The Pomp Letter
Investor Due Diligence Report
substackCrypto
Pomp's daily newsletter breaking down Bitcoin, business, and macro trends before they hit mainstream media. Join 270,000+ subscribers by signing up below.
Investor Due Diligence Report
Pomp's daily newsletter breaking down Bitcoin, business, and macro trends before they hit mainstream media. Join 270,000+ subscribers by signing up below.
267K
11.3K paid
-0.2%
-0.7%
net churn
Pricing
$19/mo
$199/yr annual option
$177K
11.3K paid subs
$177K/mo – $177K/mo(±0%)
3.8
61.7
0.02%
(comments + likes) / subscribers
~3x per week
2.8 posts/week
84/100
Very Consistent (~2.5d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| Cryptonite Weekly Rap | 481K | -0.1% | $6/mo | substack |
| Token Dispatch | 162K | N/A | Free | substack |
| Blockware Intelligence Newsletter | 141K | N/A | $10/mo | substack |
| The Wolf Den | 136K | -0.4% | $5/mo | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Feb 2026 | 277K | $183,393.91 | — |
| Mar 2026 | 276K | $182,724.08 | ~0% |
| Apr 2026 | 275K | $182,069.82 | ~0% |
| May 2026 | 274K | $181,399.99 | ~0% |
| Jun 2026 | 272K | $180,075.9 | ~0% |
| Jul 2026 | 271K |
Platform Dependency
Hosted on substack subdomain
Publishing Consistency
Regular publishing schedule
Key Person
Single-author publication — key-person dependency
Audience Concentration
Consistent engagement across posts
Subscriber threshold
267K subscribers — above the 2K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
71% of 7 similar-size peers in Crypto have paid tiers
Pricing position
$19/mo vs $5/mo category median (197 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Mar 2026 | $19 | $199 |
Disclaimer: This report is generated automatically based on publicly available data and proprietary estimation models. Estimated subscriber counts are derived from engagement patterns and should be verified through direct disclosure. Revenue estimates are based on known pricing and estimated paid subscriber counts. This report is for informational purposes only and should not be the sole basis for investment decisions.
| Component | Score | Weight |
|---|---|---|
| Engagement Rate | 95/100 | 30% |
| Paid Subscriber Ratio | 100/100 | 25% |
| Growth Consistency | 99/100 | 15% |
| Publishing Consistency | 67/100 | 10% |
| a16z crypto |
| 134K |
| +0.4% |
| Free |
| substack |
| $179,421.65 |
| ~0% |
| Aug 2026 | 270K | $178,751.81 | ~0% |
| Sep 2026 | 269K | $178,097.56 | ~0% |
| Oct 2026 | 267K | $176,773.47 | ~0% |
Revenue Model
Active paid subscription tier