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1000x

1000x

1KX Media 121 Episodes Jul 22, 2026

1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg. They bring on experts to dive deep into the macro and micro factors that represent the lifeblood of digital money and web3. As an increasing share of economic activity and attention migrates online, tokenomics and price action is increasingly relevant to everyone. If you’re interested in the future of markets and crypto, this show is for you.

Episodes

Has Memory Bottomed?
Has Memory Bottomed? Jul 22, 2026 00:55:38 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
The Citadel Alum Reshaping The World Of Trading
The Citadel Alum Reshaping The World Of Trading Jul 20, 2026 00:34:55 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 pipelin
The Market Can't Make Up Its Mind
The Market Can't Make Up Its Mind Jul 15, 2026 01:00:00 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
From Poker Pro To Trading Giant: Inside The Mind of Selini Capital
From Poker Pro To Trading Giant: Inside The Mind of Selini Capital Jul 13, 2026 00:30:41 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 cry
Are The AI Labs Getting Nationalized?
Are The AI Labs Getting Nationalized? Jul 6, 2026 01:03:15 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 lo
Who's Coming For The Market In Q3?
Who's Coming For The Market In Q3? Jul 1, 2026 00:56:48 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
AI Cracks: Where Do You Hide?
AI Cracks: Where Do You Hide? Jun 24, 2026 00:53:11 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 sti
SpaceX Over, Fed Meeting Done, What’s Next?
SpaceX Over, Fed Meeting Done, What’s Next? Jun 19, 2026 00:32:29 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 s
Are Rate Cuts Dead?
Are Rate Cuts Dead? Jun 17, 2026 00:53:05 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 billio
SpaceX: Start of the Next Megabubble or End of the Rally?
SpaceX: Start of the Next Megabubble or End of the Rally? Jun 12, 2026 00:45:42 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 Anthropi
Did Trillion-Dollar IPOs Break The Social Contract?
Did Trillion-Dollar IPOs Break The Social Contract? Jun 10, 2026 00:55:15 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,
Is Robotics The Next Megabubble?
Is Robotics The Next Megabubble? Jun 4, 2026 00:59:17 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

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