The Pomp Podcast18 Sep 2025

This Bitcoin Investment Strategy Changes Everything | Jeff Park

Jeff Park is a Partner and Chief Investing Officer of ProCap BTC. This conversation was recorded at the Independent Investor Summit in New York. In this conversation we talk about the intelligent investor vs ideological investor, radical portfolio theory, rise of prediction markets, stablecoins, and what the future of bitcoin treasury companies looks like.

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Pomp writes a daily letter to over 270,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: ⁠⁠⁠https://pomp.substack.com/⁠⁠⁠

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Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠

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TimeStamps:

0:00 - Intro
0:35 - Intelligent investor vs Ideological investor
3:51 - Radical portfolio theory
10:04 - Why prediction markets will be huge
15:21 - What is the role of stablecoins?
20:41 - Bitcoin treasury companies
29:25 - Ideas to trade Strategy
35:50 - What happens when the premiums trade at a discount?
38:25 - Advice for navigating the world

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