Jeff Park is a Partner & Chief Investment Officer at ProCap Financial. In this conversation, we discuss bitcoin’s recent drawdown and whether the market is in a true bear phase, the current interest rate backdrop, and the Fed’s role in today’s economy. We also cover the nomination of Kevin Warsh as Fed chairman, Jeff’s outlook on precious metals, and a warning on one asset he believes investors should avoid going forward.

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0:00 - Intro
0:56 - Is the bitcoin selloff sustainable?
5:56 - Fed vs White House & is bitcoin looking forward or backward?
13:10 - Kevin Warsh & the future of the Fed
32:11 - Why precious metals are surging

Why the Bitcoin Narrative Is Shifting Right Now | Jeff Park

The Pomp Podcast