Why the Bitcoin Narrative Is Shifting Right Now | Jeff Park
The Pomp Podcast
Anthony Pompliano
4.6 • 2K Ratings
🗓️ 4 February 2026
⏱️ 38 minutes
🧾️ Download transcript
Summary
Jeff Park is a Partner & Chief Investment Officer at ProCap Financial. In this conversation, we discuss bitcoin’s recent drawdown and whether the market is in a true bear phase, the current interest rate backdrop, and the Fed’s role in today’s economy. We also cover the nomination of Kevin Warsh as Fed chairman, Jeff’s outlook on precious metals, and a warning on one asset he believes investors should avoid going forward.
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- 0:00 - Intro
- 0:56 - Is the bitcoin selloff sustainable?
- 5:56 - Fed vs White House & is bitcoin looking forward or backward?
- 13:10 - Kevin Warsh & the future of the Fed
- 32:11 - Why precious metals are surging
Transcript
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| 0:48.9 | And for that reason, I do think we are in a bare market. Going forward, what should we expect? |
| 0:57.3 | I think we should expect that having more accommodative policies may in fact actually not be the catalyst to help us go into a bull market. But there is this other positive real Bitcoin that I always talk about. |
| 1:01.1 | And I mentioned this is the end game. |
| 1:02.9 | This is the mythical, elusive, perfect holy grail of what Bitcoin is meant to be, which is... |
| 1:09.1 | What's going on, guys? Today we got a great conversation with Jeff Park. He's a partner and chief investment officer at ProCAP Financial. In this conversation, we talk about Bitcoin, the current bear market, what's going on with interest rates, the new Fed chairman nominee, Kevin Warsh, and also we talk about precious metals, gold, silver, copper, platinum, and Jeff gives a warning as to one asset that you may not want in your portfolio moving forward. All that more in this conversation with Jeff Park. Before we get into this episode with Jeff, I've got a favor to ask of you. We work really hard over here to try to bring you the best information we possibly can. So hit the subscribe button on YouTube and let's get into this conversation with Jeff Park. All right, Jeff, Bitcoin's been selling off. |
| 2:01.0 | I'm probably the belief that we're going to go sideways to down. We're probably in a bare market. But 40% dry down on Bitcoin's got people's attention. A lot of people are not very happy. What are your thoughts? Do you think we're in a bare market? Do you think that Bitcoin sell-off is sustainable? I think we're in a bare market. and I think we have been in a bear market for quite a bit. |
| 2:01.6 | And it's worth remembering that one of the reasons people really liked Bitcoin as a hedge |
| 2:08.6 | was because they thought that there was a correlation to global liquidity, |
| 2:11.6 | that global liquidity increasing would ultimately good for Bitcoin. |
| 2:14.6 | And the truth is that's been broken for quite some time. |
... |
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