Jeff Park is the Partner & Chief Investment Officer at ProCap Financial. In this conversation, we break down the Fed’s year-end shift toward rate cuts and easier liquidity, what it means for markets, and why bitcoin sentiment feels so negative despite strong performance. Jeff also digs into how AI investment is reshaping the macro landscape, what institutional players like BlackRock and Stripe signal for crypto, and why ProCap’s mission centers on bitcoin and the coming age of abundance.

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This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.
Learn more at http://www.abra.com.

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Timestamps:

0:00 – Intro
1:46 – Implications of fed rate cuts + QE returning
7:00 – AI investment vs rest of the economy
12:48 – Bitcoin sentiment despite strong performance
16:01 – Intersection between bitcoin and AI
23:22 – ProCap Financial goes public ($BRR)

Bitcoin vs. The Fed: Who Wins in 2026? | Jeff Park

The Pomp Podcast