang at The Information. This fund would be targeted at institutional capital with a focus on crypto exposure outside of bitcoin and ether. While that may sound like a high-risk strategy, it actually is a natural progression for an asset manager. Investors are looking for returns. They want to risk capital and watch their

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4:01

The Exchange Wars Are Heating Up

The Pomp Letter ·

2024/06/06

To investors,Robinhood announced this morning they are buying crypto exchange Bitstamp for $200 million. This consolidation in the exchange space is a continuation of what I wrote to this group last week. As a reminder, the big traditional exchanges want to get in the crypto game. Here is an excerpt from that letter:“Yesterday, the NYSE President stated the following at the Consensus conference in Austin, Texas:“If there was clear regulatory guidance [in the U.S.], it would be an opportunity to look

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3:21

Bitcoin ETFs Continue To See Material Inflows

The Pomp Letter ·

2024/06/04

To investors,Bitcoin has been lulling the market to sleep in recent weeks. However, as the digital currency continues to trade sideways, the ETFs are quietly accumulating more assets. Bloomberg’s Eric Balchunas pointed out this morning:“The bitcoin ETFs on a 15-day inflow streak, pulled in $2.4b in the past month (only two ETFs have taken in more $SPY & $VOO). YTD net +$14b. The ability to bounce back w/ renewed interest after a couple nasty selloffs is rare for hot sauce type strategies. Shows

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2:43

Is Bitcoin Ready To Break Out?

The Pomp Letter ·

2024/06/03

To investors,Bitcoin has been trading sideways for a number of weeks. This follows the euphoria from the bitcoin spot ETF approvals, along with the market-wide exhale post-halving. As I previously shared with you all, bitcoin historically has not performed exceptionally well following the halving, so this is not necessarily an unexpected outcome. But now there is a new narrative forming — is bitcoin ready to break out?Twitter user TechDev_52, an entrepreneur and crypto analyst, shared some

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3:25

Corporations Want A Lot More Bitcoin

The Pomp Letter ·

2024/05/28

Today’s letter is brought to you by Consensus 2024!Consensus 2024 is happening May 29-31 in Austin, Texas. This year marks the tenth annual Consensus, making it the largest and longest-running event dedicated to all sides of crypto, blockchain and Web3. Don’t miss Bitcoin: We Are So Back, where Anthony Pompliano will discuss what the next bull market will look like, how it will differ from previous run-ups and the broad macro investment thesis for bitcoin and crypto more broadly.Consensus has

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3:51

The Ether ETFs Are Causing Controversy

The Pomp Letter ·

2024/05/24

To investors,The SEC approved important rule changes for various traditional exchanges yesterday which will allow them to list spot Ether ETFs in the near future. This is another step towards Wall Street allocating to the second largest crypto asset in the world. It is important to call out that the actual ETF applications from various issuers have not yet been approved, but it is now obvious that the SEC is going to allow the Ether ETFs to be traded. That is the most important part.Given that the

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3:25

The Global Domino Effect Once The US Embraces Crypto

The Pomp Letter ·

2024/05/22

To investors,The recent 180-degree change in the Democratic party related to crypto may have global repercussions. As I wrote to you yesterday, there has been a noticeable shift in the way politicians, especially Democrats, are treating the crypto industry.The Ether ETFs continue to increase their odds of approval. The DTCC listed VanEck’s Ether ETF ticker yesterday, which confirms the acceleration of progress on these applications. This was believed to be a 0% chance of approval on Monday morning,

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4:00

Crypto Just Won Support From The Politicians

The Pomp Letter ·

2024/05/21

Today’s letter is brought to you by Meanwhile!Meanwhile is the world’s first licensed and regulated life insurance company built for the Bitcoin economy. Protect your loved ones with sound money built to manage life’s uncertainty and a broken financial system. Their BTC-denominated Whole Life Insurance policies allow HODLers to pass more BTC on to their loved ones and a tax-advantaged way to access BTC for liquidity during their lifetime.Visit their website at https://meanwhile.bm/ to join the

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5:09

China Dumps Treasuries, But Stablecoins Could Save...

The Pomp Letter ·

2024/05/20

Today’s letter is brought to you by Consensus 2024!Consensus 2024 is happening May 29-31 in Austin, Texas. This year marks the tenth annual Consensus, making it the largest and longest-running event dedicated to all sides of crypto, blockchain and Web3. Don’t miss Bitcoin: We Are So Back, where Anthony Pompliano will discuss what the next bull market will look like, how it will differ from previous run-ups and the broad macro investment thesis for bitcoin and crypto more broadly.Consensus has

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3:46

Redneck Rich Financial Markets

The Pomp Letter ·

2024/05/17

To investors,The last few weeks have been filled with fear, uncertainty, and doubt in financial markets once the Fed made it clear that the anticipated interest rate cuts would not be coming as quickly or aggressively as most market participants were hoping for. But don’t let market sentiment fool you. The good times are still rolling.In a Wall Street Journal article this morning titled “Investors Are Striking Gold All Over,” Gregory Zuckerman and Gunjan Banerji highlight how well asset prices have

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5:44

This Stock Continues To Appear Highly Undervalued

The Pomp Letter ·

2024/05/16

To investors,The Sohn Conference, where investors pitch their best investment idea, was hosted on April 3rd. The next day, I wrote to this group and said that I would have pitched DeFi Technologies, Inc (NEO: DEFI) (GR: R9B) (OTC: DEFTF) if I had attended Sohn this year. You can re-read my analysis here. Here is an excerpt on why I thought DeFi Technologies was highly undervalued:“By my calculation, Valour’s average fee generation on their AUM is approximately 7.2%. That is a monster number for the

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4:22

The AI Bots Are Going To Need Money

The Pomp Letter ·

2024/05/14

To investors,OpenAI announced GPT-4o yesterday. The demos were incredible, including real-time language translation, a clean verbal interface where users can speak to the model, the model’s use of photo and video inputs, and the ability for AI bots to speak with each other to accomplish tasks. The most impressive part to me was the voice interface. If humans are able to transition from typing on their computer to simply speaking to the machine, it will have profound implications to productivity

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5:33

Crypto Is Being Politicized Which Should Not Be...

The Pomp Letter ·

2024/05/13

Today’s letter is brought to you by Consensus 2024!Consensus 2024 is happening May 29-31 in Austin, Texas. This year marks the tenth annual Consensus, making it the largest and longest-running event dedicated to all sides of crypto, blockchain and Web3. Don’t miss Bitcoin: We Are So Back, where Anthony Pompliano will discuss what the next bull market will look like, how it will differ from previous run-ups and the broad macro investment thesis for bitcoin and crypto more broadly.Consensus has

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2:07

Prediction Markets Say No Recession Is Coming

The Pomp Letter ·

2024/05/10

To investors,There was more than a 70% chance of a recession occurring in 2023, according to Kalshi prediction markets in July 2023. Not only did the recession never come, but nearly one year later the same Kalshi market is predicting an 8% chance of a recession throughout the rest of 2024. People are obviously feeling good about where the economy is at the moment. Another way to gauge the positive sentiment is to see how low the odds are of inflation running higher.For example, most people don’t

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4:04

Argentina's President Slashed The Government & Now Is...

The Pomp Letter ·

2024/05/09

To investors,The President of Argentina, Javier Milei, is running one of the largest economic experiments in history. He assumed power with the country experiencing 300%+ inflation and a population that was quickly losing hope that the future could see improvement.Milei won the Presidency by promising radical reform that would unleash free market capitalism and bring economic prosperity back to the country. While many people liked his ideas (enough to elect him!), very few thought he could have such

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2:20

Headlines Saying FTX Is Paying Everyone 100% Are...

The Pomp Letter ·

2024/05/08

Today’s letter is brought to you by Consensus 2024!Consensus 2024 is happening May 29-31 in Austin, Texas. This year marks the tenth annual Consensus, making it the largest and longest-running event dedicated to all sides of crypto, blockchain and Web3. Don’t miss Bitcoin: We Are So Back, where Anthony Pompliano will discuss what the next bull market will look like, how it will differ from previous run-ups and the broad macro investment thesis for bitcoin and crypto more broadly.Consensus has

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