Jeff Park is a Partner and Chief Investing Officer of ProCap BTC. In this conversation we talk the debasement trade, bitcoin vs gold, why everyone seems to be getting rich while the government is going broke, Ken Griffin & Paul Tudor Jones being so excited about the market, and what the $2 billion Polymarket deal means for the future.

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Timestamps:

0:00 - Intro
0:54 - US government going broke while everyone is getting rich?
5:00 - Why the “debasement trade” is now happening
10:13 - Wall Street capitulates to bitcoin
13:29 - Gold vs bitcoin
19:48 - 1999 vs 2025 market euphoria
24:05 - What Jeff is paying attention to
30:44 - ICE invests $2 billion in Polymarket

The New Bitcoin Trade Everyone Is Doing | Jeff Park

The Pomp Podcast

The New Bitcoin Trade Everyone Is Doing | Jeff Park