1000x

1KX Media
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1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg. We bring on experts to dive deep into the macro and micro factors that represent the lifeblood of digital money and web3. As an increasing share of economic activity and attention migrates online, tokenomics and price action is increasingly relevant to everyone. If you’re interested in the future of markets and crypto, this show is for you.

  1. 1 hr ago

    Ex-Palantir Analyst On The Inner Workings Of Intelligence & Markets In A World Of Socialism

    This week, Avi sits down with Alexander Good, founder of Post Fiat, former Palantir and essayist, for one of the most wide-ranging conversations we've had. We discuss how he built a trading edge by reading stocks through advertising data, the EA vs Booking pair trade, the "goldfish theory" of why attention is more predictable than the future, where the model breaks (and why it's happening to Michael Saylor right now), why he's bearish on Palantir as ontologies become less necessary, why AI won't make people useless but will take their jobs, his call that unemployment starts kicking in within three months, the Nintendo trade and the coming AI-and-IP goldmine, and his big thesis: that AI gets regulated and sequestered like nuclear tech in 1945, ending in a sovereign margin call rather than a productivity utopia. Enjoy! -- Follow Alex: https://x.com/goodalexander 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 -- Timestamps: (00:00) Coming Up on 1000x... (00:52) Who The F*** Is Alex Good? (03:59) The Advertising Edge: How He Read Stocks Through Ad Data (10:05) The Goldfish Theory & Where The Model Breaks (16:15) Why He's Bearish On Palantir (24:23) AI Won't Make You Useless — But It Will Take Your Job (28:27) Unemployment In Three Months (32:30) The Nintendo Trade & The Coming IP Goldmine (37:20) The Sovereign Margin Call: Why AI Gets Regulated Like Nukes -- 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.

  2. 20 Jul

    The Citadel Alum Reshaping The World Of Trading

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

  3. 6 Jul

    Are The AI Labs Getting Nationalized?

    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! -- 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 -- 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 -- 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.

  4. 1 Jul

    Who's Coming For The Market In Q3?

    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! -- 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 -- 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 -- 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.

  5. 24 Jun

    AI Cracks: Where Do You Hide?

    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! -- 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 -- 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? -- 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.

  6. 19 Jun

    SpaceX Over, Fed Meeting Done, What’s Next?

    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! -- 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 -- 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 -- 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.

  7. 4 Jun

    Is Robotics The Next Megabubble?

    Today, Avi sits down with Andrew Kang (@Rewkang), founder and CEO of RoboStrategy (Nasdaq: BOT), to discuss why robotics and physical AI are the next $10 trillion mega bubble. We deep dive into why the entire private robotics market is smaller than Pokémon trading cards, why VCs are pivoting from software to physical AI, the GPT-3 moment for robotics and why GPT-5-level capabilities are less than two years away, why you can't just hook Claude up to a robot, how Andrew built the "MicroStrategy of Robotics," and rapid fire pitches on companies in the RoboStrategy portfolio: Figure AI, Apptronik, Standard Bots, Dyna Robotics, and Dexmate. Enjoy! RoboStrategy Advisors is an investment adviser focused on robotics, physical AI, and emerging technologies. This discussion is provided for information and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Any opinions expressed are those of the speaker as of the recording date and are subject to change. Forward-looking statements and opinions are based on current expectations, estimates, projections, and assumptions and are subject to change without notice. Actual outcomes and results may differ materially from those expressed or implied. Any references to prior investment experience, portfolio companies, or investment outcomes relate to activities conducted outside of RoboStrategy and are provided solely for background and informational purposes. Any referenced gains, returns, or investment outcomes may be unrealized and are not indicative of future results. Investing involves risk, including possible loss of principal. References to companies, technologies, or investments are illustrative only and should not be interpreted as investment recommendations. -- Follow Andrew: https://x.com/Rewkang RoboStrategy: https://x.com/Robostrategy Follow Avi: https://x.com/AviFelman 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... (01:28) From Crypto to the Robotics Mega Bubble (07:00) A $10 Trillion Industry Hiding in Plain Sight (10:45) The Companies Building Physical AI (14:10) Why VCs Are Pivoting From Software to Robots (17:00) The GPT-3 Moment for Robotics (26:20) How To Get Smart on a New Industry (33:55) The RoboStrategy Playbook (52:00) Rapid Fire: The Portfolio -- 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.

  8. 7 Apr

    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! -- 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 -- 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 -- 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.

    How To Position During an Oil Price Shock
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About

1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg. We bring on experts to dive deep into the macro and micro factors that represent the lifeblood of digital money and web3. As an increasing share of economic activity and attention migrates online, tokenomics and price action is increasingly relevant to everyone. If you’re interested in the future of markets and crypto, this show is for you.

Information

  • Creator
    1KX Media
  • Years Active
    2025 - 2026
  • Episodes
    133
  • Rating
    Clean
  • Copyright
    © 1KX Media
  • Show Website
    1000x

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