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Trading Crypto's Reflexive Markets and Mispriced Volatility | 1000x
17 januari 2025 · 55 min
In today's episode of 1000x, Jonah and Avi discuss markets and how to trade crypto's mispriced volatility. We cover options strategies, how to evaluate the GBTC trade, why alts look dead, the bifurcation of crypto, if traders can pre-position telegraphed events and more! Lees meer
We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow!
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Timestamps:
(00:00) Introduction
(01:04) How to Spot Mispriced Volatility
(16:34) Evaluating the GBTC Trade
(24:13) Blackrock’s BTC ETF Filing
(28:02) What’s Going on with Alts?
(33:02) The Bifurcation of Crypto
(38:40) Reflexivity and Macro Bullishness
(41:52) Pre-Positioning Telegraphed Events
(44:25) Miners are Pivoting to AI
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Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Subscribe on YouTube: https://bit.ly/3FuSarX
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Resources:
Golden Tree
https://www.goldentree.com/
Cumberland
https://cumberland.io/
https://twitter.com/CumberlandSays
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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 Don Wilson Built His Trading Empire | 1000x
17 januari 2025 · 53 min
In today's episode of 1000x, we are joined by Don Wilson, the founder of DRW and one of the world's most successful traders. Don explains how to use probability distributions to make decisions, how he founded DRW, why BTC has negative convexity, how AI will change financial markets and more! Lees meer
We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow!
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Timestamps:
(00:00) Introduction
(00:57) How Don First Became a Trader
(06:28) Custom Valuation Models and Strategies
(10:37) The Transition to Electronic Trading
(14:56) Bitcoin’s Appeal: Removing Intermediaries
(19:21) Cumberland's Origin Story
(21:15) BTC's Negative Convexity
(26:35) How Will AI Impact Financial Markets?
(30:16) Crypto’s Evolution and Market Structure
(35:15) When Will RWAs Move to Crypto Rails?
(37:50) Today’s Infrastructure Shortfalls and the Canton Blockchain
(42:54) Don’s Decision-Making Process
(47:51) Favorite Trades of All Time
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Follow Don: https://www.linkedin.com/in/donwilsonjr/
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Subscribe on YouTube: https://bit.ly/3FuSarX
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Resources:
Golden Tree
https://www.goldentree.com/
Cumberland
https://cumberland.io/
https://twitter.com/CumberlandSays
DRW
https://drw.com/
https://twitter.com/DRWTrading
Digital Asset
https://www.digitalasset.com/
Canton Network
https://www.canton.network/
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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.…
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Mike Novogratz on Crypto's Outlook, Trading & Storytelling | 1000x
17 januari 2025 · 51 min
In today's episode of 1000x, we are joined by Mike Novogratz, legendary trader and founder of Galaxy Digital. We talk about how Mike built an intuition for markets, how to synthesize trades, crypto's outlook, macro policy expectations, Mike's favorite trade and more! Lees meer
We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow!
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Timestamps:
(00:00) Introduction
(00:55) Developing an Intuition for Markets
(03:25) How to Synthesize Trading Opportunities
(07:17) Trading Crypto vs Macro: Similarities and Differences
(11:42) Maintaining Conviction in Crypto
(18:27) Crypto’s Most Interesting Opportunities
(20:51) The Relationship Between BTC and Monetary/Fiscal Policy
(30:41) Retail Adoption: Crypto Needs More Storytellers
(37:19) Why Mike Started Galaxy
(39:40) Favorite Trade of All Time
(42:37) When to Sell vs Hold
(48:22) Investing in Your Community and Making an Impact
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Follow Mike: https://twitter.com/novogratz
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Subscribe on YouTube: https://bit.ly/3FuSarX
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Resources:
Golden Tree
https://www.goldentree.com/
Cumberland
https://cumberland.io/
https://twitter.com/CumberlandSays
DRW
https://drw.com/
https://twitter.com/DRWTrading
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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 Crypto Trader's Mindset | 1000x
17 januari 2025 · 54 min
Blockworks just released a new podcast called 1000x! We're dropping the first episode here as we think you might want to add this podcast to the lineup. 1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg that dives deep into the macro and micro factors that represent the lifeblood of digital money and web3. Lees meer
In this episode, Avi and Jonah discuss how to think like a crypto trader. They explore how today's market compares to the 2018 bear, where to look for opportunities, the investment landscape post-FTX and our top investing frameworks.
A new 1000x episode will drop on Empire's RSS feed and the 1000x YouTube channel every two weeks.
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Timestamps:
(00:00) Introduction
(00:28) Why We Started 1000x
(06:18) Today’s Market Compared To 2018
(16:17) How To Think About Trading Markets
(23:25) Market Structure Post-FTX
(28:05) Managing Risks
(36:30) Investing Frameworks
(48:12) Crypto Is Here To Stay
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Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Subscribe on YouTube: https://bit.ly/3Fw083Z
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Resources
Golden Tree
https://www.goldentree.com/
Cumberland
https://cumberland.io/
Avi's psychology of a market tweet
https://twitter.com/AviFelman/status/1595176484766883843
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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.