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!

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Follow Avi: https://x.com/AviFelman

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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

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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 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!

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Follow Vlad: https://x.com/vnovakovski

Follow Avi: https://x.com/AviFelman

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Follow 1000x: https://x.com/1000xPod

Join the 1000x Telegram: https://t.me/thousandxpod

Try the 1000x Terminal: https://1000x.money

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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

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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 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!

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Follow Avi: https://x.com/AviFelman

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Follow 1000x: https://x.com/1000xPod

Join the 1000x Telegram: https://t.me/thousandxpod

Try the 1000x Terminal: https://1000x.money

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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

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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 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!

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Follow Jordi: https://x.com/gametheorizing

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Follow 1000x: https://x.com/1000xPod

Join the 1000x Telegram: https://t.me/thousandxpod

Try the 1000x Terminal: https://1000x.money

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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

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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.

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!

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Follow Avi: https://x.com/AviFelman

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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

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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 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!

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Follow Avi: https://x.com/AviFelman

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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

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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 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!

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Follow Avi: https://x.com/AviFelman

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Follow 1000x: https://x.com/1000xPod

Join the 1000x Telegram: https://t.me/thousandxpod

Try the 1000x Terminal: https://1000x.money

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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?

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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.

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 structure STRC is a problem, why the Iran deal was a win for Iran, and the two megatrends to spend your weekend researching: AI-powered biotech and the coming nuclear revolution. Enjoy!

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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

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Timestamps:

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

(01:18) The Market Doesn't Care About Warsh

(02:55) Why Mag 7 Is Lagging The Semis

(05:49) Layoffs Are Bullish, Not Bearish

(08:12) The $14 Smoothie: Inflation Is Real

(10:40) Saylor Used ChatGPT To Build STRC

(16:01) The Iran Deal Was A Win For Iran

(18:46) The Next Megatrend: AI Biotech

(25:11) Nuclear & The Rotation To Physical AI

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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, 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 billionaires actually trade, why SpaceX is a low-float meme coin and you have to play the game of flows over fundamentals, why an ocean of oil is bearish for inflation, why Bitcoin has lost its way and what disdain Avi needs to buy it, and why the Iran deal is just a pause before the next flare-up. Enjoy!

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Follow Avi: https://x.com/AviFelman

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Follow 1000x: https://x.com/1000xPod

Join the 1000x Telegram: https://t.me/thousandxpod

Try the 1000x Terminal: https://1000x.money

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Timestamps:

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

(01:30) What Could Possibly Tank This Market?

(05:33) From Communist to Republican

(10:45) Collect The Gold Coins Before The Level Ends

(26:26) SpaceX Is A Meme Coin: Play The Game Of Flows

(30:25) Fed Preview: What To Watch From Warsh

(35:05) An Ocean Of Oil & Why Bitcoin Lost Its Way

(39:52) The Iran Deal Is Just A Pause

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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 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 Anthropic IPOs will likely crash the indexes too, why Avi is "slowly becoming a communist," and a wide-ranging solo Q&A covering the Aptos grift, the XMR/ZEC close, why Hood is a 10x and Hype isn't, and why PnL is a disease of the mind. Enjoy!

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Follow Avi: https://x.com/AviFelman

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Follow 1000x: https://x.com/1000xPod

Join the 1000x Telegram: https://t.me/thousandxpod

Try the 1000x Terminal: https://1000x.money

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Timestamps:

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

(01:27) SpaceX Hits $1.77 Trillion

(04:45) Don't Short Elon: The Low-Float Meme Coin

(09:45) Bears Die

(11:56) Wait For The Dump: The $135 Trade

(16:21) Intel, Uranium & The First Warsh Meeting

(19:16) Why Every Space Stock Crashed (And OpenAI's IPO Will Too)

(24:43) "I'm Slowly Becoming A Communist"

(28:19) Audience Q&A

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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.