Anthony Pompliano
An investor and founder of Professional Capital Management, Anthony Pompliano is active across public and private markets with stakes in more than 300 companies...
“…I actually think, and I've been saying for a while, that most of the crypto industry is dead, but I think that Bitcoin, stable coins, tokenization, and like equity infrastructure is very much real and going to continue to accrue value.”
The Pomp Podcast · August 2026
Pompliano had just described the Bitcoin community's belief that today's speculators are all future Bitcoiners who do not know it yet. He then drew his own line through the industry, writing most of it off while naming the pieces he thinks value accrues to. Jordi Visser answered by arguing that trust, not better technology, is what decides which rails institutions adopt.
Transcript
I'll leave you with this, which is there's a belief in the Bitcoin community that all the speculators, the gamblers, the shit coiners, they're all just future Bitcoiners. They don't realize it yet.
We'll leave it at that. But
to be clear, I actually think, and I've been saying for a while, that most of the crypto industry is dead, but I think that Bitcoin, stable coins, tokenization, and like equity infrastructure is very much real and going to continue to accrue value. I recently was on somebody's podcast and they asked me, well, what about hyperliquid? And I said to them, look, it's not equity, but I look at it as infrastructure. And so I think there are some of these like, you know, kind of tokenization, decentralized, token-based things that don't fit perfectly in a bucket. But just like in the traditional world, there's kind of very clear areas where value…
Yeah. Just always remember one thing. And I've heard Tom Lee say this a few times over the course of the last six months. And I happen to agree with it. And it's because we both have worked in Wall Street in banks. There's a value in trust that comes even if the technology is not the best. And that…
Makes sense to me. All right. What are you going to cover on your video this week? Anyone who is watching this right now, I never say pause, but you should pause this. You should go to Jordy Visser on YouTube, hit the subscribe button, help our guy out here. He works hard for you. You know, it's…
First of all, the company that I've used in my videos for a while is going to be shutting down OpenBB. And so I've had to make a quick pivot to Google Slides. So there's going to be a different presentation, but a lot of the stuff we've talked about, I'm going to go more details. I am, like I said…
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