1000x

This week, Alex Kruger aka Krugermacro joins the show for a discussion on where we are in the current crypto cycle. With Bitcoin ripping above all-time highs, ETF flows strong & meme coins up only are thing getting a little too frothy too quick, or does this rally have much further to run?

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Follow Alex: https://twitter.com/krugermacro

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

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

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Perennial is an on-chain derivatives protocol built from first principles to be a DeFi primitive. The core protocol is minimalist, flexible, and efficient, allowing Perennial to mold to the needs of many different users & use cases.

Perennial has a super efficient core protocol that lets LPs use native maker leverage — allowing $1mn in TVL to back to $5-10mn in Open interest. Trade and LP at: https://perennial.finance/1000x

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Timestamps:

(0:00) Introduction

(01:59) Trading Bull vs Bear Markets

(04:21) The FTX Blowup

(11:30) Where Are We In The Cycle?

(18:27) Trading Blow-Off Tops

(22:02) Perennial Ad

(23:34) The Bitcoin ETF Is Still Early

(29:30) Meme Coins

(39:49) There's A Lot Of Euphoria.. But Not In Alt's

(47:34) The Bitcoin Basis Trade

(51:08) Solana & The FTX Estate

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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.

We're are so ₿ack! On today's episode of 1000x, Jonah and Avi discuss recent market price action as Bitcoin rips above $60,000 & ETF flows continue.

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

Follow Jonah: https://twitter.com/jvb_xyz

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

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Referenced In The Show:

Bitcoin ETF Flow: https://farside.co.uk/?p=997

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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.

We're back! On today's episode of 1000x, Jonah and Avi discuss recent market price action as Bitcoin rips above $50,000 & ETF flows continue.

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

Follow Jonah: https://twitter.com/jvb_xyz

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

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Referenced In The Show:

Bitcoin ETF Flow: https://farside.co.uk/?p=997

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Timestamps:

0:00 Introduction

1:30 Why We Are Bullish

9:07 Don't Fight The Flows

14:16 Trading Bitcoin's $50,000 Breakout

24:37 Crypto Is Underowned

33:31 The Bull Case In 2024

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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.

Follow 1000x On Spotify: https://spoti.fi/3tFGmBv

Follow 1000x On Apple Podcasts: https://apple.co/48JRV9i

Follow 1000x On YouTube: https://bit.ly/3DNc5C6

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We're back with the first episode of 2024!

This week, Dan Matuszewski of CMS Holdings joins the show for a discussion on trading crypto's next bull market. We deep dive into CMS's trading strategy, surviving previous bear markets, narrative trading in crypto & what to expect in 2024 post Bitcoin ETF approval.

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Follow CMS: https://twitter.com/cmsholdings

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

Follow Jonah: https://twitter.com/jvb_xyz

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

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Timestamps:

(00:00) Introduction

(01:44) Trading Crypto Cycles

(09:48) CMS's Trading Strategy

(11:12) Surviving The 2022 Bear Market

(20:09) The BTC/Alt Rotation

(24:54) Trading The 2024 Cycle

(28:44) GBTC

(31:40) Narratives In Crypto

(39:05) Getting Rugged

(41:56) Crypto's 2017 Mania

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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.

Follow 1000x On Spotify: https://spoti.fi/3sJOsIJ

Follow 1000x On Apple Podcasts: https://apple.co/47MEsxe

Follow 1000x On YouTube: https://bit.ly/3DNc5C6

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In today's episode of 1000x Jonah and Avi discuss the recent bullish price action in crypto markets. As Bitcoin broke out above $44,000, we dive into the best way to play the BTC/Alt rotation trade, crypto's cycle top & the most hated trade in crypto right now... Ethereum. To hear all this & more, you'll have to tune in!

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

Follow Jonah: https://twitter.com/jvb_xyz

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

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Referenced In The Show:

Solana's End Game with Anatoly Yakovenko: https://apple.co/3QuF7NZ

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Timestamps 

(0:00) Introduction

(1:19) Allocating To Crypto

(5:30) The BTC/Alt Rotation

(11:19) Ethereum

(15:10) Solana NFT's

(19:01) Crypto's Cycle Top

(27:46) Crypto's Biggest Mover's

(31:17) Why Own Crypto?

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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.

Follow 1000x On Spotify: https://spoti.fi/45htDli

Follow 1000x On Apple Podcasts: https://apple.co/3Kz0Bpw

Follow 1000x On YouTube: https://bit.ly/3DNc5C6

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Happy thanksgiving! On today's episode of 1000x, Ansem joins the show for a discussion on trading crypto cycles.

We deep dive into Ansem's introduction to crypto, the Solana thesis & where we are in the cycle right now. To hear all this & more, you'll have to tune in!

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Follow Ansem: https://twitter.com/blknoiz06

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

Follow Jonah: https://twitter.com/jvb_xyz

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

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Timestamps

(0:00) Introduction

(1:19) Binance Agrees to Settle $4.3B Fine

(2:59) Ansem's Introduction To Crypto

(6:01) Have Alt's Topped?

(8:47) The Solana Thesis

(13:47) Cycle Bags

(20:39) The Crypto Thesis

(26:33) Trading Crypto Cycles

(31:26) Sentiment In Crypto

(40:41) Only Possible On Solana

(46:30) NFTs & Meme Coins

(54:30) The Next Crypto Market Top

(1:04:45) Crypto Twitter

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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.

Follow 1000x On Spotify: https://spoti.fi/45htDli

Follow 1000x On Apple Podcasts: https://apple.co/3Kz0Bpw

Follow 1000x On YouTube: https://bit.ly/3DNc5C6

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Happy thanksgiving! On today's episode of 1000x, Ansem joins the show for a discussion on trading crypto cycles.

We deep dive into Ansem's introduction to crypto, the Solana thesis & where we are in the cycle right now. To hear all this & more, you'll have to tune in!

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Follow Ansem: https://twitter.com/blknoiz06

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

Follow Jonah: https://twitter.com/jvb_xyz

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

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Timestamps

(0:00) Introduction

(1:19) Binance Agrees to Settle $4.3B Fine

(2:59) Ansem's Introduction To Crypto

(6:01) Have Alt's Topped?

(8:47) The Solana Thesis

(13:47) Cycle Bags

(20:39) The Crypto Thesis

(26:33) Trading Crypto Cycles

(31:26) Sentiment In Crypto

(40:41) Only Possible On Solana

(46:30) NFTs & Meme Coins

(54:30) The Next Crypto Market Top

(1:04:45) Crypto Twitter

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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.

Follow 1000x On Spotify: https://spoti.fi/3NiKjm6

Follow 1000x On Apple Podcasts: https://apple.co/3TcDNks

Follow 1000x On YouTube: https://bit.ly/3DNc5C6

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On today's episode of 1000x, Jonah and Avi discuss recent market price action as Bitcoin hovers just below $45,000. Ahead of expected Bitcoin ETF approvals in January 2024, we deep dive into the meme coin mania, crypto's most hated trade & defining success as a trader. To hear all this & more, you'll have to tune in!

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

Follow Jonah: https://twitter.com/jvb_xyz

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

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Referenced In The Show:

How Much Crypto Should You Own?: https://podcasts.apple.com/us/podcast/how-much-crypto-should-you-own-1000x/id1554930038?i=1000637803024

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Timestamps

(0:00) Introduction

(3:29) Crypto Feels Frothy

(7:19) Meme Coins

(13:26) The Bitcoin ETF

(18:25) Ethereum

(23:43) Layer-1s: Ethereum, Solana & Avalanche

(30:00) How To Trade 2024's Crypto Cycle

(36:19) What Is Success In Trading?

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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.

Follow 1000x On Spotify: https://spoti.fi/45htDli

Follow 1000x On Apple Podcasts: https://apple.co/3Kz0Bpw

Follow 1000x On YouTube: https://bit.ly/3DNc5C6

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In today's episode of 1000x Jonah and Avi welcome Anatoly Yakovenko to the show for a discussion on Solana's end game. After a tweet from Jonah questioning the future of Solana, we thought why not invite Anatoly himself to the show to explain Solana's ultimate vision.

We deep dive into finding crypto's perfect use case, disrupting legacy financial rails, the challenges of building through a bear market & crypto's killer use case. To hear all this & more, you'll have to tune in!

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Follow Anatoly: https://twitter.com/aeyakovenko

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

Follow Jonah: https://twitter.com/jvb_xyz

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

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Timestamps

(0:00) Introduction

(3:23) Solana's Ultimate Vision

(7:57) Value Within A PoS Chain

(10:25) Running A Solana Validator

(13:03) Firedancer: Boosting Solana's Scalability

(17:21) TVL & Volume On Solana

(21:56) Crypto's Perfect Use Case

(25:10) Stablecoins

(31:05) The Future Of Solana

(38:01) The Waves Of Adoption In Crypto

(43:54) Building Community In Solana

(48:06) Solana's Perfect Product Market Fit

(54:47) What Solana Has Learnt From Ethereum

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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.

Follow 1000x On Spotify: https://spoti.fi/45htDli

Follow 1000x On Apple Podcasts: https://apple.co/3Kz0Bpw

Follow 1000x On YouTube: https://bit.ly/3DNc5C6

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In today's episode of 1000x Jonah and Avi discuss market forces introducing increasing risk in the crypto markets. With a recent bond market sell-off, geopolitical tensions & rising oil prices, could these forces spill over into risk asset's, and how would that impact crypto?

We then move onto discuss what is crypto's next bullish catalyst that will bring the greatest returns for both traders & investors, but to hear that, you'll have to tune in!

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

Follow Jonah: https://twitter.com/jvb_xyz

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

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Timestamps:

(00:00) Introduction

(01:45) Markets During Geopolitical Events

(04:32) We're In A Shaky Environment For Risk Asset's

(10:38) Surging Yield's, Geopolitical Conflict & Rising Oil

(12:51) Stars Arena

(15:22) FTX Hack

(16:36) Ethereum Faces L2 Scaling Headwinds, But The Pendulum Will Swing

(24:10) Stablecoins

(30:15) Are L1's In Trouble?

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Referenced In The Show:

Iran Helped Plot Attack on Israel Over Several Weeks: https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25

New report shows ‘chaos’ during FTX hack last November: Wired: https://blockworks.co/news/ftx-hack-wired-bankruptcy-chaos

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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.