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I sat down with iConnections CEO @rbiscardi to break down how pensions, endowments, and sovereign wealth funds are thinking about AI, data centers, Anthropic, and the venture…

Anthony Pompliano
Published: 2026-11-09 17:20 UTC
Collected: 2026-11-09 19:14 UTC
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I sat down with iConnections CEO @rbiscardi to break down how pensions, endowments, and sovereign wealth funds are thinking about AI, data centers, Anthropic, and the venture comeback. We also discu…

I sat down with iConnections CEO @rbiscardi to break down how pensions, endowments, and sovereign wealth funds are thinking about AI, data centers, Anthropic, and the venture comeback. We also discuss what’s holding back institutional bitcoin adoption and whether private credit has real issues or not. YouTube: https://t.co/OqqhzI9Zdl Spotify: https://t.co/jICKC1DrYF Apple: https://t.co/0eDh7s6qvI TIMESTAMPS: 0:00 - Intro 1:29 - How institutional money is reacting to the midterms 4:44 - Texas data center slowdown 8:51 - SpaceX orbital data centers 12:02 - Anthropic, OpenAI & the venture comeback 19:45 - What institutions really think of bitcoin 23:32 - Regulation, custody & the Binance hack 27:08 - Is private credit fear overblown? 32:35 - Why institutions move slower 34:50 - TomorrowX Summit in Austin

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Anthony Pompliano · Published 2026-11-13 14:08 UTC

I spoke with @ColeMacro to break down Strive’s perpetual preferred equity and how it works as a permanent short on the US dollar. We also discuss digital credit, institutional…

I spoke with @ColeMacro to break down Strive’s perpetual preferred equity and how it works as a permanent short on the US dollar. We also discuss digital credit, institutional bitcoin adoption, using bitcoin as the hurdle rate, and the future of the ETF industry. $ASST $SATA $SAT

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