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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.
🔊 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/
👉 Follow Pomp on Social Media:
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🤝 Podcast Sponsors
As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.
This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.
Learn more at http://www.abra.com.
⏰ TimeStamps:
0:00 – Intro
0:52 – Implications of fed rate cuts + QE returning
6:06 - AI investment vs rest of the economy
11:54 - Bitcoin sentiment despite strong performance
15:07 - Intersection between bitcoin and AI
22:28 - ProCap Financial goes public ($BRR)
#Bitcoin #AnthonyPompliano #Pomp
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