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Anthony Pompliano 🌪
@APompliano
Entrepreneur, investor, and lifelong learner. Daily writing: Podcast: My second book:
参加 July 2011
8.4K フォロー中    2.4M ファン
I sat down with the legend @CryptoHayes to discuss: - Scott Bessent's money printing playbook - Stanley Druckenmiller's AI-written op-ed - why bitcoin got overshadowed by the AI trade - gold's next move - how Arthur allocates to BTC, gold & stocks - his new project tokenizing AI compute itself Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:09 - Bessent, Treasury printing & Druckenmiller's op-ed 7:21 - Bitcoin & gold's reaction to money printing signals 10:06 - Real estate, land & inflation hedges 12:55 - Bitcoin's next 12 months & why it lagged AI 17:49 - Bitcoin adoption catalysts & sovereign buyers 20:49 - Gold's outlook, portfolio allocation & public equities 26:14 - Stablecoins, tokenization & real world assets 30:15 - ETH will have a hater rally? 31:47 - Hyperliquid & Arthur's most asymmetric bet 34:33 - Flop: tokenizing AI compute 46:17 - Money printing, scarcity vs abundance & closing thoughts
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