Valuetainment - March 12, 2026


“20x Where It’s At Right Now” - Iran War Sends Bitcoin On WILD Price Swings


Episode Stats

Length

5 minutes

Words per Minute

206.58955

Word Count

1,137

Sentence Count

83


Summary

Summaries generated with gmurro/bart-large-finetuned-filtered-spotify-podcast-summ .

On this episode of the Bitcoin and Cryptos podcast, Rob and I discuss the current state of Bitcoin and cryptos, and why we should all be buying it. Recorded in Los Angeles, CA! Rob is the Founder and CEO of Valuetainment, an investment firm that helps institutional investors find the best opportunities in the Bitcoin space. Rob is also a regular contributor to the Financial Times, and has written the foreword to my new book, "Bitcoin: Operating Software for the Future of Money."

Transcript

Transcript generated with Whisper (turbo).
00:00:00.000 Bitcoin, prices rise, why oil could dictate what happens next for cryptos.
00:00:06.180 What do you think is going to happen with Bitcoin and cryptos during this volatile season?
00:00:11.840 Is that Anthony Pompliano?
00:00:13.120 Yes.
00:00:13.560 Play the clip.
00:00:15.000 All right, so let's put it all together.
00:00:16.460 We've got a war in Iran.
00:00:18.140 We've got a spike, at least for now, eight-day spike in energy prices.
00:00:22.920 We've got AI disruption concerns.
00:00:24.780 We've got cracks in private credit.
00:00:27.080 And we have a weaker jobs report.
00:00:28.320 How do you invest right now?
00:00:29.600 buy Bitcoin. I got it. That's what it is. Where are you at with it, Anthony?
00:00:35.300 Well, listen, it's my largest position by far. I've added to the position recently in the
00:00:39.580 correction. I do believe that Bitcoin is going to be a big operating layer like your former guest,
00:00:47.900 Michael Saylor, who wrote the foreword to my book about Bitcoin. And I'll just say two quick things.
00:00:52.880 When we move into agentic AI and a computer is not, for regulatory reasons, able to open up
00:00:58.860 a bank account somewhere, guess what the computer is going to do? It's going to figure out a way
00:01:03.420 to trade on the blockchain and use things like Bitcoin. And so don't underestimate the power
00:01:10.480 of this. Moreover, in a decentralized society where we're losing our trust in fiat currencies,
00:01:17.640 I think Bitcoin as a store of value or a potential layer of value that we transact with
00:01:23.360 is going higher. And it's a very limited supply. And forget about you and me. I'm talking about
00:01:29.340 kids that are my kids' ages. As they go 10 years from now, 20 years from now, they start running
00:01:34.980 the big money, this is going to be a very big asset. So is it a $35 trillion asset like gold
00:01:41.980 trading at $1.5 trillion right now? I believe it is. Could it take 15 years to get there? Probably.
00:01:48.020 35. So you think it can 20x where it's at right now?
00:01:50.580 I do. I think it's going to be the market capitalization of gold, but I think it's going to take 15 years to get there.
00:01:56.340 It's not going to happen overnight.
00:01:57.760 Right. Right. You see Michael Saylor and them, they just bought another $1.3 billion.
00:02:02.180 I don't know what the number was.
00:02:02.920 $1.3 billion. He's single-handedly propping up Bitcoin during this bear market.
00:02:07.900 And he's set up now to buy, you know, another $10,000 to $20,000 Bitcoin at a clip every quarter.
00:02:13.760 He's buying more than the mine supply of Bitcoin right now.
00:02:18.500 Okay, so 450 Bitcoins are coming out of the network,
00:02:21.940 and Michael's buying roughly about 600 a day.
00:02:24.940 Just to give you a sense for what he's doing.
00:02:26.320 They've got to do blood work on this guy.
00:02:28.020 They've got to do blood work on this guy to see if it's ice cold or, you know,
00:02:31.460 where is it at?
00:02:32.180 I mean, is there a – is he that ice cold?
00:02:35.300 You know, I watched your interview with him.
00:02:37.100 I guess the only thing I would – and not to overly simplify the interview,
00:02:40.040 but Michael is in the software business,
00:02:42.600 and Michael tried to compete against Microsoft and lost,
00:02:45.480 and he now sees this as the operating software for the future of money.
00:02:50.500 And so he didn't make it, but he wants to own it
00:02:53.100 because he thinks that's where the future is.
00:02:54.840 I want to tell you guys what's going on with us.
00:02:56.400 We're hiring aggressively.
00:02:58.080 Nearly 50% plus of the employees that work at Valuetainment,
00:03:01.800 any one of our companies, whether it's the Valuetainment Investment Group,
00:03:04.440 whether it's Bed David Consulting, whether it's Manect or Hiremetrics
00:03:08.240 or the production team or any of this stuff that we do,
00:03:11.240 50% is not from here.
00:03:13.340 They move here to work with us.
00:03:15.220 If you're looking at the different jobs that we have right now,
00:03:18.140 we have, I don't know, 30, 40 different job openings.
00:03:20.640 Rob, if you have the clip to show on working over here,
00:03:24.820 if you want to play that clip.
00:03:26.240 And then at the end, I want to give you guys a tip.
00:03:28.140 Guy sends me a text.
00:03:29.160 A lot of people send me texts saying, hey, Pat,
00:03:31.160 can you put in a good word in my best friend's nephew applied?
00:03:34.600 You know, I applied.
00:03:35.720 What can I do to get up there?
00:03:36.860 I'm going to give you a tip at the end what to do to be a differentiator
00:03:39.340 because our HR team only looks at people that do this one thing.
00:03:42.620 But go ahead and watch this clip.
00:03:43.560 Go for it, Rob.
00:03:44.080 Many times when people think about Valuetainment, all they think about is a podcast, but it's a lot more than that.
00:03:49.300 It's nine companies working together on an 11-acre campus.
00:03:53.140 If I was to give you a virtual tour here, you'll see the HR department hiring, talent acquisition.
00:03:58.140 We have full-stack developers that are working on Manac and hire metrics.
00:04:01.440 We have a full-fledged events team that puts together events with thousands of people.
00:04:05.420 We have a merch department designing the latest product.
00:04:08.140 We just launched EFLB Shoes, made in Italy.
00:04:10.520 We have a marketing department, and if you go to the complete opposite side of the building, 50, 60 people making calls, working for Bed David Consulting, sales, setters.
00:04:19.200 And then on the complete opposite side of the campus, there's a full-on production company with editors, shooters, creating content, doing podcasts.
00:04:25.980 Then you can drive down a couple miles and go to our private boardroom, Cigar Lounge, with members only.
00:04:30.780 Regardless of what it is, working at Valuetainment, every day is a surprise.
00:04:34.900 You could be walking into work, and right next to you is a governor, is a billionaire, is an athlete.
00:04:39.720 We are hiring aggressively, but value-timinism for everybody.
00:04:43.420 For the right person, this could be the last company you ever work for.
00:04:48.300 So if you're watching this and you want to learn more, go to vt.com forward slash couriers and apply now.
00:04:55.760 Perfect.
00:04:56.360 So now when you go to vt.com forward slash couriers and you apply your resume,
00:05:00.420 you're going to get an email to do a five-minute AI interview.
00:05:03.300 If you don't do the AI interview, they won't look at your resume.
00:05:06.120 So apply, submit your resume, but we don't hire anybody without the interviews because we want it to be an unbiased feedback that we get from our reports afterwards from higher metrics.
00:05:16.820 So if you want to find out more about different jobs that we have, again, go to vt.com forward slash career, apply now, looking forward to hopefully working together soon.
00:05:24.860 If you enjoy this video, you want to watch more videos like this, click here.
00:05:27.440 And if you want to watch the entire podcast, click here.