1000x

This week, in a Friday solo stream, Avi breaks down a hot jobs report that has traders nervous about a September hike, and why crypto is ripping anyway. He's then joined by Se, co-founder of FOMO, for a wide-ranging conversation on the future of trading. We discuss why the entire market is really just attention, how onchain data gave FOMO an edge trading Robinhood, why you couldn't have built a social trading platform two years ago, why trading is inherently social and the stigma around posting positions is disappearing, the $4 million in creator rewards FOMO paid out in two weeks and the vision of a thousand Roaring Kittys, the real drawbacks of trading in public, and why net-new investors are entering markets through meme coins. Avi then closes with why 94.4% of FOMO users have lost money, what MemeFi actually is, why GPT-6 could pull attention back to the AI trade, and why he's constructive on crypto into year-end. Enjoy!

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Follow Se: https://x.com/seyong
Follow FOMO: https://x.com/fomo
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Timestamps:
(00:00) Coming Up on 1000x...
(00:48) Hot Payrolls & The Fed Credibility Problem
(06:02) Everything Is Attention: Se From FOMO
(09:29) Why You Couldn't Build FOMO Two Years Ago
(15:51) Why Trading Is Inherently Social
(25:31) $4M In Creator Rewards & A Thousand Roaring Kittys
(33:07) The Dark Side Of Trading In Public
(43:36) 94.4% Of People Lose Money
(52:39) Beat The BART: Why Avi's Bullish Into Year-End
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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.

This week, we break down the MemeFi mania taking over Robinhood chain, where meme coins are tying themselves to tokenized stocks and pumping microcaps on the NASDAQ. We discuss what's actually happening with tokens and why hope is the most powerful drug in trading, where the value in all of this actually accrues, and Avi's rules if you're going to gamble anyway. We also get into how Wall Street manufactures fake alpha, survivorship bias and why length of time is the best disinfectant, why Kevin Warsh's jawboning is toothless and there's no rate hike coming, why AI is the new shale and the most deflationary force of our lifetime, a full post-mortem on the NVIDIA earnings trade, and why Iran's leverage over the Strait of Hormuz is degrading by the day. Enjoy!

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Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/thousandxpod
Try the 1000x Terminal: https://1000x.money

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Timestamps:
(00:00) Coming Up on 1000x...
(02:51) What Is MemeFi? Inside The Robinhood Chain Mania
(18:37) Where Does The Value Actually Accrue?
(24:02) If You're Going To Gamble, Here Are The Rules
(31:58) How Wall Street Fakes Alpha
(41:09) Warsh Has No Spine: Why There's No Rate Hike
(44:14) AI Is The New Shale
(51:07) The NVIDIA Trade Post-Mortem
(55:04) Iran Is Getting Stopped Out

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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.

Recorded live at the Out East Conference, Avi sits down with Seth Ginns, CIO of Franklin Crypto and formerly of CoinFund and Jennison Associates. Seth spent eighteen years in public equities before becoming a seed investor in Coinbase in 2012 and building one of the largest liquid crypto funds in the market. We discuss how the Global Financial Crisis is what pushed him into crypto, why he waited years for institutional custody before launching a fund, why he believes 2026 is the year crypto and traditional finance finally converge, what Tesla and Amazon taught him about betting on founders instead of cash flows, why you can't bet on cash cows in the age of AI, why Franklin Templeton doubled down on crypto in a downturn, why the Clarity Act doesn't actually need to pass for the market to move, and his front-row stories from Lehman's headquarters the day it collapsed. Enjoy!

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Follow Seth: https://x.com/sethginns
Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/thousandxpod
Try the 1000x Terminal: https://1000x.money

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Timestamps:
(00:00) Coming Up on 1000x...
(00:31) 18 Years At Jennison, Then Crypto
(01:59) Seed Investing In Coinbase In 2012
(05:30) 2026: The Year Crypto And TradFi Converge
(08:31) Tesla, Amazon & Why Value Capture Is A Myth
(11:12) You Can't Bet On Cash Cows Anymore
(13:45) Why Franklin Templeton Bought A Crypto Fund
(16:53) The Clarity Act Doesn't Need To Pass
(20:13) Lehman, COVID & The Craziest Days In Markets
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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.

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!

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Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/thousandxpod
Try the 1000x Terminal: https://1000x.money

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Timestamps:
(00:00) Coming Up on 1000x...
(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

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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.

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!

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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

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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
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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.