2025-11-14 23:20:42
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To investors,
Yesterday was a rough one in financial markets. Tech stocks, bitcoin, and many other investment assets were caught in a sea of red. It seemed like nothing could hide from the pain. Bloomberg’s Eric Balchunas showed that everything was down, including short term Treasuries.
This sell-off led people to ask the question “is this bull market over?”
The answer is more complicated than you may think.
Take stocks as one example. Carson Group’s Ryan Detrick has done a good job highlighting the intra-week performance of different trading days.
As you can see from the chart, Monday, Tuesday and Wednesday have positive performance and Thursday and Friday turn negative. So yesterday’s negative performance is inline with how the market has been trading all year.
Nothing to worry about there. In fact, Balchunas explains S&P trading volume was potentially a positive sign in the grand scheme of things.
“If there’s a silver lining it’s $SPY volume was somewhat subdued, you can see it’s elevated but not even Top 20 day of year. Usually that indicates short-lived selloff vs higher volume which indicates deeper freakout but who know.”
Is the bull market in stocks over? Probably not, but never say never. This would have been one of the shortest bull markets in history. That doesn’t mean it couldn’t have happened though.
Wedbush’s Dan Ives remains firmly bullish. In regards to the sell-off, Dan says “we view this as short lived mini panic moment for tech stocks as we believe tech stocks will have a major rally into the rest of the year as investors look to play the AI Revolution and the 2nd/3rd/4th derivatives now playing out across consumer/enterprise names.”
Bitcoin was also down yesterday. The asset is known for its asymmetry, but investors have been relatively disappointed with its performance year-to-date. Joe Consorti writes “Bitcoin is now up only 4.2% YTD, compared to the S&P 500 and the Nasdaq, which are up 14.5% and 18.9% respectively.”
That is not why many investors are buying the asset. They want explosive returns, not sideways action that is outperformed by major equity indexes. On the flip side, the digital currency is only up 6% over the last year, yet it is up 500% in the last 5 years.
Investing is hard. Certain assets perform well at different times. Add in the uncertainty of monetary policy, geopolitics, and capital flows. The complex economic machine can be hard to predict.
But here is the thing that gives me peace of mind during drawdowns like we are living through. The best companies will continue to perform over the long run. Bitcoin will thrive over years. Anyone worried about certain price action increases their odds of making bad decisions. Those who can buy great assets and hold them for a long time will do well. That timeless investing principle is timeless for a reason.
Hope everyone has a great end to their week. Stay calm and realize green days will return. Talk to you on Monday.
- Anthony Pompliano
Founder & CEO, Professional Capital Management
Jeff Park is the Partner and Chief Investment Officer at ProCap BTC. In this conversation, we break down why bitcoin has been moving sideways and whether investors should actually be concerned.
Jeff walks through major forces shaping the market — from 50-year mortgages and government backstops to the surge in AI data-center demand. We also touch on Square’s bitcoin payments rollout, the state of stablecoins, and where sentiment goes next.
Enjoy!
Figure – Lowest industry interest rates at 8.91% at 50% LTV and 12 month terms! Take out a Bitcoin Backed Loan today and buy more Bitcoin or SOL. Check out Figure and their Crypto Backed Loans! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information.
BitcoinIRA - Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Pay less taxes. Earn up to $1,000 in rewards.
Arch Public - Arch Public’s cutting-edge algorithm tools ignite profits, harnessing razor-sharp data analytics to nail perfect entries, exits, and risk management. Turn volatility into opportunity and do it hands free with Arch Public. (Oh, and yes, try us out for FREE too!)
Defi Development Corp - DeFi Development Corp. (Nasdaq: DFDV) is building the first Solana-focused public treasury, giving investors exponential exposure to Solana’s growth.
easyBitcoin - Stack sats with easyBitcoin.app—earn 1% extra on buys, 2% annual rewards and 4.5% APY on USD. Download it at easybitcoin.app today.
Bitizenship – Get EU citizenship through Portugal’s Golden Visa, maintaining Bitcoin exposure. Book a free strategy call at bitizenship.com/pomp.
Bitwise Asset Management - Crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more. Learn more at bitwiseinvestments.com
Xapo Bank: Fully licensed private bank and virtual assets services provider that integrates traditional finance and Bitcoin. Earn up to 3.6% in BTC over USD Savings. Spend globally with a debit card that gives up to 1% cashback in BTC. The Pomp Audience Exclusive: Receive $150 discount when they join with this link.
Simple Mining offers a premium white-glove Bitcoin mining service. Want to grow your Bitcoin stack? Visit https://www.simplemining.io/
Zkverify - A modular blockchain dedicated to efficiently verifying zk proofs across diverse blockchain stacks.
Bitlayer - Bitlayer is powering Bitcoin beyond just a store of value, making Bitcoin DeFi a reality while staying true to its core principles of security and decentralization. Learn more about Bitlayer at https://x.com/BitlayerLabs
🚨READER NOTE: If you want to sponsor The Pomp Letter, you can fill out this form and someone from our team will get in touch with you.
You are receiving The Pomp Letter because you either signed up or you attended one of the events that I spoke at. Feel free to unsubscribe if you aren’t finding this valuable. Nothing in this email is intended to serve as financial advice. Do your own research.
2025-11-13 21:37:27
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To investors,
The home affordability crisis is having a ripple effect across American politics, financial markets, and society at large. This issue will be one of the most important things for investors to pay attention to over the next decade.
First, home affordability is impacting central bank monetary policy. This summer Jerome Powell said “the best thing we can do for the housing market is to restore price stability.” Take a listen:
While Powell’s comments are true that inflation stabilizing would have a positive impact on housing, the current administration believes the artificially high interest rates are also contributing to an erosion of home affordability. This makes sense…if interest rates are high, mortgage rates are high. If mortgage rates are high, fewer people can afford to own a home.
This position from the Trump administration has led to a very public pressure campaign from the President, Treasury Secretary Scott Bessent, and Federal Housing Director Bill Pulte to get rates lower. Jerome Powell and the Fed will claim they don’t succumb to pressure campaigns, but the Fed started cutting rates within weeks of the public pressure ramping up over the summer. Could it be a coincidence? Sure. Do I think the lack of home affordability in America is influencing Fed monetary policy? Absolutely.
But home affordability is not only affecting monetary policy. We see in financial markets that companies in the real estate market have done very well as investors place bets on various companies’ ability to solve the housing crisis. Take Opendoor as one example. Retail investors have flocked to the stock and went activist on the old management team. The CEO stepped down shortly after the activist campaign started, the company hired the former COO of Shopify, and Opendoor is now going through a significant transition from an investment company to a software company.
These various changes have led to the company’s stock price going from around $0.50 at the low this year to the closing price of $9.37 per share yesterday. Can Opendoor increase access to home ownership? We are going to find out. But I became an investor in the company this year and am genuinely proud to have my investment dollars helping to fund a company that is focused on helping more Americans own a home. I suspect there are many others like me who want to see this problem solved.
This is an interesting dichotomy from the performance of various home builders. Lennar is down -0.2% year-to-date, D.R. Horton is up only 6%, and NVR is down nearly 9% in the same timeframe. PulteGroup is one of the rare standouts with a nearly 13% appreciation this year.
As I mentioned at the start, the housing market is having an impact everywhere. It touches on technology, tariffs, and monetary policy. It is a complex market that will create lots of mispricings over time. Investors are trying to figure out who can create value over the long run and who can’t.
But nowhere is housing having a bigger impact than in American politics.
We saw Zohran Mamdani get elected New York City mayor while openly running as a socialist who promised free buses, rent freezes, and government-run grocery stores. President Trump and his administration have floated the idea of a 50-year mortgage to help alleviate the financial pressures preventing young people from buying a home. And Federal Housing Director Bill Pulte told me last week in a public interview that US home builders need to build more homes or the US government may take a deeper look at what federal dollars are flowing to these companies.
Monetary policy. Financial markets. Politics. Everywhere you look, home affordability is driving part of the story. So how do we fix this? What is the solution?
You build more housing. Yes, it is really that simple.
It doesn’t even matter what type of housing you build. You can build affordable housing and the increased supply will drive down the cost of affordable housing. More supply means lower prices. Economics 101. But recent studies show that building luxury apartments also drive down housing costs in a city.
“In cities with tight housing markets, policymakers have struggled to help lower-income residents afford homes. New research shows that just building new housing—even expensive housing—can quickly drive down housing costs across metro areas, including in low-income neighborhoods.
Building housing sets off a process called a migration chain, as people leave their homes to move into new units. When people vacate a given type of unit, it loosens the market for that type of unit, which lowers prices. Other people move into the newly vacant homes, leaving their previous units vacant, and the process repeats itself again and again.”
So what is my big takeaway from this? The first principles solution to numerous issues and complexities in American society is to simply build more housing. It will positively impact monetary policy, financial markets, and politics. More housing pushes us back towards the American dream. More housing increases adoption of capitalism and democracy. And more housing helps American families get closer to the financial security they are passionately chasing.
Hope you all have a great day. I’ll talk to everyone tomorrow.
- Anthony Pompliano
Founder & CEO, Professional Capital Management
Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos.
In this conversation, we discuss Bitcoin’s “IPO moment” — why investors are feeling disappointed, what’s really happening beneath the surface, and how these dynamics could reshape portfolios in the months ahead.
Jordi also shares his perspective on Tesla, artificial intelligence, and the shifting political landscape — explaining how the New York City mayor race and overall market sentiment could influence the next phase of global investing.
Enjoy!
Figure – Lowest industry interest rates at 8.91% at 50% LTV and 12 month terms! Take out a Bitcoin Backed Loan today and buy more Bitcoin or SOL. Check out Figure and their Crypto Backed Loans! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information.
BitcoinIRA - Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Pay less taxes. Earn up to $1,000 in rewards.
Arch Public - Arch Public’s cutting-edge algorithm tools ignite profits, harnessing razor-sharp data analytics to nail perfect entries, exits, and risk management. Turn volatility into opportunity and do it hands free with Arch Public. (Oh, and yes, try us out for FREE too!)
Defi Development Corp - DeFi Development Corp. (Nasdaq: DFDV) is building the first Solana-focused public treasury, giving investors exponential exposure to Solana’s growth.
easyBitcoin - Stack sats with easyBitcoin.app—earn 1% extra on buys, 2% annual rewards and 4.5% APY on USD. Download it at easybitcoin.app today.
Bitizenship – Get EU citizenship through Portugal’s Golden Visa, maintaining Bitcoin exposure. Book a free strategy call at bitizenship.com/pomp.
Bitwise Asset Management - Crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more. Learn more at bitwiseinvestments.com
Xapo Bank: Fully licensed private bank and virtual assets services provider that integrates traditional finance and Bitcoin. Earn up to 3.6% in BTC over USD Savings. Spend globally with a debit card that gives up to 1% cashback in BTC. The Pomp Audience Exclusive: Receive $150 discount when they join with this link.
Simple Mining offers a premium white-glove Bitcoin mining service. Want to grow your Bitcoin stack? Visit https://www.simplemining.io/
Zkverify - A modular blockchain dedicated to efficiently verifying zk proofs across diverse blockchain stacks.
Bitlayer - Bitlayer is powering Bitcoin beyond just a store of value, making Bitcoin DeFi a reality while staying true to its core principles of security and decentralization. Learn more about Bitlayer at https://x.com/BitlayerLabs
🚨READER NOTE: If you want to sponsor The Pomp Letter, you can fill out this form and someone from our team will get in touch with you.
You are receiving The Pomp Letter because you either signed up or you attended one of the events that I spoke at. Feel free to unsubscribe if you aren’t finding this valuable. Nothing in this email is intended to serve as financial advice. Do your own research.
2025-11-10 21:36:41
The 3rd annual Bitcoin Investor Week is returning to NYC on February 9th - 13th. This is the largest gathering of serious bitcoin investors in the world. 2,500+ people are expected this year.
Speakers include Jan van Eck, Lyn Alden, Jeff Park, Anthony Scaramucci, Matt Cole, Caitlin Long, Dan Tapiero, Mark Yusko, Brandon Lutnick, Fred Thiel, and many others.
TICKETS: https://bitcoininvestorweek.com
To investors,
The bears have been in control of financial markets over the last few days. The S&P 500 is down 2.5% over the last 5 days. The Nasdaq is down 4% during the same timeframe. Bitcoin is down 5% over the last week.
It has been a sea of flashing red numbers for a week.
But have no fear, the Trump Put is here. The President of the United States of America decided to come out swinging on Sunday morning with a Truth Social post promising a $2,000 “tariff dividend” to every US citizen who isn’t a high-income earner.
You didn’t think the President who measures the health of the US economy based on the stock market was going to sit around and let the bears take a victory lap, did you?
Now will the tariff dividends happen? I have no idea. Polymarket odds are only at 15% right now.
Another question is whether it matters if the tariff dividends actually happen? I don’t think so. The Trump Put already had its intended effect.
It only took this one social media post to completely change the direction of travel for asset prices. Stocks and bitcoin have surged higher as enthusiasm returned to the market.
This is the Trump Put. He has consistently made announcements that influenced the stock market at opportune times. You may remember his social media post saying “THIS IS A GREAT TIME TO BUY!!!” right before the market bottomed in April of this year. Trump backed down from his 100% tariff threat on China about an hour before futures opened on Sunday night a few weeks ago. And yesterday, amid all the panic and fear, the shining light on the hill was a simple promise from the leader of the free world to send out billions of dollars in stimulus checks.
Are stimulus checks a good idea for the long term health of the US economy? Of course not. Does anyone care right now? Not really. People are too focused on the short-term fears of a stock bubble or a perceived incoming bitcoin bear market.
Most people think if the President wants to hand out $2,000 to millions of citizens, especially right after a socialist agenda was voted into power in NYC due to affordability issues, then let the man hand out the money. It is complete disregard for the long-term strength of the economy and the devaluation of the US dollar.
Remember, inflation can only be created in Washington DC and a fast way to increase the odds of high inflation is to hand out thousands of dollars to hundreds of millions of people.
But this Trump Put is not the only thing likely to drive asset prices higher through the end of the year. We already know clarity on the China trade deal is coming. We also saw the Federal Reserve cut interest rates for the second time in the same number of meetings. And now Polymarket is showing the odds improving of the government shutdown being resolved before November 15th.
Sunday morning started out with a 62% odds of the shutdown being resolved after November 16th, but throughout the last 24 hours those odds plummeted to only 7%. A big reason for this change is the report last night that an agreement was reached in the Senate that would see enough Democrats step across the aisle and vote for the government to reopen.
If we get the government shutdown behind us, you should expect stocks and bitcoin to go higher quickly. Opening Bell Daily’s Phil Rosen writes “The US has seen 21 shutdowns in the last 50 years and the S&P 500 has gained 1.2% one month later and 2.9% three months later on average. Stocks are almost always higher after a government shutdown.”
Altcoin Gordon shows that bitcoin rallied 50% in 3 months coming out of the last government shutdown as well.
So what is going to happen here? No one knows. We are all trying to predict an unknowable future. But what I have learned in the last 5 or 6 years is to trust the vibes. Trust the sentiment. Trust the animal spirits.
Whatever you want to call it. How people feel about the market tends to determine how the market performs. And last week was a great example. The fear porn and negative takes were obvious. Folks were predicting the next bitcoin bear market or the end of the stock market rally.
But this week is already different. We just needed the promise of some stimulus checks to get everyone giddy again. And if everyone is giddy, capital will flow into the market lifting asset prices.
I am not the smartest guy in the world, but I know not to fade the Trump Put.
We got the put yesterday morning. Asset prices are responding. And the bull market is back on again.
Hope you all have a great start to your week. I’ll talk to everyone tomorrow.
- Anthony Pompliano
Founder & CEO, Professional Capital Management
Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos.
In this conversation, we discuss Bitcoin’s “IPO moment” — why investors are feeling disappointed, what’s really happening beneath the surface, and how these dynamics could reshape portfolios in the months ahead.
Jordi also shares his perspective on Tesla, artificial intelligence, and the shifting political landscape — explaining how the New York City mayor race and overall market sentiment could influence the next phase of global investing.
Enjoy!
Figure – Lowest industry interest rates at 8.91% at 50% LTV and 12 month terms! Take out a Bitcoin Backed Loan today and buy more Bitcoin or SOL. Check out Figure and their Crypto Backed Loans! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information.
BitcoinIRA - Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Pay less taxes. Earn up to $1,000 in rewards.
Arch Public - Arch Public’s cutting-edge algorithm tools ignite profits, harnessing razor-sharp data analytics to nail perfect entries, exits, and risk management. Turn volatility into opportunity and do it hands free with Arch Public. (Oh, and yes, try us out for FREE too!)
Defi Development Corp - DeFi Development Corp. (Nasdaq: DFDV) is building the first Solana-focused public treasury, giving investors exponential exposure to Solana’s growth.
easyBitcoin - Stack sats with easyBitcoin.app—earn 1% extra on buys, 2% annual rewards and 4.5% APY on USD. Download it at easybitcoin.app today.
Bitizenship – Get EU citizenship through Portugal’s Golden Visa, maintaining Bitcoin exposure. Book a free strategy call at bitizenship.com/pomp.
Bitwise Asset Management - Crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more. Learn more at bitwiseinvestments.com
Xapo Bank: Fully licensed private bank and virtual assets services provider that integrates traditional finance and Bitcoin. Earn up to 3.6% in BTC over USD Savings. Spend globally with a debit card that gives up to 1% cashback in BTC. The Pomp Audience Exclusive: Receive $150 discount when they join with this link.
Simple Mining offers a premium white-glove Bitcoin mining service. Want to grow your Bitcoin stack? Visit https://www.simplemining.io/
Zkverify - A modular blockchain dedicated to efficiently verifying zk proofs across diverse blockchain stacks.
Bitlayer - Bitlayer is powering Bitcoin beyond just a store of value, making Bitcoin DeFi a reality while staying true to its core principles of security and decentralization. Learn more about Bitlayer at https://x.com/BitlayerLabs
🚨READER NOTE: If you want to sponsor The Pomp Letter, you can fill out this form and someone from our team will get in touch with you.
You are receiving The Pomp Letter because you either signed up or you attended one of the events that I spoke at. Feel free to unsubscribe if you aren’t finding this valuable. Nothing in this email is intended to serve as financial advice. Do your own research.
2025-11-07 20:46:32
To investors,
Artificial intelligence is allowing people to accomplish tasks faster and cheaper than they previously did when they relied on a human. The technology is particularly good at ingesting data, conducting complex calculations, and delivering unique insights.
I know this is true because we built a software product this year called Silvia that is proving the thesis.
Let me explain how it works.
Wealthy people have entire teams working for them to better understand their finances and help identify potential areas of improvement. They have portfolio managers, bankers, tax experts, and accountants just to name a few.
The average person can’t afford to hire the same team. In fact, the average person is left on their own to manage their finances and figure out how to grow their investment portfolio.
This is where Silvia comes in.
I wanted to build a product that democratized access to the same intelligence the wealthy have, while dropping the cost to zero. The only way to do that is through software and artificial intelligence.
Anyone can sign up for Silvia, attach their financial information, and then Silvia will get to work helping them improve their financial life. You can connect your bank accounts, your brokerage accounts, your crypto accounts and wallets, your private startup investments, your small business ownership, your real estate portfolio, your cars, your collectibles, and any other asset you own.
Once Silvia is connected to your data, she starts using her superhuman intelligence to accomplish tasks smarter, faster, and cheaper than a human.
Here are some things you can do with Silvia:
You can chat, email, or call Silvia to ask her any question about your finances (cash balance, debt-to-equity ratio, correlations, etc).
You can upload your tax returns and ask Silvia how to get your tax rate lower.
You can ask Silvia how real world events will impact your portfolio seconds after they occur (ex: How will the US-China trade agreement affect my stocks?).
You can do Scenario Planning (ex: what will happen to my finances in a recession? What is likely to happen if I increase my Palantir allocation to 3%?).
You can run Monte Carlo simulations with 100,000 simulations to see where you will be financially in a decade.
You can do deep research on a potential investment idea and ask Silvia whether she thinks it is a good idea to buy or not.
The possibilities are essentially limitless. A big reason this is possible is because we have taught Silvia how to code, so she can write custom code to execute any task, regardless of how difficult it is.
Silvia was built for me personally and it is the most powerful finance product I have ever used.
I am not the only one who thinks so either. Since our public launch 5 months ago, Silvia has grown to more than $15 billion in assets. The average user is a multi-millionaire and more than 90% of all users who connect an account have talked with Silvia.
This is the power of artificial intelligence. You give it specific, unique data and the software can begin doing things smarter, faster, and cheaper than a human.
Silvia is completely free to use. You can sign up here: https://www.cfosilvia.com/
Hope everyone has a great end to their week. I will talk to you on Monday.
- Anthony Pompliano
Founder & CEO, Professional Capital Management
Mel Mattison is one of the leading macro strategists on the internet, known for his deep insights into global markets and digital assets.
In this conversation, Mel explains why he believes bitcoin is quietly building a strong base for its next move higher. We cover the key macro forces shaping markets — from Fed policy and the Supreme Court’s tariff decision to the sustainability of the AI boom and rising geopolitical tensions.
Enjoy!
Figure – Lowest industry interest rates at 8.91% at 50% LTV and 12 month terms! Take out a Bitcoin Backed Loan today and buy more Bitcoin or SOL. Check out Figure and their Crypto Backed Loans! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information.
BitcoinIRA - Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Pay less taxes. Earn up to $1,000 in rewards.
Arch Public - Arch Public’s cutting-edge algorithm tools ignite profits, harnessing razor-sharp data analytics to nail perfect entries, exits, and risk management. Turn volatility into opportunity and do it hands free with Arch Public. (Oh, and yes, try us out for FREE too!)
Defi Development Corp - DeFi Development Corp. (Nasdaq: DFDV) is building the first Solana-focused public treasury, giving investors exponential exposure to Solana’s growth.
easyBitcoin - Stack sats with easyBitcoin.app—earn 1% extra on buys, 2% annual rewards and 4.5% APY on USD. Download it at easybitcoin.app today.
Bitizenship – Get EU citizenship through Portugal’s Golden Visa, maintaining Bitcoin exposure. Book a free strategy call at bitizenship.com/pomp.
Bitwise Asset Management - Crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more. Learn more at bitwiseinvestments.com
Xapo Bank: Fully licensed private bank and virtual assets services provider that integrates traditional finance and Bitcoin. Earn up to 3.6% in BTC over USD Savings. Spend globally with a debit card that gives up to 1% cashback in BTC. The Pomp Audience Exclusive: Receive $150 discount when they join with this link.
Simple Mining offers a premium white-glove Bitcoin mining service. Want to grow your Bitcoin stack? Visit https://www.simplemining.io/
Zkverify - A modular blockchain dedicated to efficiently verifying zk proofs across diverse blockchain stacks.
Bitlayer - Bitlayer is powering Bitcoin beyond just a store of value, making Bitcoin DeFi a reality while staying true to its core principles of security and decentralization. Learn more about Bitlayer at https://x.com/BitlayerLabs
🚨READER NOTE: If you want to sponsor The Pomp Letter, you can fill out this form and someone from our team will get in touch with you.
You are receiving The Pomp Letter because you either signed up or you attended one of the events that I spoke at. Feel free to unsubscribe if you aren’t finding this valuable. Nothing in this email is intended to serve as financial advice. Do your own research.
2025-11-06 21:48:01
Lava’s bitcoin-backed line of credit allows you to unlock your bitcoin’s purchasing power— instantly, flexibly, and securely— without selling your bitcoin.
Borrow dollars in real time with no monthly payments, open terms, and the lowest fixed interest rates in the industry— starting at just 5%.
Lava is the only bitcoin lending platform available globally—you can borrow from any country or state.
With Lava, you can access a full suite of bitcoin-powered financial tools:
→ Borrow dollars instantly
→ Earn 5% APY ****on your USD balance
→ Buy bitcoin with zero fees
It’s everything you need to grow your bitcoin wealth— without ever selling your bitcoin.
To investors,
The US economy is in a very weird position. We are watching companies accelerate their earnings, while the job market is declining at a rapid pace. You will read headlines about how great everything is going followed by headlines about how horrible everything is.
Both perspectives are true. It just depends where you are looking.
Take corporate earnings as a positive example. Creative Planning’s Charlie Bilello writes “with 70% of companies reported, S&P 500 operating earnings are up 19% year-over-year, the 11th straight positive quarter and highest growth rate since Q4 2021.”
Given how well corporations are doing, you would expect investors to be euphoric. Their portfolios are growing in value and stocks keep climbing higher. But in the surprise of the year, investors are incredibly negative right now.
Carson Group’s Ryan Detrick points out investor sentiment currently sits at Extreme Fear even though “a few days ago the S&P 500, Russell 2000, Dow, Nasdaq, and Nasdaq-100 all closed at new monthly all-time highs.”
It is crazy to think about stocks at all-time highs, yet investor sentiment in the toilet. Those are the type of ingredients that almost certainly guarantee we can’t be at a market top.
The sentiment divergence is not exclusive to investors either. Jim Bianco shows consumer sentiment is falling rapidly as well. He writes “Red is the stock market. It’s going straight up. Rate cuts help. Blue is consumer sentiment, it’s going straight down and is near a multi decade low. Inflation (affordability) is driving this measure lower. Rate cuts hurt.”
Lets go back to investors for a second though. Ryan Detrick goes on to explain that the market is overwhelmed with bearish investors. They are everywhere. He writes “AAII bulls minus bears is -11.1% in 2025. Only 3 other times has this ever been -10% and all happened in bear markets (1990, 2008, and 2022). Incredibly, bears outnumber bulls by 11.1% in ‘08, the exact same level as in 2025 so far.”
But the dichotomy gets even weirder when you dig deeper into the data. Commerce Secretary Howard Lutnick was asked about the US economy last night in an interview and he said “Which way is the stock market going? Up, up, up! Which way is the economy going? 3.8% last quarter... the economy is on fire because Donald Trump’s economy is one that says... BUILD IN AMERICA.”
Lutnick is not wrong. But contrast that with the jobs data that came out this morning. CNBC’s Jeff Cox explains:
“Job cuts for the month totaled 153,074, a 183% surge from September and 175% higher than the same month a year ago. It was the highest level for any October since 2003. This has been the worst year for announced layoffs since 2009.”
So the economy is booming but the job market is deteriorating. Stocks are flying higher, yet sentiment is succumbing to gravity. The obvious culprits are artificial intelligence and interest rate cuts. Both trends help corporations and asset owners at the expense of the average citizen who has little to no investment assets.
I don’t know what the solution to this problem is. The complexity here is hard to overstate. You can’t allow corporations and asset owners to be destroyed because job losses will only accelerate. You can’t continue to have half of the country being financially destroyed due to technology, economic conditions, and a lack of financial education.
This may be one of the great challenges of our time. We have to walk a tight rope between these opposing forces. A potential solution is to get more Americans invested in the capitalist system. Programs like Invest America, which wants to fund a stock brokerage account for every baby born in America, could have a positive impact. The issue with a program like that is it will take decades to see the impact.
It doesn’t mean we shouldn’t pursue the program. We just can’t count on it as a magic solution today. One idea I have been thinking through is a “Stock Dividend” to the American people. It could work as a potential tax rebate. The government would determine an amount to be returned to every citizen, but rather than pay in cash, the government would deliver shares of the S&P 500 or Nasdaq.
There are a lot of nuances that would have to be figured out. And we have to remember a large portion of the country doesn’t pay federal income tax, so you would have to account for those people in the program too. But this type of creative, entrepreneurial idea would get every American a stake in the economic system. It would have a profoundly positive impact on their financial life and it would likely create a less divisive political environment.
The people are screaming they need help. How the government, the economy, and corporations decide to respond will determine a lot about the next few years in the United States.
Hope everyone has a great day. I’ll talk to you tomorrow.
- Anthony Pompliano
Founder & CEO, Professional Capital Management
Jeff Park is the Partner and Chief Investment Officer at ProCap BTC. In this conversation, we dive into the current bitcoin market cycle — why price sentiment has shifted, whether younger investors are losing interest, and where the next wave of buyers could come from.
Jeff also breaks down how both macro forces like interest rates and micro market dynamics are influencing bitcoin’s trajectory, and reacts to Scott Bessent’s viral tweet that might signal a turning point for crypto markets.
Enjoy!
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Bitizenship – Get EU citizenship through Portugal’s Golden Visa, maintaining Bitcoin exposure. Book a free strategy call at bitizenship.com/pomp.
Bitwise Asset Management - Crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more. Learn more at bitwiseinvestments.com
Xapo Bank: Fully licensed private bank and virtual assets services provider that integrates traditional finance and Bitcoin. Earn up to 3.6% in BTC over USD Savings. Spend globally with a debit card that gives up to 1% cashback in BTC. The Pomp Audience Exclusive: Receive $150 discount when they join with this link.
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Bitlayer - Bitlayer is powering Bitcoin beyond just a store of value, making Bitcoin DeFi a reality while staying true to its core principles of security and decentralization. Learn more about Bitlayer at https://x.com/BitlayerLabs
🚨READER NOTE: If you want to sponsor The Pomp Letter, you can fill out this form and someone from our team will get in touch with you.
You are receiving The Pomp Letter because you either signed up or you attended one of the events that I spoke at. Feel free to unsubscribe if you aren’t finding this valuable. Nothing in this email is intended to serve as financial advice. Do your own research.
2025-11-05 23:55:37
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To Investors,
We saw Democrat candidates win major races yesterday for Governor of Virginia, Governor of New Jersey, and mayor of New York City. This is a good ‘ole fashion ass kicking. A straight rout across the board in favor of the Democrats.
Half of the country is waking up happy this morning and the other half is left wondering how we got to this point. But put politics aside for a second.
There is a very important finance and economics story smacking us in the face. The voice of the people was heard last night. They are clearly telling the world that rent is too high, groceries are too expensive, the system is not working for them, and change is needed.
You can see these problems clearly in the data.
First, the difference in sentiment between the people who make more than $100,000 and those who make less than $100,000 is widening. You can see this clearly getting worse since the summer of 2022 and accelerating in 2025.
You can call it a k-shaped economy. You can call it a bifurcation. No matter what you call it, the economy is being split into two groups: those that own assets and those that don’t.
This k-shaped economy related to sentiment passes through to consumer spending habits. We know that the top 10% of earners account for half of US personal spending.
But when you dig into consumer prices of every day items like groceries, you can see a very big problem. Adam Kobeissi writes “US grocery prices have risen +5.3% YoY as of July 2025. To put this differently, if a family spends ~$1,000 a month or $12,000 a year on groceries, this marks an average annual increase of +$636.”
Home affordability doesn’t offer a much different story. Kobeissi continues by showing “it would take a -38% drop in home prices OR a +60% JUMP in household income JUST for affordability to go back to 2019 levels. You must now make ~$113,000/year to afford the MEDIAN home in the US.”
The problem is only going to get worse in the short-term too. For example, artificial intelligence is driving a wedge into the job market. You see the people who are using AI continue to grow revenue and profits, while the working class is watching job openings fall off a cliff as AI begins replacing many jobs.
So the financial answer is for people to acquire assets. Bill D’Alessandro shows this chart of wage growth vs. asset appreciation. He says “you’ve got to be converting your time/wages into assets. Best time to start was 20 years ago, second best time is now.”
So when I think about what is happening here, you have to believe multiple things are true. The people are voicing their opinion for a reason. Affordability in America is way too high. We have to bring that down and provide relief for millions of people. You also have to see that the financial answer is for more people to own assets, but understand why that is nearly impossible to get people to do. Our schools don’t even teach financial education, let alone most young people having the ability to understand investing.
At the same time, the rise in popularity for dumb ideas like socialism is a response to the affordability crisis. If you don’t have a financial solution, you immediately look for a different release value. It is easy to get swindled by a charismatic guy who promises a bunch of free things, especially when that guy is explicitly acknowledging the pain that you are experiencing.
It doesn’t make the socialist ideas good. But it is understandable why the message resonates. Over the coming weeks I will explore the various ways this change is going to impact financial markets, but I will leave you with one of the important truths I have come to believe: the voice of the people will ultimately be heard.
And their message was crystal clear last night.
Hope everyone has a great day. I’ll talk to you tomorrow.
- Anthony Pompliano
Founder & CEO, Professional Capital Management
Anthony and John Pompliano break down today’s markets — from Scott Bessent’s U.S. outlook and Tom Lee’s bullish call to Jordi Visser’s take on Bitcoin’s “IPO moment.”
They also cover job growth, mega themes, the New York City mayoral race, and Anthony’s latest thoughts on bitcoin and stocks.
Enjoy!
Figure – Lowest industry interest rates at 8.91% at 50% LTV and 12 month terms! Take out a Bitcoin Backed Loan today and buy more Bitcoin or SOL. Check out Figure and their Crypto Backed Loans! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information.
Arch Public - Arch Public’s cutting-edge algorithm tools ignite profits, harnessing razor-sharp data analytics to nail perfect entries, exits, and risk management. Turn volatility into opportunity and do it hands free with Arch Public. (Oh, and yes, try us out for FREE too!)
Defi Development Corp - DeFi Development Corp. (Nasdaq: DFDV) is building the first Solana-focused public treasury, giving investors exponential exposure to Solana’s growth.
easyBitcoin - Stack sats with easyBitcoin.app—earn 1% extra on buys, 2% annual rewards and 4.5% APY on USD. Download it at easybitcoin.app today.
Bitlayer - Bitlayer is powering Bitcoin beyond just a store of value, making Bitcoin DeFi a reality while staying true to its core principles of security and decentralization. Learn more about Bitlayer at https://x.com/BitlayerLabs
Bitizenship – Get EU citizenship through Portugal’s Golden Visa, maintaining Bitcoin exposure. Book a free strategy call at bitizenship.com/pomp.
Bitwise Asset Management - Crypto specialist asset manager with more than $10 billion client assets and more than 30 crypto solutions across ETFs, index funds, alpha strategies, staking, and more. Learn more at bitwiseinvestments.com
Xapo Bank: Fully licensed private bank and virtual assets services provider that integrates traditional finance and Bitcoin. Earn up to 3.6% in BTC over USD Savings. Spend globally with a debit card that gives up to 1% cashback in BTC. The Pomp Audience Exclusive: Receive $150 discount when they join with this link.
Simple Mining offers a premium white-glove Bitcoin mining service. Want to grow your Bitcoin stack? Visit https://www.simplemining.io/
BitcoinIRA - Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Pay less taxes. Earn up to $1,000 in rewards.
Zkverify - A modular blockchain dedicated to efficiently verifying zk proofs across diverse blockchain stacks.
🚨READER NOTE: If you want to sponsor The Pomp Letter, you can fill out this form and someone from our team will get in touch with you.
You are receiving The Pomp Letter because you either signed up or you attended one of the events that I spoke at. Feel free to unsubscribe if you aren’t finding this valuable. Nothing in this email is intended to serve as financial advice. Do your own research.