Max Vol

Jeff Park is the Partner & Chief Investment Officer at ProCap BTC. In this conversation, we discuss why crypto sentiment feels so bad right now, Bitcoin versus Altcoins, Strategy's bitcoin allocation, what ending QT and starting QE means for markets, and more!TimeStamps:0:00 - Intro0:59 – Why crypto sentiment feels so bad right now6:26 - Bitcoin vs altcoins: supply, leverage & liquidations8:38 - Correlation, institutions & the 4-year cycle14:09 - How to evaluate Strategy right now & should they sell bitcoin?25:50 - What’s really going on with Tether?31:56 - QT is over, QE is back & what that means moving forwardPodcast SponsorsBitcoinIRA: Buy, sell, and swap 75+ 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 $500 in rewards.Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompDisclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/

Anthony Pompliano recently sat down with Jeff Park, Chief Investment Officer at ProCap BTC. In this conversation, Anthony and Jeff discuss why Bitcoin is dropping, Harvard's Bitcoin position, 4-year cycles, how to underwrite quantum risk today, and much more! Podcast SponsorsBitcoinIRA: Buy, sell, and swap 75+ 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 $500 in rewards.Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompTimeStamps:0:00 - Intro0:56 – Why is bitcoin dropping? Should investors be worried?3:42 - Do technical levels like CME gaps actually matter?7:19 - Harvard’s bitcoin position and how endowments invest11:21 – Has optionality changed bitcoin’s market dynamics?14:20 - What Jeff is watching for real signs of optimism16:36 - Is the 4-year cycle officially dead?20:53 - Macro risks: liquidity, global conflict, & Trump premium24:15 - What would a true upside black swan look like?26:30 - How do you underwrite quantum risk today?Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/

Anthony Pompliano recently sat down with Jeff Park, Chief Investment Officer at ProCap BTC. In this conversation, Anthony and Jeff discuss why Bitcoin's price is declining, what the "poor door" refers to, the merging of crypto and traditional finance, and more.Podcast SponsorsBitcoinIRA: Buy, sell, and swap 75+ 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 $500 in rewards.Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompTimeStamps:0:00 - Intro1:01 - Why is Bitcoin's price going down?9:26 - Investing in real estate across the world15:15 - Foreign versus domestic investors16:40 - What's the "Poor Door" in The United States19:50 - Government to give $2,000 stimulus check27:30 - What is the measurement of success for government investing?33:14 - Politicians to vote on the market structure bill35:30 - The merging of crypto and traditional finance Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/

Anthony Pompliano recently sat down with Jeff Park, Chief Investment Officer at ProCap BTC. In this conversation, Anthony and Jeff discuss Bitcoin's recent price drawdown, Millennials' and Gen Z's view on the financial system, AI, Prediction markets, other investments, and more!Podcast SponsorsBitcoinIRA: Buy, sell, and swap 75+ 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 $500 in rewards.Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompTimeStamps:0:00 - Intro1:11 - Why is bitcoin’s price doing down?9:23 - Competing trends: AI, prediction markets, and other investments14:42 - How millennials and Gen Z view the financial system differently20:37 - Has bitcoin been co-opted by Wall Street or politics?25:15 - Scott Bessent’s bitcoin tweet and the search for young voices in crypto29:44 - Does bitcoin’s price make it less appealing?33:04 - What would it take for bitcoin to make new highs again?34:20 - Is Jeff still bullish on bitcoin’s long-term future?Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/

Anthony Pompliano recently sat down with Jeff Park, Chief Investment Officer at ProCap BTC. In this conversation, Anthony and Jeff discuss Strategy's new credit rating, Solana Staking ETFs entering the market, Prediction markets, why so many people think Donald Trump is Satoshi, and much more!Podcast SponsorsBitcoinIRA: Buy, sell, and swap 75+ 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 $500 in rewards.Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompTimeStamps:0:00 - Intro1:04 - Importance of Strategy getting a credit rating6:31 – What matters more: the logic or the rating itself?13:50 - How investors can make money on this18:47 - Solana staking ETFs enter the market24:18 – How traditional firms will handle staking30:53 – Prediction markets and Donald Trump being Satoshi?36:17 - New York City mayoral election odds44:58 – Coinbase’s UpOnly Podcast NFT and grabbing attentionDisclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/

Anthony Pompliano recently sat down with Jeff Park, Chief Investment Officer at ProCap BTC. In this conversation, Anthony and Jeff discuss Bitcoin as the bubble or the pin, the Gold vs. Bitcoin rotation, Bitcoin drawdowns, the benefits of an ETF wrapper versus spot Bitcoin, and Coinbase's recent acquisition of Echo and what it means going forward.Podcast SponsorsBitcoinIRA: Buy, sell, and swap 75+ 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 $500 in rewards.Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompTimeStamps:0:00 - Intro1:00 - Is bitcoin a bubble or the pin?3:21 - Can bitcoin still see major drawdowns?9:06 - Gold vs bitcoin rotation14:21 - Rotation from spot bitcoin to ETFs and why whales are contributing18:47 - Benefits of ETF wrapper vs spot bitcoin26:52 - Coinbase’s acquisition of Echo and what it means moving forwardDisclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/

Anthony Pompliano recently sat down with Jeff Park, Chief Investment Officer at ProCap BTC. In this conversation, Anthony and Jeff discuss the global economic chessboard including Argentina, China, and the battle between gold and bitcoin.Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/SponsorsCore is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompBitcoinIRA: Buy, sell, and swap 75+ 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 $500 in rewards.TimeStamps:0:00 - Intro1:05 - Argentina’s economy and dollar swap lines7:19 - Why the US is buying pesos before bitcoin10:51 - Bitcoin as a strategic reserve asset12:45 - China’s trade war and capital flows17:49 - Lessons from the Bank of England and gold’s staying power23:11 - How bitcoin could follow gold’s path27:09 - Founding of America and monetary history30:43 - Market sentiment and crypto disappointment32:53 - Bitcoin adoption and trade-offs

Anthony Pompliano recently sat down with Jeff Park, Chief Investment Officer at ProCap BTC. In this conversation, Anthony and Jeff discuss the debasement trade, Gold vs Bitcoin, Prediction Markets, and more!Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/SponsorsCore is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompBitcoinIRA: Buy, sell, and swap 75+ 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 $500 in rewards.TimeStamps:0:00 - Intro1:08 - Why gold is ripping and bitcoin is lagging behind 7:17 - Global financial markets and why London is struggling13:29 - Durability of gold, fiat, & bitcoin 16:31 - Will bitcoin catch up to gold? 25:50 - How investors view bitcoin as living, breathing software 36:57 - The impact of the retardification of society on financial markets

Anthony Pompliano recently sat down with Jeff Park, Chief Investment Officer at ProCap BTC. In this conversation, Anthony and Jeff discuss gold, fiat, bitcoin, global financial markets, why London is struggling, and more!Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/SponsorsCore is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompBitcoinIRA: Buy, sell, and swap 75+ 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 $500 in rewards.TimeStamps:0:00 - Intro1:08 - Why gold is ripping and bitcoin is lagging behind 7:17 - Global financial markets and why London is struggling13:29 - Durability of gold, fiat, & bitcoin 16:31 - Will bitcoin catch up to gold? 25:50 - How investors view bitcoin as living, breathing software 36:57 - The impact of the retardification of society on financial markets

Jeff Park is a Partner and Chief Investing Officer of ProCap BTC. In this conversation, Anthony and Jeff discuss Bitcoin treasury companies, different types of investing and investors, Stablecoins, prediction markets, and more!Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/SponsorsCore is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompBitcoinIRA: Buy, sell, and swap 75+ 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 $500 in rewards.TimeStamps:0:00 - Intro0:35 - Intelligent investor vs Ideological investor3:51 - Radical portfolio theory10:04 - Why prediction markets will be huge15:21 - What is the role of stablecoins?20:41 - Bitcoin treasury companies29:25 - Ideas to trade Strategy35:50 - What happens when the premiums trade at a discount?38:25 - Advice for navigating the world

Anthony Pompliano recently sat down with Jeff Park, Chief Investment Officer at ProCap BTC. In this conversation, Anthony and Jeff discuss Bitcoin treasury M&A, the $2 billion liquidation that dropped Bitcoin’s price, Tether’s $500 billion valuation, economic data and artificial intelligence, and more.Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/SponsorsCore is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompBitcoinIRA: Buy, sell, and swap 75+ 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 $500 in rewards.TimeStamps:0:00 - Intro0:59 - Evaluating Strive buying Semler Scientific8:57 - Why is bitcoin’s price going down?13:22 - Takeaways from Jerome Powell comments18:20 - Tether eyes $500 billion valuation30:01 - Bitcoin Q4 outlook

Jeff Park is a Partner and Chief Investing Officer of ProCap BTC. In this conversation, we talk about how to think about bitcoin volatility, retail investing in bitcoin, ETFs, treasury companies, BRR (Bitcoin Rate of Return), etc.Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/SponsorsCore is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompBitcoinIRA: Buy, sell, and swap 75+ 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 $500 in rewards.TimeStamps:0:00 - Intro1:49 - How to think about bitcoin volatility 19:03 - Bitcoin is a retail investors dream 24:01 - Risks or opportunities with Bitcoin ETFs 25:12 - Expectation for bitcoin being injected into traditional finance 27:57 - How to think about bitcoin treasury companies39:26 - Why bitcoin rate of return is so important 46:25 - Takeaways from Jackson Hole conference

Jeff Park is a Partner and Chief Investing Officer of ProCap BTC. In this conversation, Anthony Pompliano and Jeff Park talk about bitcoin, why the volatility is a feature, institutional adoption, opportunities for bitcoin treasure companies, and why bitcoin rate-of-return is so important. Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/SponsorsCore is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompBitcoinIRA: Buy, sell, and swap 75+ 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 $500 in rewards.TimeStamps:0:00 - Intro1:49 - How to think about bitcoin volatility 19:03 - Bitcoin is a retail investors dream 24:01 - Risks or opportunities with Bitcoin ETFs 25:12 - Expectation for bitcoin being injected into traditional finance 27:57 - How to think about bitcoin treasury companies39:26 - Why bitcoin rate of return is so important 46:25 - Takeaways from Jackson Hole conference

Jeff Park is a Partner and Chief Investing Officer of ProCap BTC. In this conversation we talk about bitcoin, why the volatility is a feature, institutional adoption, opportunities for bitcoin treasure companies, and why bitcoin rate-of-return is so important. Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/🤝 Podcast SponsorsCore is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompBitcoinIRA: Buy, sell, and swap 75+ 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 $500 in rewards.⏰ TimeStamps:0:00 - Intro1:49 - How to think about bitcoin volatility 19:03 - Bitcoin is a retail investors dream 24:01 - Risks or opportunities with Bitcoin ETFs 25:12 - Expectation for bitcoin being injected into traditional finance 27:57 - How to think about bitcoin treasury companies39:26 - Why bitcoin rate of return is so important 46:25 - Takeaways from Jackson Hole conference