Anthony Pompliano 🌪

My rules of business: Build shit people want, never give up, avoid assholes, question assumptions, learn new ideas & always reward ambition

I spoke at Consensus about the crypto industry dying, bitcoin thriving, AI creating jobs, the Fed destroying citizen's financially, and why everyone should use AI to manage their investment portfolio. Enjoy!

@litcapital @M_Austin_ Banger

The end of an era

AI is fueling a generational bull market and it only makes the case for bitcoin stronger. I sat down with @APompliano to discuss the current macro set up, inflation risks, why scarcity assets will win the AI boom, and why the "bubble" crowd is so wrong right now. This conversation is packed with unique insights that will surprise you. TIMESTAMPS: 0:00 - Affordability decides midterms 3:00 - Iran and inflation 4:33 - Short conflict vs. structural inflation 7:08 - $BTC as the "certainty" asset 9:31 - AI demand wall 11:13 - Scarcity in an AI world 13:36 - Pomp vs. AI bears 17:01 - Doomer predictions 18:46 - Micron $MU and market froth

If you had invested $10,000 in Amazon on the day they went public, you would have $35 million today. Crazy.

@BowTiedYukon True

The world would be a better place if more men woke up early & worked out while the women & children were sleeping

@sunflower_sun77 @cfosilvia No brainer

@APompliano @cfosilvia Look at that green bar for the 500k+ bracket. Moving my portfolio over to Silvia tonight lol

Simple hack: Use @cfosilvia to leverage the latest AI tech to manage your investment portfolio. The data shows those who use it regularly grow their net worth at a much faster rate than those that don’t. Try it: cfosilvia.com

Happy Friday to those who celebrate ❤️

Good morning. Today is going to be a great day. Let’s get after it relentlessly.

Good thing America is the energy capital of the world. 🇺🇸

Wow. A deranged gunman opened fire earlier this week in Massachusetts and a combat veteran immediately went to work. The veteran shielded innocent people with his body, then maneuvered towards the gunman before shooting him alongside a police officer. Heroes walk among us.

Inflation just pushed higher. Investors are winning, but the average American is feeling the pain. The big question is where do we go from here?

The S&P 500 has hit 6 new all-time high records during the first 9 trading days of May. Incredible.

Truflation now above 2%. This chart shows the rotation from deflationary risks to inflationary risks in the first 5 months of the year. Inflation wouldn't have been a concern if the Iran war was short-lived, but we may be past the point of no return now.

Yesterday a bitcoin investor (@cprkrn) used Claude to recover his previously lost bitcoin. The AI model was able to locate a local file with the private keys & recover the keys. Amazing use case for one investor, but scary ramifications if a nefarious actor had done the same.

Reminder from 2021: High inflation drives asset prices higher and it destroys the financial health of every day Americans.

Good morning. Today is going to be a great day. Let’s get after it relentlessly.

WSJ: GameStop CEO Ryan Cohen: eBay ‘Needs to Be on Ozempic—It’s Literally Obese’ Great overview by @laurenthomas of my interview with Ryan. READ: wsj.com/livecoverage/s…

I sat down with Hut 8 CEO @ashergenoot to discuss how he built a $12 billion company by embracing AI data centers and bitcoin mining. This conversation is packed with unique, nuanced insights into an industry that everyone is obsessed with right now. Enjoy! YouTube: youtu.be/5VfRGtz6_YA?si… Apple: podcasts.apple.com/us/podcast/is-… Spotify: open.spotify.com/episode/2x7Tq9… TIMESTAMPS: 0:00 - Intro 0:45 - Bitcoin mining to AI: the transition 3:09 - Data centers & community pushback 8:52 - Co-location & energy campuses 11:42 - Mega sites vs. smaller urban campuses 13:08 - Hardware innovation inside the data center 17:15 - How Hut 8 lands billion-dollar contracts 20:01 - The River Bend financing structure 24:19 - Build vs. acquire strategy 25:18 - Bottlenecks slowing AI buildout 27:36 - What keeps Asher up at night 30:40 - American Bitcoin update $HUT