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.

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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)

Anthony and John Pompliano dig into what’s really at stake at the upcoming Federal Reserve meeting — whether the move should be 25 bps, 50 bps, or nothing at all. We break down how those decisions ripple through markets and why bitcoin’s unique monetary policy is becoming impossible for the world to ignore. Plus, we break down the shift as bitcoin miners move into AI infrastructure — why it’s happening, how they’re doing it, and what it means for investors.

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Timestamps:

• 0:00 – Intro

• 1:33 – Fed rate cut debate (25 vs 50 vs 0 bps)

• 13:20 – Bitcoin’s monetary policy vs the Fed’s reactive model

• 18:40 – The future of economic data

• 21:14 – QE returning & its impact on asset prices

• 29:15 – Bitcoin miners pivoting into AI?