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Anthony Pompliano 🌪
@APompliano
Entrepreneur, investor, and lifelong learner. Daily writing: Podcast: My second book:
8.4K Following    2.4M Followers
Good morning. Today is going to be a great day. Let’s get after it relentlessly.
Our children will have such different lives. They won't drive a car. They won't use the same software. They will have agents doing everything for them. Humanoids in their home. Work will look completely different. Maybe even computers in their brain. It will really be wild.
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The truth about AI is nuanced. "It is just as wrong for people to say 'everyone is going to lose their job,' as is the other side, which is to be naive enough to then tell the same people 'their just scaring you. Nobody is going to lose their job!'" Do you agree with @jvisserlabs?
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I sat down with @jvisserlabs to discuss why Wall Street is about to FOMO into bitcoin & crypto. He explains why bitcoin is holding up through bad news and how consumer AI agents are reshaping markets. We also discuss BlackRock's AI and crypto paper, Visa and Mastercard, compute, tokenization, and the bitcoin outlook for the next six months. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:56 - Why bitcoin & crypto are holding up so well 3:43 - Wall Street FOMO & why Visa/Mastercard get disrupted 7:20 - Bitcoin’s iPhone moment 15:04 - AI agent memory & the consumer agent race 23:13 - What happens when a competitor blocks AI agents? 25:05 - BlackRock's AI & crypto paper 30:36 - Will consumer agents move Meta & Mag 7 stocks? 35:14 - AI breakthroughs & jobs 43:45 - Bitcoin outlook for the next 6 months
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I asked @cfosilvia this morning: "What should I pay attention to this coming week that would impact my portfolio?" She went asset-by-asset through my portfolio and told me exactly what potential catalysts could be, including: - Monday: US-China deal specifics - Wednesday: August inflation data - Friday: Jobs report & $TSLA deliveries report You can have Silvia run this analysis every Sunday morning and send you the analysis for the week ahead. Try Silvia free:
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Launching a new product feature for @cfosilvia tomorrow morning. Any guesses what it is?
Home prices won’t fall because more than 50% of Americans are home owners and they don’t want prices to fall.
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AI token costs are going to continue falling aggressively. This will bring low-cost, high-powered intelligence to every business. An incredible economic boom of productivity and prosperity will follow.
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I asked @cfosilvia this morning: "What should I pay attention to this coming week that would impact my portfolio?" She went asset-by-asset through my portfolio and told me exactly what potential catalysts could be, including: - Monday: US-China deal specifics - Wednesday: August inflation data - Friday: Jobs report & $TSLA deliveries report You can have Silvia run this analysis every Sunday morning and send you the analysis for the week ahead. Try Silvia free:
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A great prompt on @cfosilvia: “Looking at my accounts and any uploaded tax docs, what are the biggest tax questions I should bring to my CPA before year-end? Be specific to my situation.” Try it free:
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Pretty much every rich person knows the US dollar is a scam. They usually got rich by figuring out how to benefit from the government’s lack of discipline.
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A great prompt on @cfosilvia: “Looking at my accounts and any uploaded tax docs, what are the biggest tax questions I should bring to my CPA before year-end? Be specific to my situation.” Try it free:
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This week we connect fundamental importance of Muse to the Guardrails, the impact of tokenization to M2 and the great book by Peter Lynch on finding under covered investment areas by Wall Street sell side and under invested by Walk Street buy side. FOMO is building.
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Jordi Visser is on the front lines talking to Wall Street investors every day. He says massive FOMO is building up for them to get into the bitcoin & crypto trade. "There is no doubt in my mind." Do you agree with @jvisserlabs?
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I sat down with @jvisserlabs to discuss why Wall Street is about to FOMO into bitcoin & crypto. He explains why bitcoin is holding up through bad news and how consumer AI agents are reshaping markets. We also discuss BlackRock's AI and crypto paper, Visa and Mastercard, compute, tokenization, and the bitcoin outlook for the next six months. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:56 - Why bitcoin & crypto are holding up so well 3:43 - Wall Street FOMO & why Visa/Mastercard get disrupted 7:20 - Bitcoin’s iPhone moment 15:04 - AI agent memory & the consumer agent race 23:13 - What happens when a competitor blocks AI agents? 25:05 - BlackRock's AI & crypto paper 30:36 - Will consumer agents move Meta & Mag 7 stocks? 35:14 - AI breakthroughs & jobs 43:45 - Bitcoin outlook for the next 6 months
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Silvia misfits are a special breed. They aren’t worried about other people’s opinions.
We have more AI agents that work on @cfosilvia than human employees. The gap is getting wider by the day too.
I sat down with @jvisserlabs to discuss why Wall Street is about to FOMO into bitcoin & crypto. He explains why bitcoin is holding up through bad news and how consumer AI agents are reshaping markets. We also discuss BlackRock's AI and crypto paper, Visa and Mastercard, compute, tokenization, and the bitcoin outlook for the next six months. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:56 - Why bitcoin & crypto are holding up so well 3:43 - Wall Street FOMO & why Visa/Mastercard get disrupted 7:20 - Bitcoin’s iPhone moment 15:04 - AI agent memory & the consumer agent race 23:13 - What happens when a competitor blocks AI agents? 25:05 - BlackRock's AI & crypto paper 30:36 - Will consumer agents move Meta & Mag 7 stocks? 35:14 - AI breakthroughs & jobs 43:45 - Bitcoin outlook for the next 6 months
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What was the best thing you read, watched, or listened to this week? Any topic is fair game.
My identical twin sons turned 1 today. My wife @polinapompliano wrote an incredible piece about the emotions we went through over the last 18 months. To every aspiring parent, I promise all the uncertainty, patience, and pain is worth it.
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A great prompt on @cfosilvia: “Run a weekly report every Friday at 5pm to show me what I spent, how much money I made, how my investments did, and what I can do to reach my goals faster. Use charts and graphs to make it easy to understand.” Try it free:
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One of my favorite features in Silvia $SVIA is Radar. If you haven't tried it yet, then you are seriously missing out. Radar is crazy simple to use. All you do is tell Silvia what to look for, and she will rerun that check with fresh data on a recurring schedule. Once it's set, you don't have to ask each time to run the check. Silvia will notify you when there's something worth knowing. Here is what I currently have set up in Radar: > Notify me when my checking account drops below $5,000 > Notify me when my emergency fund covers 6 and 12 months worth of expenses. > Notify me when my credit card balance is $500 or more. > Notify me when $SPY, $QQQ, and $BTC move 2%+ in a single session. > Review my mortgage balance every quarter. > Track the estimated value of my home and monitor local housing market conditions, days-on-market trends, and seasonal patterns.
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