Anthony Pompliano recently sat down with Jeff Park, Chief Investment Officer at ProCap BTC. In this conversation, Anthony and Jeff discuss why Bitcoin is dropping, Harvard's Bitcoin position, 4-year cycles, how to underwrite quantum risk today, and much more! Podcast SponsorsBitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pompTimeStamps:0:00 - Intro0:56 – Why is bitcoin dropping? Should investors be worried?3:42 - Do technical levels like CME gaps actually matter?7:19 - Harvard’s bitcoin position and how endowments invest11:21 – Has optionality changed bitcoin’s market dynamics?14:20 - What Jeff is watching for real signs of optimism16:36 - Is the 4-year cycle officially dead?20:53 - Macro risks: liquidity, global conflict, & Trump premium24:15 - What would a true upside black swan look like?26:30 - How do you underwrite quantum risk today?Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/

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