I sat down with the legend @CryptoHayes to discuss: - Scott Bessent's money printing playbook - Stanley Druckenmiller's AI-written op-ed - why bitcoin got overshadowed by the AI trade - gold's next move - how Arthur allocates to BTC, gold & stocks - his new project tokenizing AI compute itself Enjoy! YouTube: https://youtu.be/YhAIsNespf8?is=5flKeKQil8xAYbkQ Apple: https://podcasts.apple.com/us/podcast/the-pomp-podcast/id1434060078?i=1000785828041 Spotify: https://open.spotify.com/episode/61JDbpSJS0SVCpB7k9cus7?si=1dizHr9wRYe9Rd0mwZ6OZw&utm_source=copy-link TIMESTAMPS: 0:00 - Intro 1:09 - Bessent, Treasury printing & Druckenmiller's op-ed 7:21 - Bitcoin & gold's reaction to money printing signals 10:06 - Real estate, land & inflation hedges 12:55 - Bitcoin's next 12 months & why it lagged AI 17:49 - Bitcoin adoption catalysts & sovereign buyers 20:49 - Gold's outlook, portfolio allocation & public equities 26:14 - Stablecoins, tokenization & real world assets 30:15 - ETH will have a hater rally? 31:47 - Hyperliquid & Arthur's most asymmetric bet 34:33 - Flop: tokenizing AI compute 46:17 - Money printing, scarcity vs abundance & closing thoughts(Anthony Pompliano 🌪)