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Jeff Park is the Partner & Chief Investment Officer at ProCap BTC. In this conversation, we break down the latest FUD around Strategy and Tether — what’s real, what’s noise, and why these narratives keep coming back. Jeff also explains why crypto sentiment feels so beaten down, what’s actually driving price action, and how to think about the current liquidity backdrop. We wrap with why QT is effectively over, QE is creeping back, and what that means for bitcoin going forward.
🔊 Audio Podcast
Listen to The Pomp Podcast on the audio platform of your choice: http://pomppodcast.com
🖥️ From The Desk of Anthony Pompliano
Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
📧 Newsletter
Pomp writes a daily letter to over 270,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: https://pomp.substack.com/
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🤝 Podcast Sponsors
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⏰ TimeStamps:
0:00 - Intro
1:00 – Why crypto sentiment feels so bad right now
6:27 - Bitcoin vs altcoins: supply, leverage & liquidations
8:39 - Correlation, institutions & the 4-year cycle
13:47 - How to evaluate Strategy right now & should they sell bitcoin?
25:32 - What’s really going on with Tether?
31:39 - QT is over, QE is back & what that means moving forward
#Bitcoin #AnthonyPompliano #Pomp
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