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Anthony Pompliano, co-founder and partner at Morgan Creek Digital Assets, examines a strategic bet on specialized workflows at Silvia. He draws from his experiences in crypto, referencing the once-popular Fat Protocol thesis, which posited that most value would accrue to the protocol layer. According to Pompliano, industry trends have instead resulted in value concentrating away from the protocol layer.
Pompliano previously discussed potential S&P 500 gains of 10% to 22% if concerns about artificial intelligence underperformance prove unfounded, according to his analysis here. He has also recounted how Dave Portnoy challenged Steve Cohen during the GME meme stock saga in an effort to expose system bias during the trading frenzy. These topics highlight his recent focus on shifts in value and strategy across sectors.