Podcast
1000x
Hosted by 1KX Media · EN
1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg. We 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.
17episodes
Episodes
Newest firstAll episodes
The ETF Pioneer Who Calls Narratives Before Wall Street
1w ago00:47:30Summary readyThis 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/ETFwunderkindFollow Avi: https://x.com/AviFelmanFollow Jonah: https://x.com/jvb_xyzFollow 1000x: https://x.com/1000xPodJoin the 1000x Telegram: https://t.me/thousandxpodTry 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.
SummaryMARKET UPDATE: FED Backstops The Yen, Metals Rip, And Neoclouds Rebound
2w ago00:52:43Summary readyThis 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/AviFelmanFollow Jonah: https://x.com/jvb_xyzFollow 1000x: https://x.com/1000xPodJoin the 1000x Telegram: https://t.me/thousandxpodTry 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.
SummaryPsychology, Value, and Data: How Santiago Santos Navigates The Markets
2w ago00:55:53Summary readyRecorded 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/santiagoroelFollow Avi: https://x.com/AviFelmanFollow Jonah: https://x.com/jvb_xyzFollow 1000x: https://x.com/1000xPodJoin the 1000x Telegram: https://t.me/thousandxpodTry 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.
SummaryMARKET UPDATE: How Situational Awareness Blew Up, Will Rates Nuke Us, What’s Next?
2w ago00:57:45Summary readyThis 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/AviFelmanFollow Jonah: https://x.com/jvb_xyzFollow 1000x: https://x.com/1000xPodJoin the 1000x Telegram: https://t.me/thousandxpodTry 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.
SummaryEx-Palantir Analyst On The Inner Workings Of Intelligence & Markets In A World Of Socialism
3w ago00:49:03Summary readyThis 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/goodalexanderFollow Avi: https://x.com/AviFelmanFollow Jonah: https://x.com/jvb_xyzFollow 1000x: https://x.com/1000xPodJoin the 1000x Telegram: https://t.me/thousandxpodTry 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.
SummaryHas Memory Bottomed?
4w ago00:55:38Summary readyThis 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/AviFelmanFollow Jonah: https://x.com/jvb_xyzFollow 1000x: https://x.com/1000xPodJoin the 1000x Telegram: https://t.me/thousandxpodTry 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.
SummaryThe Citadel Alum Reshaping The World Of Trading
4w ago00:34:55Summary readyThis 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/vnovakovskiFollow Avi: https://x.com/AviFelmanFollow Jonah: https://x.com/jvb_xyzFollow 1000x: https://x.com/1000xPodJoin the 1000x Telegram: https://t.me/thousandxpodTry 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.
SummaryThe Market Can't Make Up Its Mind
Jul 1501:00:00Summary readyThis 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/AviFelmanFollow Jonah: https://x.com/jvb_xyzFollow 1000x: https://x.com/1000xPodJoin the 1000x Telegram: https://t.me/thousandxpodTry 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.
SummaryFrom Poker Pro To Trading Giant: Inside The Mind of Selini Capital
Jul 1300:30:41Summary readyRecorded 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/gametheorizingFollow Avi: https://x.com/AviFelmanFollow Jonah: https://x.com/jvb_xyzFollow 1000x: https://x.com/1000xPodJoin the 1000x Telegram: https://t.me/thousandxpodTry 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.
SummaryAre The AI Labs Getting Nationalized?
Jul 601:03:15Summary readyAvi 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/AviFelmanFollow Jonah: https://x.com/jvb_xyzFollow 1000x: https://x.com/1000xPodJoin the 1000x Telegram: https://t.me/thousandxpodTry 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.
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