Podcast Episodes

Anthony Pompliano's ProCap BTC Transaction Currently Trading At One Of The Lowest Implied mNAV Premiums In The Market

To investors,

A few weeks ago, I announced that my bitcoin treasury company, ProCap BTC LLC, entered into a definitive agreement for a $1 billion business combination with Columbus Circle Capital Corp…

Published on 1 month, 2 weeks ago

Is The US Dollar Comeback Upon Us?

To investors,

America was built on the idea of risk-taking. Whether it was citizens pushing west in search of freedom on the frontier or modern self-directed investors allocating capital in financial …

Published on 1 month, 2 weeks ago

The US Dollar Is Being Destroyed And Here Is What You Can Do About It

Today’s Letter Is Brought To You By A Golden Visa for the Bitcoin-Forward Investor!

Bitizenship helps Bitcoiners secure EU residency and a path to Portuguese citizenship, without abandoning their long…

Published on 1 month, 3 weeks ago

The Bitcoin Messenger Matters

To investors,

Ric Edelman is a legend. He was named the #1 financial advisor in the United States and Barron’s put him in the Financial Advisor Hall of Fame. Yes, that is a real thing. And Ric Edelman…

Published on 1 month, 3 weeks ago

Stocks Are Ready For The AI Supercycle

To investors,

It is hard to quantify the range of emotions felt in financial markets over the last few months. Thankfully, we have data that measures just how historic the market recovery has been. We…

Published on 1 month, 3 weeks ago

Bitcoin's Volatility Is Coming Down But Maybe That Is Fine

To investors,

The best investors in the world have been thinking about volatility for decades. Charlie Munger once said “Volatility is not a risk we care about. What we care about is avoiding the perm…

Published on 1 month, 4 weeks ago

Stocks, Bitcoin, and Gold Are All Going Higher

To investors,

Now that the recession has been cancelled, all eyes are on what will happen to asset prices through the end of the year. I previously predicted in April, at the depths of the fear-monger…

Published on 1 month, 4 weeks ago

Capitalism Is Under Attack & Bitcoin Will Benefit

Today Brought To You By A Golden Visa for the Bitcoin-Forward Investor!

Bitizenship helps Bitcoiners secure EU residency and a path to Portuguese citizenship, without abandoning their long-term thesis…

Published on 2 months ago

I Raised $750 Million For A New Company...

To investors,

I have watched the public company bitcoin treasury landscape develop over the last year and it became obvious to me there were ways to potentially improve on the model. Rather than sit a…

Published on 2 months ago

Stablecoins Are Eating The World

To investors,

Stablecoins are eating the world. It seems like every market participant is jumping head first into the game right now. Here are a few examples:

* The Senate recently passed the GENIUS Ac…

Published on 2 months ago