Register and share your invite link to earn from video plays and referrals.

Podcast Alpha
@PodcastAlphaX
Signal. Not noise. Forensic breakdowns of the world’s most influential podcasts. Substack - DM to remove clips
Joined April 2026
608 Following    16.7K Followers
Anthony Pompliano @APompliano, on his own show: users of his Sylvia platform hold about 20% of assets in real estate, only 10% in crypto. That's a crypto-leaning audience. Public equities still make up the bulk of the remainder, and Pompliano says the headline that his own audience must be mostly crypto doesn't hold up against the platform's actual numbers. Jay Jacobs ties the same gap to BlackRock's generational-wealth-transfer push, advisors now bridging a boomer parent's large-cap fund questions and a younger client's Bitcoin ETF questions in the same family. Podcast Alpha's coverage checks what a crypto-native audience's own numbers actually say about portfolio share. Full breakdown: Source: Anthony Pompliano -
Show more
A catchy ETF ticker tells you almost nothing. What's built underneath does. Jay Jacobs, BlackRock's US Head of Equity ETFs, told Anthony Pompliano @APompliano that BIDA, BlackRock's Bitcoin premium income ETF, was deliberately structured as a 33-Act product instead of the standard 40-Act wrapper, the same structure used for Bitcoin and gold ETFs. The tradeoff: a more complex K-1 tax form in exchange for better after-tax efficiency. $BLK Two similarly-named ETFs can carry different legal structures, tax forms, and market-maker support. Podcast Alpha's coverage checks what actually separates a real ETF from a look-alike. Full breakdown: Source: Anthony Pompliano -
Show more