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17 JUL
THE POMP PODCAST · 03:15
AI miners face valuation arbitrage and rising demand
"The bull case argued for AI-focused Bitcoin miners is that they are the tip of the spear in the AI CapEx trend, with rising lease rates and a massive valuation arbitrage opportunity."
In depth · 4/5
16 JUL
WHAT BITCOIN DID · 06:10
Silver demand boosted by AI data centers
"The guest highlighted silver as uniquely positioned among precious metals due to its heavy industrial demand driven by the build-out of AI data centers."
Notable comment · 2/5
MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION