# Anthony Pompliano: How to invest in the AI-bitcoin SUPERCYCLE

Page: https://stenobird.com/podcast/full-signal-7568617/anthony-pompliano-how-to-invest-in-the-ai-bitcoin-supercycle
Text version: https://stenobird.com/podcast/full-signal-7568617/anthony-pompliano-how-to-invest-in-the-ai-bitcoin-supercycle.md
Podcast: [Full Signal](https://stenobird.com/podcast/full-signal-7568617)
Published: 2026-07-28T12:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/philrosen/episodes/Anthony-Pompliano-How-to-invest-in-the-AI-bitcoin-SUPERCYCLE-e3mjc49
Audio file: https://anchor.fm/s/10b3e31fc/podcast/play/123366985/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-27%2F428678015-44100-2-dcc1d4dc3396d.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/anthony-pompliano-how-to-invest-in-the-ai-bitcoin-supercycle
Duration seconds: 1412

## Resource

Anthony Pompliano is the CEO of ProCap Financial, the public company behind the AI personal finance product CFO Silvia. He joins Phil Rosen on Full Signal to discuss the outlook for frontier AI models, Chinese open-source models, bitcoin as the pair trade to abundant intelligence, and running a company with a stock that's down 80%. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - AI fat model thesis 2:34 - US vs. Chinese AI models 5:24 - AI economics and costs 7:17 - DeepSeek and the price war 9:24 - Bitcoin as an AI play 11:38 - Why AI is deflationary 13:11 - Federal Reserve outlook 14:36 - The impossible comeback 20:02 - Specialized vs. general-purpose models 22:27 - CFO Silvia #podcast #investing #markets #macro #stocks #bitcoin #fed

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/anthony-pompliano-how-to-invest-in-the-ai-bitcoin-supercycle/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/full-signal-7568617/anthony-pompliano-how-to-invest-in-the-ai-bitcoin-supercycle.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.