In this emergency episode, Avi Felman & Jonah Van Bourg from 1000x join Felix to discuss the fallout from Trump's ongoing trade war, what they're expecting going forward, and the potential trading opportunities amid the chaos.
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Timestamps:
(00:00) Forward Guidance x 1000x
(03:57) Liberation Day
(09:14) Ads (Kraken OTC and CryptoTax)
(10:51) Time to Catch Knives?
(17:13) Macro Outlook
(21:09) Ads (Kraken OTC and CryptoTax)
(22:45) Tariff Expectations
(31:39) China & Controlled Demolition
(34:09) Trump’s Political Strategy
(37:52) Ads (Ledger & Wallet Connect)
(39:19) Bitcoin, Trade Deals & Deglobalization
(46:56) Short Qs, Long BTC
(49:50) Bitcoin vs Equities
(52:43) Fartcoin & Alts
(56:38) Liquidity, Inflation & Oil
(01:00:12) Fed Rate Cuts
(01:03:17) Final Thoughts
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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
