Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez Kassam
Moez Kassam is the co-founder and CEO of Anson Funds, one of Canada’s top-performing hedge funds. In this conversation, we break down how he trades hype and momentum, why he went from bitcoin deals to bitcoin believer, and the lessons from putting $1 billion into bitcoin treasury companies. We also discuss the AI trade, Korea’s memory boom, long activism, prediction markets, and SPACs. ======================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================== GalaxyOne is a financial technology platform built for people who want their cash working harder. → https://go.galaxy.app/HMiq/pomp Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply. ======================== Sleep better with Fitnexa SomniPods 3 — ultra-thin sleep earbuds built for all-night comfort. With 42dB of noise cancellation, sleep tracking, and personalized AI insights, they're designed to block out noise and help you actually rest, whether you're a side sleeper, a light sleeper, or dealing with a snoring partner. Use code POMP10 for 10% off at https://www.fitnexa.com. ======================== This episode is brought to you by Investor Health — clinician-prescribed protocols for weight, metabolism, energy, and longevity, delivered to your door in 48–72 hours. No office visits, no referrals. Plans start at $149/mo. Learn more at http://www.InvestorHealth.com/pomp. Investor Health is a telehealth platform, not a medical provider. Compounded medications are not FDA-approved. Individual results may vary and treatment requires evaluation by a licensed provider. ======================== 0:00 - Intro 1:11 - Chasing hype, momentum & dealmaking 6:34 - Bitcoin: from deals to believer 9:02 - Bitcoin treasury companies & Strive’s preferred 15:40 - AI hype & sky-high valuations 17:53 - Private AI deals, tokenized stocks & 24/7 trading 21:23 - Trading against ChatGPT 24:50 - Finding your edge (SpaceX vs small caps) 28:46 - Korea, memory stocks & record put buying 34:27 - Short selling vs long activism 42:35 - Why Moderna could fall 45:16 - Prediction markets & social media sentiment 51:44 - Space & SPACs 54:56 - Canada, trade wars & funding Olympians