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154 afleveringen, van nieuw naar oud
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MARKET UPDATE: What The Blue Tsunami Means For The Markets
4 november 2026 · 1 uur
The morning after the blue wave, and both hosts spend an hour admitting they got it wrong. Jonah walks through the JD Vance tweet he thinks is the best explanation of what happened. Then the part they didn’t see coming: that affordability was the whole election, and that the Iran war was a political catastrophe regardless of how it looks geopolitically. Avi calls it the end of MAGA politics and a repudiation of Trump rather than of conservatism. Jonah is still kicking himself for not shorting oil, down twenty-three dollars, and has one takeaway: trust the prediction markets over the polls. Lees meer
Then the trades. Why a slowdown in data center buildout is good for the hyperscalers who already own compute and bad for the chip makers who were priced for infinite construction, whether a Democratic sweep actually hurts crypto, and the one chart Jonah says matters more than anything else for your bags. Plus NBC’s exit poll finding that 56% of voters called AI and data centers a major factor in their vote, Jonah on why oil goes back up no matter who’s in charge, and why the California wealth tax failing is the most important result of the night.
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Timestamps:
00:00 Coming Up on 1000x...
00:49 The Blue Tsunami
02:17 The JD Vance Tweet That Explains Everything
05:05 Affordability Above All Else
09:28 “This Is The End Of MAGA Politics”
12:14 Is This Actually Bad For Crypto?
18:56 Good For Hyperscalers, Bad For Chip Makers
33:32 The Iran War Is DOA
46:42 Americans Crossed The Aisle
52:50 “I Am Out Of Touch With Reality”
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, J…
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Illia Polosukhin On The Future Of AI, Crypto, And How Near Is Going To Win
30 oktober 2026 · 50 min
Avi sits down with Illia Polosukhin at Token2049 in Singapore — co-author of “Attention Is All You Need,” the paper every modern AI model is built on, and co-founder of NEAR. Illia starts with his grandparents’ Sberbank savings book going worthless overnight and bread going up a hundredfold in a year in post-Soviet Ukraine, then walks through how transformers actually work: why recurrent models were too slow, what the attention mechanism really does, and why the aliens in Arrival are the right analogy. He left Google while the paper was being written to build a company that would let computers write code. What stopped him wasn’t the compute — it was that he couldn’t pay the students labeling his training data. That detour became NEAR. Lees meer
From there: the consensus protocols they broke on camera, a standing bounty for fixing Solana, how NEAR went from blockchain to fintech app running four billion a month, why Illia says you should not give your AI agent a private key, the twenty trillion dollar agent commerce thesis, and the full story of the $3.8M exploit — including how they found the attacker, got all the money back, and got an apology on chain.
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Timestamps:
00:00 Coming Up on 1000x...
01:01 Ukraine, Hyperinflation, And Science Fiction
02:59 “A Machine Should Write This Code”
07:30 Joining Google, And Inventing The Transformer
16:07 Leaving Google, And Stumbling Into Crypto
20:35 The Protocols They Broke On A Whiteboard
23:29 Chain Abstraction, And Building NEAR.com
33:15 What AI x Blockchain Actually Means
39:42 The $3.8M Exploit, And The Apology
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any view…
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MARKET UPDATE: Anthropic S-1, Market Bottoms, What’s Next?
28 oktober 2026 · 49 min
The whole market de-risked into the Anthropic S-1. Then it bottomed the day the filing dropped. Lees meer
Avi is back in New York after a month that ran from Token2049 in Singapore to a wedding in Iraq, and he opens on why that trade keeps working — the market as a weighing machine, the perception of reality getting so bad that there’s nowhere left to go, and the short blowout that followed. Intel at 85 back to 94, SanDisk up six percent, Nasdaq up two. Same trade as the tariffs. Same trade as Iran.
Then Jonah on the filing itself. A hundred and thirty-two billion in cash against forward compute commitments north of half a trillion, which leaves exponential growth, death, or a bailout — and he thinks he knows which. Founders holding 50.1% voting control is the detail he’s most bearish on. But the broader read is constructive: SK Hynix sold out through 2030, a DRAM shortage with a long runway, another two hundred billion of equity capital entering the system, and an AI trade still in the first or second inning. The thing to avoid is uncreditworthy neo clouds whose creditors end up subsidizing Meta’s buildout.
From there, the risk that actually matters before the midterms, which Jonah argues is a single Polymarket chart. Avi pushes back hard on the affordability narrative, on who’s really struggling, and on why housing supply is the whole ballgame. And they land somewhere counterintuitive: a Democratic administration probably can’t stop AI, but it can do almost anything it wants to crypto.
Plus: why shorting altcoins may be the cleanest hedge in the book, million dollar Bitcoin, Jason Calacanis being annoyingly right, and why giving up on nuclear after Three Mile Island was the worst own goal in modern economic history.
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Timestamps:
00:00 Coming Up on 1000x..…
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MARKET UPDATE: What Breaks First — Bitcoin, AI, or the Bond Market?
22 oktober 2026 · 45 min
Avi is back from two weeks on the road — Singapore, Istanbul, and Iraq — and Jonah has spent that time doing actual work on the credit problem nobody wants to look at. Lees meer
They open on risk: the donut chain in Iraq pulling ten million a year because nobody else bothered to show up, Paul Tudor Jones’s “losers average losers,” why wealth is self-reinforcing, and the adverse selection problem that explains why the deal in your DMs is still open.
Then Jonah walks through CoreWeave. The bonds are in distressed territory, the CDS trades sixteen points up front, and six-year paper is at seventy-nine cents. He models the company burning more than thirty billion in free cash flow a year, every year, with all of it having to come from public markets. Zoom out and it’s roughly a trillion dollars of AI CapEx this year against a free cash flow deficit of a hundred and sixty-five billion, going to three hundred and thirty-four billion next year.
Then a full monologue on why compute futures are never going to work — no enduring benchmark, a fragmenting chip universe, physical delivery that’s far too bespoke, and incumbents who benefit from exactly the opacity a futures market would destroy. Jonah respectfully disagrees with Don Wilson on this one.
And at the end, the first time this decade Jonah has been worried about Bitcoin — and it has nothing to do with quantum.
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Timestamps:
00:00 Coming Up on 1000x...
00:48 Singapore, Istanbul, And Iraq
02:24 Donut World: $10M A Year Selling Donuts In Iraq
04:22 Losers Average Losers
13:09 CoreWeave’s Bonds Are In Distress
21:05 A Trillion In CapEx, And Who Has To Fund It
22:49 The Shale Playbook: Why The Neo Clouds Get Eaten
30:49 Why Compute Futures Won’t Happen
40:46 Jonah’s New Bitcoin Worry — And It Isn’t Quantum
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Arthur Hayes On The Early Days Of BitMEX, Where Bitcoin Is Going, And Why We Are Over-Indexing On AI
14 oktober 2026 · 49 min
Avi sits down with Arthur Hayes at Token2049 in Singapore — the co-founder of BitMEX, the man who invented the perpetual swap, and now the founder of FLOP Network. Lees meer
Arthur traces the whole arc: growing up in Buffalo with parents who worked for General Motors, reading a book in high school that convinced him to learn Chinese and move to Asia, and starting his first day on a trading desk the morning Lehman Brothers failed. Then getting fired from Citibank in 2013, finding Bitcoin, and building the exchange that would go on to invent the product every venue in crypto now runs on — including why the first version of the perp failed, and what the funding rate was actually designed to fix.
Then the hard part: why shutting BitMEX down was a relief, what it does to you to be the bearer of billions in customer assets, and what happens to the insurance fund.
Arthur argues the AI buildout is a global misallocation of capital — that none of the frontier labs make money, that the unit economics get worse rather than better as data centers get more expensive and compute gets cheaper, and that he puts 75% odds on the labs needing a government bailout to honor their compute commitments. Which, in his view, is the most bullish thing in the world for crypto.
Plus: why both political parties always print, why China can’t assign its losses either, Zcash and the privacy narrative, and the case for a cryptocurrency pegged directly to compute and designed for AI agents rather than people.
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Timestamps:
00:00 Coming Up on 1000x...
00:39 Buffalo, General Motors, And The Book That Sent Him To Asia
04:29 His First Day On The Desk Was The Day Lehman Failed
09:14 Building BitMEX, And The 100x Leverage Unlock
15:26 Inventing The Perp…
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MARKET UPDATE: Alts Ripping, Economy Crushing, Scammers Scamming — What’s Next?
1 oktober 2026 · 1 uur 4 min
Avi opens with the story of the last week — the RuneScape Gold allegations, what actually happened onchain, and a promise to the people who scammed his audience. Then he and Jonah get into why memecoin culture is a tax on your attention, and what separates a scam from a trade. Lees meer
From there it's markets. Jonah makes the case that Iran is a cornered animal with nothing left to escalate with, that the Strait of Hormuz is losing its relevance in real time, and that the deflation coming out of it is enormously bullish for risk assets. Avi calls macro "astrology for men." Jonah takes that personally and defends macro as a game of common sense played over a long enough timeframe.
The back half is megatrends: how to spot one, why institutions structurally can't ride them, and why that's retail's biggest edge. Plus copper, uranium, AI drug discovery, the case against buying the index, and Jonah's term for the fastest-growing job in business — the meat proxy.
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Timestamps:
00:00 Coming Up on 1000x...
00:59 Avi Responds To The Allegations
10:20 What Actually Counts As A Scam
12:32 Twitter Beef, Posers, And Getting Back To Builders
22:10 Iran Is Cornered: The Strait Of Hormuz Trade
26:47 "Macro Is Astrology For Men"
32:07 Megatrends, And Retail's Edge Over The Pros
44:44 Why Deflation Is Bullish
47:13 Meat Proxies: Doing What AI Can't
56:41 Done With Indices
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
#Crypto #Altcoins #StockMarket #Bitcoin #Altseason #1000xPodcast #Stocks…
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Crypto Is Rebuilding The Financial System — And Opportunities Abound
29 september 2026 · 59 min
Avi Felman sits down with Bryan Pellegrino, co-founder and CEO of LayerZero Labs, to talk about what happens when the largest institutions in finance start building on crypto rails. Lees meer
Bryan traces LayerZero's path from an MEV shop and a shockingly bad bridge to a protocol that has moved over $300 billion lifetime across roughly 170 chains, with $150 billion in assets built on top and $10–15 billion moving every month. Then he gets into what's next: ZERO, a ZK-first chain built from the ground up at multiple millions of transactions per second, and Atlas, a trading environment with roughly 10-millisecond block times that folds settlement, clearing, matching and credit into a single stack — with DTCC, ICE and Citadel among the announced partners, and four to five of the world's largest exchanges already live on testnet.
They also cover the standards war LayerZero won, why a meaningful chain still rolls back every three to four months, DTCC's mandate to tokenize $100 trillion in assets, the fee switch, and how 75% of Atlas trading fees flow into buying and burning ZERO.
Plus: dropping out of computer science to play poker professionally, losing his career overnight to the 2011 online poker ban, and selling machine learning models to Billy Beane.
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Timestamps:
(00:00) Coming Up on 1000x...
(01:32) Poker, Bitcoin, And Selling Models To Billy Beane
(07:19) MEV, Broken Bridges, And Building LayerZero
(16:37 Winning The Standards War: Tether, PayPal, Ondo
(26:51) When Chains Roll Back
(30:54) Two Million Transactions Per Second
(36:07) Atlas, And TradFi's $100M Checks
(44:53) The Fee Switch, And Burning ZERO
(48:30) Tokenizing $100 Trillion
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Disclaimer: Nothing said on 1000x is a recommendation to buy or s…
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Inside The Government Seizure Of Signature Bank
25 september 2026 · 28 min
This week, Avi sits down with Scott Shay, co-founder and former chairman of Signature Bank and now founder of N3XT. Scott started at Salomon Brothers in the Liar's Poker era, taught the training class Michael Lewis was in, and went on to build Bank United of Texas from a distressed shell into a $20 billion bank alongside Lew Ranieri. He then founded Signature Bank, growing it to $110 billion in assets without ever making a single acquisition, and launched Signet in 2019, the first 24/7 blockchain-enabled payment system, which moved close to a trillion dollars. We discuss what Wall Street was actually like in the 1980s, why the most important decision you'll ever make is your business partner, why he became a blockchain maximalist back in 2013, his first-hand account of the weekend Signature was seized despite being mark-to-market positive and raising $20 billion, the personal toll of testifying before Congress, and why he's now building a full-reserve bank that removes fractional banking entirely. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(00:40) Salomon Brothers & Teaching Michael Lewis
(03:51) The Partner Who Gave The Money Back
(06:46) Buying A Dead Texas Bank For Zero
(09:33) You Can't Survive A Bad Partner
(11:02) Signature: $110 Billion, Zero Acquisitions
(14:32) Signet & Becoming A Blockchain Maximalist In 2013
(16:35) The Numbers Don't Add Up: How Signature Was Taken
(22:57) Killing Fractional Banking
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the compan…
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MARKET UPDATE: Meta, Bitcoin, Crude And The Economy Are All Ripping. How Long Can It Last?
23 september 2026 · 1 uur 1 min
This week, with Meta, Bitcoin, crude and the broader economy all ripping, we ask how long it can last? We discuss why diamond prices are collapsing. Jonah explains the anatomy of a bad commodity and why you should always trade demand squeezes rather than supply squeezes, why copper just hit all-time highs, and why higher rates are counterintuitively bullish for Bitcoin and gold. We get into Meta's Muse assistant finally making AI useful for normal people, why AI agents may be what actually saves crypto, the chart showing artificial intelligence depreciating faster than any frontier technology in history, why real estate is getting torpedoed while luxury demand goes vertical, the barbell economy and the vanishing middle class, and Avi's case that income inequality is a fake issue. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(03:02) Diamonds Are Collapsing (And Might Become Chips)
(13:28) The Anatomy Of A Bad Commodity
(17:35) Why Higher Rates Are Bullish For Bitcoin
(26:09) AI Will Save Crypto
(28:23) The Most Bullish Chart We've Ever Seen
(33:30) Real Estate Is Getting Torpedoed
(39:14) Barbell America & The Vanishing Middle
(43:37) "Income Inequality Is A Fake Issue"
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
#Bitcoin #Meta #StockMarket #Crypto #META #Stocks #Oil #AI #Macro #Trading #1000xPodcast #Investing #Fed #BTC #MetaConnect
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MARKET UPDATE: Crypto Is Used To Buy Oil?! FED Meeting, And Economy Ripping
16 september 2026 · 1 uur 5 min
This week, we break down the Financial Times exposé on how Poland lost $230 million trying to buy Venezuelan oil with crypto, and why Avi thinks it's actually the most bullish crypto story in a long time. Jonah explains how oil scams really work from seven years at Vitol, why the minimum ticket size makes street-corner deals impossible, and the $100 million wired for Indonesian coal mines that didn't exist. We also discuss the new oil barons of Venezuela and whether there's room for an individual to get in, treasury yields at highs we haven't seen since 2008, Canada and the EU suddenly getting competitive, why copper is the next meme coin, how Zuckerberg's latest blog post killed the idea of pacing the frontier, why AI doomerism is just the oldest sales pitch in the book, and why Avi believes a rate hike is counterintuitively bullish for Bitcoin and gold. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(00:55) Poland Lost $230M Buying Oil With Thumb Drives
(07:44) How Oil Scams Actually Work
(20:22) The New Oil Barons Of Venezuela
(27:43) Treasury Carnage & The Canada Surprise
(31:18) Copper Is The Next Meme Coin
(34:37) Zuck Just Killed "Pacing The Frontier"
(39:53) AI Doomerism Is A Sales Pitch
(50:37) Why A Rate Hike Is Bullish For Bitcoin
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
#FOMC #Crypto #StockMarket #Fed #Bitcoin #Stablecoins #RateHike #1000xPodcast #Tether #Macro #Oil #Trading #Investing #KevinWarsh #Stocks
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MARKET UPDATE: Live With GMoney, Inflation Is In, Is This The Crypto Top?
11 september 2026 · 41 min
This week, Avi is joined live by GMoney, a trader who ran a desk for over a decade before becoming one of the most recognized collectors and investors in crypto, and who now hosts Full Port. We discuss whether NFTs are ever coming back and why Pokemon cards are just physical NFTs, why the last month has been the most exciting stretch on-chain since DeFi summer, the rise of MemeFi and tokenized stocks, why there is no way to diligence a meme coin, why the PVP mentality would get you kicked off a real trading desk, the Luna trade that worked despite being built on fake data, why both of them give away their thesis publicly, GMoney's framework that AI is a matter of national defense so any hike cycle will be short, why Avi thinks the CDS spreads on hyperscalers are fake, and why getting Americans invested is becoming a national security issue. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(00:54) The $3 Million Ether Rock & Are NFTs Coming Back?
(06:09) The Best Month Onchain Since DeFi Summer
(10:43) There's No Way To Diligence A Meme Coin
(14:18) Why Give Away Your Alpha?
(18:04) AI Is National Defense: Why The Hike Won't Last
(23:44) The CDS Spreads Are Fake
(27:13) Be The House: Inside Fake World Assets
(33:00) Investing Is A National Security Issue
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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MARKET UPDATE: Hunter Biden Scams Us, $INTC Rips, Commodities Onchain, Anthropic's Skynet Risk
10 september 2026 · 55 min
This week, Intel rips 20% and Avi's $88 call pays off. We discuss Hunter Biden's $LAPTOP coin and why every political meme coin is explicitly telling you it exists to extract from you, why a bad first experience in crypto poisons the well for everyone, and where the actual trade is if you want to punt it anyway. Jonah then makes the case for putting commodities onchain — jet fuel perps, regional gasoline, Nigerian crude differentials — and why ICE and NYMEX are structurally incapable of launching anything new. We also get into why getting people invested in the market is a national security issue, why you can no longer earn your way out of your income bracket, why it has never been easier to be a quant, why the Bitcoin trade is in peril as flows rotate back to AI, and why Jonah thinks AGI is already here and markets melt up right until Skynet terminates us all. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(00:37) Intel Rips: The $88 Call Pays Off
(05:27) Hunter Biden's Laptop Coin Is Pure Extraction
(16:13) Putting Commodities On Chain
(20:42) Why ICE And NYMEX Can't Innovate
(34:50) Getting People Invested Is A National Security Issue
(41:55) It's Never Been Easier To Be A Quant
(46:27) The Bitcoin Trade Is In Peril
(51:09) AGI Is Here (And Skynet Is Coming)
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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MARKET UPDATE: Hot Payrolls, Hotter Memecoins, And Se From FOMO Talks The Future Of Trading
5 september 2026 · 1 uur 6 min
This week, in a Friday solo stream, Avi breaks down a hot jobs report that has traders nervous about a September hike, and why crypto is ripping anyway. He's then joined by Se, co-founder of FOMO, for a wide-ranging conversation on the future of trading. We discuss why the entire market is really just attention, how onchain data gave FOMO an edge trading Robinhood, why you couldn't have built a social trading platform two years ago, why trading is inherently social and the stigma around posting positions is disappearing, the $4 million in creator rewards FOMO paid out in two weeks and the vision of a thousand Roaring Kittys, the real drawbacks of trading in public, and why net-new investors are entering markets through meme coins. Avi then closes with why 94.4% of FOMO users have lost money, what MemeFi actually is, why GPT-6 could pull attention back to the AI trade, and why he's constructive on crypto into year-end. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(00:48) Hot Payrolls & The Fed Credibility Problem
(06:02) Everything Is Attention: Se From FOMO
(09:29) Why You Couldn't Build FOMO Two Years Ago
(15:51) Why Trading Is Inherently Social
(25:31) $4M In Creator Rewards & A Thousand Roaring Kittys
(33:07) The Dark Side Of Trading In Public
(43:36) 94.4% Of People Lose Money
(52:39) Beat The BART: Why Avi's Bullish Into Year-End
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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MARKET UPDATE: What Is MemeFi, WAR With Iran, & The Fed Not Backing Down — What You Need To Know
3 september 2026 · 1 uur 24 min
This week, we break down the MemeFi mania taking over Robinhood chain, where meme coins are tying themselves to tokenized stocks and pumping microcaps on the NASDAQ. We discuss what's actually happening with tokens and why hope is the most powerful drug in trading, where the value in all of this actually accrues, and Avi's rules if you're going to gamble anyway. We also get into how Wall Street manufactures fake alpha, survivorship bias and why length of time is the best disinfectant, why Kevin Warsh's jawboning is toothless and there's no rate hike coming, why AI is the new shale and the most deflationary force of our lifetime, a full post-mortem on the NVIDIA earnings trade, and why Iran's leverage over the Strait of Hormuz is degrading by the day. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(02:51) What Is MemeFi? Inside The Robinhood Chain Mania
(18:37) Where Does The Value Actually Accrue?
(24:02) If You're Going To Gamble, Here Are The Rules
(31:58) How Wall Street Fakes Alpha
(41:09) Warsh Has No Spine: Why There's No Rate Hike
(44:14) AI Is The New Shale
(51:07) The NVIDIA Trade Post-Mortem
(55:04) Iran Is Getting Stopped Out
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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Why The $30B Asset Manager Franklin Templeton Is Betting Big On Crypto
1 september 2026 · 31 min
Recorded live at the Out East Conference, Avi sits down with Seth Ginns, CIO of Franklin Crypto and formerly of CoinFund and Jennison Associates. Seth spent eighteen years in public equities before becoming a seed investor in Coinbase in 2012 and building one of the largest liquid crypto funds in the market. We discuss how the Global Financial Crisis is what pushed him into crypto, why he waited years for institutional custody before launching a fund, why he believes 2026 is the year crypto and traditional finance finally converge, what Tesla and Amazon taught him about betting on founders instead of cash flows, why you can't bet on cash cows in the age of AI, why Franklin Templeton doubled down on crypto in a downturn, why the Clarity Act doesn't actually need to pass for the market to move, and his front-row stories from Lehman's headquarters the day it collapsed. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(00:31) 18 Years At Jennison, Then Crypto
(01:59) Seed Investing In Coinbase In 2012
(05:30) 2026: The Year Crypto And TradFi Converge
(08:31) Tesla, Amazon & Why Value Capture Is A Myth
(11:12) You Can't Bet On Cash Cows Anymore
(13:45) Why Franklin Templeton Bought A Crypto Fund
(16:53) The Clarity Act Doesn't Need To Pass
(20:13) Lehman, COVID & The Craziest Days In Markets
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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MARKET UPDATE: Bitcoin Rally, Zcash ETF, Bessent Humbled, NVDA Earnings
27 augustus 2026 · 57 min
This week, with Bitcoin ripping 25% off the lows and NVIDIA earnings on deck, we break down why the market has flipped from fundamentals back to macro. We discuss the lockout rally and the two conditions that turned Avi bullish on Bitcoin and gold, why all roads lead to debasement, whether the Druckenmiller op-ed against Scott Bessent was actually an op, the history of the Bank of England trade and why intervention almost never works, the Zcash ETF launch and why the chart is setting up, why you should never take advice from someone who's never traded, how to pick a megatrend and ride it without getting shaken out, the Costanza rule for taking the other side of panic, the best list of trading rules Jonah has ever received, and why NVIDIA might finally rip on earnings this time. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(00:59) Bitcoin's Lockout Rally & The Return Of Debasement
(11:03) Was The Druckenmiller Op-Ed An Op?
(14:59) Why Bessent's Intervention Might Actually Work
(25:58) Zcash's ETF & Why The Chart Looks Strong
(31:27) Pick Your Megatrend And Ride It
(37:02) Take The Other Side Of Panic
(45:24) Mind Like Water: The Best Trading Rules Ever Written
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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What It’s Like Running A Billion-Dollar Market-Neutral Fund In Crypto
24 augustus 2026 · 35 min
Recorded live at the Out East Summit, Avi sits down with Evgeny Gokhberg, founder and CIO of Re7 Capital, one of the last market-neutral funds still managing serious capital in crypto. We discuss his decade in TradFi trading emerging markets — shorting Chinese real estate through Australian iron ore, trading Egyptian stocks after the Arab Spring, why he left a comfortable seat to "1000x" his career, the DeFi "aha" moment when crypto finally had real businesses to value, how Re7 earns yield by doing what banks do (market-making and lending, now on tokenized stocks like Nvidia), what a DeFi vault actually is and who's investing in them, why he never touched Luna and why Michael Saylor isn't the same trade, and the real AI risk to DeFi — which has nothing to do with AI breaking smart contracts. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(00:53) One Of The Last Market-Neutral Funds In Crypto
(02:17) Shorting China, Trading Egypt After The Arab Spring
(07:43) How AI Is Distorting Research (And Who It Fools)
(12:16) Why He Left TradFi To "1000x" His Career
(16:23) The DeFi Aha Moment & How Yield Actually Works
(22:01) Doing What Banks Do: Market-Neutral On Tokenized Nvidia
(27:53) Surviving Luna, Saylor & The Real AI Risk To DeFi
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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The ETF Pioneer Who Calls Narratives Before Wall Street
10 augustus 2026 · 48 min
This week, Avi sits down with Andrew Chanin, CEO of ProcureAM and founder of PureFunds, one of the best in the business at spotting narratives before the market catches on. We discuss how he launched HACK, the first cybersecurity ETF, just two weeks before the Sony breach, what it was really like market-making ETFs on the floor of the American Stock Exchange during the 2008 crisis, why the real edge is reading the documents nobody wants to read, the story behind the UFO space ETF, whether SpaceX is the only game in town after its IPO, the militarization of space and the new space race, and why companies staying private for so long is quietly reshaping the ETF model. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(00:32) The First Cyber ETF — Two Weeks Before The Sony Hack
(03:01) Confessions Of An ETF Market Maker
(08:59) Stop Picking Up Pennies: Read What Nobody Reads
(15:36) The NASDAQ Lawsuit That Cost Him A $10B Business
(20:17) What Is The UFO ETF?
(27:22) Is SpaceX The Only Game In Town Now?
(31:30) The Militarization Of Space & The New Space Race
(38:01) Why Private Markets Are Breaking The ETF Model
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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MARKET UPDATE: FED Backstops The Yen, Metals Rip, And Neoclouds Rebound
5 augustus 2026 · 53 min
This week, we break down why the Fed and Treasury just moved to backstop the yen and what it signals about an increasingly state-controlled market. We discuss why you should only hold what the administration has "anointed," the quiet power grab away from the Fed and the end of forward guidance, why gold, silver, copper and palladium are ripping, why Druckenmiller says the single best trade is copper, whether crypto is finally worth buying again and why Robinhood is the best way to express it, why private wealth management is a scam, why the stock market now trades exactly like crypto did in 2021, and the rising socialist wave that could take your portfolio to the woodshed by 2028. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(00:32) Why The Fed Just Backstopped The Yen
(05:54) The State-Controlled Market: Only Buy What Trump Anoints
(13:07) Gold, Copper & Why It's All Just Flows Now
(19:03) Druckenmiller Says Buy Copper
(22:08) Is Crypto Finally Worth Buying Again?
(27:57) Private Wealth Management Is A Scam
(37:14) The Stock Market Is Crypto Now
(40:38) The Socialist Wave Coming For Your Portfolio
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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Psychology, Value, and Data: How Santiago Santos Navigates The Markets
3 augustus 2026 · 56 min
Recorded live at the Selini Summit, Avi sits down with Santiago Santos, founder of Inversion and one of the best-performing managers in crypto, who famously sold the top in 2021. We discuss how growing up in Mexico and consciously erasing his accent shaped his high-agency approach, why crypto matters far more outside the first world than inside it, why being "marginally delusional" is how outsiders win, the investor letter he just sent shutting down his own crypto thesis, why he pivoted to buying boring cash-flow businesses and treating technology as orthogonal, why he may be the only fund manager who refused to deploy capital he'd raised, the difference between wanting to make money and wanting to be right, and what he'd tell a 22-year-old to go deep on in the age of AI. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(00:36) The Kid From Mexico Who Erased His Own Accent
(04:25) Why Crypto Actually Matters Outside America
(12:08) Marginally Delusional: How Outsiders Win
(19:34) "We Haven't Found A Sector": Killing His Own Thesis
(24:03) Buy Boring: Why Technology Is Orthogonal
(28:13) The Only Fund Manager Who Wouldn't Deploy
(36:56) Make Money Or Be Right?
(41:59) What A 22-Year-Old Should Go Deep On In The AI Era
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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MARKET UPDATE: How Situational Awareness Blew Up, Will Rates Nuke Us, What’s Next?
31 juli 2026 · 58 min
This week, we break down the biggest story in markets: the blowup of Leopold Aschenbrenner's Situational Awareness fund. We discuss whether Ken Griffin killed him or just showed up with the best bid, how an eleven-figure liquidation actually works behind the scenes, why going to the street to meet a margin call is like walking into a lion's den (and the Terra Luna call that proved it), whether the rate-hike comments were an orchestrated hit, why Avi is stepping into the memory dip now with Micron, Intel and SanDisk, the Korean "Squid Game" liquidation that wiped out millions of accounts, the real lesson of being dead right and broke, and the great Mag 7 split — why Apple, Google, and Meta are all underperforming for completely different reasons while Amazon keeps printing. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(00:32) Did Ken Griffin Kill Leopold Aschenbrenner?
(03:30) How An 11-Figure Liquidation Actually Works
(9:32) Amateur Hour: Why He Broke The Cardinal Rules
(18:39) Walking Into The Lion's Den (And The Luna Parallel)
(25:48) Was It An Orchestrated Hit?
(30:42) Why Avi Is Buying The Memory Dip Now
(36:17) The Real Lesson: Being Dead Right And Broke
(42:56) Atoms Over Bits: The Mag 7 Split & What's Next
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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Ex-Palantir Analyst On The Inner Workings Of Intelligence & Markets In A World Of Socialism
28 juli 2026 · 49 min
This week, Avi sits down with Alexander Good, founder of Post Fiat, former Palantir and essayist, for one of the most wide-ranging conversations we've had. We discuss how he built a trading edge by reading stocks through advertising data, the EA vs Booking pair trade, the "goldfish theory" of why attention is more predictable than the future, where the model breaks (and why it's happening to Michael Saylor right now), why he's bearish on Palantir as ontologies become less necessary, why AI won't make people useless but will take their jobs, his call that unemployment starts kicking in within three months, the Nintendo trade and the coming AI-and-IP goldmine, and his big thesis: that AI gets regulated and sequestered like nuclear tech in 1945, ending in a sovereign margin call rather than a productivity utopia. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(00:52) Who The F*** Is Alex Good?
(03:59) The Advertising Edge: How He Read Stocks Through Ad Data
(10:05) The Goldfish Theory & Where The Model Breaks
(16:15) Why He's Bearish On Palantir
(24:23) AI Won't Make You Useless — But It Will Take Your Job
(28:27) Unemployment In Three Months
(32:30) The Nintendo Trade & The Coming IP Goldmine
(37:20) The Sovereign Margin Call: Why AI Gets Regulated Like Nukes
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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Has Memory Bottomed?
23 juli 2026 · 56 min
This week, with memory stocks down 30-40% from the highs, we ask whether memory has bottomed. We discuss why AI bailed out the everything bubble and why this bubble is different, the George Soros model of why a bubble comes back bigger the second time, why only 2.2% of US households pay for AI and why that means we're in inning one, the $26 billion Korean margin-call wipeout and what it tells you about sentiment, why nobody wins the US-China AI arms race except the components makers, the Saudi nuclear deal and looking where nobody else is looking, why the latest Iran escalation won't derail markets, and why gold looks phenomenal here while crypto may have finally bottomed. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(00:32) Save Everything In Your 20s: The Bleecker Street Lesson
(07:01) How AI Bailed Out The Everything Bubble
(10:15) Has Memory Bottomed?
(13:51) Only 2.2% Pay For AI: We're In Inning One
(19:36) $26B Wiped Out: The Korea Margin-Call Warning
(23:42) The US-China Model Arms Race (And How To Trade It)
(28:26) Bombing Iran Again: Why Markets Don't Care
(42:02) Gold Looks Phenomenal & Crypto May Have Bottomed
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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The Citadel Alum Reshaping The World Of Trading
20 juli 2026 · 35 min
This week, Avi sits down with Vlad Novakovski, founder and CEO of Lighter, the on-chain exchange partnered with Robinhood. Vlad went to high school with Robinhood's Vlad Tenev, competed in the Physics and Informatics Olympiads alongside future Anthropic co-founders and Facebook's first CTO, finished Harvard at 19, and was recruited to Citadel by Ken Griffin himself. We discuss the Olympiad pipeline that produced half of Silicon Valley, what Ken Griffin told him about Bernie Madoff in 2004, why Madoff couldn't have happened on-chain, why he left Wall Street for Silicon Valley and then came back, how he pivoted his company and kept 80% of his engineering team, the custom ZK circuits that let Lighter run finance at 1% of the compute cost, why he thinks Lighter beats Hyperliquid on every axis, the Robinhood partnership and onchain options coming in Q3, and why every dollar of value at Lighter accrues to the token instead of the equity. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(00:49) Harvard At 16 & The Olympiad Network Behind Anthropic
(10:10) Ken Griffin Closed Me At 18
(12:12) "That's A Ponzi": Ken Called Madoff In 2004
(16:08) Why He Left Wall Street For Silicon Valley
(19:46) How To Pivot And Keep 80% Of Your Engineers
(24:29) Running 40% Of The Economy At 1% Of The Cost
(27:46) Robinhood, Ethereum & Options Onchain
(30:48) All Value Accrues To The Token
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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The Market Can't Make Up Its Mind
15 juli 2026 · 1 uur
This week, we go deep on how careers and capital actually get made. We discuss how Jordi Alexander built Selini from a poker table, why table selection is the single most important decision you'll make, an insider's account of how Goldman Sachs anoints its "Illuminati" and what it takes to get there, why Jonah took a shot at the king and missed, why Ken Griffin says the alpha has been squeezed out of short-term trading and megatrends are what's left, the complete flows framework for Bitcoin and why there may be nobody left to sell, the Avi vs Jonah standoff on whether crypto is a buy here, the Clarity Act and why it probably won't pass, and what crypto was actually supposed to be. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(00:29) How Jordi Built Selini & Why Table Selection Is Everything
(8:27) Inside Goldman: How They Anoint The Illuminati
(15:13) Shot At The King And Missed
(23:17) Ken Griffin Is Right: The Alpha Is In Megatrends
(25:07) Nobody Left To Sell: The Bitcoin Flows Framework
(39:13) The Market Can't Make Up Its Mind
(44:07) The Clarity Act & What Crypto Was Supposed To Be
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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From Poker Pro To Trading Giant: Inside The Mind of Selini Capital
13 juli 2026 · 31 min
Recorded live at the Selini Summit in Cannes, Avi sits down with Jordi Alexander — founder and CIO of Selini Capital, former professional poker player, and one of the sharpest minds in trading. We discuss why crypto's "great filter" washout is actually healthy, why retail has disappeared from crypto, how Selini is now trading SpaceX and equity IPOs using the exact same playbook they learned in crypto, why passive flows always end up holding the bag, the leverage lessons from the October 10th liquidation cascade, where a crypto market maker still has edge over the Jane Streets of the world, the first principle of all trading (you're always exchanging risk for expected value), and the casino economy of variance, dopamine, and why you should never trade from your phone. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(01:22) The Great Filter: Crypto's Washout Is Healthy
(04:44) Retail Is Gone
(06:02) Selini Is Trading SpaceX: Same Playbook As Crypto
(10:29) Passive Flows Always Hold The Bag
(12:54) Surviving October 10th & The Leverage Lesson
(17:44) "They're In Our Land": Where Selini Still Has Edge
(22:02) The Casino Economy: Variance, Dopamine & Getting Fleeced
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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Are The AI Labs Getting Nationalized?
6 juli 2026 · 1 uur 3 min
Avi sits down with Ari Paul. His former boss, founder of BlockTower Capital, and one of the sharpest minds in crypto, for a wide-ranging conversation on what's next. We discuss why crypto was the easiest table in finance and why that edge is gone, why the best people left crypto for AI, why Ari believes "Mythos is a military project" and the labs are heading for a Los Alamos-style lockdown, why the AI data center boom rhymes with the 1990s fiber bubble, where AI value actually accrues (why you might short Accenture but not Visa), why one person with an LLM can now do the work of a whole team, how Ari is using LLMs and neuromodulation to hack his own health, and why we may be at peak chaos in the Fourth Turning. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(01:13) From BlockTower To Burnout: Ari Paul's Crypto Story
(09:01) Why Crypto Was The Easiest Table In Finance
(16:17) Crypto Is Over: The Best People Left For AI
(24:03) Mythos Is A Military Project
(30:04) The AI Bubble Is The Fiber Boom All Over Again
(39:38) Where AI Value Actually Accrues
(44:59) I Can Beat Most Doctors With An LLM
(58:19) Peak Chaos: The Fourth Turning & The Coming Reset
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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Who's Coming For The Market In Q3?
1 juli 2026 · 57 min
This week, with portfolios sitting at all-time highs after the best NASDAQ quarter since 2020, we ask who's coming for the market in Q3? We deep dive into why that gut feeling means it's time to rotate not sell, the fundamentals vs flows debate and why sell-side analysts are structurally guaranteed to keep underpricing AI demand, why Micron at 7.5x forward earnings still isn't a bubble, why a strengthening dollar is the real threat to your assets, why Bitcoin has been co-opted by Wall Street and how to walk out of the crypto cage, the HOOD trade and taking profits like a CTA, the megatrends hiding beyond AI in real estate and collectibles, and the best career advice for the AI era: find your niche. Enjoy! Lees meer
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--
Timestamps:
(00:00) Coming Up on 1000x...
(01:03) Portfolio At All-Time Highs: Time To Rotate?
(11:48) Fundamentals vs Flows: Why Analysts Keep Missing
(17:48) Micron At 7.5x: This Isn't A Bubble Yet
(20:40) Who's Coming For The Market In Q3? (It's The Dollar)
(24:15) Bitcoin's Been Co-opted: The Walk-Out-Of-The-Cage Trade
(32:38) The HOOD Trade & Taking Profits Like A CTA
(40:09) Beyond AI: Israel, Real Estate & Hidden Megatrends
(45:17) Find Your Niche: The Best Career Advice For The AI Era
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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AI Cracks: Where Do You Hide?
24 juni 2026 · 53 min
This week, with NASDAQ down 3% and the AI trade showing cracks, we discuss where you actually hide. We deep dive into when technical analysis actually works, why you have to ask "how did you make your money" to understand the AI trade, why the answer is hiding downstream where AI changes the real economy, the 13-year-old's portfolio and whether the top is in, why the memory trade still isn't saturated, the socialism trade and what a 2028 blue wave means for your assets, why Bitcoin and everything without revenue is cooked, why the coming Saylor blowup will be the trade of a lifetime, and the Avi vs Jonah debate on whether you should actually buy AI biotech. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(01:07) Does Technical Analysis Actually Work?
(06:05) AI Cracks: Where Do You Hide?
(13:46) The 13-Year-Old's Portfolio: Is The Top In?
(19:44) The Socialism Trade: Sell What They Redistribute
(32:16) Bitcoin's Cooked: Stay Short The Complex
(40:25) The Saylor Blowup Will Be The Trade Of A Lifetime
(43:50) Should You Actually Buy AI Biotech?
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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SpaceX Over, Fed Meeting Done, What’s Next?
19 juni 2026 · 32 min
In a short solo Juneteenth stream, Avi breaks down what's next now that the SpaceX IPO and the Fed meeting are behind us. We discuss why the market shrugged off a hawkish Warsh presser, why Mag 7 is lagging the semis it's funding, why layoffs are actually bullish, why inflation is showing up everywhere from a $14 smoothie to the struggling bottom half, why Michael Saylor using ChatGPT to structure STRC is a problem, why the Iran deal was a win for Iran, and the two megatrends to spend your weekend researching: AI-powered biotech and the coming nuclear revolution. Enjoy! Lees meer
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Timestamps:
(00:00) Coming Up on 1000x...
(01:18) The Market Doesn't Care About Warsh
(02:55) Why Mag 7 Is Lagging The Semis
(05:49) Layoffs Are Bullish, Not Bearish
(08:12) The $14 Smoothie: Inflation Is Real
(10:40) Saylor Used ChatGPT To Build STRC
(16:01) The Iran Deal Was A Win For Iran
(18:46) The Next Megatrend: AI Biotech
(25:11) Nuclear & The Rotation To Physical AI
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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Are Rate Cuts Dead?
17 juni 2026 · 53 min
This week, recorded live in the 30 minutes before the Fed decision, we discuss whether rate cuts are dead and what to watch from Kevin Warsh. We deep dive into why a full-blown war with Iran barely dented the market and what could actually tank it, Jonah's journey from Berkeley communist to Republican, why you should collect the gold coins before the level ends, the idea journal and how billionaires actually trade, why SpaceX is a low-float meme coin and you have to play the game of flows over fundamentals, why an ocean of oil is bearish for inflation, why Bitcoin has lost its way and what disdain Avi needs to buy it, and why the Iran deal is just a pause before the next flare-up. Enjoy! Lees meer
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Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/thousandxpod
Try the 1000x Terminal: https://1000x.money
--
Timestamps:
(00:00) Coming Up on 1000x...
(01:30) What Could Possibly Tank This Market?
(05:33) From Communist to Republican
(10:45) Collect The Gold Coins Before The Level Ends
(26:26) SpaceX Is A Meme Coin: Play The Game Of Flows
(30:25) Fed Preview: What To Watch From Warsh
(35:05) An Ocean Of Oil & Why Bitcoin Lost Its Way
(39:52) The Iran Deal Is Just A Pause
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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SpaceX: Start of the Next Megabubble or End of the Rally?
12 juni 2026 · 46 min
This episode, Avi flies solo on the biggest IPO in history before Jonah stream-bombs him. We discuss why SpaceX's $1.77 trillion debut might be a low-float meme coin and not the megabubble starter that everyone is calling it, why bears die in markets like this, the actual trade setup if SpaceX dumps back to $135, why every other space stock crashed 30% the same day, why the OpenAI and Anthropic IPOs will likely crash the indexes too, why Avi is "slowly becoming a communist," and a wide-ranging solo Q&A covering the Aptos grift, the XMR/ZEC close, why Hood is a 10x and Hype isn't, and why PnL is a disease of the mind. Enjoy! Lees meer
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Follow Avi: https://x.com/AviFelman
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Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/thousandxpod
Try the 1000x Terminal: https://1000x.money
--
Timestamps:
(00:00) Coming Up on 1000x...
(01:27) SpaceX Hits $1.77 Trillion
(04:45) Don't Short Elon: The Low-Float Meme Coin
(09:45) Bears Die
(11:56) Wait For The Dump: The $135 Trade
(16:21) Intel, Uranium & The First Warsh Meeting
(19:16) Why Every Space Stock Crashed (And OpenAI's IPO Will Too)
(24:43) "I'm Slowly Becoming A Communist"
(28:19) Audience Q&A
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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Did Trillion-Dollar IPOs Break The Social Contract?
10 juni 2026 · 55 min
This week, we discuss why AI is breaking the social contract between public markets and the American people. We deep dive into why only the self-motivated will win the AI era, the $60 trillion wealth transfer from boomers to millennials and Gen Z, the rise of scarce asset trades (Ferraris, Birkins, dinosaur bones), why the Anthropic and OpenAI IPOs at multi-trillion valuations might break markets, why May CPI hitting a 3-year high pushes December hike odds to 70%, why Mythos and quantum risk are overhyped, and where we're putting cash to work in gold, uranium, and pipeline MLPs. Enjoy! Lees meer
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Follow Avi: https://x.com/AviFelman
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Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/thousandxpod
Try the 1000x Terminal: https://1000x.money
--
Timestamps:
(00:00) Coming Up on 1000x...
(01:11) Only the Self-Motivated Will Win the AI Era
(10:30) The $60 Trillion Wealth Transfer
(15:14) The Scarce Assets Trade: Ferraris, Birkins, Bones
(24:07) The Social Contract Is Broken
(34:59) Crypto's Real Use Case
(38:28) CPI HITS 3-YEAR HIGH
(41:17) ANTHROPIC MODEL COULD BREAK MARKETS
(45:15) Gold, Uranium & The Cash Barbell
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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Is Robotics The Next Megabubble?
4 juni 2026 · 59 min
Today, Avi sits down with Andrew Kang (@Rewkang), founder and CEO of RoboStrategy (Nasdaq: BOT), to discuss why robotics and physical AI are the next $10 trillion mega bubble. We deep dive into why the entire private robotics market is smaller than Pokémon trading cards, why VCs are pivoting from software to physical AI, the GPT-3 moment for robotics and why GPT-5-level capabilities are less than two years away, why you can't just hook Claude up to a robot, how Andrew built the "MicroStrategy of Robotics," and rapid fire pitches on companies in the RoboStrategy portfolio: Figure AI, Apptronik, Standard Bots, Dyna Robotics, and Dexmate. Enjoy! Lees meer
RoboStrategy Advisors is an investment adviser focused on robotics, physical AI, and emerging technologies.
This discussion is provided for information and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security.
Any opinions expressed are those of the speaker as of the recording date and are subject to change.
Forward-looking statements and opinions are based on current expectations, estimates, projections, and assumptions and are subject to change without notice. Actual outcomes and results may differ materially from those expressed or implied.
Any references to prior investment experience, portfolio companies, or investment outcomes relate to activities conducted outside of RoboStrategy and are provided solely for background and informational purposes. Any referenced gains, returns, or investment outcomes may be unrealized and are not indicative of future results.
Investing involves risk, including possible loss of principal. References to companies, technologies, or investments are illustrative only and should not be interpreted as investment recommendations.
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Follow Andrew: https://x.com/Rewkang
RoboStrategy: https://x.com/Robostrategy
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Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https:…
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The Market Is Splitting In Two — How Do We Navigate it?
4 juni 2026 · 52 min
This week, we discuss why the market is splitting in two and how to navigate the dispersion regime. We deep dive into rally warning signs and alt season at the top, the memory supercycle and the DRAM leading indicator, the Saylor unwind and the tax-loss harvesting trade, the pair trade playbook, why you should delete the word "crypto" and apply your skills to equities, Jonah's leading indicator framework for the AI bubble, the hawkish Warsh trade, and the resurfacing Iran/Hormuz tail risk. Enjoy! Lees meer
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Follow Avi: https://x.com/AviFelman
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Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/thousandxpod
Try the 1000x Terminal: https://1000x.money
--
Timestamps:
(00:00) Coming Up on 1000x...
(01:14) Rally Warning Signs: Alt Season at the Top
(06:49) The Memory Supercycle: Reading the DRAM Chart
(11:02) The Market Is Splitting In Two
(16:53) The Pair Trade Playbook
(21:01) Delete "Crypto": Apply Your Skills to Equities
(29:09) The Leading Indicator Framework
(37:30) Hawkish Warsh + The Cash Barbell
(40:38) Iran Heats Back Up: The Hormuz Tail Risk
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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Is This The End Of Crypto?
29 mei 2026 · 1 uur 5 min
This week, we discuss whether this is the end of crypto as we know it. We deep dive into Michael Saylor's "Egg Man" problem and why his Bitcoin position has become untenable, why decentralization lost and Solana and Hyperliquid won, how to spot the top of the AI bubble, the memory supercycle and why the OpenAI and Anthropic IPOs might mark the top, the framework of the Iran deal and what it means for oil, and why a deal could actually be bearish for markets. Enjoy! Lees meer
--
Follow Avi: https://x.com/AviFelman
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Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/thousandxpod
Try the 1000x Terminal: https://1000x.money
--
Timestamps:
(00:00) Coming Up On 1000x...
(01:48) Saylor's Egg Man Problem
(12:49) Is This The End of Crypto?
(23:36) Decentralization Barbell
(29:50) The AI Bubble
(42:59) Memory Supercycle & IPO Top Signals
(54:12) Iran Deal
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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Sticky Inflation + Energy Prices: End of the Rally or Pause?
20 mei 2026 · 54 min
This week, we discuss whether the rally is over or just pausing as markets sit near all time highs. We deep dive into sticky inflation and high energy prices, the Strait of Hormuz and the risk of operational tank bottoms, the Powell vs Warsh Fed regime change, why BTC is struggling while ZEC and Hyperliquid roar, the explore/exploit framework for compounding your skill set, and the launch of the 1000x Terminal. Enjoy! Lees meer
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Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/thousandxpod
Try the 1000x Terminal: https://1000x.money
--
Timestamps:
(00:00) Coming Up On 1000x...
(01:41) End of the Rally or Pause?
(09:38) Sticky Inflation + Energy Prices
(17:42) Fed Regime Change: Powell vs Warsh
(27:30) BTC Struggling, ZEC Roaring
(34:56) Saylor's Bitcoin Problem
(38:24) 1000x Goes Macro
(44:23) Compounding Skill Sets
(48:59) The 1000x Terminal
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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Is The Soft Landing Officially Dead?
13 mei 2026 · 55 min
This week, we discuss whether inflation is officially back and what it means for the AI megatrend. We deep dive into Micron crossing $900B, the memory supercycle, the Fed regime change under Kevin Warsh, the Trump-Xi summit and chip export deal probability, the Clarity Act markup, and why the soft landing might officially be dead. Enjoy! Lees meer
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Follow Avi: https://x.com/AviFelman
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Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh
--
Timestamps:
(00:00) Coming Up On 1000x...
(01:00) Paris Wifi & Gemstones
(12:57) Fed Regime Change
(14:08) Is Inflation Back?
(20:21) Soft Landing Officially Dead?
(28:36) Memory Supercycle
(34:50) Micron @ $900B
(40:05) Trump-Xi Summit Kicks Off
(50:57) Clarity Act Markup
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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Is This The Everything Rally?
7 mei 2026 · 1 uur 10 min
In this episode, Avi and Jonah react to markets ripping to all-time highs in a classic lockout rally (fade everything except socialism), break down trader psychology around buying strength and all-time highs, and dive into the insane moves in semiconductors/AI (Intel, AMD earnings, Korean memory stocks like Samsung & SK Hynix going parabolic), Bitcoin pushing above $81k, and alts ripping (Zcash, TON with Pavel Durov back in the driver’s seat, privacy narrative heating up). Lees meer
They also share their take on the Korean leverage barometer, the Intel position update, why the AI mega-trend is still early, and—most importantly—the big news: the 1000x Podcast is striking out on its own. More live streams, a brand-new network, expanded content, and the launch of the 1000x terminal at 1000x.money. They’re going all-in! Enjoy!
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Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/thousandxpod
--
Timestamps:
00:00 Coming Up On 1000x...
01:01 New Intro/New Vibes
03:39 Is This The Everything Rally?
09:29 Latest On Iran
17:41 AI Supercycle & Exponential Change
28:55 Download On The Korean Market
41:10 Update On 1000x
52:31 Altseason??
1:07:04 Michael Selloor
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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Markets Hit A New All Time High, Whats Next?
22 april 2026 · 59 min
This week, we discuss what's next for markets as we reach new all time highs. We deep dive into is the market rally broadening out, what's driving BTC higher, what stops this bull market, the future of 1000x and more. Enjoy! Lees meer
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Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod.
Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh
--
Timestamps:
(00:00) Introduction
(03:35) Is The Market Rally Broadening Out?
(12:00) The Niger Delta Avengers
(22:32) The State of Crypto
(37:00) What’s Driving BTC Higher?
(46:38) What Stops This Bull Market?
(51:30) The Future of 1000x
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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How To Position During an Oil Price Shock
7 april 2026 · 48 min
This week, we discuss how to position your portfolio during an energy price shock due to the ongoing conflict in Iran. We deep dive into what's driving oil volatility, is gold a dip to buy, how to get long stablecoins, why crypto might be best positioned to outperform once markets settle and more. Enjoy! Lees meer
--
Go follow the new 1000x feed to keep up to date with all new episodes!
Spotify: https://bit.ly/4676Sob
Apple: https://bit.ly/4etlBMd
--
Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod.
Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh
--
Timestamps:
(00:00) Introduction
(01:30) Impact of The Conflcit in Iran
(15:45) What’s Driving The Oil Volatility
(26:50) Positioning During an Oil Price Shock
(38:25) How to Get Long Stablecoins
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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Why Perps Are Taking Over | Kaledora Kiernan-Linn
2 april 2026 · 39 min
This week, Kaledora Kiernan-Linn joins the show to discuss the growth of Ostium. We deep dive into Kaledora's background as a ballet dancer before launching one of the fastest growing trading platforms in crypto, why perps will continue to grow market share, lessons as a founder, how DeFi will be successful and more. Enjoy! Lees meer
--
Go follow the new 1000x feed to keep up to date with all new episodes!
Spotify: https://bit.ly/4676Sob
Apple: https://bit.ly/4etlBMd
--
Follow Kaledora: https://x.com/kaledora
Follow Avi: https://x.com/AviFelman
Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(00:55) What it Takes To Become a Founder
(06:50) Building Ostium
(16:08) The Perpification of Everything
(21:20) The Future of Trading
(33:23) Final Thoughts
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed
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Hyperliquid's Breakout Moment and Trades For 2026
26 maart 2026 · 31 min
This week, we discuss why 2026 signals Hyperliquid's breakout moment as crypto and traditional finance continue to merge. We deep dive into why the era of riding beta in crypto is over, where to allocate in 2026, trading geopolitical conflict & more. Enjoy! Lees meer
--
Go follow the new 1000x feed to keep up to date with all new episodes!
Spotify: https://bit.ly/4676Sob
Apple: https://bit.ly/4etlBMd
--
Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod.
Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh
--
Timestamps:
(00:00) Introduction
(01:33) State of The Market
(07:08) Hyperliquid’s Breakout Moment
(17:17) Crypto’s Next Era
(28:50) Trades For 2026
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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Why Crypto Will Grow 10x in The Next Decade | Dan Tapiero
25 maart 2026 · 34 min
This week, Dan Tapiero joins the show to discuss the current state of crypto. We deep dive into Dan's outlook for investing in digital assets over the coming decade, crypto's token vs equity problem, the growth of prediction markets, stablecoins and more. Enjoy! Lees meer
--
Go follow the new 1000x feed to keep up to date with all new episodes!
Spotify: https://bit.ly/4676Sob
Apple: https://bit.ly/4etlBMd
--
Referenced in the show: https://www.coindesk.com/business/2026/02/23/kraken-s-arjun-sethi-could-trust-ai-with-100-of-his-crypto-dragonfly-s-haseeb-qureshi-isn-t-convinced
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Follow Dan: https://x.com/DTAPCAP
Follow Avi: https://x.com/AviFelman
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Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(02:12) The Next Era of Crypto
(07:56) Crypto’s Path to $50T
(11:00) Crypto’s Token vs Equity Problem
(16:45) Crypto's Valuation Reset
(23:50) Where To Allocate In 2026?
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed
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Why We’ve Bottomed, Oil Hits $100 & The Stablecoin Trade
17 maart 2026 · 46 min
This week, we discuss why crypto has finally bottomed. We also deep dive into how to position in the next 3-6 months, why the oil price spike remains a fade, how to get long the stablecoin trade, the Galaxy thesis & more. Enjoy! Lees meer
--
Go follow the new 1000x feed to keep up to date with all new episodes!
Spotify: https://bit.ly/4676Sob
Apple: https://bit.ly/4etlBMd
--
Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod.
Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh
Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code 1000X200 for $200 OFF!
https://blockworks.co/event/digital-asset-summit-nyc-2026
--
Timestamps:
(00:00) Introduction
(00:45) Time to Be Bullish?
(15:12) Crypto’s Token Supply Problem
(20:35) How to Get Long Stablecoins
(26:03) The Best Trades Over 3–6 Months
(39:39) The Galaxy Thesis
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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Finding Edge as a Trader, The Hyperliquid Thesis & Trades For 2026 | Capital Flows
11 maart 2026 · 1 uur 4 min
This week, Capital Flows joins the show to discuss how to develop trading strategies in 2026. We deep dive into how to find edge as a trader, the impact of war in Iran, the thesis for Hyperliquid, trades for 2026 & more. Enjoy! Lees meer
--
Go follow the new 1000x feed to keep up to date with all new episodes!
Spotify: https://bit.ly/4676Sob
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--
Follow Capital Flows: https://x.com/Globalflows
Follow Avi: https://x.com/AviFelman
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Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(05:25) How’s Trading Changed Over Time?
(18:08) Discretionary Trading In 2026
(24:15) How To Find Edge as a Trader
(32:45) The Impact of The War in Iran
(54:00) Trades For 2026 & The Hyperliquid Thesis
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed
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Everything You Need to Know About Oil
10 maart 2026 · 59 min
This week, we break down the recent price action in oil as conflict erupts in the Middle East. We then deep dive into the outlook for oil as G7 countries discuss using their SPR's, how to position yourself through 2026, the biggest winners for the rest of the year, and more. Enjoy! Lees meer
--
Go follow the new 1000x feed to keep up to date with all new episodes!
Spotify: https://bit.ly/4676Sob
Apple: https://bit.ly/4etlBMd
--
Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod.
Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh
Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code 1000X200 for $200 OFF!
https://blockworks.co/event/digital-asset-summit-nyc-2026
--
Timestamps:
(00:00) Introduction
(10:55) Are Tax Havens Worth It?
(17:55) Oil’s Spike Over $100
(30:27) Dynamics of The Oil Market
(45:14) What Assets To Own?
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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How To Trade Crypto Cycles with Flood
5 maart 2026 · 1 uur
This week, Flood joins the show to break down the current state of the market. We deep dive into what it takes to make it as a trader, whether alpha still exists in crypto, the opportunity for perps, Flood's highest conviction trades for 2026 & more. Enjoy! Lees meer
--
Go follow the new 1000x feed to keep up to date with all new episodes!
Spotify: https://bit.ly/4676Sob
Apple: https://bit.ly/4etlBMd
--
Follow Flood: https://x.com/ThinkingUSD
Follow Avi: https://x.com/AviFelman
Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(01:50) Trading BTC In 2014 vs Today
(09:20) Where To Allocate In Crypto?
(16:15) How To Structure A Portfolio
(23:06) Becoming a Trader & Finding Opportunities
(29:46) The Opportunity For Perps
(41:35) Are Altcoins Still a Short?
(45:30) How To Find Edge As a Trader
(52:07) Trades For 2026
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed
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Introducing: Inflection Point | The Crypto-TradFi Convergence
5 maart 2026 · 1 uur 4 min
In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation examines ETFs, DeFi innovation, market structure shifts, institutional flows, and how evolving investor behavior is changing Bitcoin and digital asset markets. Along the way, we discuss regulation, credit markets, technology limitations, and the broader implications of finance moving onchain. Enjoy! Lees meer
—
Inflection Point:
Apple 🎙️: https://bit.ly/3QKdX5a
Spotify 🎙️: https://bit.ly/3YhGJy3
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Timestamps
(00:00) Intro To Inflection Point
(06:48) The Convergence Between TradFi & Crypto
(22:20) Crypto's Biggest Advantages & Hurdles
(36:15) Crypto's Changing Market Structure
(41:00) Prices, Sentiment & Long-Term Allocators
(46:00) Evolution Of Crypto Options & Yield
(51:30) Is The 4-Year Cycle Dead?
(01:02:00) Final Thoughts
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Disclaimer: Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Crypto #DeFi #Bitcoin #Blockchain #DigitalAssets #CryptoPodcast
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The 2028 Global Intelligence Crisis: Will AI Lead To A Market Crash?
24 februari 2026 · 58 min
This week, we break down the recent Citrini piece that spooked markets. We deep dive into the job destruction AI could cause, whether AI could become so successful that it actually triggers a market crash, how to position yourself to trade the AI opportunity and much more. Enjoy! Lees meer
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THE 2028 GLOBAL INTELLIGENCE CRISIS: https://www.citriniresearch.com/p/2028gic
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Timestamps:
(00:00) Introduction
(02:10) Citrini’s 2028 Global Intelligence Crisis
(23:45) The Bull Case For AI & The Economy
(35:54) AI Trading Opportunities
(54:30) How To Survive AI Disruption
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.