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Gm! This week, we debate whether we finally topped or have another leg higher, if the macro outlook and rate cuts are bullish for crypto, and which DATs are just exit liquidity schemes. We also dig into Solana’s branding problem, Helium & DePIN’s disappointment, and which billionaires have really contributed to the world. 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
--
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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Kraken Custody delivers secure, qualified custody for institutions and HNWI clients. With multi-layer security and SOC 2 Type II completed, client assets stay safe, fully segregated, and always under your control. Trade, stake, and transfer directly from qualified custody through seamless integration with Kraken Prime. Built for institutions that demand performance, compliance, and control. Learn more: kraken.com/blockworks
Availability of products may vary by jurisdiction. Not investment advice. Custody services are offered through Kraken Financial, a Wyoming-chartered Special Purpose Depository Institution.Kraken Financial is not an FDIC-insured bank and deposits are neither insured by nor subject to the protections of the FDIC.Crypto trading involves risk of loss. View legal disclosures at kraken.com/legal/disclosures.”
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Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.
The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out.
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
00:00 Introduction
02:02 Proving the Haters Wrong
04:44 Did We Top?
08:22 Macro & Rate Cuts Bullish for Crypto?
14:01 Ads (Kraken OTC, Katana)
21:42 Does the Fed & Macro Even Matter?
25:51 Ads (Kraken OTC, Katana)
27:27 Are DATs Just Exit Liquidity?
36:00 Solana Branding Problem
38:51 DePIN & Helium Disappointment
46:04 Bezos & the Mega-Billionaires
50:36 SBET Buyback Program
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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
Gm! This week, we talk about Jonah & Avi’s rage bait on Twitter, the sideways chop in crypto markets, ETH’s rally fueled by treasury company flows, and strategies around margin, leverage, and picking DAT winners. Enjoy!
--
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
--
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
--
Kraken OTC offers discreet, 24/7 execution for large crypto orders. Built for HNWIs and institutions trading $50K+, you get access to deep liquidity, chat-based support and flexible settlement. Learn more: kraken.com/blockworks
Disclaimer:
Availability of products may vary by jurisdiction. Not investment advice. Crypto trading involves risk of loss and is offered to US customers through Payward Interactive, Inc. View legal disclosures at https://kraken.com/legal/disclosures.
--
Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.
The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out.
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(01:00) Jewish Rage Bait
(08:39) Markets Going Sideways
(09:35) Bullish LINK?
(12:04) This is Your Alt Season
(15:02) Ads (Kraken OTC, Katana)
(16:08) How to Manage Your Capital
(25:35) Ads (Kraken OTC, Katana)
(26:41) DATs Sizzling Out?
(33:01) Is ETH Move ALL DATs?
(39:33) When to Buy DATs?
(45:17) Saylor the GOAT?
(46:29) One More Leg Higher?
(49:54) Crypto Return Thresholds
(52:24) 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
Gm! This week we discuss the ETH rally that has spurred the return of animal spirits. We deep dive into the ETH/BTC trade, crypto's reflexive flywheel, are we heading for an alt season, are NFTs back & more. Enjoy!
--
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
--
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
--
Kraken OTC offers discreet, 24/7 execution for large crypto orders. Built for HNWIs and institutions trading $50K+, you get access to deep liquidity, chat-based support and flexible settlement. Learn more: kraken.com/blockworks
Disclaimer:
Availability of products may vary by jurisdiction. Not investment advice. Crypto trading involves risk of loss and is offered to US customers through Payward Interactive, Inc. View legal disclosures at https://kraken.com/legal/disclosures.
--
Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.
The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out.
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(01:01) The ETH/BTC Trade
(08:50) Crypto’s Reflexive Flywheel
(14:25) Ads (Kraken OTC, Katana)
(15:31) Finding Breakout Trades
(24:17) Alt Season?
(38:27) How To Trade This Cycle
(41:06) Ads (Kraken OTC, Katana)
(42:13) Why ETH Needs To Pump
(45:33) Are NFTs Back?
(48:50) What's Happening In TradFi?
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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
Gm! This week we discuss what to own this cycle. We deep dive into Friday's sell off, is it time to own ETH, the Galaxy meme frenzy, how to trade the next leg of the cycle & more. Enjoy!
--
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
--
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
--
Kraken OTC offers discreet, 24/7 execution for large crypto orders. Built for HNWIs and institutions trading $50K+, you get access to deep liquidity, chat-based support and flexible settlement. Learn more: kraken.com/blockworks
Disclaimer:
Availability of products may vary by jurisdiction. Not investment advice. Crypto trading involves risk of loss and is offered to US customers through Payward Interactive, Inc. View legal disclosures at https://kraken.com/legal/disclosures.
--
Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.
The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out.
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(01:23) Will H2 Be Bullish?
(10:02) Ads (Kraken OTC, Katana)
(11:08) The ETF Impact On Bitcoin
(19:31) Crypto Exchanges
(28:18) Ads (Kraken OTC, Katana)
(29:24) What To Own This Cycle?
(47:00) Macro Update
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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
Gm! This week we discuss the rise of crypto treasury companies & their impact on the market. We deep dive into why NAV premiums exist, Galaxy's 80,000 BTC sale, has ETH/BTC bottomed & more. Enjoy!
--
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
--
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
--
Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.
The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out.
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Intro
(01:33) Galaxy Sells 80,000 BTC
(10:53) Ads (Kraken OTC, Katana)
(11:59) How To Execute Large OTC Sales
(18:46) The Rise Of Crypto Treasury Companies
(32:21) Ads (Kraken OTC, Katana)
(33:27) What Would Cause An Unwind In DATs?
(44:32) Has ETH/BTC Bottomed?
(49:41) Can ETH Outperform?
(55:46) 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
Gm! This week, Willy Woo joins the show to discuss where are we in the cycle? We deep dive into the liquidity backdrop, what's next for risk assets, using onchain data, trading BTC cycles & more. Enjoy!
--
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
--
Follow Willy Woo: https://x.com/woonomic
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh
--
Kraken OTC offers discreet, 24/7 execution for large crypto orders. Built for HNWIs and institutions trading $50K+, you get access to deep liquidity, chat-based support and flexible settlement. Learn more: kraken.com/blockworks
Disclaimer:
Availability of products may vary by jurisdiction. Not investment advice. Crypto trading involves risk of loss and is offered to US customers through Payward Interactive, Inc. View legal disclosures at kraken.com/legal/disclosures.
--
Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.
Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(01:33) Where Is Liquidity Flowing?
(09:24) Ads (Kraken OTC, Katana)
(10:47) How To Track Market Cycles
(18:00) The Growth Of Crypto Derivatives
(23:56) Where Are We In The Cycle?
(33:00) What Indicators Should You Use?
(45:35) Ads (Kraken OTC, Katana)
(46:58) Trading Bitcoin Cycles
(53:18) Who’s Moving 80,000 BTC?
(59:16) How Useful Are Onchain Indicators?
(01:06:18) 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
Gm! This week, we talk about Bitcoin ripping through $120k, how high we can go, and what the exit strategy is. We also dig into altcoin rotation strategies, treasury company froth, and the long-term case for BTC flipping gold. Enjoy!
--
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
--
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
--
Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.
--
Timestamps:
00:00) Happy ATH
(02:18) Altcoins Next?
(06:24) Why Here, Why Now?
(09:06) Ads (Kraken OTC, Katana)
(10:29) Treasury Company Froth
(17:32) GBTC Comparison
(20:25) Treasury Pair Trades
(21:44) When to Take BTC Profits?
(26:44) Ads (Kraken OTC, Katana)
(28:07) Bitcoin Metrics
(33:42) When is BTC Fairly Valued?
(41:30) Ads (Ledger)
(42:18) Exit Strategies
(50:44) 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
Gm! This week, we discuss is crypto still the best trade as BTC hovers around all time highs. We deep dive into the state of crypto, trading Trump 2.0, why most projects don't need tokens the exchange wards & more. Enjoy!
--
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
--
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
--
Kraken OTC offers discreet, 24/7 execution for large crypto orders. Built for HNWIs and institutions trading $50K+, you get access to deep liquidity, chat-based support and flexible settlement. Learn more: kraken.com/blockworks
Disclaimer:
Availability of products may vary by jurisdiction. Not investment advice. Crypto trading involves risk of loss and is offered to US customers through Payward Interactive, Inc. View legal disclosures at kraken.com/legal/disclosures.
--
Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.
Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Intro
(00:50) Can BTC Breakout?
(09:03) Ads (Kraken OTC, Katana)
(10:26) Is Crypto Still The Best Trade?
(15:33) Trading Trump 2.0
(23:08) Most Projects Don’t Need A Token
(28:41) Ads (Kraken OTC, Katana)
(30:04) The Crypto Exchange Wars
(40:55) Crypto's Attention Rollercoaster
(47:16) How To Trade This Market?
--
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
Gm! This week, we reflect on how crypto has become just another part of fintech, Robinhood’s tokenized stocks launch, why crypto is no longer a contrarian bet, opportunities in betting markets, and why traders should look to new frontiers beyond crypto. Enjoy!
--
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
--
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
--
Kraken OTC offers discreet, 24/7 execution for large crypto orders. Built for HNWIs and institutions trading $50K+, you get access to deep liquidity, chat-based support and flexible settlement. Learn more: kraken.com/blockworks
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Intro
(03:11) Is Crypto Just Finance Now?
(11:04) Ads (Kraken OTC, Katana)
(12:27) Crypto Merging With TradFi
(20:15) Robinhood & Tokenization
(28:54) Ads (Kraken OTC, Katana)
(30:17) Dollar Exposure & Tokenized Stocks
(33:21) Your Bags: Republicans vs Democrats
(40:42) Macro Outlook
(44:31) Opportunities in Betting Markets
(50:17) Ads (Ledger)
(51:04) Making A Name for Yourself
(01:00:18) Final Thoughts
--
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
Gm! This week, we discuss the bifurcation between tradfi & crypto markets. We deep dive into the impact of geopolitical conflict, crypto's IPO frenzy, what trades work in this environment & more. Enjoy!
--
Go follow the new 1000x feed to keep up to date with all new episodes!
Spotify: https://blckwrks.co/3WADHnL
Apple: https://blckwrks.co/4aEt5u0
--
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh
--
Kraken OTC offers discreet, 24/7 execution for large crypto orders. Built for HNWIs and institutions trading $50K+, you get access to deep liquidity, chat-based support and flexible settlement. Learn more: kraken.com/blockworks
Disclaimer:
Availability of products may vary by jurisdiction. Not investment advice. Crypto trading involves risk of loss and is offered to US customers through Payward Interactive, Inc. View legal disclosures at kraken.com/legal/disclosures.
--
Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.
Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]
--
Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world’s crypto, Ledger ensures the security of your assets.
For the best self-custody solution in the space, buy a LEDGER™ device and secure your crypto today.
Buy now at https://Ledger.com
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Intro
(02:16) Is The Market Fading Geopolitical Conflict?
(10:07) Ads (Kraken OTC, Katana)
(11:48) What Happened To Joyful June?
(20:30) Why Is Circle Ripping?
(30:25) Ads (Kraken OTC, Katana)
(32:07) Crypto’s IPO Frenzy
(42:23) Will Treasury Companies Unwind?
(45:32) Is Tokenization Real?
(48:58) Ads (Ledger)
(49:45) Tron Is Going Public
(52:34) How To Trade This Market
--
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
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.

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