Pomp: 75% of Crypto Companies Won’t Survive; State Street's Tokenization Bridge

Watch on YouTube ↗  |  May 11, 2026 at 18:00  |  31:58  |  CoinDesk
Speakers
Anthony Pompliano — Chairman & CEO, Pro Cap Financial
Joseph Shalom — CEO, SharpLink

Summary

The video features three interviews at Consensus Miami. Anthony Pompliano argues that 75% of crypto companies will fail, favoring Bitcoin and prediction market ETFs. State Street's Angus Fletcher outlines the bank's tokenization bridge and plans for a Luxembourg-based tokenized fund service. SharpLink CEO Joseph Chalom is bullish on Ethereum, citing an exceptional risk/reward and accelerating institutional adoption.

  • Anthony Pompliano predicts 75% of crypto companies will disappear within five years.
  • Pompliano identifies Bitcoin, equity infrastructure, stablecoins, and tokenization as survivor themes.
  • He is bullish on Bitcoin as a certainty asset and on prediction market ETFs as a new category.
  • State Street's Angus Fletcher says traditional and digital assets will operate together seamlessly.
  • State Street is launching a tokenized fund service from Luxembourg by end of 2026.
  • SharpLink CEO Joseph Chalom believes Ethereum's risk/reward has never been better.
  • Chalom expects stablecoins and tokenization to drive a super cycle in adoption.
  • Institutional ownership of SharpLink has reached 46%, highlighting growing institutional interest in Ethereum.
Trade Ideas
Anthony Pompliano Chairman & CEO, Pro Cap Financial 6:19
Bitcoin is a certainty asset for long-term holding.
Bitcoin provides certainty in an uncertain world because its monetary policy is known, supply is capped, and ownership is transparent. In a world full of geopolitical and economic uncertainty, Bitcoin is the single asset that offers a non-sovereign, neutral store of value. The speaker advocates buying and never selling, treating it like family gold, and dollar-cost averaging over time.
BTC HIGH
Anthony Pompliano Chairman & CEO, Pro Cap Financial 10:14
Prediction market ETFs are a big new category.
Prediction market ETFs are about to come to market and will be one of the biggest new categories. The speaker is extremely bullish on them because they allow investors to isolate economic data points (e.g., election outcomes, recession odds) that are not directly accessible in traditional finance.
Prediction Market ETFs MED
Joseph Shalom CEO, SharpLink 31:00
Ethereum's risk/reward is at its best.
Ethereum's risk/reward has never been better because institutional adoption is accelerating, tailwinds from stablecoins and tokenization are strong, and the price has consolidated after clearing leverage. The protocol has proven reliability over 10 years, leads in throughput, privacy, and quantum-proofing, making it the likely winner for mass institutional adoption. The speaker believes the lows are in and the super cycle is beginning.
ETH HIGH
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This CoinDesk video, published May 11, 2026, features Anthony Pompliano, Joseph Shalom discussing BTC, Prediction Market ETFs, ETH. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Anthony Pompliano, Joseph Shalom  · Tickers: BTC, Prediction Market ETFs, ETH