2026-04-17 23:16:44
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To investors,
Wall Street can’t get enough bitcoin right now. You wouldn’t know it though if you read the headlines about bitcoin’s price action. Yes, the digital currency has fallen about 40% from the recent all-time high price of $126,000, but that hasn’t stopped the largest institutions on Wall Street from jumping head first into the deep end.
Strategy’s STRC preferred equity continues to see record inflows, including multiple days of more than $1 billion in trading volume, with almost no divergence from par. This type of liquidity on a relatively new security is impressive regardless of the underlying asset, but the fact that it has happened with a new product (digital credit) should be eye-opening to everyone about where the future is headed.
Morgan Stanley, one of the oldest investment banks in the world, recently launched their bitcoin ETF. Even though they waited awhile after their finance peers had launched similar products, Morgan Stanley reported more than $100 million of inflows in the first week. This makes the bitcoin ETF their best ETF launch in the history of the firm.
If you don’t think that will get people’s attention internally, I don’t know what to tell you. Finance is a numbers game and everyone is looking for growth. When you do something no one in your firm has done in 100+ years, leadership takes notice and starts asking what else can the firm do in that vertical.
As if these two data points weren’t enough, Charles Schwab is reportedly preparing to offer direct trading of bitcoin in their consumer products. This is supposedly in an effort to compete with Robinhood and other modern retail brokerages that have seen a surge in crypto trading volumes.
A big reason that Charles Schwab is having to respond to Robinhood is that Robinhood’s growth rate is double the incumbent’s growth rate in every major metric.
You can read a complete breakdown of the two businesses in the latest ProCap Insights report here.
Lastly, price performance begets more price performance. Bitcoin may be down 40% from the all-time high, but the asset is up nearly 16% since the Iran war kicked off. Bitcoin is up about 26% from the local bottom of $60,000 back in February.
That type of strength will bring confidence back in the market, which brings capital flows. The new Wall Street tools of treasury companies, ETFs, and direct trading on incumbent platforms will bring more capital as well.
This continued persistent bid in the market should be a great tailwind for bitcoin the rest of this year. Plus, the US stock market is ready to rocket higher thanks to the V-shaped recovery it just experienced (last 5 times this happened, stocks rallied higher), so bitcoin is likely to be a big winner in this euphoric bull market.
The widely reported death of bitcoin has been greatly exaggerated. The asset is as strong as ever. And the largest pools of capital are falling over each other trying to get in the game.
Hope you all have a great weekend. I will talk to you on Monday.
- Anthony J. Pompliano
Founder & CEO, ProCap Financial (Nasdaq: BRR)
Last week, ProCap Financial launched ProCap Insights, the first agentic research offering in finance.
Leveraging the latest AI, ProCap Insights offers institutional-grade research to help independent investors make more informed investment decisions. Reports cover single-name stocks, thematic trends, and macro analysis across sectors and asset classes.
Neil McDonald is the CEO of Moomoo US and a former executive at Morgan Stanley, JPMorgan, and Citadel.
In this conversation, we break down how retail investing has evolved—from access and information to powerful tools and AI that are leveling the playing field with Wall Street. We also discuss crypto, tokenized stocks, and what the future of investing looks like.
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2026-04-15 23:40:11
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To investors,
We can trace the root cause of many societal problems back to the destruction of the US dollar over the last few years. Heritage’s EJ Antoni recently pointed out “cumulative inflation since Jan 2021 is between 23.6% and 27.1%, depending on which index we’re using.”
These are big numbers that have negative consequences on real people. And these are just the government numbers. If we look at Truflation, they are reporting the compounded inflation since January 2020 is just under 30%. For the approximately 50% of Americans who hold 100% of their assets in US dollars, this is devastating debasement of their savings.
The Fed’s own data confirms this problem. The report M2 money supply has tripled since 2008 and purchasing power of the dollar is down 38% since 2008.
The average American’s savings has become a melting ice cube sitting in the sun on a hot summer day.
But compounded inflation and loss of purchasing power doesn’t tell the full story. Nominal wage growth in the US has been impressive over the last half decade. There is more money sloshing around the system and some of it finds its way into the consumer’s pockets.
EJ goes on to show the average American’s weekly paycheck can buy 3% less goods today compared to January 2021.
The inflation story has been widely covered, but the acceleration in wages has been largely ignored. The problem is that inflation creates second and third-order effects that eat away at an economy and a society. Home affordability is one good example.
Home prices have been increasing at a faster pace than wages, so we are seeing the average American’s ability to buy a home evaporate before our eyes.
When you have people falling further behind, they start to lose hope. When people lose hope, they become bigger risk takers. Why not? What do they have to lose? Nothing really, right?
This is why we are witnessing an explosion in sports gambling, meme coin trading, and other risky investing behaviors. So what is the anecdote?
There is something called the Success Sequence that seems to have stood the test of time. The sequence is very simple: graduate from high school, get a full-time job, get married before you have kids. If someone can do that, they significantly increase their odds of avoiding economic destruction or poverty.
This may seem simple for many of you, but we forget how many Americans end up following a different path. I share this reminder because we are living through a dollar debasement crisis, while watching commodities surge higher in a spectacular bull market.
Creative Planning’s Charlie Bilello shows:
Sulfur: +67%
Jet Fuel: +66%
Urea: +51%
Diesel: +50%
Heating Oil: +40%
WTI Crude Oil: +37%
European Natural Gas: +34%
Gasoline: +32%
Fertilizer: +31%
Brent Crude Oil: +31%
Coal: +14%
Palm Oil: +10%
Iron Ore: +7%
Rice: +4%
S&P 500: +1%
$VIX: -8%
Commodity investors are enjoying the financial returns attached to this bull market. The average American is bracing for the negative impact from the same price appreciation. The only thing that can really save the economy is an economic explosion driven by technological innovation and led by the private sector.
We are seeing the early signs of this from the AI and robotics industry. We are going to need other industries like space, defense, biotech, and others to deliver deflationary pressures on the economy as well.
The US government is never going to stop printing money. We spent over $100 billion on interest payments for the national debt last month. That is billion with a “B” just last month. So our best hope is to grow our way out of this problem.
Accelerate. Accelerate. Accelerate. It can be done. We just have to let our entrepreneurs and technologists do their thing.
Have a great day. I will talk to you next time.
- Anthony J. Pompliano
Founder & CEO, ProCap Financial (Nasdaq: BRR)
Last week, ProCap Financial launched ProCap Insights, the first agentic research offering in finance.
Leveraging the latest AI, ProCap Insights offers institutional-grade research to help independent investors make more informed investment decisions. Reports cover single-name stocks, thematic trends, and macro analysis across sectors and asset classes.
I sat down with John Pompliano to discuss what’s really happenning with bitcoin and the macro environment, covering inflation, AI-driven deflation, and Wall Street’s growing push into bitcoin through ETFs.
We also discuss why bitcoin has held up during global conflict and why its scarcity could make it a long-term winner.
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Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’ll ever make? Schedule a life-changing call at www.FountainLife.com
Consensus Miami - May 5-7 • Join 20,000 decision-makers for the convergence of crypto, capital & culture. Save 25% with POMPLIANO.
Uphold - Uphold is the all-in-one platform to trade, earn, stake, and swap across 300+ assets with real-time proof-of-reserves and any-to-any conversions. Manage your entire crypto portfolio in one place at www.uphold.com
BitcoinIRA - Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Pay less taxes. Earn up to $2,000 in rewards.
Bitget - Bitget is the world’s largest Universal Exchange (UEX), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold.
Simple Mining offers a premium white-glove Bitcoin mining service. Want to grow your Bitcoin stack? Visit https://www.simplemining.io/pomp
🚨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.
2026-04-13 23:20:42
I’m speaking on the Mainstage at Consensus Miami this May 5-7 — the event the entire industry shows up for, from Wall Street, the White House, and all of Web3. 20,000+ decision-makers. 72% director-level or above. Three days where deals get signed, funds get raised, and the next cycle gets shaped.
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To investors,
The United States and Iran were set to solidify the ceasefire with a peace agreement negotiated in Pakistan over the last few days. Vice President JD Vance stepped up to the podium after 21 hours of negotiations and informed the world there would be no peace deal.
Iran reportedly continues to refuse the US proposal, so the war is back on again. This time there is a big wrinkle though.
Rather than allow Iran to close the Strait of Hormuz, the United States has decided to implement a blockade of their own. At first glance, this seems like a childish decision to merely claim victory in a skirmish, but upon further review there is strategic importance to the decision.
For example, Iran has not completely closed the Strait over the last few weeks. Instead, they have prevented most ships from passing through the waterway and they have merely been taxing other ships. This selective enforcement has been a big financial boost for the Middle Eastern country, especially because Iran has also been exporting their own oil through the Strait at the same time.
Rather than allow Iran to call the shots in the Strait, and continue to profit from their decisions, the United States blockade will rapidly cut off all economic benefit to Iran.
FDD Senior Fellow Miad Maleki writes “The U.S. naval blockade of the Strait of Hormuz would cost Iran approximately $276 million per day in lost exports and disrupt $159 million per day in imports, a combined economic damage of ~$435 million per day, or $13 billion per month.”
This level of economic loss should apply maximum pressure to the country, along with exasperate the pain for Iran’s allies such as China. The decision for Iran to weaponize the Strait of Hormuz never really made sense, because they couldn’t deliver on their threats in the way people thought.
Hudson Institute’s Zineb Riboua writes:
“Iran’s move to weaponize the Strait of Hormuz ranks among its most strategically reckless decisions.
They cannot sustain control over it. Their military position does not allow for prolonged enforcement against determined opposition. More importantly, it was never a credible bargaining chip. Once escalated, it has to be relinquished without meaningful concessions. The only asset that has ever carried real negotiating weight is the nuclear program.
The logic behind the move is also flawed. The expectation was to trigger a global economic shock large enough to force a halt in U.S. operations. That outcome has not materialized. Instead, it has accelerated the opposite dynamic. Regional and global actors are now investing in routes and infrastructure designed to bypass the Strait altogether.
In trying to turn Hormuz into leverage, Iran is diminishing its long-term strategic value. Very stupid of IRGC.”
You can read about the geopolitical implications to this decision elsewhere, so I want to focus our time on how this development will impact the US economy and American citizens at home.
First, the United States has become the most popular girl at the bar when it comes to selling oil. There are hundreds of tankers from around the world that are rushing to the Gulf of America to purchase oil from us. Whether this was an intended outcome or not, America’s energy independence is quickly becoming a strategic asset that will drive significant revenue growth for our oil and gas industry, along with our country.
Second, there could be short-term military and operational costs for mine clearance, escorting ships, and potential combat with Iranian forces. These additional costs will only put more pressure on the national debt, which will lead to further debasement of the US dollar over the long run.
Third, oil prices will likely continue to be very volatile. The entire world is trying to figure out what the price for a barrel of oil should be, but the input costs, the available global supply, and the future prospects of production continue to change on a daily basis. There is consensus belief that a fully opened Strait will lead to lower oil prices, so a fully closed Strait will only continue to put upwards pressure on prices.
Fourth, the US stock market will be volatile. There is lots of pressure on software stocks and the tech industry more broadly, while energy and oil company stocks have been outperforming in recent weeks. These trends could reverse if the war ends, but it seems like we are in a state of volatility for the foreseeable future.
Lastly, there will be a mixed message in the domestic economy. As I wrote about last week, the US economy will continue profiting from higher oil prices, while American citizens feel the pain at the pump. This will feed the higher inflation narrative, especially as people brace for higher fertilizer prices, higher food prices, and higher shipping costs globally.
There is no way to spin the negative impact on US households in the short-term. The big question becomes how transient this impact will be? Once the war is over, do prices come back down quickly? Do Americans get amnesia and forget about this episode if the stock market rips higher over the summer? How do the midterm elections play into the geopolitical options that President Trump and his administration are weighing?
I don’t have answers to many of these questions. But it is clear that the US blockade is going to change the calculus for Iran in this conflict. They just went from being in charge to being cut off from the world. Regardless of what they say publicly, no one loses $13 billion per month and shrugs it off.
Lets just hope that we see a true ceasefire as a result of this latest escalation. War is an ugly thing and no one wants to see innocent people dying.
Hope you all have a great start to your week. I will talk to everyone tomorrow.
- Anthony J. Pompliano
Founder & CEO, ProCap Financial (Nasdaq: BRR)
Last week, ProCap Financial launched ProCap Insights, the first agentic research offering in finance.
Leveraging the latest AI, ProCap Insights offers institutional-grade research to help independent investors make more informed investment decisions. Reports cover single-name stocks, thematic trends, and macro analysis across sectors and asset classes.
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack.
In this conversation, we break down what’s really going on in the market right now—from AI-driven disruption and rising inflation to why money is rotating into commodities and semiconductors. We also get into why bitcoin could be setting up for a bigger move as the macro environment continues to shift.
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Arch Public - Arch Public’s cutting-edge algorithmic 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!)
Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’ll ever make? Schedule a life-changing call at www.FountainLife.com
Consensus Miami - May 5-7 • Join 20,000 decision-makers for the convergence of crypto, capital & culture. Save 25% with POMPLIANO.
Uphold - Uphold is the all-in-one platform to trade, earn, stake, and swap across 300+ assets with real-time proof-of-reserves and any-to-any conversions. Manage your entire crypto portfolio in one place at www.uphold.com
BitcoinIRA - Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Pay less taxes. Earn up to $2,000 in rewards.
Bitget - Bitget is the world’s largest Universal Exchange (UEX), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold.
Simple Mining offers a premium white-glove Bitcoin mining service. Want to grow your Bitcoin stack? Visit https://www.simplemining.io/pomp
🚨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.
2026-04-12 21:54:25
To investors,
I normally don’t write a letter to you on Sunday morning, but I wanted to highlight a very interesting research report that came from ProCap Insights over the past week. The report looks at the impact of AI on the job market, including an analysis of whether artificial intelligence is stealing human jobs.
One of the most eye-opening conclusions was artificial intelligence has a disproportionate negative impact on young people compared to their older peers. The report explains:
In August 2025, researchers at the Stanford Digital Economy Lab published what may be the most important labor market study of the AI era. Erik Brynjolfsson, Chinchih Chen, and others analyzed employment trends across occupations ranked by AI exposure. Their findings shatter both narratives simultaneously.
Workers aged 22 to 25 in the most AI-exposed occupations experienced a 16% relative decline in employment since late 2022, after controlling for firm-level shocks. Young software developers specifically saw employment fall 20% below its late fall 2022 peak by mid-2025. Early-career customer service workers declined 11% from their November 2022 peak.
But workers aged 30 and over in those exact same high-AI-exposure occupations saw employment grow between 6% and 12% over the same period. The labor market did not shrink in these sectors. It bifurcated.
The mechanism is consistent with how AI tools interact with the labor force. AI handles a growing share of rules-based, structured tasks traditionally assigned to junior workers, from drafting emails and writing boilerplate code to summarizing documents and handling tier-one customer queries. Senior workers, whose value comes from tacit knowledge, judgment, and soft skills, are not displaced by these same tools.
They are augmented by it. One experienced developer with Copilot produces what previously required a team of three juniors.
JPMorgan’s Aliaga found the same dynamic. Over one-third of U.S. workers now use generative AI for job tasks, but the St. Louis Fed estimates generative AI accounts for just 5.7% of total work hours as of mid-2025. That 5.7% falls disproportionately on the repetitive, entry-level work that defined the first rung of most professional careers.
Goldman Sachs estimates that two-thirds of U.S. occupations have AI exposure, but only 6% to 7% of workers face genuine displacement risk. The rest face augmentation, and augmentation benefits the experienced.
This data makes sense when you realize that artificial intelligence is going to eat into the work force from the bottom up. As the technology improves, it will take over more complex and senior tasks, but until we reach that level of innovation it will be the young people who are affected the most.
But the story is not only age-specific.
The ProCap Insights report, which is generated through an agentic AI system, identifies major pain underway in the publishing and media industries. The report explains:
BLS establishment survey data reveals which sectors are already living in the post-AI labor market. Motion picture and sound recording employment has fallen 18.9% since January 2023, from 415,900 to 337,400 workers. Publishing industries employment declined 5.8% over the same period, from 958,500 to 902,800. These are content-creation sectors where AI tools directly substitute for junior and mid-level creative labor.
Meanwhile, professional, scientific, and technical services, the largest white-collar sector, grew just 0.9% over three years. That 0.9% translates to roughly 97,000 jobs added in a sector of 10.8 million, a pace that barely keeps up with population growth.
The sector is not contracting. It is calcifying.
The Harvard Business School research published in March 2026 reinforces this. Analyzing nearly all U.S. job postings from 2019 through March 2025, researchers found that automation-prone roles saw a 13% decrease in postings since ChatGPT’s launch, while analytical, technical, and creative roles saw a 20% increase. Job postings for automation-prone occupations also required 7% fewer skills.
Employers are not just posting fewer jobs. They are posting simpler ones, consistent with AI tools absorbing the complexity that once required a dedicated human.
Generative AI is very good at producing content, so it makes sense that content-focused industries are coming under pressure. Remember, this is the worse the technology will ever be, so we should expect an acceleration from here.
I continue to tell people that three areas of media will be safe from AI disruption: scoops, long-form profiles, and live coverage. But I believe people can insulate themselves from being negatively affected by AI if they can become AI proficient. There is not a company in the world that is going to fire employees who are the best at using AI internally.
Instead, companies are going to promote these people, give them more responsibilities, and likely pay them more money over time. Don’t sit around and be disrupted. Learn to use the tools and technology. This is true whether you are a professional investor or a casual individual investor.
Superhuman intelligence is now abundantly available. The only limiting factor is your curiosity and persistence.
Before I let you go, I highly suggest subscribing to ProCap Insights. We built an AI system to dig through mountains of data to identify unique or undiscovered insights, then the AI analyzes the data, fact checks the information, and writes the full report without human intervention.
The company published a ton of research this week, including 3 stocks that could benefit if oil falls below $80, 2 stocks Meta inadvertently boosted with its new AI model, 2 stocks that could rally big with stagflation signals flashing, and an airline stock that will fly if the Iran conflict doesn’t end soon.
If you subscribed before midnight tonight, you will get 60% off an annual subscription.
I hope you found this letter valuable. Have a great end to your weekend and I will talk to everyone tomorrow.
- Anthony J. Pompliano
Founder & CEO, ProCap Financial (Nasdaq: BRR)
2026-04-09 22:25:17
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To investors,
The US and Iran agreed to a ceasefire earlier this week contingent on a few conditions, including the Strait of Hormuz being reopened. Iran seems to be in agreement to open the Strait, but the Financial Times is reporting that the Middle Eastern country wants to be paid a tax of $1 per barrel of oil that goes through the waterway.
That demand does not seem out of the ordinary. But the FT also reported that Iran is demanding payment in bitcoin for this tax. That detail is potentially explosive if true.
This would be the first time that warring countries would be publicly agreeing to use bitcoin as a key component of a peace deal. The development is not shocking to the bitcoin community though. We have been saying for years that bitcoin is a digital, decentralized, non-sovereign, neutral asset that can be used by anyone in the world.
If two countries don’t trust each other, they can use bitcoin to settle transactions of economic value. The US has shown that dollars can’t be used for this purpose after the leading western nation aggressively sanctioned Russia and its oligarchs after the invasion of Ukraine. The US and multi-national corporations are not going to pay in yuan, yen, euro, or other fiat currencies.
Gold is too difficult to use because of the lack of portability and speed in a transaction. One other option would have been stablecoins, but those can be frozen, blocked, and confiscated as well. That risk is likely too high for Iran, which finds itself fighting against the greatest military the world has ever assembled.
This is not the first time that bitcoin has been used on the geopolitical stage. China’s hot and cold relationship with mining over the years has been well documented, along with various one-off bi-lateral trade agreements that were settled in bitcoin.
The United States intelligence agencies have been using bitcoin for awhile as well. I sat down with Michael Ellis, the deputy director of the CIA, last year and he explained to me how the agency looks at the digital currency:
Now the counter-argument to the importance of Iran’s announcement would be that the gulf country is not actually accepting bitcoin. BitMEX founder Arthur Hayes eloquently wrote “I’ll believe Iran is charging a toll in bitcoin when I see a [transaction] linked to a vessel’s toll payment. Otherwise it’s just the IRGC trolling the western filthy fiat financial system.”
But regardless of whether the Iran government is actually accepting bitcoin or not, the narrative has gone viral globally and that may be the most important aspect of the story. Bitcoin is an idea’s time that has come.
How do we know?
Because on the same day that news broke of bitcoin’s role in a peace deal to end a war, Morgan Stanley launched their bitcoin ETF. Morgan Stanley is one of the largest financial institutions in the world and happens to be one of the longest standing investment banks on Wall Street.
It may appear Morgan Stanley is late to the game, but the organization is coming in hot and heavy. They are launching with a expense fee of 0.14%, which is the lowest in the market. That type of pricing pressure should force the hand of other players in the market, which could lead to more inflows over time.
I find it interesting that we are still getting “barbell news” in the bitcoin industry. The traditional financial firms want bitcoin to be a grown up asset they can package and sell to their clients, while the most violent criminals and terrorists in the world are flocking to the asset as a last resort to solve their unique problems.
It may be uncomfortable for people to recognize but this is what true product-market fit looks like. Bitcoin is attractive to different people for different reasons. If you need to store economic value for a period of time, bitcoin is a great option. If you need to prevent others from taking that economic value, bitcoin may in the only option.
It is exciting to see how far we have come in the last 15 years or so. But something tells me this story is not over and the next 15 years will be even more impressive.
I hope you all have a great day. I will talk to everyone tomorrow.
- Anthony J. Pompliano
Founder & CEO, Professional Capital Management
I sat down to explain why bitcoin is holding strong while stocks, bonds, and gold decline amid inflation and geopolitical uncertainty. I also breakdown ETF demand, long-term holder accumulation, and why bitcoin continues to benefit from global liquidity and money printing, while addressing common risks and criticisms.
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Arch Public - Arch Public’s cutting-edge algorithmic 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!)
Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’ll ever make? Schedule a life-changing call at www.FountainLife.com
Uphold - Uphold is the all-in-one platform to trade, earn, stake, and swap across 300+ assets with real-time proof-of-reserves and any-to-any conversions. Manage your entire crypto portfolio in one place at www.uphold.com
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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.
2026-04-07 20:31:15
To investors,
The Age of Automation is upon us. I have been writing about it and tweeting about it for almost a decade. Take Bitcoin as an example. It is an automated central bank that continues to manage the most disciplined and transparent monetary policy in the world.
Even the skeptics have to admit that the idea has been adopted by hundreds of millions of people globally.
But now automation is going to come for the rest of finance. The recent tech innovations related to artificial intelligence will allow new financial firms to be built with armies of AI agents that replace hundreds of human employees.
I know this because I am actively building ProCap Financial, the first publicly traded agentic finance firm.
Our first product, called Silvia, has automated away many of the consumer finance functions at large institutions. Rather than hire lots of people, we are able to help thousands of multi-millionaires gain better insights into their portfolios leveraging the latest AI models and a suite of proprietary agents.
Silvia has more than $30 billion of assets on the platform in under a year. The average user has a net worth of at least $2.5 million and they ask Silvia about 18 questions per week. Like I said, the age of automation is upon us.
But we are not stopping at consumer finance. Our goal is to build a financial firm that automates the products and services from traditional players, but does it with AI agents in pursuit of helping independent investors make money.
With this perspective as context, I am happy to share that ProCap Financial is releasing it’s second product today: ProCap Insights.
ProCap Insights is the research division of the company, but it also happens to be the first agentic research shop on Wall Street. We only have one human overseeing the AI system being used to conduct research, write the analysis, and publish the reports.
I fundamentally believe the machines are smarter than the humans. AI is very good at finding hidden insights across financial markets. The same technology allows us to create research faster and cheaper than human teams too. This is what real automation looks like.
The big focus of ProCap Insights is to help you make money. Some of the initial research we are launching with includes:
You can read about the launch of ProCap Insights in the Wall Street Journal this morning: Click here. Or you can watch part of my segment from this morning on CNBC’s Squawk Box:
If you are looking for investment ideas and believe that AI is smarter than humans, you should consider subscribing to ProCap Insights. Anyone who subscribes in the next 48 hours will get grandfathered in at a 60% discount to the normal price.
We are laser-focused on helping independent investors make money. And the AI agents are helping us answer your questions via Silvia, or surface interesting investment ideas via Insights.
We will keep building even more.
Have a great day. I will talk to everyone tomorrow.
- Anthony J. Pompliano
Founder & CEO, ProCap Financial (Nasdaq: BRR)
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack.
In this conversation, we discuss market confusion amid rising oil prices, geopolitical tensions, and mixed economic signals, and why he believes we are entering a new regime defined by scarcity and structural shifts. We also explore the deflationary impact of AI, risks building in private credit, and how bitcoin could benefit as the Fed faces a difficult path between inflation and slowing growth.
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Bitget - Bitget is the world’s largest Universal Exchange (UEX), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold.
Simple Mining offers a premium white-glove Bitcoin mining service. Want to grow your Bitcoin stack? Visit https://www.simplemining.io/pomp
🚨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.