Skip to content
Sign in
Artwork for 1000x
BusinessInvesting

1000x

1KX Media

1000x is a show about the new age of finance, hosted by Avi Felman and Jonah Van Bourg two former hedge fund investors. We go everywhere the money is moving: crypto, macro, equities, AI, and the alternative assets most people only hear about after the trade is gone. The difference is that we've actually sat on trading desks and run real risk, so this isn't theory or hype. It's two people with genuine markets experience thinking out loud, taking real positions, and helpi

Play
Open in
  • 27 episodes
  • Avg 52 min
  • English

Episodes 27

NewestOldestLongest
All20Unplayed20In progress0Played0
Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.
  • Wednesday · 1 hr 4 min

    MARKET UPDATE: Crypto Is Used To Buy Oil?! FED Meeting, And Economy Ripping

    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! -- 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... (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 -- 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

  • September 11 · 40 min

    MARKET UPDATE: Live With GMoney, Inflation Is In, Is This The Crypto Top?

    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! -- Follow GMoney: https://x.com/gmoneynft 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... (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 -- 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.

  • September 10 · 54 min

    MARKET UPDATE: Hunter Biden Scams Us, $INTC Rips, Commodities Onchain, Anthropic's Skynet Risk

    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! -- 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... (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) -- 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.

  • September 4 · 1 hr 6 min

    MARKET UPDATE: Hot Payrolls, Hotter Memecoins, And Se From FOMO Talks The Future Of Trading

    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! -- Follow Se: https://x.com/seyong Follow FOMO: https://x.com/fomo 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... (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 -- 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.

  • September 2 · 1 hr 23 min

    MARKET UPDATE: What Is MemeFi, WAR With Iran, & The Fed Not Backing Down — What You Need To Know

    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! -- 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... (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 -- 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.

  • September 1 · 30 min

    Why The $30B Asset Manager Franklin Templeton Is Betting Big On Crypto

    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! -- Follow Seth: https://x.com/sethginns 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... (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 -- 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.

  • August 26 · 56 min

    MARKET UPDATE: Bitcoin Rally, Zcash ETF, Bessent Humbled, NVDA Earnings

    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! -- 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... (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 -- 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.

  • August 24 · 34 min

    What It’s Like Running A Billion-Dollar Market-Neutral Fund In Crypto

    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! -- Follow Evgeny: https://x.com/evgeny_re7 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... (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 -- 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.

  • August 10 · 47 min

    The ETF Pioneer Who Calls Narratives Before Wall Street

    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! -- Follow Andrew: https://x.com/ETFwunderkind 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... (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 -- 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.

  • August 5 · 52 min

    MARKET UPDATE: FED Backstops The Yen, Metals Rip, And Neoclouds Rebound

    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! -- 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... (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 -- 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.

  • August 3 · 55 min

    Psychology, Value, and Data: How Santiago Santos Navigates The Markets

    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! -- Follow Santiago: https://x.com/santiagoroel 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... (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 -- 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.

  • July 31 · 57 min

    MARKET UPDATE: How Situational Awareness Blew Up, Will Rates Nuke Us, What’s Next?

    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! -- 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... (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 -- 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.

  • July 28 · 49 min

    Ex-Palantir Analyst On The Inner Workings Of Intelligence & Markets In A World Of Socialism

    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! -- Follow Alex: https://x.com/goodalexander 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... (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 -- 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.

  • July 22 · 55 min

    Has Memory Bottomed?

    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! -- 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... (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 -- 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.

  • July 20 · 34 min

    The Citadel Alum Reshaping The World Of Trading

    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! -- Follow Vlad: https://x.com/vnovakovski 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... (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 -- 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.

  • July 15 · 1 hr

    The Market Can't Make Up Its Mind

    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! -- 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... (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 -- 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.

  • July 13 · 30 min

    From Poker Pro To Trading Giant: Inside The Mind of Selini Capital

    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! -- Follow Jordi: https://x.com/gametheorizing 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... (01:22) 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 -- 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.

  • July 6 · 1 hr 3 min

    Are The AI Labs Getting Nationalized?

    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! -- 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... (01:13) 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 -- 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.

  • July 1 · 56 min

    Who's Coming For The Market In Q3?

    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! -- 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... (01:03) 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 -- 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.

  • June 24 · 53 min

    AI Cracks: Where Do You Hide?

    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! -- 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... (01:07) 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? -- 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.

Showing 1–20 of 27 episodes