1000x

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 the Strait of Hormuz is losing its relevance in real time, and that the deflation coming out of it is enormously bullish for risk assets. Avi calls macro "astrology for men." Jonah takes that personally and defends macro as a game of common sense played over a long enough timeframe.

The back half is megatrends: how to spot one, why institutions structurally can't ride them, and why that's retail's biggest edge. Plus copper, uranium, AI drug discovery, the case against buying the index, and Jonah's term for the fastest-growing job in business — the meat proxy.

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Timestamps:

00:00 Coming Up on 1000x...

00:59 Avi Responds To The Allegations

10:20 What Actually Counts As A Scam

12:32 Twitter Beef, Posers, And Getting Back To Builders

22:10 Iran Is Cornered: The Strait Of Hormuz Trade

26:47 "Macro Is Astrology For Men"

32:07 Megatrends, And Retail's Edge Over The Pros

44:44 Why Deflation Is Bullish

47:13 Meat Proxies: Doing What AI Can't

56:41 Done With Indices

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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.

#Crypto #Altcoins #StockMarket #Bitcoin #Altseason #1000xPodcast #Stocks #Macro #Trading #Investing #Ethereum #Solana #Fed #CryptoScam #Q4

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 billion moving every month. Then he gets into what's next: ZERO, a ZK-first chain built from the ground up at multiple millions of transactions per second, and Atlas, a trading environment with roughly 10-millisecond block times that folds settlement, clearing, matching and credit into a single stack — with DTCC, ICE and Citadel among the announced partners, and four to five of the world's largest exchanges already live on testnet.

They also cover the standards war LayerZero won, why a meaningful chain still rolls back every three to four months, DTCC's mandate to tokenize $100 trillion in assets, the fee switch, and how 75% of Atlas trading fees flow into buying and burning ZERO.

Plus: dropping out of computer science to play poker professionally, losing his career overnight to the 2011 online poker ban, and selling machine learning models to Billy Beane.

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Timestamps:

(00:00) Coming Up on 1000x...

(01:32) Poker, Bitcoin, And Selling Models To Billy Beane

(07:19) MEV, Broken Bridges, And Building LayerZero

(16:37 Winning The Standards War: Tether, PayPal, Ondo

(26:51) When Chains Roll Back

(30:54) Two Million Transactions Per Second

(36:07) Atlas, And TradFi's $100M Checks

(44:53) The Fee Switch, And Burning ZERO

(48:30) Tokenizing $100 Trillion

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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.

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 in assets without ever making a single acquisition, and launched Signet in 2019, the first 24/7 blockchain-enabled payment system, which moved close to a trillion dollars. We discuss what Wall Street was actually like in the 1980s, why the most important decision you'll ever make is your business partner, why he became a blockchain maximalist back in 2013, his first-hand account of the weekend Signature was seized despite being mark-to-market positive and raising $20 billion, the personal toll of testifying before Congress, and why he's now building a full-reserve bank that removes fractional banking entirely. Enjoy!

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Timestamps:

(00:00) Coming Up on 1000x...

(00:40) Salomon Brothers & Teaching Michael Lewis

(03:51) The Partner Who Gave The Money Back

(06:46) Buying A Dead Texas Bank For Zero

(09:33) You Can't Survive A Bad Partner

(11:02) Signature: $110 Billion, Zero Acquisitions

(14:32) Signet & Becoming A Blockchain Maximalist In 2013

(16:35) The Numbers Don't Add Up: How Signature Was Taken

(22:57) Killing Fractional Banking

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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.

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's Muse assistant finally making AI useful for normal people, why AI agents may be what actually saves crypto, the chart showing artificial intelligence depreciating faster than any frontier technology in history, why real estate is getting torpedoed while luxury demand goes vertical, the barbell economy and the vanishing middle class, and Avi's case that income inequality is a fake issue. Enjoy!

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Timestamps:

(00:00) Coming Up on 1000x...

(03:02) Diamonds Are Collapsing (And Might Become Chips)

(13:28) The Anatomy Of A Bad Commodity

(17:35) Why Higher Rates Are Bullish For Bitcoin

(26:09) AI Will Save Crypto

(28:23) The Most Bullish Chart We've Ever Seen

(33:30) Real Estate Is Getting Torpedoed

(39:14) Barbell America & The Vanishing Middle

(43:37) "Income Inequality Is A Fake Issue"

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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.

#Bitcoin #Meta #StockMarket #Crypto #META #Stocks #Oil #AI #Macro #Trading #1000xPodcast #Investing #Fed #BTC #MetaConnect

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!

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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

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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

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!

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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

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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.

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!

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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)

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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.

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!

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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

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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.

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!

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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

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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.

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!

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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

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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.