The Pomp Letter

DBA Off The Chain
The best daily newsletter analyzing the business, finance, and technology industries. Join 195,000 subscribers by signing up below.
Created 06 May 2018
  • Corporations Understand Inflation Better Than The Fed
    25 Oct 2021about 17 hours ago • 8 min read • 20 5
    To investors, Jack Dorsey sent the tweet heard ‘round the world on Friday night. He explicitly called out hyperinflation, which has been historically considered an off-limits topic for executives and ...
  • The First Public Pension Funds Buys Bitcoin Directly
    22 Oct 2021 • 10 min read • 30 1
    To investors, It was confirmed yesterday that the Houston Firefighters Pension Fund has officially become the first pension fund in the United States to purchase, and directly hold, bitcoin in their p...
  • Bitcoin Is The Answer For Wall Street
    20 Oct 2021 • < 1 min read • 12 1
    To investors, The ProShares Bitcoin Futures ETF launched yesterday. The reception seems to have been incredibly positive. This isn’t necessarily shocking, but the data tells a fairly compelling story....
  • Plug Into The Network
    19 Oct 2021 • 8 min read • 34 3
    To investors, The best entrepreneurs and investors seek efficiency. They are in a constant search for how they can do more with less resources. You see this in capital allocation decisions, supply cha...
  • Square Is A Bitcoin Company & Mark Cuban Is A Bitcoiner
    18 Oct 2021 • 12 min read • 49 5
    To investors, Bitcoin is knocking on the door of a new all-time high in US dollar price as I begin to write this letter. The market structure for the asset has been quite clear for months now. The lon...
  • The Bitcoin Futures ETF Timing Is Ridiculous
    15 Oct 2021 • 9 min read • 42 3
    This installment of The Pomp Letter is free for everyone. I send this email to our investors daily. If you would also like to receive it every morning, join the 190,000 other investors today. Subscrib...
  • The Inflation Mirage
    14 Oct 2021 • < 1 min read • 12 2
    To investors, It is obvious that the inflation numbers from September are telling a very different story from the mainstream narrative. We heard throughout 2020 that inflation wouldn’t be a problem. A...
  • Financial Surveillance Is Upon Us
    13 Oct 2021 • < 1 min read • 18 3
    To investors, The conversation around the new IRS proposal related to financial surveillance is going to get louder in the coming weeks and months. For those that are unaware of what has happened so f...
  • Decentralization Is Inevitable
    12 Oct 2021 • < 1 min read • 13 7
    To investors, We had our YouTube channel randomly deleted yesterday, which got me thinking more deeply about censorship, decentralized platforms, and how the social media world is going to evolve over...
  • Bitcoin Mining Is A Narrative Violation
    11 Oct 2021 • < 1 min read • 12 3
    To investors, My friend Nic Carter from Castle Island VC gave an incredible presentation on bitcoin mining and the energy industry last week. He was speaking at the Texas Blockchain Summit, alongside ...
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