Wall Street Gives Brutal Credit Rating To Strategy Over Bitcoin
The Pomp Podcast
Anthony Pompliano
4.8 • 1.9K Ratings
🗓️ 29 October 2025
⏱️ 49 minutes
🧾️ Download transcript
Summary
Jeff Park is the Partner and Chief Investment Officer at ProCap BTC. In this conversation, we unpack why Strategy securing a credit rating marks a major milestone for Bitcoin adoption. Jeff breaks down what it means for corporate balance sheets, the upcoming Solana staking ETF, and how prediction markets are shaping global narratives — including the wild debate over whether Donald Trump might actually be Satoshi.
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Timestamps:
- 0:00 - Intro
- 1:58 - Importance of Strategy getting a credit rating
- 7:25 – What matters more: the logic or the rating itself?
- 14:14 - How investors can make money on this
- 19:41 - Solana staking ETFs enter the market
- 25:12 – How traditional firms will handle staking
- 31:47 – Prediction markets and Donald Trump being Satoshi?
- 37:11 - New York City mayoral election odds
- 45:52 – Coinbase’s UpOnly Podcast NFT and grabbing attention
Transcript
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| 0:00.0 | What's up, everyone? This is Anthony Pompliano. Many of you know me as Pomp. You're listening to the Pomp |
| 0:07.7 | 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 the |
| 0:26.5 | 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 |
| 0:36.3 | opinions 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 |
| 0:43.5 | specific inducement to make a particular investment or follow a particular strategy, but only as |
| 0:48.5 | an expression of his personal opinion. This podcast is for informational purposes only. |
| 0:53.8 | This is what they're telling you. We think |
| 0:56.4 | this is a bad business idea because your equity is negative based on our RACC framework that Bitcoin |
| 1:02.1 | is on your balance sheet. But two, it seems like lots of people really like your stuff and your |
| 1:08.1 | liquidity is super high, which we love. So now we're going to give you a boost |
| 1:11.9 | back up and give you points for that. But third, like, let's not do that. You tweeted a fantastic |
| 1:18.8 | market, which I think has currently 65% chance that Donald Trump is Satoshi Nakamoto. Do you believe that? |
| 1:28.4 | What's going on, guys? |
| 1:29.4 | Today we've got a great episode with Jeff Park. |
| 1:31.3 | Jeff is the chief investment officer of ProCAP BTC. |
| 1:34.3 | And in this conversation, we talk about strategy getting a credit rating. |
| 1:37.7 | This is a huge deal for the industry, and Jeff's going to break it down for us. |
| 1:40.5 | We also talk about the Salana staking ETF that's launching. |
| 1:43.9 | And then we get into |
... |
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