1000x

1KX Media
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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. The difference is that we've actually sat on trading desks and run real risk, so this isn't theory or hype. It's two people with genuine markets experience thinking out loud, taking real positions, and helpi

  1. 19 hr ago

    MARKET UPDATE: Bitcoin Rally, Zcash ETF, Bessent Humbled, NVDA Earnings

    This week, with Bitcoin ripping 25% off the lows and NVIDIA earnings on deck, we break down why the market has flipped from fundamentals back to macro. We discuss the lockout rally and the two conditions that turned Avi bullish on Bitcoin and gold, why all roads lead to debasement, whether the Druckenmiller op-ed against Scott Bessent was actually an op, the history of the Bank of England trade and why intervention almost never works, the Zcash ETF launch and why the chart is setting up, why you should never take advice from someone who's never traded, how to pick a megatrend and ride it without getting shaken out, the Costanza rule for taking the other side of panic, the best list of trading rules Jonah has ever received, and why NVIDIA might finally rip on earnings this time. 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... (00:59) Bitcoin's Lockout Rally & The Return Of Debasement (11:03) Was The Druckenmiller Op-Ed An Op? (14:59) Why Bessent's Intervention Might Actually Work (25:58) Zcash's ETF & Why The Chart Looks Strong (31:27) Pick Your Megatrend And Ride It (37:02) Take The Other Side Of Panic (45:24) Mind Like Water: The Best Trading Rules Ever Written -- 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. 3 days ago

    What It’s Like Running A Billion-Dollar Market-Neutral Fund In Crypto

    Recorded live at the Out East Summit, Avi sits down with Evgeny Gokhberg, founder and CIO of Re7 Capital, one of the last market-neutral funds still managing serious capital in crypto. We discuss his decade in TradFi trading emerging markets — shorting Chinese real estate through Australian iron ore, trading Egyptian stocks after the Arab Spring, why he left a comfortable seat to "1000x" his career, the DeFi "aha" moment when crypto finally had real businesses to value, how Re7 earns yield by doing what banks do (market-making and lending, now on tokenized stocks like Nvidia), what a DeFi vault actually is and who's investing in them, why he never touched Luna and why Michael Saylor isn't the same trade, and the real AI risk to DeFi — which has nothing to do with AI breaking smart contracts. Enjoy! -- Follow Evgeny: https://x.com/evgeny_re7 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... (00:53) One Of The Last Market-Neutral Funds In Crypto (02:17) Shorting China, Trading Egypt After The Arab Spring (07:43) How AI Is Distorting Research (And Who It Fools) (12:16) Why He Left TradFi To "1000x" His Career (16:23) The DeFi Aha Moment & How Yield Actually Works (22:01) Doing What Banks Do: Market-Neutral On Tokenized Nvidia (27:53) Surviving Luna, Saylor & The Real AI Risk To DeFi -- 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. 10 Aug

    The ETF Pioneer Who Calls Narratives Before Wall Street

    This week, Avi sits down with Andrew Chanin, CEO of ProcureAM and founder of PureFunds, one of the best in the business at spotting narratives before the market catches on. We discuss how he launched HACK, the first cybersecurity ETF, just two weeks before the Sony breach, what it was really like market-making ETFs on the floor of the American Stock Exchange during the 2008 crisis, why the real edge is reading the documents nobody wants to read, the story behind the UFO space ETF, whether SpaceX is the only game in town after its IPO, the militarization of space and the new space race, and why companies staying private for so long is quietly reshaping the ETF model. Enjoy! -- Follow Andrew: https://x.com/ETFwunderkind 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... (00:32) The First Cyber ETF — Two Weeks Before The Sony Hack (03:01) Confessions Of An ETF Market Maker (08:59) Stop Picking Up Pennies: Read What Nobody Reads (15:36) The NASDAQ Lawsuit That Cost Him A $10B Business (20:17) What Is The UFO ETF? (27:22) Is SpaceX The Only Game In Town Now? (31:30) The Militarization Of Space & The New Space Race (38:01) Why Private Markets Are Breaking The ETF Model -- 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. 5 Aug

    MARKET UPDATE: FED Backstops The Yen, Metals Rip, And Neoclouds Rebound

    This week, we break down why the Fed and Treasury just moved to backstop the yen and what it signals about an increasingly state-controlled market. We discuss why you should only hold what the administration has "anointed," the quiet power grab away from the Fed and the end of forward guidance, why gold, silver, copper and palladium are ripping, why Druckenmiller says the single best trade is copper, whether crypto is finally worth buying again and why Robinhood is the best way to express it, why private wealth management is a scam, why the stock market now trades exactly like crypto did in 2021, and the rising socialist wave that could take your portfolio to the woodshed by 2028. 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... (00:32) Why The Fed Just Backstopped The Yen (05:54) The State-Controlled Market: Only Buy What Trump Anoints (13:07) Gold, Copper & Why It's All Just Flows Now (19:03) Druckenmiller Says Buy Copper (22:08) Is Crypto Finally Worth Buying Again? (27:57) Private Wealth Management Is A Scam (37:14) The Stock Market Is Crypto Now (40:38) The Socialist Wave Coming For Your 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.

  5. 3 Aug

    Psychology, Value, and Data: How Santiago Santos Navigates The Markets

    Recorded live at the Selini Summit, Avi sits down with Santiago Santos, founder of Inversion and one of the best-performing managers in crypto, who famously sold the top in 2021. We discuss how growing up in Mexico and consciously erasing his accent shaped his high-agency approach, why crypto matters far more outside the first world than inside it, why being "marginally delusional" is how outsiders win, the investor letter he just sent shutting down his own crypto thesis, why he pivoted to buying boring cash-flow businesses and treating technology as orthogonal, why he may be the only fund manager who refused to deploy capital he'd raised, the difference between wanting to make money and wanting to be right, and what he'd tell a 22-year-old to go deep on in the age of AI. Enjoy! -- Follow Santiago: https://x.com/santiagoroel 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... (00:36) The Kid From Mexico Who Erased His Own Accent (04:25) Why Crypto Actually Matters Outside America (12:08) Marginally Delusional: How Outsiders Win (19:34) "We Haven't Found A Sector": Killing His Own Thesis (24:03) Buy Boring: Why Technology Is Orthogonal (28:13) The Only Fund Manager Who Wouldn't Deploy (36:56) Make Money Or Be Right? (41:59) What A 22-Year-Old Should Go Deep On In 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.

  6. 31 Jul

    MARKET UPDATE: How Situational Awareness Blew Up, Will Rates Nuke Us, What’s Next?

    This week, we break down the biggest story in markets: the blowup of Leopold Aschenbrenner's Situational Awareness fund. We discuss whether Ken Griffin killed him or just showed up with the best bid, how an eleven-figure liquidation actually works behind the scenes, why going to the street to meet a margin call is like walking into a lion's den (and the Terra Luna call that proved it), whether the rate-hike comments were an orchestrated hit, why Avi is stepping into the memory dip now with Micron, Intel and SanDisk, the Korean "Squid Game" liquidation that wiped out millions of accounts, the real lesson of being dead right and broke, and the great Mag 7 split — why Apple, Google, and Meta are all underperforming for completely different reasons while Amazon keeps printing. 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... (00:32) Did Ken Griffin Kill Leopold Aschenbrenner? (03:30) How An 11-Figure Liquidation Actually Works (9:32) Amateur Hour: Why He Broke The Cardinal Rules (18:39) Walking Into The Lion's Den (And The Luna Parallel) (25:48) Was It An Orchestrated Hit? (30:42) Why Avi Is Buying The Memory Dip Now (36:17) The Real Lesson: Being Dead Right And Broke (42:56) Atoms Over Bits: The Mag 7 Split & What's Next -- 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. 28 Jul

    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.

  8. 22 Jul

    Has Memory Bottomed?

    This week, with memory stocks down 30-40% from the highs, we ask whether memory has bottomed. We discuss why AI bailed out the everything bubble and why this bubble is different, the George Soros model of why a bubble comes back bigger the second time, why only 2.2% of US households pay for AI and why that means we're in inning one, the $26 billion Korean margin-call wipeout and what it tells you about sentiment, why nobody wins the US-China AI arms race except the components makers, the Saudi nuclear deal and looking where nobody else is looking, why the latest Iran escalation won't derail markets, and why gold looks phenomenal here while crypto may have finally bottomed. 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... (00:32) Save Everything In Your 20s: The Bleecker Street Lesson (07:01) How AI Bailed Out The Everything Bubble (10:15) Has Memory Bottomed? (13:51) Only 2.2% Pay For AI: We're In Inning One (19:36) $26B Wiped Out: The Korea Margin-Call Warning (23:42) The US-China Model Arms Race (And How To Trade It) (28:26) Bombing Iran Again: Why Markets Don't Care (42:02) Gold Looks Phenomenal & Crypto May Have Bottomed -- 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.

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About

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. The difference is that we've actually sat on trading desks and run real risk, so this isn't theory or hype. It's two people with genuine markets experience thinking out loud, taking real positions, and helpi

Information

  • Creator
    1KX Media
  • Years Active
    2025 - 2026
  • Episodes
    139
  • Rating
    Explicit
  • Copyright
    © 1KX Media
  • Show Website
    1000x

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