Bitcoin vs. The Fed: Who Wins in 2026? | Jeff Park
The Pomp Podcast
Anthony Pompliano
4.6 • 2K Ratings
🗓️ 10 December 2025
⏱️ 33 minutes
🧾️ Download transcript
Summary
Jeff Park is the Partner & Chief Investment Officer at ProCap Financial. In this conversation, we break down the Fed’s year-end shift toward rate cuts and easier liquidity, what it means for markets, and why bitcoin sentiment feels so negative despite strong performance. Jeff also digs into how AI investment is reshaping the macro landscape, what institutional players like BlackRock and Stripe signal for crypto, and why ProCap’s mission centers on bitcoin and the coming age of abundance.
======================
As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.
======================
This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.
Learn more at http://www.abra.com.
======================
Timestamps:
0:00 – Intro
1:46 – Implications of fed rate cuts + QE returning
7:00 – AI investment vs rest of the economy
12:48 – Bitcoin sentiment despite strong performance
16:01 – Intersection between bitcoin and AI
23:22 – ProCap Financial goes public ($BRR)
Transcript
Click on a timestamp to play from that location
| 0:00.0 | What's up everyone? This is Anthony Pompliano. Many of you know me as Pomp. You're listening to the Pomp podcast, which is my effort to find the most interesting people in the world and sit with them for hours while I ask questions in an effort to learn. So it would mean the world to me if you would subscribe to the show on your favorite audio platform, watch episodes on YouTube, |
| 0:21.1 | and tell your friends and family about the podcast. My goal is to help millions learn from |
| 0:26.4 | the world's most interesting people. So let's get in to today's episode. Anthony Pompliano |
| 0:31.3 | runs Pomp Investments. All views of him and the guests on his podcast are surely their opinions |
| 0:36.8 | and do not reflect the opinions |
| 0:38.4 | of pomp investments. You should not treat any opinion expressed by pomp or his guest as a specific |
| 0:43.9 | inducement to make a particular investment or follow a particular strategy, but only as an expression |
| 0:49.0 | of his personal opinion. This podcast is for informational purposes only. Why was Bitcoin so exciting pre-Trump? |
| 0:56.7 | It was this idea that Bitcoin is like a national strategic interest that people are going to |
| 1:00.1 | rally around. And a little bit of that energy has been sucked away because it's AI. AI is the thing |
| 1:06.8 | that has now found its place where it's a make or's a make or break kind of moment we have to go all |
| 1:11.6 | in and that is in itself creating a lot of that energy that i think bitcoin wanted do you think that |
| 1:16.8 | there's an intersection in between the two what's going on guys today we got a great conversation with |
| 1:21.9 | jeff park jeff is a partner and chief investment officer at pro cap financial in this conversation |
| 1:27.2 | we talk about the |
| 1:27.9 | Fed meeting, why easy money is coming back to the market, what's going on with Bitcoin's price, |
| 1:32.3 | why everyone is so bad sentiment-wise online, and then we even get into what is going on with |
| 1:37.9 | ProCap Financial, how we close the deal, and what's the vibe? What are we trying to do? And where |
| 1:43.2 | can you go learn more information |
| 1:44.5 | all that more in this conversation with jeff bark all right jeff interest rate cuts my friend we |
| 1:49.4 | were headed real deep into the deep into the pool uh for q e it's back like we're going to get loose |
| 1:55.7 | monetary policy and easy money what do you think the implications of the fed's decision here is |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Anthony Pompliano, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Anthony Pompliano and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.