1000x

By 1KX MediaBusiness Investing

1000x episodes

June 03 The Market Is Splitting In Two — How Do We Navigate it?
This week, we discuss why the market is splitting in two and how to navigate the dispersion regime. We deep dive into rally warning signs and alt season at the top, the memory supercycle and the DRAM leading indicator, the Saylor unwind and the tax-loss harvesting trade, the pair trade playbook, why you should delete the word "crypto" and apply your skills to equities, Jonah's leading indicator framework for the AI bubble, the hawkish Warsh trade, and the resurfacing Iran/Hormuz tail risk. 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...
(01:14) Rally Warning Signs: Alt Season at the Top
(06:49) The Memory Supercycle: Reading the DRAM Chart
(11:02) The Market Is Splitting In Two
(16:53) The Pair Trade Playbook
(21:01) Delete "Crypto": Apply Your Skills to Equities
(29:09) The Leading Indicator Framework
(37:30) Hawkish Warsh + The Cash Barbell
(40:38) Iran Heats Back Up: The Hormuz Tail Risk

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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.
53 min
May 29 Is This The End Of Crypto?
This week, we discuss whether this is the end of crypto as we know it. We deep dive into Michael Saylor's "Egg Man" problem and why his Bitcoin position has become untenable, why decentralization lost and Solana and Hyperliquid won, how to spot the top of the AI bubble, the memory supercycle and why the OpenAI and Anthropic IPOs might mark the top, the framework of the Iran deal and what it means for oil, and why a deal could actually be bearish for markets. 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...
(01:48) Saylor's Egg Man Problem
(12:49) Is This The End of Crypto?
(23:36) Decentralization Barbell
(29:50) The AI Bubble
(42:59) Memory Supercycle & IPO Top Signals
(54:12) Iran Deal

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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.
1 hr 6 min
May 20 Sticky Inflation + Energy Prices: End of the Rally or Pause?
This week, we discuss whether the rally is over or just pausing as markets sit near all time highs. We deep dive into sticky inflation and high energy prices, the Strait of Hormuz and the risk of operational tank bottoms, the Powell vs Warsh Fed regime change, why BTC is struggling while ZEC and Hyperliquid roar, the explore/exploit framework for compounding your skill set, and the launch of the 1000x Terminal. 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...
(01:41) End of the Rally or Pause?
(09:38) Sticky Inflation + Energy Prices
(17:42) Fed Regime Change: Powell vs Warsh
(27:30) BTC Struggling, ZEC Roaring
(34:56) Saylor's Bitcoin Problem
(38:24) 1000x Goes Macro
(44:23) Compounding Skill Sets
(48:59) The 1000x Terminal

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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.
54 min
May 13 Is The Soft Landing Officially Dead?
This week, we discuss whether inflation is officially back and what it means for the AI megatrend. We deep dive into Micron crossing $900B, the memory supercycle, the Fed regime change under Kevin Warsh, the Trump-Xi summit and chip export deal probability, the Clarity Act markup, and why the soft landing might officially be dead. 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/+fz-2f0cwC6o0MWNh

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Timestamps:
(00:00) Coming Up On 1000x...
(01:00) Paris Wifi & Gemstones
(12:57) Fed Regime Change
(14:08) Is Inflation Back?
(20:21) Soft Landing Officially Dead?
(28:36) Memory Supercycle
(34:50) Micron @ $900B
(40:05) Trump-Xi Summit Kicks Off
(50:57) Clarity Act Markup

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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.
55 min
May 06 Is This The Everything Rally?
In this episode, Avi and Jonah react to markets ripping to all-time highs in a classic lockout rally (fade everything except socialism), break down trader psychology around buying strength and all-time highs, and dive into the insane moves in semiconductors/AI (Intel, AMD earnings, Korean memory stocks like Samsung & SK Hynix going parabolic), Bitcoin pushing above $81k, and alts ripping (Zcash, TON with Pavel Durov back in the driver’s seat, privacy narrative heating up).

They also share their take on the Korean leverage barometer, the Intel position update, why the AI mega-trend is still early, and—most importantly—the big news: the 1000x Podcast is striking out on its own. More live streams, a brand-new network, expanded content, and the launch of the 1000x terminal at 1000x.money. They’re going all-in! 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
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Timestamps:
00:00 Coming Up On 1000x...
01:01 New Intro/New Vibes
03:39 Is This The Everything Rally?
09:29 Latest On Iran
17:41 AI Supercycle & Exponential Change
28:55 Download On The Korean Market
41:10 Update On 1000x
52:31 Altseason??
1:07:04 Michael Selloor
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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.
1 hr 10 min
April 22 Markets Hit A New All Time High, Whats Next?
This week, we discuss what's next for markets as we reach new all time highs. We deep dive into is the market rally broadening out, what's driving BTC higher, what stops this bull market, the future of 1000x and more. 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/+fz-2f0cwC6o0MWNh
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Timestamps:
(00:00) Introduction
(03:35) Is The Market Rally Broadening Out?
(12:00) The Niger Delta Avengers
(22:32) The State of Crypto
(37:00) What’s Driving BTC Higher?
(46:38) What Stops This Bull Market?
(51:30) The Future of 1000x
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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.
59 min
April 07 How To Position During an Oil Price Shock
This week, we discuss how to position your portfolio during an energy price shock due to the ongoing conflict in Iran. We deep dive into what's driving oil volatility, is gold a dip to buy, how to get long stablecoins, why crypto might be best positioned to outperform once markets settle and more. Enjoy!
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Go follow the new 1000x feed to keep up to date with all new episodes!
Spotify: https://bit.ly/4676Sob
Apple: https://bit.ly/4etlBMd
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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/+fz-2f0cwC6o0MWNh
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Timestamps:
(00:00) Introduction
(01:30) Impact of The Conflcit in Iran
(15:45) What’s Driving The Oil Volatility
(26:50) Positioning During an Oil Price Shock
(38:25) How to Get Long Stablecoins
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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.
49 min
April 02 Why Perps Are Taking Over | Kaledora Kiernan-Linn
This week, Kaledora Kiernan-Linn joins the show to discuss the growth of Ostium. We deep dive into Kaledora's background as a ballet dancer before launching one of the fastest growing trading platforms in crypto, why perps will continue to grow market share, lessons as a founder, how DeFi will be successful and more. Enjoy!
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Go follow the new 1000x feed to keep up to date with all new episodes!

Spotify: https://bit.ly/4676Sob
Apple: https://bit.ly/4etlBMd
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Follow Kaledora: https://x.com/kaledora
Follow Avi: https://x.com/AviFelman
Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh
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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
(00:55) What it Takes To Become a Founder
(06:50) Building Ostium
(16:08) The Perpification of Everything
(21:20) The Future of Trading
(33:23) 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
40 min
March 26 Hyperliquid's Breakout Moment and Trades For 2026
This week, we discuss why 2026 signals Hyperliquid's breakout moment as crypto and traditional finance continue to merge. We deep dive into why the era of riding beta in crypto is over, where to allocate in 2026, trading geopolitical conflict & more. Enjoy!
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Go follow the new 1000x feed to keep up to date with all new episodes!
Spotify: https://bit.ly/4676Sob
Apple: https://bit.ly/4etlBMd
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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/+fz-2f0cwC6o0MWNh
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Timestamps:
(00:00) Introduction
(01:33) State of The Market
(07:08) Hyperliquid’s Breakout Moment
(17:17) Crypto’s Next Era
(28:50) Trades For 2026
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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.
32 min
March 25 Why Crypto Will Grow 10x in The Next Decade | Dan Tapiero
This week, Dan Tapiero joins the show to discuss the current state of crypto. We deep dive into Dan's outlook for investing in digital assets over the coming decade, crypto's token vs equity problem, the growth of prediction markets, stablecoins and more. Enjoy!
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Go follow the new 1000x feed to keep up to date with all new episodes!

Spotify: https://bit.ly/4676Sob
Apple: https://bit.ly/4etlBMd
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Referenced in the show: https://www.coindesk.com/business/2026/02/23/kraken-s-arjun-sethi-could-trust-ai-with-100-of-his-crypto-dragonfly-s-haseeb-qureshi-isn-t-convinced
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Follow Dan: https://x.com/DTAPCAP
Follow Avi: https://x.com/AviFelman
Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh
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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
(02:12) The Next Era of Crypto
(07:56) Crypto’s Path to $50T
(11:00) Crypto’s Token vs Equity Problem
(16:45) Crypto's Valuation Reset
(23:50) Where To Allocate In 2026?
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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
35 min

About 1000x

From the publisher's feed

1000x is a show about the new age of finance, hosted by Avi Felman and Jonah Van Bourg two former hedge fund investors. We go everywhere the money is moving: crypto, macro, equities, AI, and the alternative assets most people only hear about after the trade is gone.