1000x

Arthur Hayes On The Early Days Of BitMEX, Where Bitcoin Is Going, And Why We Are Over-Indexing On AI Oct 14, 2026 00:48:47 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.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 L

MARKET UPDATE: Alts Ripping, Economy Crushing, Scammers Scamming — What’s Next? Sep 30, 2026 01:03:31 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.From there it's markets. Jonah makes the case that Iran is a cornered animal with nothing left to escalate with, that t

Crypto Is Rebuilding The Financial System — And Opportunities Abound Sep 28, 2026 00:58:47 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.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 billi

Inside The Government Seizure Of Signature Bank Sep 25, 2026 00:27:40 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 i

MARKET UPDATE: Meta, Bitcoin, Crude And The Economy Are All Ripping. How Long Can It Last? Sep 23, 2026 01:01:26 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&#

MARKET UPDATE: Crypto Is Used To Buy Oil?! FED Meeting, And Economy Ripping Sep 16, 2026 01:04:45 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

MARKET UPDATE: Live With GMoney, Inflation Is In, Is This The Crypto Top? Sep 11, 2026 00:40:55 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 sto

MARKET UPDATE: Hunter Biden Scams Us, $INTC Rips, Commodities Onchain, Anthropic's Skynet Risk Sep 10, 2026 00:54:54 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, re

MARKET UPDATE: Hot Payrolls, Hotter Memecoins, And Se From FOMO Talks The Future Of Trading Sep 4, 2026 01:06:06 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 bu

MARKET UPDATE: What Is MemeFi, WAR With Iran, & The Fed Not Backing Down — What You Need To Know Sep 2, 2026 01:23:43 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 Wa

Why The $30B Asset Manager Franklin Templeton Is Betting Big On Crypto Sep 1, 2026 00:30:44 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 y

MARKET UPDATE: Bitcoin Rally, Zcash ETF, Bessent Humbled, NVDA Earnings Aug 26, 2026 00:56:41 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 an

What It’s Like Running A Billion-Dollar Market-Neutral Fund In Crypto Aug 24, 2026 00:34:57 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"

The ETF Pioneer Who Calls Narratives Before Wall Street Aug 10, 2026 00:47:30 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 ed

MARKET UPDATE: FED Backstops The Yen, Metals Rip, And Neoclouds Rebound Aug 5, 2026 00:52:43 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 tra

Psychology, Value, and Data: How Santiago Santos Navigates The Markets Aug 3, 2026 00:55:53 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 ho

MARKET UPDATE: How Situational Awareness Blew Up, Will Rates Nuke Us, What’s Next? Jul 31, 2026 00:57:45 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), whe

Ex-Palantir Analyst On The Inner Workings Of Intelligence & Markets In A World Of Socialism Jul 28, 2026 00:49:03 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

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 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 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 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? 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? 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

Markets Hit A New All Time High, Whats Next? Apr 22, 2026 00:58:41 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! -- 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 --

How To Position During an Oil Price Shock Apr 7, 2026 00:48:12 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! -- Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://bit

Why Perps Are Taking Over | Kaledora Kiernan-Linn Apr 2, 2026 00:39:06 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! -- Go follow the new 1000x feed to keep up to date with all new episodes!

Hyperliquid's Breakout Moment and Trades For 2026 Mar 26, 2026 00:31:21 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! -- 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

Why Crypto Will Grow 10x in The Next Decade | Dan Tapiero Mar 25, 2026 00:34:01 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! -- 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

Why We’ve Bottomed, Oil Hits $100 & The Stablecoin Trade Mar 17, 2026 00:45:53 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! -- 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

Finding Edge as a Trader, The Hyperliquid Thesis & Trades For 2026 | Capital Flows Mar 11, 2026 01:04:20 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! -- 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 Capital Flows: https

Everything You Need to Know About Oil Mar 10, 2026 00:58:40 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! -- Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://bit.ly/4676Sob Apple: htt

How To Trade Crypto Cycles with Flood Mar 5, 2026 00:59:32 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! -- 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 -

Introducing: Inflection Point | The Crypto-TradFi Convergence Mar 5, 2026 01:03:50 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 2028 Global Intelligence Crisis: Will AI Lead To A Market Crash? Feb 24, 2026 00:57:38 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! -- THE 2028 GLOBAL INTELLIGENCE CRISIS: https://www.citriniresearch.com/p/2028gic -- Go follow the new 1000x feed to ke

SaaS Apocalypse, 18-Month Bear Market & Bitcoin vs Quantum Feb 17, 2026 00:53:09 Gm! This week, we dig into the AI infrastructure own-vs-rent debate, why the SaaS apocalypse will benefit mega-cap tech companies, Mike Ippolito’s 18-month crypto bear market prediction, the Bitcoin quantum computing threat and more. Enjoy! – 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:/

What Does AI Mean For Your Future? Feb 12, 2026 00:46:46 Gm! This week, we talk about AI doomerism and why the next two years will separate winners from losers in an AI-driven economy. We also dig into the two massive megatrends reshaping investing, Bitcoin’s crash to $60k, and why this feels like crypto’s dotcom moment. Enjoy! – Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://bit.ly/4676Sob Apple: https://bit.ly

Is BTC A Buy, Metals Crash, Hyperliquid RWAs, New Fed Chair Feb 3, 2026 00:53:58 Gm! This week, we talk about whether Bitcoin is a buy after breaking below $80k, the record metals crash, CTAs & precious metals hedge funds, if everyone should just full port Hyperliquid, the new Fed Chair, and more. Enjoy! – 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/AviFe

Metals Alt Season, Catchup Trades, Bitcoin vs Gold, Crypto Is Dead Jan 26, 2026 00:54:43 Gm! This week, we talk about metals going parabolic, commodities and catchup trades, Bitcoin vs gold, BitGo's IPO, and more. Enjoy! – 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 1000

Crypto Struggling, Metals Ripping, Active Trading, Death of Crypto Twitter Jan 20, 2026 00:57:53 Gm! This week, we discuss crypto struggling while metals rip, active trading, crypto vs TradFi opportunities, crypto twitter's decay, our biggest trading ideas, and more. Enjoy! – 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

Bitcoin’s Back, Venezuela Regime Change, Memecoins, 2026 Mega Trends Jan 5, 2026 00:53:00 Gm! This week, we dig into whether Bitcoin is headed back to $100k, continuation of the debasement trade, if it’s time to short memecoins, what Venezuelan and Iranian regime change mean for oil and Bitcoin, betting on today’s mega trends and more. Enjoy! – 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

What's The Trade For 2026? Dec 30, 2025 00:56:57 Gm! This week, we dig into our 2026 predictions. We debate whether metals are late-cycle or just getting started and outline their highest-conviction calls for 2026, including Bitcoin price action in January, altcoin trends, and where speculation may (or may not) return. Enjoy! – Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://bit.ly/4676Sob Apple: https://

Bitcoin Needs Vol, BTC vs Gold, Retail Trading Edge, 2026 Predictions | Jeff Park Dec 22, 2025 00:46:54 Gm! This week, we discuss why Bitcoin needs more volatility, BTC competing with gold, finding edge as a retail trader, and Jeff’s 2026 predictions. Enjoy! – 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 Jeff: https://x.com/dgt10011 Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jv

When Do We Buy, Global M2, Does Crypto Need A Catalyst, & Owning Your L’s Dec 15, 2025 00:56:20 Gm! This week, we discuss when to finally step in and buy crypto with size, Bitcoin's dislocation from global M2, precious metals, whether crypto needs a catalyst, owning L's as a trader, and more. Enjoy! – 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: htt

Are We Still in a Bull Market? Dec 8, 2025 01:23:49 Gm! This week, we cover end-of-year tax moves, revisit Jonah’s CryptoPunk trade, and share our views on equities and commodities. We also dive into the stupidly bullish AI scenario, the horseshoe theory of politics, the crypto valuation & commodity debate, and much more. Enjoy! – Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://bit.ly/4676Sob Apple: http

Bitcoin Reclaims $90k: Have We Bottomed? Dec 2, 2025 01:11:08 This week, we discuss what's next for markets as crypto tries to form a bottom. We deep dive into Trump's Fed chair appointment, is it time to squeeze the bears, ASTER vs Hyperliquid, how to be long AI, the 1000x terminal and more. Enjoy! – 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://

Market Meltdown, Crypto vs Equities, & Is This Bounce A Buy? Nov 24, 2025 01:10:15 Gm! This week, we talk about crypto's market meltdown, why bearish sentiment overshot, and why value levels, OG seller exhaustion, and stronger macro backdrops may set up a bullish reversal. We also dive into how AI, equities, and app-layer innovation will shape the next phase of crypto. Enjoy! – Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://bit.ly/4676Sob

Bitcoin Breaks $95k, Crypto’s Valuation Problem, & The Path To Real On-Chain Users Nov 17, 2025 01:08:12 Gm! This week, we're joined by founder of Inversion Capital Santiago Roel Santos to discuss Bitcoin breaking $95k, why crypto valuations are struggling, how AI and traditional markets offer better value and clearer cash-flow stories, and why the next era of winners will be real applications, not infrastructure. Enjoy! – Go follow the new 1000x feed to keep up to date with all new episodes! Spotify

AI Nerves, Crypto Realism, Privacy Coins, & Lessons From Trading Nov 11, 2025 01:03:58 Gm! This week, we talk about Bitcoin's 100k defense, potential “tariff stimmy,” AI mania, K-shaped crypto recovery, and biggest lessons from trading. Enjoy! – 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

Massive Selloff, Mamdani Wins, & Jonah Ditches His CryptoPunk Nov 6, 2025 01:05:37 Gm! This week we're joined by Max Bronstein to talk about the massive selloff, DAT concerns, long-term value in crypto, Jonah jeeting out of his crypto punk, Mamdani winning the NYC mayoral race & more. Enjoy! – 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 Max: https://x.com/max_bronstein Follow

Is the Cycle Over, Portfolio Psychology, & Prediction Market Alpha Oct 22, 2025 00:40:56 Gm! This week, Blockworks Co-Founder Jason Yanowitz joins us to discuss whether the crypto cycle is truly over, OGs selling vs new whales entering, and how we manage our portfolios. We also dive into Robinhood’s long-term potential, our favorite crypto projects, and finding edge in prediction markets and tax strategies. Enjoy! – Go follow the new 1000x feed to keep up to date with all new episodes

Market Meltdown, Altcoin Carnage, & Crypto's Next Chapter Oct 13, 2025 00:40:10 Gm! This week, Forward Guidance and 1000x go live from DAS London to unpack the recent market chaos, Trump’s tariff tweets, and massive cascading liquidations. We also debate Bitcoin’s resilience versus altcoin fragility, the role of institutional flows, and the shift from four-year cycles to gradual adoption. Enjoy! – Go follow the new 1000x feed to keep up to date with all new episodes! Spotify:

Markets Ripping, Bitcoin All-Time High, & What's the Trade? Oct 6, 2025 00:56:20 Gm! This week, we dig into Uptober, Bitcoin hitting all-time highs, and what's next for markets. We also dig into BTC vs gold, if Bitcoin calls are the best trade, and the surge in speculative appetite that’s now spilling into alts and equities like Galaxy and Zcash. Enjoy! – Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://bit.ly/4676Sob Apple: https://bit.

Plasma’s $10B Launch, ASTER Trade Ideas, DAT Insider Crackdown & Jonah's META Thesis Sep 30, 2025 01:03:48 Gm! This week, we dig into Plasma's launch, the Aster trade, Democrats' impact on crypto, the DAT insider trading crackdown, Jonah's META thesis & more. Enjoy! – 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:

Value & Momentum Sep 22, 2025 00:49:43 Gm! This week, we break down the loss of momentum and the likelihood of a near-term flush before new buyers step in. We also discuss short-term trading setups like ASTER, how to trade “crime season,” and why crypto equities and new stablecoin products may be the best places to hunt for trades. Enjoy! – Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://bit.ly/4

Is It Time to Rotate Out of Crypto? Sep 17, 2025 00:52:42 Gm! This week, we unpack the Aerodrome vs. ENA trade idea, why DATs may be losing their punch, how we’re positioning across crypto, commodities, and equities & more. Enjoy! – 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 1

Still Time To Be Bullish? Sep 17, 2025 00:52:33 Gm! This week we discuss is it still time to be bullish? With everyone expecting one final ump, we deep dive into how to structure your portfolio, finding out-performers, is the A.I trade back, the rise of onchain gambling & more. Enjoy!--Go follow the new 1000x feed to keep up to date with all new episodes!Spotify: https://bit.ly/4676SobApple: https://bit.ly/4etlBMd--Follow Avi: https://x.co

Why Is Everyone So Bearish? Sep 17, 2025 00:50:06 Gm! This week we discuss why is everyone so bearish? We deep dive into has the market topped, is SOL the fastest horse, why is gold breaking out, where to allocate right now & more. Enjoy! -- 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/jv

Can Rate Cuts Save Crypto’s Bull Market? Aug 28, 2025 00:51:18 Gm! This week, we debate whether we finally topped or have another leg higher, if the macro outlook and rate cuts are bullish for crypto, and which DATs are just exit liquidity schemes. We also dig into Solana’s branding problem, Helium & DePIN’s disappointment, and which billionaires have really contributed to the world. Enjoy! -- Go follow the new 1000x feed to keep up to date with all new e

One More Push Higher Before the Crash? Aug 18, 2025 00:53:20 Gm! This week, we talk about Jonah & Avi’s rage bait on Twitter, the sideways chop in crypto markets, ETH’s rally fueled by treasury company flows, and strategies around margin, leverage, and picking DAT winners. Enjoy! -- 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

Did ETH Just Signal Alt Season? Aug 11, 2025 00:52:35 Gm! This week we discuss the ETH rally that has spurred the return of animal spirits. We deep dive into the ETH/BTC trade, crypto's reflexive flywheel, are we heading for an alt season, are NFTs back & more. Enjoy! -- 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 Fol

What To Own This Cycle? Aug 4, 2025 00:50:55 Gm! This week we discuss what to own this cycle. We deep dive into Friday's sell off, is it time to own ETH, the Galaxy meme frenzy, how to trade the next leg of the cycle & more. Enjoy! -- 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_

The Rise Of Crypto Treasury Companies Jul 28, 2025 00:59:27 Gm! This week we discuss the rise of crypto treasury companies & their impact on the market. We deep dive into why NAV premiums exist, Galaxy's 80,000 BTC sale, has ETH/BTC bottomed & more. Enjoy! -- 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: http

Where Are We In The Cycle? | Willy Woo Jul 21, 2025 01:15:18 Gm! This week, Willy Woo joins the show to discuss where are we in the cycle? We deep dive into the liquidity backdrop, what's next for risk assets, using onchain data, trading BTC cycles & more. Enjoy! -- 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 Willy Woo: https://x.com/woonomic Follow Jonah

How High Can It Go? Jul 14, 2025 00:52:18 Gm! This week, we talk about Bitcoin ripping through $120k, how high we can go, and what the exit strategy is. We also dig into altcoin rotation strategies, treasury company froth, and the long-term case for BTC flipping gold. Enjoy! -- 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.co

Is Crypto Still The Best Trade? Jul 7, 2025 01:00:16 Gm! This week, we discuss is crypto still the best trade as BTC hovers around all time highs. We deep dive into the state of crypto, trading Trump 2.0, why most projects don't need tokens the exchange wards & more. Enjoy! -- 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/AviFe

Is Robinhood Unlocking Crypto’s Next Frontier? Jul 2, 2025 01:01:43 Gm! This week, we reflect on how crypto has become just another part of fintech, Robinhood’s tokenized stocks launch, why crypto is no longer a contrarian bet, opportunities in betting markets, and why traders should look to new frontiers beyond crypto. Enjoy! -- 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 -

What Happened To Joyful June? Jun 23, 2025 00:55:22 Gm! This week, we discuss the bifurcation between tradfi & crypto markets. We deep dive into the impact of geopolitical conflict, crypto's IPO frenzy, what trades work in this environment & more. Enjoy!--Go follow the new 1000x feed to keep up to date with all new episodes!Spotify: https://blckwrks.co/3WADHnLApple: https://blckwrks.co/4aEt5u0--Follow Avi: https://twitter.com/AviFelmanFollo

Empire | Introducing The Token Transparency Framework Jun 18, 2025 01:08:27 In this special episode from the Empire podcast, Blockworks unveils its new Token Transparency framework—an initiative designed to close the information gap and bring much-needed clarity to the crypto space. Dan Smith, Head of Data at Blockworks, explains how this framework will reshape how token projects operate and why transparency is the key to crypto’s future. Enjoy! -- Start your day with cry

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