The Pomp Podcast

Tillman Holloway is the Co-Founder & CEO of Arch Public, and Andrew Parish is the Co-Founder & COO. In this conversation, we break down the Cold Card hack and what it means for bitcoin self-custody, why bitcoin barely moved despite $100 million in losses, the Leopold hedge fund blowup, and the race between closed and open source AI. We also discuss why Apple could win the AI trade, agentic trading, and give away a Rolex watch.
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REGISTER FOR GIVEAWAY: ⁠https://us06web.zoom.us/webinar/register/WN_wbG3f5swRnSYJ_5eaKz2BQ#/registration
Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!
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Figure’s $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/
T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) 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 ~8.5% APY on real world assets. 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 http://figure.com/disclosures/
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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 $2,000 in rewards.
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0:00 - Intro
1:00 - Cold Card hack & the future of bitcoin self-custody
17:22 - How to enter the Rolex giveaway 
19:56 - The rise of agentic trading 
23:33 - The Leopold hedge fund blowup
32:01 - Chinese vs American open source AI models
40:11 - Andrew's hot take: Apple wins the AI race
44:12 - The biggest risk in AI and agentic trading
47:18 - Final thoughts & how to enter the Rolex giveaway

Nancy Beaton is the President of Retail at Uphold. In this conversation, we play devil's advocate on the biggest crypto critiques — from crypto losing its "outside the system" ethos to custodial risk and the Clarity Act. We also discuss tokenized securities, what her users are actually demanding, and where bitcoin and blockchain adoption are headed over the next decade.
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Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!
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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
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0:00 - Intro
0:54 - Is crypto still outside the legacy financial system?
5:52 - Tokenizing everything & frictionless trading
7:38 - Custodial vs. non-custodial
11:06 - The Clarity Act & regulatory clarity
12:51 - What keeps Nancy up at night?
14:38 - Killer use cases for the next five years
16:28 - Crypto-native products vs. tokenizing traditional finance
18:43 - Are crypto investors actually high risk?
22:09 - Big predictions for the next ten years
25:01 - What's overhyped in crypto right now?
26:25 - Where to find Nancy & Uphold

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 the Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI.
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Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!
======================
Figure’s $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/
T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) 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 ~8.5% APY on real world assets.
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 http://figure.com/disclosures/
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0:00 - Intro
0:48 - Leopold's fund unwind & lessons from past blowups
9:21 - Hedge fund leverage & how AI is reshaping market structure
11:45 - Korea & Japan's market collapse
13:56 - AI will destroy all public companies?
15:20 - The bull case for hyperscalers & compute scarcity
27:44 - Why bitcoin is the best hedge fund ever
29:12 - Kevin Warsh & the Fed
33:48 - Does this help Wall Street or Main Street?
36:47- Advice for a 25-year-old starting their career today
41:18 - Bitcoin & the rest of crypto industry
48:52 - Migration, digital money & the breakdown of borders
57:56 - What Jordi is covering in his next video

Darius Dale is the founder and CEO of 42 Macro. In this conversation, we break down what the Fed should do next, how money printing quietly erodes your purchasing power, Kevin Warsh's plan to reshape the Fed, what history says happens to economies as K-shaped as ours, and what gives Darius hope for the future.
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Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!
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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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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
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0:00 - Intro
0:56 - What the Fed should do vs. what they will do
7:19 - Dollar debasement: pricing assets in "units of dollars"
11:29 - Kevin Warsh, ending forward guidance, & AI-driven disinflation
18:29 - Red states vs. blue states: fixing the K-shaped economy
26:53 - Explicit vs. implicit socialism & the Wealth Pump theory
32:01 - What gives Darius hope for the future

Anthony and Polina Pompliano discuss  why socialism — both explicit and implicit — is the biggest threat to investor portfolios, and why the economy feels painful despite the stock market hitting all-time highs. We also discuss bitcoin, the Clarity Act, and Google's AI spending bet.
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Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!
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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 $2,000 in rewards.
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0:00 - Intro
0:52 - Interest rates, the Fed & the economy
6:28 - Why socialism is the #1 threat to investors
15:26 - Bitcoin price update & the Clarity Act
23:56 - AI's business model & Google's big bet
34:12 - Market sentiment, the cost-of-living crisis & gambling addiction
41:37 - Closing message: be nice