1000x

This week, we break down the Financial Times exposé on how Poland lost $230 million trying to buy Venezuelan oil with crypto, and why Avi thinks it's actually the most bullish crypto story in a long time. Jonah explains how oil scams really work from seven years at Vitol, why the minimum ticket size makes street-corner deals impossible, and the $100 million wired for Indonesian coal mines that didn't exist. We also discuss the new oil barons of Venezuela and whether there's room for an individual to get in, treasury yields at highs we haven't seen since 2008, Canada and the EU suddenly getting competitive, why copper is the next meme coin, how Zuckerberg's latest blog post killed the idea of pacing the frontier, why AI doomerism is just the oldest sales pitch in the book, and why Avi believes a rate hike is counterintuitively bullish for Bitcoin and gold. Enjoy!

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Follow Avi: https://x.com/AviFelman
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Join the 1000x Telegram: https://t.me/thousandxpod
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Timestamps:
(00:00) Coming Up on 1000x...
(00:55) Poland Lost $230M Buying Oil With Thumb Drives
(07:44) How Oil Scams Actually Work
(20:22) The New Oil Barons Of Venezuela
(27:43) Treasury Carnage & The Canada Surprise
(31:18) Copper Is The Next Meme Coin
(34:37) Zuck Just Killed "Pacing The Frontier"
(39:53) AI Doomerism Is A Sales Pitch
(50:37) Why A Rate Hike Is Bullish For Bitcoin

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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.

#FOMC #Crypto #StockMarket #Fed #Bitcoin #Stablecoins #RateHike #1000xPodcast #Tether #Macro #Oil #Trading #Investing #KevinWarsh #Stocks

This week, Avi is joined live by GMoney, a trader who ran a desk for over a decade before becoming one of the most recognized collectors and investors in crypto, and who now hosts Full Port. We discuss whether NFTs are ever coming back and why Pokemon cards are just physical NFTs, why the last month has been the most exciting stretch on-chain since DeFi summer, the rise of MemeFi and tokenized stocks, why there is no way to diligence a meme coin, why the PVP mentality would get you kicked off a real trading desk, the Luna trade that worked despite being built on fake data, why both of them give away their thesis publicly, GMoney's framework that AI is a matter of national defense so any hike cycle will be short, why Avi thinks the CDS spreads on hyperscalers are fake, and why getting Americans invested is becoming a national security issue. Enjoy!

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Follow GMoney: https://x.com/gmoneynft
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...
(00:54) The $3 Million Ether Rock & Are NFTs Coming Back?
(06:09) The Best Month Onchain Since DeFi Summer
(10:43) There's No Way To Diligence A Meme Coin
(14:18) Why Give Away Your Alpha?
(18:04) AI Is National Defense: Why The Hike Won't Last
(23:44) The CDS Spreads Are Fake
(27:13) Be The House: Inside Fake World Assets
(33:00) Investing Is A National Security Issue
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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, Intel rips 20% and Avi's $88 call pays off. We discuss Hunter Biden's $LAPTOP coin and why every political meme coin is explicitly telling you it exists to extract from you, why a bad first experience in crypto poisons the well for everyone, and where the actual trade is if you want to punt it anyway. Jonah then makes the case for putting commodities onchain — jet fuel perps, regional gasoline, Nigerian crude differentials — and why ICE and NYMEX are structurally incapable of launching anything new. We also get into why getting people invested in the market is a national security issue, why you can no longer earn your way out of your income bracket, why it has never been easier to be a quant, why the Bitcoin trade is in peril as flows rotate back to AI, and why Jonah thinks AGI is already here and markets melt up right until Skynet terminates us all. 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...
(00:37) Intel Rips: The $88 Call Pays Off
(05:27) Hunter Biden's Laptop Coin Is Pure Extraction
(16:13) Putting Commodities On Chain
(20:42) Why ICE And NYMEX Can't Innovate
(34:50) Getting People Invested Is A National Security Issue
(41:55) It's Never Been Easier To Be A Quant
(46:27) The Bitcoin Trade Is In Peril
(51:09) AGI Is Here (And Skynet Is Coming)

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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, 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
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...
(00:48) 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.