Jeff Park is the Partner and Chief Investment Officer at ProCap BTC. In this episode, we break down why bitcoin has been moving sideways and whether investors should actually be concerned. Jeff walks through major forces shaping the market — from 50-year mortgages and government backstops to the surge in AI data-center demand. We also touch on Square’s bitcoin payments rollout, the state of stablecoins, and where sentiment goes next.

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Timestamps:

00:00 – Intro
01:55 – Is $100K the new base for bitcoin?
04:41 – Is the 4-year cycle broken?
06:19 – Should the U.S. adopt 50-year mortgages?
10:20 – Global housing models (China, Asia, etc.)
16:52 – The “poor door” debate & why luxury lowers rents
20:54 – Stimulus checks & tariff dividends
23:26 – Government backstopping AI data centers
35:02 – Crypto market structure bill
40:12 – Bitcoin vs. stablecoins for payments

Is $100k Bitcoin The New Normal? | Jeff Park

The Pomp Podcast