The Pomp Letter
Why TVL Is An Important Gauge For Market Sentiment Listen now (5 min) | To investors, There is a new digital financial system that is being built from scratch. The assets are new, the players are new, and many of the valuation frameworks are new as well. Just as you would expect, whenever you have new things, some of those…
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To investors, I am constantly trying to learn as much as possible about the best capital allocators in the world. This focus intersected nicely with my…
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Competition Instead Of ConflictListen now (7 min) | To investors, I was recently listening to a conversation between Joe Rogan and General H.R. McMaster, a retired United States Army…
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Rio de Janeiro Is Investing In BitcoinListen now (3 min) | To investors, The Mayor of Rio de Janeiro committed to putting 1% of the city’s balance sheet into bitcoin yesterday. His comments…
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Politicians Don't Want To Ban Bitcoin. They Want To Ban Central Bank Digital Currencies.Listen now (5 min) | To investors, Bitcoin critiques have been proposing the idea of a government ban for the digital currency over the last decade…
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To investors, I was talking with the executive team at Mode, a UK-based financial application that is focused on increasing bitcoin adoption, and they…
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Seek Out The HereticsListen now (4 min) | To investors, This week I will be attending Hereticon, a conference that promises thoughtcrimes and encourages the discussion of…
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The State of Crypto DevelopersListen now (3 min) | To investors, The annual Electric Capital Developer Report was released yesterday and it is packed with great insights. The team…
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The Pomp Letter


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