Messages
4/4/2024
13 : 14
The Stock I Would Have Pitched At The Sohn Conference
Listen now (6 mins) | Today's letter is brought to you by Shortform! Shortform has the world's best guides to 1000+ nonfiction books. Learn key points and gain insights you won't find
4/3/2024
13 : 14
The Pomp Letter Takes On Wall Street
Listen now (4 mins) | To investors, I started writing The Pomp Letter in May 2018. Next month will mark 6 years of writing every morning about bitcoin and financial markets. Throughout this time, I
4/2/2024
11 : 54
The Last Gasp From Wall Street
Listen now (5 mins) | To investors, There is an article in the Wall Street Journal titled “Bitcoin Is Soaring This Year. Goldman's Crypto Skeptic Isn't Biting.” The piece profiles Goldman Sachs
4/1/2024
12 : 54
Bitcoin Hits New Quarterly All-Time High - Where Does It Go Next?
To investors, Bitcoin hit an important milestone last night. The digital currency had the highest all-time weekly, monthly, and quarterly close in history. This means that bitcoin is more popular today
3/29/2024
13 : 14
Decentralized Exchanges Are Becoming Very Popular
Listen now (4 mins) | To investors, The promise of crypto was that decentralization would rule the day. The story was centralized institutions had overreached and now we needed a new ownership or
3/27/2024
13 : 34
America Has Become A Society Of Gamblers
To investors, America has become a society of gamblers. You can see this everywhere you look. Zero-day options are dominating public markets. Meme coins are bought and sold like 1980's boiler room
3/26/2024
13 : 54
Global Liquidity Is Being Ignored By Asset Prices
Listen now (3 mins) | Today's letter is brought to you by Espresso Displays! I normally work on my desktop computer and am hyper productive. The second that I leave my desk, I lose my productivity
3/25/2024
13 : 34
Six Takeaways From Bitcoin Investor Day
Listen now (4 mins) | To investors, We hosted the inaugural Bitcoin Investor Day on Friday. There were over 800 people who attended the event, which made it the single largest gathering of
3/20/2024
16 : 24
This Is A Bitcoin Drawdown For Ants
Today's letter is brought to you by Bitcoin Investor Day! I am hosting the first Bitcoin Investor Day in New York City this Friday in New York City. It is an annual meeting for sophisticated Wall
3/20/2024
16 : 14
This Is A Bitcoin Drawdown For Ants
Today's letter is brought to you by Bitcoin Investor Day! I am hosting the first Bitcoin Investor Day in New York City this Friday in New York City. It is an annual meeting for sophisticated Wall
3/19/2024
13 : 54
Depression Or Dog Coins To A Trillion
Listen now (5 mins) | To investors, There is one phrase that has been seared into my brain over the last few months — “Depression or dog coins to a trillion.” This sentence was shared with me by
3/18/2024
12 : 54
Long-Term Bitcoin Holders Are Beginning To Sell
Listen now (3 mins) | To investors, Bitcoin holders that previously showed strong-hands are starting to sell their bitcoin. This shouldn't be a surprise — as the price of bitcoin rises, some
3/15/2024
13 : 24
El Salvador Owns More Bitcoin Than We Thought
Listen now (3 mins) | To investors, The bitcoin spot ETFs have sucked all the air out of the room over the last two months. With more than $60 billion collectively in the various ETFs and more than $1
3/13/2024
13 : 24
Will We Repeat The Great Inflation?
Listen now (3 mins) | Today's letter is brought to you by Espresso Displays! I normally work on my desktop computer and am hyper productive. The second that I leave my desk, I lose my productivity
3/11/2024
13 : 34
Bitcoin Enters Price Discovery - New All Time High
Listen now (3 mins) | Today's letter is brought to you by Bitcoin Investor Day! I am hosting the first Bitcoin Investor Day in New York City on March 22nd this year. It is an annual meeting for
3/7/2024
15 : 24
Decentralized, Open-Source Technology Is Immune To Geopolitics
Listen now (4 mins) | To investors, Liza Lin wrote a story in the Wall Street Journal this morning titled “China Intensifies Push to 'Delete America' From Its Technology.” It clearly
3/6/2024
14 : 4
History Shows Bitcoin's Volatility Is Net Positive
Listen now (3 mins) | Today's letter is brought to you by Bitcoin Investor Day! I am hosting the first Bitcoin Investor Day in New York City on March 22nd this year. It is an annual meeting for
3/5/2024
13 : 54
Bitcoin's Price Has Doubled Quickly After Every New All-Time High
Listen now (3 mins) | To investors, Bitcoin almost broke the previous all-time high of $69000 yesterday. It came within $500 and has since retreated from the milestone. Given the persistent demand for
3/4/2024
13 : 44
The First Public Pension Funds To Buy Bitcoin Are Up 10x Now
To investors, I spoke this weekend at a conference focused on the intersection of economics and American leadership. Those two topics rarely go together. Economics is reserved for the nerds and
2/28/2024
14 : 44
The Financial World Is Starting To Understand Bitcoin
Listen now (3 mins) | To investors, There is something special happening in the bitcoin market right now. It feels like the global financial world has started to understand what the asset is and why it