Why Bitcoin's Rally Is Just Getting Started | Tom Lee

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.8 • 1.9K Ratings

🗓️ 23 October 2025

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Tom Lee is the Co-Founder at Fundstrat, CIO of Fundstrat Capital, and Chairman of BitMine. In this episode, we dive into whether AI is a bubble, why this may be the most hated stock market rally in history, and how misleading economic data shapes investor sentiment. Tom also shares his latest views on Bitcoin, Ethereum, and why innovation in crypto markets is starting to outpace traditional finance.

======================

Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

======================

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.

======================

In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.

======================

Timestamps:

0:00 - Intro
2:05 - Is AI a bubble?
5:31 - Stock market fundamentals vs macro
8:53 - Inside Tom Lee’s “Granny Shots” ETF
13:28 - The rise and impact of humanoid robots
19:22 - Why economic data is broken
23:35 - Prediction markets and tokenized finance
28:25 - Breakout crypto products
34:32 - Gold vs Bitcoin
38:30 - Is the bitcoin 4-year cycle over?
42:32 - The most hated stock market rally?
46:43 - Ethereum supercycle and BitMine
54:39 - 2026 market outlook
56:38 - Retail activism and Opendoor

Transcript

Click on a timestamp to play from that location

0:00.0	At BP, we're delivering on our downstream plans.
0:05.8	Achieving 96% refining operating availability.
0:09.9	The best first half performance in our historical portfolio since 2001.
0:15.9	Helping to drive efficiency, reliability, and production to safely deliver for customers.
0:23.0	Learn more at BP.com forward slash strategy at work.
0:29.6	Hey Anna, I've got a new secret weapon for print.
0:32.3	Print? Vista print, right? That's not a secret.
0:35.6	Print everything for your business with vista print business cards stickers
0:39.1	t-shirt signage even photo books from your last holiday if you need it we print it at vistoprint
0:44.1	co dot uk what's up everyone this is anthony pompliano many of you know me as pomp
0:53.3	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, and tell your friends and family about the podcast.
1:14.7	My goal is to help millions learn from the world's most interesting people.
1:17.0	So let's get in to today's episode.
1:20.0	Anthony Pompliano runs Pomp Investments.
1:23.9	All views of him and the guests on his podcast are surely their opinions,
1:26.5	and do not reflect the opinions of Pomp pomp investments. You should not treat any opinion
1:28.3	expressed by pomp or his guest as a specific inducement to make a particular investment or follow
1:33.6	a particular strategy, but only as an expression of his personal opinion. This podcast is for
1:38.8	informational purposes only. Well, gold is moves first and then Bitcoin catches up. So I think that there is going to be
1:49.7	the network value of gold just went up by a lot. And so let's say gold settles at 5,000. That puts
1:58.7	fair value of Bitcoin, you know, like 1-6 to 2 million if it matches
2:03.3	gold's network value.
	...

Please login to see the full transcript.

Previous episode | Next episode

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.