
Hosted by Anthony Pompliano · EN

Michael Saylor is the CEO of Strategy (formerly MicroStrategy), the first publicly traded company to convert a material portion of its balance sheet into bitcoin. In this conversation, we revisit the very first time Michael Saylor ever publicly talked about bitcoin — recorded in late 2020 when bitcoin was trading around $10,000. We discuss his background founding MicroStrategy at age 24, the macro conditions that led him to reject cash as a store of value, why he chose bitcoin over gold and real estate, how he acquired $425 million in bitcoin without moving the market, and why he believes bitcoin is on a path to rival or surpass gold's market cap.========================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.========================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========================0:00 - Intro1:25 - Michael Saylor's background & founding MicroStrategy 29:40 - The 99% stock crash & lessons learned 31:07 - How COVID changed MicroStrategy's business 33:37 - The macro problem: cash melting & asset inflation 40:45 - How Saylor discovered bitcoin 45:23 - Why not real estate, equities, or gold? 49:10 - Bitcoin's network dominance & why it already won53:30 - Addressing the "someone can copy it" critique 59:28 - Convincing the board: homework assignments & deliberations 1:04:30 - How they acquired $425M in bitcoin without moving price 1:09:45 - Reaction from other CEOs & breaking the mental block 1:12:00 - The four-minute mile moment for corporate bitcoin 1:17:00 - Addressing bitcoin's volatility 1:21:39 - Bitcoin vs. gold market cap1:23:10 - Rapid fire questions & closing

Bitcoin is in a bull market right now. Anthony Pompliano breaks down the data — from institutional moves like Morgan Stanley's record ETF launch to Bitcoin's track record across 7 financial crises — and makes the case for why the next all-time high is closer than most people think.====================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 - Intro0:41 - Bitcoin's performance during 7 consecutive financial crises since 20202:13 - Morgan Stanley's record-breaking bitcoin ETF launch3:05 - Charles Schwab turns on direct bitcoin trading3:41 - Strategy's $2B Bitcoin purchase & institutional demand signals4:45 - Bitwise report: under 1% chance of loss holding Bitcoin 3+ years6:11 - The "333" stock market signal & what it predicts for the next 12 months8:05 - Tom Lee: why the next 18–24 months could be the best of our lifetime10:21 - Buying at all-time highs & consumer sentiment vs. asset prices12:45 - The White House, midterm elections & impact on bitcoin14:19 - Final outlook & who will win

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 constraints8:15 - Why dips don’t last (V-shaped market)10:15 - Inflation vs deflation debate21:35 - Semiconductors = key commodity30:05 - Running out of compute (chips & power)34:45 - AI demand surge & what future looks like48:31 - 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 - Intro1:05 - Why Moomoo is growing so fast4:38 - How trading tools changed everything & why most traders fail 9:28 - AI & the future of trading12:31 - Stocks vs crypto on the platform14:12 - Tokenized stocks explained18:33 - Options trading & retail behavior22:30 - Career lessons from working on Wall Street 24:35 - Building a fintech in a regulated world26:30 - How retail investors are evolving28:07 - Risk management on Wall Street vs retail30:20 - 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 - Intro0:44 - Bitcoin back above $75,000 & inflation outlook10:42 - 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 - Intro0:50 - Iran war, markets & current outlook3:22 - 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 caps23:09 - Inflation vs deflation (what actually matters?)29:27 - Bitcoin setup & macro conditions37:37 - Why bitcoin wins in multiple scenarios41:31 - Bitcoin volatility & cycle timing44:34 - Dollar weakness & global shifts46:31 - 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.comX - https://x.com/cryptohayesCheck out the Maelstrom Fund: LinkedIn: https://www.linkedin.com/company/maelstromfundWeb - https://www.maelstrom.fundX - 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 - Intro0:49 - Iran war & oil market reaction5:30 - Inflation vs deflation breakdown7:42 - Why the Fed will always print money9:08 - Gold vs bitcoin & global trade shift14:20 - Arthur Hayes portfolio strategy17:54 - Hyperliquid & the future of trading24:20 - Insider trading should be legal?27:59 - Why bitcoin doesn’t need institutions32:09 - Zcash & privacy in crypto35:23 - What Arthur is bearish on in crypto40:30 - How big Hyperliquid can get42:24 - 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 buying1:09 - Morgan Stanley Bitcoin ETF2:05 - Why bitcoin is up during crisis5:44 - “Here is where you buy?” 7:23 - Reasons why bitcoin will win11:32 - Is quantum a risk?13:10 - Bitcoin hater says it’s going to zero16:55 - 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 - Intro1:04 - Why markets are so hard to read right now8:29 – Inflation battle: deflation vs energy spike17:00 - How AI is changing business & investing27:07 - DOGE: Debt, Oil, Growth, Employment35:57 – Private credit risks & advice for kids using AI 39:37 - AI security risks, Mythos & cyber threats43:16 - 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 - Intro1:02 - AI stocks, Capex & market debate4:47 - Bitcoin miners & AI pivot8:35 - Energy & AI investment plays11:10 - War & global markets17:03 - AI, crypto & defense tech19:53 - Bitcoin treasury companies 24:02 - Bitcoin outlook & altcoins30:30 - Real-world assets & Figure32:46 - Crypto equities & competition36:23 - Biggest risks in 2026