Jordi Visser is a veteran macro investor with 30+ years of experience. In this conversation, we break down why AI is creating massive shortages in chips, energy, and commodities—and what that means for inflation and markets. We also discuss why stocks keep hitting highs despite economic pressure, how scarcity is becoming the most important investing theme, and why bitcoin could be setting up for a major move.

======================

Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp

======================

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.

======================

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: media@bitget.com

======================

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
• 1:08 - Why stocks keep hitting all-time highs
• 5:44 - AI shortages & supply constraints
• 8:15 - Why dips don’t last (V-shaped market)
• 10:15 - Inflation vs deflation debate
• 21:35 - Semiconductors = key commodity
• 30:05 - Running out of compute (chips & power)
• 34:45 - AI demand surge & what future looks like
• 48:31 - Bitcoin outlook.. could it explode higher?

Neil McDonald is the CEO of Moomoo US and a former executive at Morgan Stanley, JPMorgan, and Citadel. In this conversation, we break down how retail investing has evolved—from access and information to powerful tools and AI that are leveling the playing field with Wall Street. We also discuss crypto, tokenized stocks, and what the future of investing looks like.

=====================

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
• 1:05 - Why Moomoo is growing so fast
• 4:38 - How trading tools changed everything & why most traders fail
• 9:28 - AI & the future of trading
• 12:31 - Stocks vs crypto on the platform
• 14:12 - Tokenized stocks explained
• 18:33 - Options trading & retail behavior
• 22:30 - Career lessons from working on Wall Street
• 24:35 - Building a fintech in a regulated world
• 26:30 - How retail investors are evolving
• 28:07 - Risk management on Wall Street vs retail
• 30:20 - Biggest challenges ahead

Anthony Pompliano and John Pompliano break down what’s really happening with bitcoin and the macro environment, covering inflation, AI-driven deflation, and Wall Street’s growing push into bitcoin through ETFs. They also discuss why bitcoin has held up during global conflict and why its scarcity could make it a long-term winner.

====================

Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp

====================

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
• 0:44 - Bitcoin back above $75,000 & inflation outlook
• 10:42 - Stock market having one of its best years?
• 14:56 - How will assets perform rest of the year?
• 19:16 - AI impact on jobs
• 25:11 - There is a Wall Street war for bitcoin

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 what’s really going on in the market right now—from AI-driven disruption and rising inflation to why money is rotating into commodities and semiconductors. We also get into why bitcoin could be setting up for a bigger move as the macro environment continues to shift.

=======================

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

=======================

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

=======================

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
• 0:50 - Iran war, markets & current outlook
• 3:22 - AI vs software (what’s the difference?)
• 5:43 - Who is actually using AI today?
• 9:10 - Who gets access to powerful AI models?
• 15:16 - Where are the investment opportunities?
• 19:38 - Large caps vs small caps
• 23:09 - Inflation vs deflation (what actually matters?)
• 29:27 - Bitcoin setup & macro conditions
• 37:37 - Why bitcoin wins in multiple scenarios
• 41:31 - Bitcoin volatility & cycle timing
• 44:34 - Dollar weakness & global shifts
• 46:31 - Future outlook for AI, bitcoin, & markets

Arthur Hayes is the CIO of Maelstrom and co-founder of BitMEX. In this conversation, we break down what’s really happening in the global economy—from the Iran conflict and oil prices to the push and pull between inflation and deflation. We also get into bitcoin’s role in all of this, how AI is reshaping the labor market, and where he sees the biggest opportunities in crypto, from decentralized exchanges to prediction markets and privacy coins.

Follow Arthur Hayes:

• IG - https://www.instagram.com/cryptohayes/
• LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/
• Substack - https://cryptohayes.substack.com/
• Web: https://www.cryptohayes.com
• X - https://x.com/cryptohayes

Check out the Maelstrom Fund:

• LinkedIn: https://www.linkedin.com/company/maelstromfund
• Web - https://www.maelstrom.fund
• X - https://x.com/maelstromfund

• 
  

=====================

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
• 0:49 - Iran war & oil market reaction
• 5:30 - Inflation vs deflation breakdown
• 7:42 - Why the Fed will always print money
• 9:08 - Gold vs bitcoin & global trade shift
• 14:20 - Arthur Hayes portfolio strategy
• 17:54 - Hyperliquid & the future of trading
• 24:20 - Insider trading should be legal?
• 27:59 - Why bitcoin doesn’t need institutions
• 32:09 - Zcash & privacy in crypto
• 35:23 - What Arthur is bearish on in crypto
• 40:30 - How big Hyperliquid can get
• 42:24 - Will prediction markets be successful?
• 46:45 - Final market outlook

Anthony Pompliano explains why bitcoin is holding strong while stocks, bonds, and gold decline amid inflation and geopolitical uncertainty. He breaks down ETF demand, long-term holder accumulation, and why bitcoin continues to benefit from global liquidity and money printing, while addressing common risks and criticisms.

=====================

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 - Long-term holders buying
• 1:09 - Morgan Stanley Bitcoin ETF
• 2:05 - Why bitcoin is up during crisis
• 5:44 - “Here is where you buy?”
• 7:23 - Reasons why bitcoin will win
• 11:32 - Is quantum a risk?
• 13:10 - Bitcoin hater says it’s going to zero
• 16:55 - Bitcoin long-term conviction

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss market confusion amid rising oil prices, geopolitical tensions, and mixed economic signals, and why he believes we are entering a new regime defined by scarcity and structural shifts. We also explore the deflationary impact of AI, risks building in private credit, and how bitcoin could benefit as the Fed faces a difficult path between inflation and slowing growth.

=====================

Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (https://figuremarkets.co/pomp), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets, paid hourly. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/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 FountainLife.com/Pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at 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
• 1:04 - Why markets are so hard to read right now
• 8:29 – Inflation battle: deflation vs energy spike
• 17:00 - How AI is changing business & investing
• 27:07 - DOGE: Debt, Oil, Growth, Employment
• 35:57 – Private credit risks & advice for kids using AI
• 39:37 - AI security risks, Mythos & cyber threats
• 43:16 - Capital structure disruption & bitcoin as scarcity

Matthew Sigel is the Head of Digital Asset Research at VanEck and portfolio manager of the NODE ETF. In this conversation, we discuss why he’s turning more bullish on bitcoin, how AI and energy are driving new investment opportunities, and why bitcoin miners are emerging as key players in the AI boom. We also explore risks around AI Capex, geopolitics, and how he’s positioning across crypto and equities.

======================

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 FountainLife.com/Pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at FountainLife.com/pomp

======================

Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (https://figuremarkets.co/pomp), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets, paid hourly. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/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
• 1:02 - AI stocks, Capex & market debate
• 4:47 - Bitcoin miners & AI pivot
• 8:35 - Energy & AI investment plays
• 11:10 - War & global markets
• 17:03 - AI, crypto & defense tech
• 19:53 - Bitcoin treasury companies
• 24:02 - Bitcoin outlook & altcoins
• 30:30 - Real-world assets & Figure
• 32:46 - Crypto equities & competition
• 36:23 - Biggest risks in 2026