
Anthony Pompliano 🌪
@APompliano • 2,080,557 subscribers
Entrepreneur, investor, and lifelong learner. Daily writing: https://t.co/tpCu2xhIBx Daily show: https://t.co/1LMzaU05hT Podcast: https://t.co/OaOmES2hv1 My first book: https://t.co/2W94vXav7i
Shorts
Videos

Strive CEO Matt Cole explains why Michael Saylor sold 32 bitcoin. "he had to message 'I am willing to do this' and that willingness to do that was always going to come with the critics saying 'oh this is a tip of the iceberg. First its 32, next its going to be 3,200.'" "your goal should be maximizing total returns. bitcoin's your hurdle rate, but ultimately the goal is you want to maximize the total returns for your common equity shareholders."
Anthony Pompliano 🌪800,310 просмотров • 8 часов назад

I sat down with Strive CEO Matt Cole to discuss digital credit, $ASST, and $SATA. Matt Cole breaks down the mechanics, the dividend structures, what the risks are, Michael Saylor's decision to sell bitcoin, and why a thriving ecosystem of digital credit issuers is better for bitcoin long-term. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:41 - What is digital credit & what problem does it solve? 5:17 - How the carry trade works 8:48 - Daily dividends & dividend structure 10:52 - Downside risk & balance sheet protection 16:18 - The strongest critique of digital credit 19:32 - Michael Saylor selling bitcoin 27:03 - Bitcoin price action vs. bullish headlines 31:32 - Where is digital credit taking capital from? 36:44 - Banks, Jamie Dimon & systemic risk 38:52 - Strive vs. Strategy 42:38 - Too much bitcoin held by public companies? 48:33 - Strive's mission & the road ahead
Anthony Pompliano 🌪191,310 просмотров • 22 часов назад

Not enough people are talking about physical AI and robotics. I sat down with Andrew Kang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics. He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:28 - Why Andrew shifted from crypto to humanoid robots 3:58 - How big is the total addressable market? 8:08 - Building conviction — the $19M bet on Figure AI 16:06 - US vs. China — who wins the robot race? 28:08 - General purpose vs. specialized robots 31:05 - Where does training data come from? 40:24 - Humanoid robots in your everyday life 43:27 - Can Tesla & Elon win the humanoid race? 46:19 - Job displacement & UBI 51:15 - RoboStrategy — the publicly traded venture fund 1:11:17 - What is exciting about Apptronik? 1:13:24 - Addressing the critics
Anthony Pompliano 🌪581,205 просмотров • 2 дней назад

Bitcoin is crashing. Stocks are up. What is going on?
Anthony Pompliano 🌪79,000 просмотров • 1 день назад

Bitcoin is this generation's asset to protect themselves against undisciplined government spending. That doesn't mean it will be 100% of people's portfolio. Good capital allocators will own AI stocks, bitcoin, private startups & other assets. I explained to Kelly Evans today.
Anthony Pompliano 🌪68,128 просмотров • 1 день назад

Oil is spiking, inflation is creeping back up and bitcoin is hanging in there. Maybe Boring Bitcoin means people Buy Bitcoin?!
Anthony Pompliano 🌪20,347,711 просмотров • 2 месяцев назад

Are humanoids the largest addressable market in history? Andrew Kang says "to understand that you have to look at what is the total market for human labor. It's something like 50% of GDP, some people put it at $40 trillion or $60 trillion." "The way that I would think about it is a humanoid can do everything that a human can do in the future, but it doesn't need to rest, it doesn't need to take breaks, it doesn't need to go on vacation. It's not going to quit on you, so you don't need to hire and retrain somebody else."
Anthony Pompliano 🌪97,901 просмотров • 2 дней назад

Why is bitcoin facing headwinds right now?
Anthony Pompliano 🌪10,739,103 просмотров • 3 месяцев назад

Has bitcoin become the king of safe haven assets? It sure seems like it based on new data.
Anthony Pompliano 🌪3,987,296 просмотров • 1 месяц назад

The middle east tensions have rattled markets, but maybe not as much as people thought?
Anthony Pompliano 🌪9,251,831 просмотров • 3 месяцев назад

.Andrew Kang on why the US government should be investing capital into innovative robotics companies. "If the US government doesn't step in, it could take an elongated amount of time to develop as fast as it should." "The reason why we started Robostrategy was there was a need to invest billions of dollars of capital into the most important robotics companies of the future." "I think [the government] should be directly investing in some of these robotics companies."
Anthony Pompliano 🌪45,830 просмотров • 1 день назад

I sat down with Jordi Visser to discuss why the stock market keeps hitting all-time highs despite bad news, why AI and biotech are under-appreciated, how Eli Lilly's AI partnerships could transform longevity and chronic disease, and where Jordi thinks you need to position your portfolio to actually compound in an exponential world. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:35 - Why markets keep hitting all-time highs despite bad news 10:30 - Consumer confidence, savings rate & what it means 16:02 - Running the economy hot — who wins and who loses 19:30 - AI + biotech: why Eli Lilly is the sleeper story 31:27 - How AI will improve education, finance & health 38:48 - Why your wealth manager may be failing you in the exponential era $LLY
Anthony Pompliano 🌪267,588 просмотров • 6 дней назад