
1000x
126 episodes — Page 3 of 3
Picking Winners: Time To Be Bullish? | 1000x
This week we discuss is it time to be bullish or bearish? As markets continue to chop sideways, we discuss how now is the time to consolidate your portfolio into high conviction bets & what to expect in the coming weeks on the back of a bullish CPI print that gave resurgence to an otherwise sleepy market. Enjoy! -- 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/ -- 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 Social: https://twitter.com/perenniallabs -- Timestamps: (00:00) Introduction (02:10) Expect More Chop (10:31) Bitcoin vs Gold ETFs (18:25) Perennial Ad (19:57) Meme Coins (25:34) Time To Be Bullish Or Bearish? (30:32) The ETH ETF (40:12) The Return Of Roaring Kitty -- 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.
Time To Buy The Dip | 1000x
This week we discuss is it time to buy the dip? After calling the local top at $70k, is the setup more bullish now for a continued bull market post halving? We deep dive into the bull case for ETH, finding the next big trade, structuring a trade & finding alpha. Enjoy! -- 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/ -- 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 Social: https://twitter.com/perenniallabs -- Timestamps: (00:00) Turning Bearish At $70k, Time To Flip Bullish? (12:45) Perennial Ad (14:17) The Bull Case For ETH (23:16) Beaten Down Projects, Supply Unlocks & Finding The Next Big Trade (30:51) Staking vs Supply Dilution (32:30) TradFi Risk-Off (38:26) Trade Structure & Grok For Alpha -- 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.
Does The Bitcoin Halving Still Matter? | 1000x
This week we discuss the current state of crypto after the weekend flash crash. As Bitcoin struggles to break $70,000 with conviction, will the 2024 halving be a strong catalyst for more bullish price action going forward? We also walk through some of crypto's most promising use cases: Ondo, Hyperliquid & Ethena. Enjoy! -- 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/ -- 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 Social: https://twitter.com/perenniallabs -- Timestamps: (00:00) Introduction (02:27) Bitcoin Struggles To Break $70,000 (07:11) Risk Of Further Conflict? (16:02) Perennial Ad (17:33) The Bitcoin Halving (24:02) The Bitcoin & Meme Coin Barbell Strategy (32:42) Crypto Use Cases: Ondo, Hyperliquid & Ethena -- 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.
Solana vs Ethereum: Which Should You Own? | 1000x
This week we discuss the question everyone has been asking themselves in 2024... Ethereum or Solana? As Solana rose from the ashes in late 2023, and meme coin season captured the zeitgeist in early 2024, is the bull case for SOL clearer than ever before? We discuss the bull & bear case for both assets & Avi drops some spicy takes! But to hear that, you'll have to tune in. -- 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/ -- 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 -- Timestamps: (00:00) Introduction (03:50) The Ethereum vs Solana Debate (15:27) Perennial Ad (16:58) Ethereum Needs A Catalyst (24:44) Is Retail Coming Back This Cycle? (30:12) The Wormhole Airdrop (33:43) Value Accrual In This Crypto Cycle (39:28) NFTs (42:18) Wen Buy Dips, Wen Take Profits (49:23) Where Are We In The Cycle? -- 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.
Trading the Next Crypto Bull Market | 1000x
Gm! We gathered at DAS London to record the first ever live episode of 1000x. We discuss where are we in the cycle, the ETF impact, Bitcoin's path to $100,000, is the alt L1 trade dead & of course meme coins. Study the Felman. Lessons in there. Enjoy! -- Follow Mike: https://twitter.com/MikeIppolito_ 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/ -- 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 -- 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.
Trading Crypto Bull Markets | Alex Kruger
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? -- Follow Alex: https://twitter.com/krugermacro 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/ -- 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 -- 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 -- 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.
The Bitcoin ETF Impact | 1000x
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. -- 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/ -- Referenced In The Show: Bitcoin ETF Flow: https://farside.co.uk/?p=997 -- 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.
Bitcoin ETF Inflows Continue | 1000x
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. -- 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/ -- Referenced In The Show: Bitcoin ETF Flow: https://farside.co.uk/?p=997 -- 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 -- 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.
Winning In 2024 With CMS Holdings | 1000x
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 -- 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. -- 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/ -- 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 -- 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 Much Crypto Should You Own? | 1000x
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 -- 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! -- 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/ -- Referenced In The Show: Solana's End Game with Anatoly Yakovenko: https://apple.co/3QuF7NZ -- 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? -- 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 Much Money Do You Need To Retire? | 1000x
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 -- 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! -- 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/ -- 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 -- 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? -- 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.
Trading Crypto Cycles With Ansem | 1000x
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 -- 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! -- 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/ -- 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 -- 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.
Return Of The Bull Market | 1000x
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 -- 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! -- 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/ -- 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 -- 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.
Crypto & Oil Synergy, Leading L2s and zk Implementations | 1000x
In today's episode of 1000x Jonah and Avi are back from a brief hiatus and ready to dive into the biggest movements in the crypto markets. The duo begin by diving into the potential opportunities that lay within crypto and oil and uniquely discuss oil & USDT use-cases for global oil transactions. Turning to crypto, the guys dive into Polygon's significant lead in zk implementations and how Asia based investors are particularly interested in this innovation. To close things out they discuss their market outlooks and why altcoins may struggle to perform. We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow! - - Timestamps: (00:00) Introduction (01:33) Jonah's Update (04:13) From Crypto to Oil (13:28) Token2049 Reflection (16:58) Best zkEVM Implementation? (20:38) Optimism's ROI on Base Chain (23:14) Telegram Wallet Release (30:01) Market Outlook (33:06) Altcoin Avoidance - - Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3FuSarX Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - 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.
What Is Crypto's Bullish Catalyst? | 1000x
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 -- 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! -- 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/ -- 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? -- 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 -- 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.
Solana's End Game with Anatoly Yakovenko | 1000x
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 -- 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! -- 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/ -- 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 -- 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.
The Bear Case for Risk Assets | 1000x
In today's episode of 1000x, Avi & Jonah explore the bear case despite the XRP rally. Also discussed are the impact of XRP versus ETF news, Ripple effect on Alt Market, the multi-chain thesis, on-chain RWAs, and much more! We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow! - - Timestamps: (00:00) Introduction (02:17) Market Sentiment Check-in (06:40) Market Insights From News (12:18) Impact of XRP vs ETF News (17:19) Ripple Effect on Alt Market (22:18) Is Multi-chain the Future? (26:35) Are Useful On-chain RWAs Here? (32:19) The Bear Case for Risk Assets - - Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3FuSarX Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: XRP (Ripple) Case News https://blockworks.co/news/traders-profit-cautious-markets-ripple Figure Technologies (RWAs On-Chain) https://twitter.com/Figure - - 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.
Crypto Is Entering A Paradigm Shift | 1000x
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 -- On today's episode of 1000x, Avi & Jonah discuss the major shift happening in crypto markets. As green shoots emerge across the industry, are there signs of liquidity beginning to return? We also deep dive into the performance of crypto hedge funds throughout 2023, how a Bitcoin ETF would open up a "gateway of liquidity" and PayPal's stablecoin launch. To hear all this & more, you'll have to tune in! -- 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/ -- Referenced In The Show: PayPal launches stablecoin tied to the US dollar, issued on Ethereum: https://blockworks.co/news/paypal-launches-stablecoin -- Timestamps: (00:00) Introduction (02:26) How Have Crypto Hedge Funds Performed In 2023? (05:52) Has Bitcoin Dominance Peaked? (07:56) Alt Coin Season & The Bitcoin ETF (12:28) Re-Thinking The Multi Chain Thesis (19:38) PayPal Launches A Stablecoin (24:50) Tether (29:48) From Crypto To Crude Oil -- 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.
Trading Principles, Friend.tech's "Perfect Use Case" & Bitcoin's Sell-Off | 1000x
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 -- On today's episode of 1000x, Avi & Jonah discuss the recent Bitcoin sell-off, perfecting a trading strategy to avoid periods of volatility & key principles for a successful trading strategy. We then dive deep into crypto's latest hype & potential "perfect use case"... Friend.tech. Arguing that you need to be paying attention, Avi & Jonah weight in on the bull vs bear case for the social media platform. To hear all this & more, you'll have to tune in! -- 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/ -- Timestamps: (00:00) Introduction (00:48) Bitcoin Tumbles To $26,000 (09:13) Finding A Trading Process (17:28) Defining Value In Crypto (23:01) A Debate On Friend.tech (36:17) The Financialization Of Friend.tech -- 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 Analyze the ETH:BTC Trade | 1000x
In today's episode of 1000x, Jonah and Avi discuss markets and trading ETH:BTC. We also cover our worst trades and what we learned, why OG DeFi tokens pumped, how most NFTs resemble brands (not art), trading a BTC ETF approval, the setup for the next bull run and more! We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow! - - Timestamps: (00:00) Introduction (02:56) Our Worst Trades and Lessons from History (17:18) Addressing Crypto Naysayers (19:23) The OG DeFi Token Pump (24:51) Why Are You Bullish NFTs? (35:01) What Happens to ETH:BTC if an ETF is Approved? (43:40) The Setup for a Bull Run in 24/25 - - Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3FuSarX Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: The Great Game https://www.amazon.com/Great-Game-Emergence-Street-1653-2000/dp/0743200438/ The Alchemy of Finance https://www.amazon.com/Alchemy-Finance-George-Soros-ebook/dp/B0BHR5B749 Baruch My Own Story https://www.amazon.com/Baruch-My-Own-Story-Bernard/dp/163823289X/ The Prize https://www.amazon.com/The-Prize-Daniel-Yergin-audiobook/dp/B001GX9W5Y Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ https://twitter.com/CumberlandSays - - 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 Don Wilson Built His Trading Empire | 1000x
In today's episode of 1000x, we are joined by Don Wilson, the founder of DRW and one of the world's most successful traders. Don explains how to use probability distributions to make decisions, how he founded DRW, why BTC has negative convexity, how AI will change financial markets and more! We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow! - - Timestamps: (00:00) Introduction (00:57) How Don First Became a Trader (06:28) Custom Valuation Models and Strategies (10:37) The Transition to Electronic Trading (14:56) Bitcoin’s Appeal: Removing Intermediaries (19:21) Cumberland's Origin Story (21:15) BTC's Negative Convexity (26:35) How Will AI Impact Financial Markets? (30:16) Crypto’s Evolution and Market Structure (35:15) When Will RWAs Move to Crypto Rails? (37:50) Today’s Infrastructure Shortfalls and the Canton Blockchain (42:54) Don’s Decision-Making Process (47:51) Favorite Trades of All Time - - Follow Don: https://www.linkedin.com/in/donwilsonjr/ Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3FuSarX Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ https://twitter.com/CumberlandSays DRW https://drw.com/ https://twitter.com/DRWTrading Digital Asset https://www.digitalasset.com/ Canton Network https://www.canton.network/ - - 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.
Return of Retail: Where's The Fast Money? | 1000x
1000x is officially back! If you're new here, 1000x is a crypto markets podcast 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. 1000x is officially back! If you're new here, 1000x is a crypto markets podcast 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. In this episode, Avi and Jonah discuss how markets responded to the banking crash, what catalysts are on the horizon and where prices will trend next. Where was retail in the last rally? What catalysts could revive BTC? What metrics should you watch for the next Alt L1 narrative? Tune in to find out! We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow! - - Timestamps: (00:00) Introduction (01:36) Market Outlook: Retail Didn’t Show Up (08:06) The Mystery BTC Buyer (13:01) Event-Driven Price Movements (18:47) The Debt Ceiling Opportunity (27:22) Pepe, Shiba & New Money (31:57) The AppChain Thesis and Alt L1s (40:37) Crypto: 24/7 Dopamine (44:04) Moving Beyond the Casino Use Case - - Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3FuSarX Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ - - 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.
Mike Novogratz on Crypto's Outlook, Trading & Storytelling | 1000x
In today's episode of 1000x, we are joined by Mike Novogratz, legendary trader and founder of Galaxy Digital. We talk about how Mike built an intuition for markets, how to synthesize trades, crypto's outlook, macro policy expectations, Mike's favorite trade and more! We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow! - - Timestamps: (00:00) Introduction (00:55) Developing an Intuition for Markets (03:25) How to Synthesize Trading Opportunities (07:17) Trading Crypto vs Macro: Similarities and Differences (11:42) Maintaining Conviction in Crypto (18:27) Crypto’s Most Interesting Opportunities (20:51) The Relationship Between BTC and Monetary/Fiscal Policy (30:41) Retail Adoption: Crypto Needs More Storytellers (37:19) Why Mike Started Galaxy (39:40) Favorite Trade of All Time (42:37) When to Sell vs Hold (48:22) Investing in Your Community and Making an Impact - - Follow Mike: https://twitter.com/novogratz Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3FuSarX Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ https://twitter.com/CumberlandSays DRW https://drw.com/ https://twitter.com/DRWTrading - - 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.
Trading Crypto's Reflexive Markets and Mispriced Volatility | 1000x
In today's episode of 1000x, Jonah and Avi discuss markets and how to trade crypto's mispriced volatility. We cover options strategies, how to evaluate the GBTC trade, why alts look dead, the bifurcation of crypto, if traders can pre-position telegraphed events and more! We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow! - - Timestamps: (00:00) Introduction (01:04) How to Spot Mispriced Volatility (16:34) Evaluating the GBTC Trade (24:13) Blackrock’s BTC ETF Filing (28:02) What’s Going on with Alts? (33:02) The Bifurcation of Crypto (38:40) Reflexivity and Macro Bullishness (41:52) Pre-Positioning Telegraphed Events (44:25) Miners are Pivoting to AI - - Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3FuSarX Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ https://twitter.com/CumberlandSays - - 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.
Meme Mania: Why You Should Pay Attention | 1000x
In this episode, Avi and Jonah discuss Bitcoin's outlook and recent meme coin mania. We start with a discussion on Bitcoin and if bank failures are priced in, what it will take for BTC to break past the 30K range and if institutions are buying. Avi and Jonah then debate if we'll ever see 2021s perfect storm again. Meme coins are pumping, blockspace demand is saturated, and market sentiment is shifting. Is this a market turning point or just a short-term phenomenon? Tune in to find out! We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow! - - Timestamps: (00:00) Introduction (00:32) Are Bank Failures Priced In? (07:31) The Impact of a Potential US Default (12:51) Repeating 2021’s Perfect Storm (18:03) Meme Mania: Why You Should Pay Attention (31:30) Deflationary ETH and Blockspace Fee Generation (36:34) BTC Miner Revenue and BRC-20s - - Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3FuSarX Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ BRC-20.io https://brc-20.io/ - - 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.
The Crypto Trader's Mindset | 1000x
Blockworks just released a new podcast called 1000x! We're dropping the first episode here as we think you might want to add this podcast to the lineup. 1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg that dives deep into the macro and micro factors that represent the lifeblood of digital money and web3. In this episode, Avi and Jonah discuss how to think like a crypto trader. They explore how today's market compares to the 2018 bear, where to look for opportunities, the investment landscape post-FTX and our top investing frameworks. A new 1000x episode will drop on Empire's RSS feed and the 1000x YouTube channel every two weeks. - - Timestamps: (00:00) Introduction (00:28) Why We Started 1000x (06:18) Today’s Market Compared To 2018 (16:17) How To Think About Trading Markets (23:25) Market Structure Post-FTX (28:05) Managing Risks (36:30) Investing Frameworks (48:12) Crypto Is Here To Stay - - Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3Fw083Z Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ Avi's psychology of a market tweet https://twitter.com/AviFelman/status/1595176484766883843 - - 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.