Why 2026 Could Be a Defining Year for Bitcoin
Jeff Park is a Partner & Chief Investment Officer at ProCap Financial. In this conversation, we break down the outlook for 2026, how bitcoin is positioned within global markets, and what shifting capital flows mean as major institutions like Morgan Stanley enter the space. Jeff also shares insights on geopolitics, artificial intelligence, and why these forces are increasingly shaping bitcoin and broader financial markets.
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ā° TimeStamps:
0:00 – Intro
1:05 – Bitcoin setup for 2026: positioning, flows, leverage
3:41 – Volatility + drawdowns: are bear markets changing?
6:55 – The āideological investorā & 3 forces shaping 2026
12:54 – Venezuela bitcoin rumors & geopolitics driving markets
19:21 – Gold/jewelry drama & verifying whatās real
22:12 – AI content & implications for the next generation
33:11 – Morgan Stanley launching Bitcoin ETF & Solana ETF
#Bitcoin #AnthonyPompliano #Pomp
26 Comments
1
Subscribe to my new channel youtube.com/@FromTheDeskOfAnthonyPompliano for daily videos breaking down the biggest headlines in finance, tech, and politics!
I have to disagree with Jeff on this one. Thousands of people are transacting directly with each other, often remotely, using bitcoin. I have personally been paid for a service with bitcoin from another country, and paid for a service myself. No on/off ramps or rails, no need to meet at a secret location with a sack full of gold. Bitcoin is digital money. Kinda surprised with Jeff's take tbh.
WHO IS GONNA TELL POMP? šš Lab grown diamonds are real diamonds by every scientific definition. Same carbon, same crystal structure, same properties. Saying they are not real is like saying ice made in a freezer is not real ice.
Pomp, sir..time to lose the tie š
When the Queen would wear a broach or pin of some kind, shape, size or color the media would go nuts speculating about the message she was communicating. With that as background, what is up with Pompās tie?
35:54 except the money isnāt on SOLā¦. Itās not even 3rd in TVL
Kid says Venezuela has bitcoin. There is zero proof of that. Just a rumor yet he states he believes thy have 600k BTC. Dude is a joke š¤”
Made more btc with eth
Rather just hold btc
Hey Pomp, love the new tie!!!
Yes. The 4 years cycle is finished. It finished in 2022. We have a logarithmic progression in play based on time.
BANGš„š„š„BANGš„š„š„
Morgan Stanley is launching an Eth ETF too.
lab diamonds are actually real. they aren't fake. they aren't NOT authentic. they are diamonds. they aren't minded diamonds buy there is absolutely no difference
Finally a different suit. Now switch back to hoodie š
What in the hell is Jeff talking about? Bitcoin to bitcoin transactions are way better than gold. I think Jeph has been co-opted.
32:57
Always love a good chat with Jeff
No, disagree. His attire is impressive and we most recently got spoken to at work, about the importance of dressing better for business. He has an mportant show here, & big newschannels interview him at times.
POMP!!!! You should have on tge founder and CEO of diamond standard creating and moving Natural Certified diamonds on chain!!!!! Love their products!!!!
. .. Anthony . . ā¤ļøāš„
Why do we never hear these smart "in the know" people ever just say "yeah the market sucks right now and its gonna be sideways and down and suck for the next lil bit"? Its always some kinda hopium and it gets people wrong footed.
Decided long ago to not participate in social mediaā¦.a time waster and can place undo influence on an individualās thinkingā¦
Whereās the merchandise store ? š
VENEZUELA IS JUST THE PRELUDE. JUST WAIT UNTIL USA WILL CRACK OPEN SWISS BITCOIN VAULTS. BIG HEADS WILL BE CUT OFF
Crypto is dead for retail š