Recession Odds, Bitcoin's Future & NYC Mayor Election

Anthony and John Pompliano break down today’s markets — from Scott Bessent’s U.S. outlook and Tom Lee’s bullish call to Jordi Visser’s take on Bitcoin’s “IPO moment.” They also cover job growth, mega themes, the New York City mayoral race, and Anthony’s latest thoughts on bitcoin and stocks.

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Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world’s largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what’s happening in crypto in five minutes or less. Read the latest at https://experts.bitwiseinvestments.com/cio-memos. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.

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⏰ TimeStamps:
0:00 – Intro
0:23 – Are we in a recession?
4:22 - Powell vs Bessent: interest rate politics
7:35 - The case for an economic boom
11:51 - Tom Lee’s $200K Bitcoin prediction
14:26 - Jordi Visser and Bitcoin’s “IPO moment”
18:07 - AI, data centers, and compute as the new commodity
23:46 - New York City mayoral election discussion

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