1000x

Avi opens with the story of the last week — the RuneScape Gold allegations, what actually happened onchain, and a promise to the people who scammed his audience. Then he and Jonah get into why memecoin culture is a tax on your attention, and what separates a scam from a trade.

From there it's markets. Jonah makes the case that Iran is a cornered animal with nothing left to escalate with, that the Strait of Hormuz is losing its relevance in real time, and that the deflation coming out of it is enormously bullish for risk assets. Avi calls macro "astrology for men." Jonah takes that personally and defends macro as a game of common sense played over a long enough timeframe.

The back half is megatrends: how to spot one, why institutions structurally can't ride them, and why that's retail's biggest edge. Plus copper, uranium, AI drug discovery, the case against buying the index, and Jonah's term for the fastest-growing job in business — the meat proxy.

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Timestamps:
00:00 Coming Up on 1000x...
00:59 Avi Responds To The Allegations
10:20 What Actually Counts As A Scam
12:32 Twitter Beef, Posers, And Getting Back To Builders
22:10 Iran Is Cornered: The Strait Of Hormuz Trade
26:47 "Macro Is Astrology For Men"
32:07 Megatrends, And Retail's Edge Over The Pros
44:44 Why Deflation Is Bullish
47:13 Meat Proxies: Doing What AI Can't
56:41 Done With Indices

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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.

#Crypto #Altcoins #StockMarket #Bitcoin #Altseason #1000xPodcast #Stocks #Macro #Trading #Investing #Ethereum #Solana #Fed #CryptoScam #Q4

Avi Felman sits down with Bryan Pellegrino, co-founder and CEO of LayerZero Labs, to talk about what happens when the largest institutions in finance start building on crypto rails.

Bryan traces LayerZero's path from an MEV shop and a shockingly bad bridge to a protocol that has moved over $300 billion lifetime across roughly 170 chains, with $150 billion in assets built on top and $10–15 billion moving every month. Then he gets into what's next: ZERO, a ZK-first chain built from the ground up at multiple millions of transactions per second, and Atlas, a trading environment with roughly 10-millisecond block times that folds settlement, clearing, matching and credit into a single stack — with DTCC, ICE and Citadel among the announced partners, and four to five of the world's largest exchanges already live on testnet.

They also cover the standards war LayerZero won, why a meaningful chain still rolls back every three to four months, DTCC's mandate to tokenize $100 trillion in assets, the fee switch, and how 75% of Atlas trading fees flow into buying and burning ZERO.

Plus: dropping out of computer science to play poker professionally, losing his career overnight to the 2011 online poker ban, and selling machine learning models to Billy Beane.

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Timestamps:
(00:00) Coming Up on 1000x...
(01:32) Poker, Bitcoin, And Selling Models To Billy Beane
(07:19) MEV, Broken Bridges, And Building LayerZero
(16:37 Winning The Standards War: Tether, PayPal, Ondo
(26:51) When Chains Roll Back
(30:54) Two Million Transactions Per Second
(36:07) Atlas, And TradFi's $100M Checks
(44:53) The Fee Switch, And Burning ZERO
(48:30) Tokenizing $100 Trillion

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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, Avi sits down with Scott Shay, co-founder and former chairman of Signature Bank and now founder of N3XT. Scott started at Salomon Brothers in the Liar's Poker era, taught the training class Michael Lewis was in, and went on to build Bank United of Texas from a distressed shell into a $20 billion bank alongside Lew Ranieri. He then founded Signature Bank, growing it to $110 billion in assets without ever making a single acquisition, and launched Signet in 2019, the first 24/7 blockchain-enabled payment system, which moved close to a trillion dollars. We discuss what Wall Street was actually like in the 1980s, why the most important decision you'll ever make is your business partner, why he became a blockchain maximalist back in 2013, his first-hand account of the weekend Signature was seized despite being mark-to-market positive and raising $20 billion, the personal toll of testifying before Congress, and why he's now building a full-reserve bank that removes fractional banking entirely. Enjoy!

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Follow N3XT: https://x.com/N3XTinc
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Timestamps:
(00:00) Coming Up on 1000x...
(00:40) Salomon Brothers & Teaching Michael Lewis
(03:51) The Partner Who Gave The Money Back
(06:46) Buying A Dead Texas Bank For Zero
(09:33) You Can't Survive A Bad Partner
(11:02) Signature: $110 Billion, Zero Acquisitions
(14:32) Signet & Becoming A Blockchain Maximalist In 2013
(16:35) The Numbers Don't Add Up: How Signature Was Taken
(22:57) Killing Fractional Banking

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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 Meta, Bitcoin, crude and the broader economy all ripping, we ask how long it can last? We discuss why diamond prices are collapsing. Jonah explains the anatomy of a bad commodity and why you should always trade demand squeezes rather than supply squeezes, why copper just hit all-time highs, and why higher rates are counterintuitively bullish for Bitcoin and gold. We get into Meta's Muse assistant finally making AI useful for normal people, why AI agents may be what actually saves crypto, the chart showing artificial intelligence depreciating faster than any frontier technology in history, why real estate is getting torpedoed while luxury demand goes vertical, the barbell economy and the vanishing middle class, and Avi's case that income inequality is a fake issue. Enjoy!
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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...
(03:02) Diamonds Are Collapsing (And Might Become Chips)
(13:28) The Anatomy Of A Bad Commodity
(17:35) Why Higher Rates Are Bullish For Bitcoin
(26:09) AI Will Save Crypto
(28:23) The Most Bullish Chart We've Ever Seen
(33:30) Real Estate Is Getting Torpedoed
(39:14) Barbell America & The Vanishing Middle
(43:37) "Income Inequality Is A Fake 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.

#Bitcoin #Meta #StockMarket #Crypto #META #Stocks #Oil #AI #Macro #Trading #1000xPodcast #Investing #Fed #BTC #MetaConnect

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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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...
(00:55) 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