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1000x

1000x

1KX Media 121 Episodes Jul 1, 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

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? 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? 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? 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? 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? 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? 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
The Market Is Splitting In Two — How Do We Navigate it? Jun 3, 2026 00:52:01 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 leadin
Is This The End Of Crypto? May 29, 2026 01:05:18 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
Sticky Inflation + Energy Prices: End of the Rally or Pause? May 20, 2026 00:53:37 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 1
Is The Soft Landing Officially Dead? May 13, 2026 00:54:42 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!--Follow Avi: https://x.com/AviFelmanFollow Jonah: https://x.
Is This The Everything Rally? May 6, 2026 01:09:58 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 (Zcas

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