Bitcoin vs. The Fed: Who Wins in 2026?

Jeff Park is a Partner & Chief Investment Officer at ProCap Financial. In this conversation, we break down the Fed’s year-end shift toward rate cuts and easier liquidity, what it means for markets, and why bitcoin sentiment feels so negative despite strong performance. Jeff also digs into how AI investment is reshaping the macro landscape, what institutional players like BlackRock and Stripe signal for crypto, and why ProCap's mission centers on bitcoin and the coming age of abundance.

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🤝 Podcast Sponsors
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This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.
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⏰ TimeStamps:
0:00 – Intro
0:52 – Implications of fed rate cuts + QE returning
6:06 - AI investment vs rest of the economy
11:54 - Bitcoin sentiment despite strong performance
15:07 - Intersection between bitcoin and AI
22:28 - ProCap Financial goes public ($BRR)

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