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“AI has the potential to eat everything...” Anthony Scaramucci & John Darsie join Kelvin Sparks live at the SALT Wyoming Blockchain Symposium: - Why Bitcoin volatility is compressing - The AI × energy × defense tech convergence - Valuing Anthropic OUTLINE 0:00 Introduction 2:13 Bitcoin Super Cycle or Four-Year... show more

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Welcome back to The Bitcoin Treasuries Podcast. Powered by Onramp. Today's guest is Mike Alfred. We discuss his take on the four year cycle, how Mike sees AI, Bitcoin and energy working together, Digital Credit, the dynamic between the Bitcoin and TradFi worlds, and much more. Here's my conversation with Mike Alfred. 0:00 - Intro 0:14 - Mike’s take on the 4 year cycle 2:13 - How Mike sees AI, Bitcoin, and Energy working together 5:53 - Who will win in the mining business? 9:21 - The importance of meeting company leadership in person 11:52 - Mike’s social media etiquette 15:06 - What is Mike thinking going into the holidays? 17:30 - Is sentiment more negative than usual? 21:05 - Digital Credit 26:12 - The dynamic between the Bitcoin and TradFi worlds

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Tim Kotzman

41,499 views • 10 months ago

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Anthony Pompliano 🌪

64,370 views • 2 months ago

Bitcoin in the tightest volatility band it’s been in for five years. Three things are going on: 1. Miners have transferred significant compute power to AI, which disrupted the hash rate and muted volatility. 2. Capital has also fled crypto into AI broadly. 3. Four-year cycle believers see that we’re at the tail end of what would typically be the bear market phase; we’re 18 to 19 months from the next halving. All three factors have suppressed the price. But we are still bulls on Bitcoin. As the halving cycle comes back around and supply gets cut again, it tightens price. I think you’ll see it move back above $100,000. This is from my appearance on Squawk Box with Andrew Ross Sorkin this morning live from the SALT Wyoming Blockchain Symposium.

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Anthony Scaramucci

170,881 views • 1 month ago

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SALT

11,156 views • 1 month ago

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Europa.com

76,759 views • 1 month ago

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Natalie Brunell ⚡️

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The Wolf Of All Streets

39,959 views • 1 month ago

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Michaël van de Poppe

385,059 views • 6 months ago

I sat down with Thomas (Tom) Lee (not drummer) FundstratDirect.com to discuss whether AI is a bubble, why this may be the most hated stock market rally in history, and how misleading economic data shapes investor sentiment. Tom also shares his latest views on Bitcoin, Ethereum, and why innovation in crypto markets is starting to outpace traditional finance. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:11 - Is AI a bubble? 4:37 - Stock market fundamentals vs macro 7:59 - Inside Tom Lee’s “Granny Shots” ETF 12:34 - The rise and impact of humanoid robots 18:28 - Why economic data is broken 22:41 - Prediction markets and tokenized finance 27:31 - Breakout crypto products 33:38 - Gold vs Bitcoin 37:36 - Is the bitcoin 4-year cycle over? 41:38 - The most hated stock market rally? 45:49 - Ethereum supercycle and BitMine 53:45 - 2026 market outlook 55:44 - Retail activism and Opendoor

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Anthony Pompliano 🌪

356,552 views • 11 months ago

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SPECIAL: Cathie Wood (Cathie Wood) On Digital Assets, Stablecoins, and The Innovation Convergence Cathie Wood joins us to break down her innovation platforms thesis, the story behind her firm ARK Invest, and their foray into digital assets. She also unpacks the tokenization thesis, what 'good deflation' is, and her "Big Four" crypto assets. Full episode links below. Timestamps: 00:00 Intro 01:22 5 Innovation Platforms 04:53 Why ARK Started 08:11 Bitcoin's Institutional Journey 12:38 First Bitcoin Position 15:11 Institutional Adoption Today 17:33 Larry Fink's Conversion 19:30 Stablecoins Are Impactful 22:06 Cathie's Tokenization Thesis 23:07 DeFi Value Accrual 28:48 Bitcoin & The Big Four 32:39 Macro Liquidity Dynamics 34:24 Bitcoin vs Gold 35:38 ARK's Bitcoin Bull Case 38:00 The Fed & Good Deflation 41:15 New Fed Chair 45:05 Four Year Cycle Debate 46:10 Why Agentic AI Needs Blockchain 49:15 Self-Driving Labs & Healthcare

The Rollup

86,895 views • 5 months ago

Bitcoin 2026 in Las Vegas is WEEKS away! We break down what's new (hint: AI!), what's changed, and why this year's conference is unlike any before. From a brand-new Deal Day to the 5th Annual Women of Bitcoin celebrating Senator Cynthia Lummis, this is your inside look at the biggest Bitcoin event of the year. 🎟️ Get discounted tickets → Use code: HODL at TIMESTAMPS: 00:00 Gearing Up For Bitcoin Conference 2026 2:23 What to Expect at Bitcoin 2026 6:25 AI, Emerging Tech & Bitcoin 6:51 Bitcoin 2026 Speakers 8:16 Bitcoin in a Bear Market 9:18 How the Bitcoin Conference Can Change Your Career 12:12 Women of Bitcoin: 5th Anniversary Updates 13:17 Honoring Senator Cynthia Lummis 15:27 Bitcoin for Corporations Symposium & Deal Day 16:45 Will President Trump be at Bitcoin 2026? 17:45 Governor Newsom and Bitcoin 18:14 Is the Bitcoin Conference Worth the Cost? 19:33 Bitcoin Conference Socializing 24:06 Retail Adoption & Bitcoin Treasury Companies

Natalie Brunell ⚡️

44,541 views • 6 months ago

I sat down with Jay Jacobs to break down the impact of the bitcoin ETFs on adoption, why bitcoin's volatility has compressed, and how institutions and everyday investors are approaching digital assets today. We also dig into AI as a macro market force, the entire AI value chain from power to chips to data centers, and where the ETF industry goes from here. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:11 - Bitcoin ETF's real impact on adoption 3:18 - Why bitcoin's volatility has compressed 6:57 - BlackRock's bitcoin & crypto product strategy 9:13 - In-kind redemptions & borrowing against bitcoin 11:18 - AI as a macro factor & the AI value chain 22:36 - Active vs. passive investing in AI & crypto 26:29 - The rise of independent investors 28:13 - ETFs vs. mutual funds 32:05 - Inside BlackRock's ETF playbook 41:43 - Long-term investing & the generational shift in bitcoin and AI

I sat down with Jay Jacobs to break down the impact of the bitcoin ETFs on adoption, why bitcoin's volatility has compressed, and how institutions and everyday investors are approaching digital assets today. We also dig into AI as a macro market force, the entire AI value chain from power to chips to data centers, and where the ETF industry goes from here. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:11 - Bitcoin ETF's real impact on adoption 3:18 - Why bitcoin's volatility has compressed 6:57 - BlackRock's bitcoin & crypto product strategy 9:13 - In-kind redemptions & borrowing against bitcoin 11:18 - AI as a macro factor & the AI value chain 22:36 - Active vs. passive investing in AI & crypto 26:29 - The rise of independent investors 28:13 - ETFs vs. mutual funds 32:05 - Inside BlackRock's ETF playbook 41:43 - Long-term investing & the generational shift in bitcoin and AI

Anthony Pompliano 🌪

60,133 views • 10 days ago

This week Jordi Visser breaks down why the AI trade already bottomed, how bitcoin fits into the future of markets, and why companies like $FIGR are outgrowing legacy banks like JPMorgan. We also discuss inflation, the AI IPO wave with Anthropic and OpenAI, and how AI is reshaping everyday life...from raising kids to running a household. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:50- Why stocks keep climbing despite AI fears 2:41 - Jordy's AI portfolio & calling market bottoms 7:05 - Inflation report & the Bayesian mindset 11:27 - Figure Technologies & the tokenization boom 19:47 - Why JPMorgan and legacy banks are at risk 24:18 - Bitcoin is the "S&P 500 of ten years from now" 26:14 - Anthropic, OpenAI & the AI IPO wave 31:25 - AI goes mainstream: his wife & raising kids in the AI era 42:43 - ICE deportations & the inflation debate 47:47 - Politics, protests & the AI data center fight 55:50 - Jordi’s weekly videos & how you can help him

This week Jordi Visser breaks down why the AI trade already bottomed, how bitcoin fits into the future of markets, and why companies like $FIGR are outgrowing legacy banks like JPMorgan. We also discuss inflation, the AI IPO wave with Anthropic and OpenAI, and how AI is reshaping everyday life...from raising kids to running a household. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:50- Why stocks keep climbing despite AI fears 2:41 - Jordy's AI portfolio & calling market bottoms 7:05 - Inflation report & the Bayesian mindset 11:27 - Figure Technologies & the tokenization boom 19:47 - Why JPMorgan and legacy banks are at risk 24:18 - Bitcoin is the "S&P 500 of ten years from now" 26:14 - Anthropic, OpenAI & the AI IPO wave 31:25 - AI goes mainstream: his wife & raising kids in the AI era 42:43 - ICE deportations & the inflation debate 47:47 - Politics, protests & the AI data center fight 55:50 - Jordi’s weekly videos & how you can help him

Anthony Pompliano 🌪

78,128 views • 1 month ago

By popular demand, I’m releasing this interview with Mike Alfred a day early. We discuss his investment playbook, AI outlook, picking winning stocks, why Bitcoin is the “most important asset in human history” and exactly how he would allocate a $1 million portfolio today. TIMESTAMPS: 00:00 Mike Alfred origin story 2:33 Building retail following 4:18 Gemini Bitcoin Credit Card | Bitwise | Bitdeer (BTDR) 6:02 Bitcoin miners pivoting to AI 11:21 Options, leverage 13:44 Influence, pressure 19:33 Speculation, gambling mindset 27:38 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy 29:28 Why Bitcoin is sluggish 32:36 AI’s 20-year cycle and power competition 37:46 Industrial policy 42:12 Bitcoin reserves 48:25 Bitcoin vs equities 52:48 Conviction during volatility

By popular demand, I’m releasing this interview with Mike Alfred a day early. We discuss his investment playbook, AI outlook, picking winning stocks, why Bitcoin is the “most important asset in human history” and exactly how he would allocate a $1 million portfolio today. TIMESTAMPS: 00:00 Mike Alfred origin story 2:33 Building retail following 4:18 Gemini Bitcoin Credit Card | Bitwise | Bitdeer (BTDR) 6:02 Bitcoin miners pivoting to AI 11:21 Options, leverage 13:44 Influence, pressure 19:33 Speculation, gambling mindset 27:38 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy 29:28 Why Bitcoin is sluggish 32:36 AI’s 20-year cycle and power competition 37:46 Industrial policy 42:12 Bitcoin reserves 48:25 Bitcoin vs equities 52:48 Conviction during volatility

Natalie Brunell ⚡️

1,602,491 views • 10 months ago

How to Survive a Financial Apocalypse | Paolo Ardoino 🤖 00:00 Tether Is Becoming More Than a Stablecoin 03:00 KPMG Audit Answers 12 Years of Tether Criticism 05:22 Will Tether Be Audited Every Year? 09:51 Why Tether Hedges the Dollar With Bitcoin 12:10 Why Tether Owns Bitcoin, Gold and Farmland 13:45 Why Gold Still Matters More Than Bitcoin Globally 15:45 Why Bitcoin Is Still Too Early for the World 18:58 Tether Could Become a Top 5 Buyer of U.S. Treasuries 20:34 How Stablecoins Decentralize U.S. Debt Ownership 23:44 Will AI Eventually Do Everything for Us? 26:18 Why the Global AI Race Is Moving So Fast 28:28 Tether’s Plan to Become a “Stable Company”

How to Survive a Financial Apocalypse | Paolo Ardoino 🤖 00:00 Tether Is Becoming More Than a Stablecoin 03:00 KPMG Audit Answers 12 Years of Tether Criticism 05:22 Will Tether Be Audited Every Year? 09:51 Why Tether Hedges the Dollar With Bitcoin 12:10 Why Tether Owns Bitcoin, Gold and Farmland 13:45 Why Gold Still Matters More Than Bitcoin Globally 15:45 Why Bitcoin Is Still Too Early for the World 18:58 Tether Could Become a Top 5 Buyer of U.S. Treasuries 20:34 How Stablecoins Decentralize U.S. Debt Ownership 23:44 Will AI Eventually Do Everything for Us? 26:18 Why the Global AI Race Is Moving So Fast 28:28 Tether’s Plan to Become a “Stable Company”

The Wolf Of All Streets

198,682 views • 28 days ago

I discuss this week with Jordi Visser: - why AI trade is not over - memory shortage - which AI models are winning - agentic loops replacing jobs - bitcoin & debasement trade - which areas of market he likes rest of year YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:13 - Is the AI trade over? 4:11 - Micron, memory shortage, & the AI supply chain 9:54 - Intel, TSMC & the AI arms race 13:11 - Claude vs. ChatGPT vs. Gemini 24:26 - Agentic loops & job displacement 29:50 - What is the impact of regulation? 34:55 - Stripe, solopreneurs & AI commerce 38:12 - Bitcoin, gold & the debasement selloff 43:11 - Tokenization & bitcoin's third wave 45:04 - Jordi’s upcoming video

I discuss this week with Jordi Visser: - why AI trade is not over - memory shortage - which AI models are winning - agentic loops replacing jobs - bitcoin & debasement trade - which areas of market he likes rest of year YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:13 - Is the AI trade over? 4:11 - Micron, memory shortage, & the AI supply chain 9:54 - Intel, TSMC & the AI arms race 13:11 - Claude vs. ChatGPT vs. Gemini 24:26 - Agentic loops & job displacement 29:50 - What is the impact of regulation? 34:55 - Stripe, solopreneurs & AI commerce 38:12 - Bitcoin, gold & the debasement selloff 43:11 - Tokenization & bitcoin's third wave 45:04 - Jordi’s upcoming video

Anthony Pompliano 🌪

79,275 views • 3 months ago

The AI Surveillance State Is Already Here (with Erik Cason and Jesse Posner) Cypherpunk Bitcoin builders Jesse Posner and Erik Cason return to Hell Money to introduce Vora Aegis: a local-first, privacy-preserving personal AI device built on Bitcoin’s principles of self-custody and cryptography. We discuss: - Sovereign AI - The state of frontier AI: Anthropic vs. OpenAI - Digital ID and AI surveillance - Prompt-injection defense - The fight to keep access to AI outside of centralized control TIMESTAMPS 0:00 Intro 4:56 Sovereign AI vs. frontier AI 7:43 AI psychosis 9:52 Is AI already the new power structure? 14:19 EU Chat Control and the US KIDS Act 16:05 The Banality of Evil: Facebook and mandatory digital ID 23:22 Anonymity, Operation Choke Point 2.0 30:08 AI telepathic hive mind 34:39 Bitcoin self-custody & sovereign AI 43:55 Introducing the Vora Aegis 48:32 How AI could save decentralization 49:47 How Vora Aegis works 1:13:04 Technical challenges building sovereign AI 1:17:00 Eschatology, sovereignty, and the future of AI 1:27:21 The new Gutenberg printing press 1:33:19 Non-state actors more powerful than governments 1:38:04 Vora Aegis pre-orders and launch timeline

The AI Surveillance State Is Already Here (with Erik Cason and Jesse Posner) Cypherpunk Bitcoin builders Jesse Posner and Erik Cason return to Hell Money to introduce Vora Aegis: a local-first, privacy-preserving personal AI device built on Bitcoin’s principles of self-custody and cryptography. We discuss: - Sovereign AI - The state of frontier AI: Anthropic vs. OpenAI - Digital ID and AI surveillance - Prompt-injection defense - The fight to keep access to AI outside of centralized control TIMESTAMPS 0:00 Intro 4:56 Sovereign AI vs. frontier AI 7:43 AI psychosis 9:52 Is AI already the new power structure? 14:19 EU Chat Control and the US KIDS Act 16:05 The Banality of Evil: Facebook and mandatory digital ID 23:22 Anonymity, Operation Choke Point 2.0 30:08 AI telepathic hive mind 34:39 Bitcoin self-custody & sovereign AI 43:55 Introducing the Vora Aegis 48:32 How AI could save decentralization 49:47 How Vora Aegis works 1:13:04 Technical challenges building sovereign AI 1:17:00 Eschatology, sovereignty, and the future of AI 1:27:21 The new Gutenberg printing press 1:33:19 Non-state actors more powerful than governments 1:38:04 Vora Aegis pre-orders and launch timeline

Hell Money

63,311 views • 2 months ago

ICP United | DFINITY On CVE List, Events, & AI Agents Dive into the world of AI on $ICP with the latest ICP United show! Segments: 0:18 - Welcome Back! 0:47 - DFINITY Makes CVE List 1:16 - New Motoko Plushies 1:46 - Chain Chapter Events 2:05 - Organizing The FAM 2:47 - Texas Blockchain Workshop 3:01 - Pursue Typescript Course 3:22 - Cheers To The Builders 3:44 - Building Connections 4:20 - Interview With Lucid 4:38 - The Early Days 5:00 - Why Build on ICP? 5:42 - Early AI Agents 7:25 - Outpost Metaverse 8:13 - Building With AI 9:30 - What Is Chain Fusion? 11:32 - Bitcoin Las Vegas 12:20 - Discount Code: THESWOP 12:30 - Google A2A Protocol 12:45 - IC Panda Watch 13:27 - Google Firebase Launch 13:44 - Dom Talks Caffeine AI 14:31 - Javier On The Edge 14:53 - Piggycell Seed Funding

ICP United | DFINITY On CVE List, Events, & AI Agents Dive into the world of AI on $ICP with the latest ICP United show! Segments: 0:18 - Welcome Back! 0:47 - DFINITY Makes CVE List 1:16 - New Motoko Plushies 1:46 - Chain Chapter Events 2:05 - Organizing The FAM 2:47 - Texas Blockchain Workshop 3:01 - Pursue Typescript Course 3:22 - Cheers To The Builders 3:44 - Building Connections 4:20 - Interview With Lucid 4:38 - The Early Days 5:00 - Why Build on ICP? 5:42 - Early AI Agents 7:25 - Outpost Metaverse 8:13 - Building With AI 9:30 - What Is Chain Fusion? 11:32 - Bitcoin Las Vegas 12:20 - Discount Code: THESWOP 12:30 - Google A2A Protocol 12:45 - IC Panda Watch 13:27 - Google Firebase Launch 13:44 - Dom Talks Caffeine AI 14:31 - Javier On The Edge 14:53 - Piggycell Seed Funding

ICP WIRE

34,612 views • 1 year ago