The Pomp Podcast

Matt Cole is the CEO of Strive Asset Management. In this conversation, we break down digital credit — what it is, how it works, and why it could be the most important asset in the transition from fiat to a bitcoin future. We discuss the mechanics of Strive's SATA product, dividend structures, Michael Saylor's decision to sell bitcoin, and why a thriving ecosystem of digital credit issuers is better for bitcoin long-term.
====================
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
====================
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]
====================
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
0:41 - What is digital credit & what problem does it solve?
5:17 - How the carry trade works
8:48 - Daily dividends & dividend structure
10:52 - Downside risk & balance sheet protection
16:18 - The strongest critique of digital credit
19:32 - Michael Saylor selling bitcoin
27:03 - Bitcoin price action vs. bullish headlines
31:32 - Where is digital credit taking capital from?
36:44 - Banks, Jamie Dimon & systemic risk
38:52 - Strive vs. Strategy
42:38 - Too much bitcoin held by public companies?
48:33 - Strive's mission & the road ahead

Anthony Pompliano breaks down why Michael Saylor and Strategy selling 32 bitcoin is not a sign of lost faith — it's a calculated signal to credit rating agencies and the traditional finance world. In this episode, we cover why Strategy sold a fraction of its bitcoin holdings, how the sale was designed to prove bitcoin's liquidity to skeptical rating agencies, why Pomp's own company ProCap Financial did the same, and why this is actually a bullish milestone for bitcoin's march toward mass adoption.
=======================
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 - Why did Strategy sell 32 bitcoin?
1:38 - Jeff Walton on bitcoin's zero credit value in banking
3:07 - What the sale is actually signaling to rating agencies
4:21 - Michael Saylor explains it himself
8:24 - Pomp's take: why this is bullish, not bearish
9:23 - Why ProCap also sold bitcoin last week
10:19 - Bitcoin approaching a tipping point & what comes next

Andrew Kang is a veteran crypto investor and the CEO of RoboStrategy, a publicly traded closed-end fund focused on the robotics industry (Nasdaq: BOT). In this conversation, we break down why Andrew shifted his capital from crypto to humanoid robots, why he believes the market rivals human labor itself. We also discuss the US vs. China robotics race, job displacement, and and how RoboStrategy is giving everyday investors access to venture-scale returns.
=========================
RoboStrategy Advisors is an investment adviser focused on robotics, physical AI, and emerging technologies.
This discussion is provided for information and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security.
Any opinions expressed are those of the speaker as of the recording date and are subject to change. Forward-looking statements and opinions are based on current expectations and assumptions and are subject to change without notice. Any references to prior investment experience, portfolio companies, or investment outcomes relate to activities conducted outside of RoboStrategy and are provided solely for background and informational purposes. Any referenced gains, returns, or investment outcomes may be unrealized and are not indicative of future results. Investing involves risk, including possible loss of principal. References to companies, technologies, or investments are illustrative only and should not be interpreted as investment recommendations.
=========================
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.

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why the stock market keeps hitting all-time highs despite bad news, why AI and biotech are more underappreciated than most people realize, how Eli Lilly's AI partnerships could transform longevity and chronic disease, and where Jordi thinks you need to position your portfolio to actually compound in an exponential world.
======================
Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, 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 ~9% APY on real world assets, paid hourly. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/
======================
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
0:35 - Why markets keep hitting all-time highs despite bad news
10:30 - Consumer confidence, savings rate & what it means
16:02 - Running the economy hot — who wins and who loses
19:30 - AI + biotech: why Eli Lilly is the sleeper story
31:27 - How AI will improve education, finance & health
38:48 - Why your wealth manager may be failing you in the exponential era

Morgan Brennan is a CNBC anchor and host of Overtime, covering markets, defense, space, and industrial technology. In this conversation, we break down the SpaceX IPO, the rise of defense tech and America's re-industrialization movement, how the White House is allocating capital like a private equity firm, and why spectrum has become the hottest commodity in the AI arms race.
========================
Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, 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 ~9% APY on real world assets, paid hourly. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/
========================
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.
========================
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.
========================
0:00 - Intro
0:51 - SpaceX IPO breakdown & what investors need to know
7:31 - Government & private enterprise: navigating regulation
10:03 - SpaceX wealth creation & the constellation of startups it spawned
14:04 - Peter Thiel's outsized impact on national defense
16:48 - Re-industrialization & tariffs
22:09 - How America's re-industrial movement is taking root
27:01 - White House asset management & allocating capital
35:18 - JPMorgan, private capital & the pro-America shift
38:41 - Iran, markets & the economic outlook
44:08 - Defense tech: who can build it AND sell it
51:38 - Spectrum: the hottest commodity in the AI arms race
53:34 - Starlink, launch costs & the satellite boom
56:19 - Can public markets absorb the IPO wave?