1000x

This week, we discuss whether the rally is over or just pausing as markets sit near all time highs. We deep dive into sticky inflation and high energy prices, the Strait of Hormuz and the risk of operational tank bottoms, the Powell vs Warsh Fed regime change, why BTC is struggling while ZEC and Hyperliquid roar, the explore/exploit framework for compounding your skill set, and the launch of the 1000x Terminal. 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...
(01:41) End of the Rally or Pause?
(09:38) Sticky Inflation + Energy Prices
(17:42) Fed Regime Change: Powell vs Warsh
(27:30) BTC Struggling, ZEC Roaring
(34:56) Saylor's Bitcoin Problem
(38:24) 1000x Goes Macro
(44:23) Compounding Skill Sets
(48:59) The 1000x Terminal

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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 discuss whether inflation is officially back and what it means for the AI megatrend. We deep dive into Micron crossing $900B, the memory supercycle, the Fed regime change under Kevin Warsh, the Trump-Xi summit and chip export deal probability, the Clarity Act markup, and why the soft landing might officially be dead. 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/+fz-2f0cwC6o0MWNh

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Timestamps:
(00:00) Coming Up On 1000x...
(01:00) Paris Wifi & Gemstones
(12:57) Fed Regime Change
(14:08) Is Inflation Back?
(20:21) Soft Landing Officially Dead?
(28:36) Memory Supercycle
(34:50) Micron @ $900B
(40:05) Trump-Xi Summit Kicks Off
(50:57) Clarity Act Markup

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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.

In this episode, Avi and Jonah react to markets ripping to all-time highs in a classic lockout rally (fade everything except socialism), break down trader psychology around buying strength and all-time highs, and dive into the insane moves in semiconductors/AI (Intel, AMD earnings, Korean memory stocks like Samsung & SK Hynix going parabolic), Bitcoin pushing above $81k, and alts ripping (Zcash, TON with Pavel Durov back in the driver’s seat, privacy narrative heating up).

They also share their take on the Korean leverage barometer, the Intel position update, why the AI mega-trend is still early, and—most importantly—the big news: the 1000x Podcast is striking out on its own. More live streams, a brand-new network, expanded content, and the launch of the 1000x terminal at 1000x.money. They’re going all-in! 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
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Timestamps:
00:00 Coming Up On 1000x...
01:01 New Intro/New Vibes
03:39 Is This The Everything Rally?
09:29 Latest On Iran
17:41 AI Supercycle & Exponential Change
28:55 Download On The Korean Market
41:10 Update On 1000x
52:31 Altseason??
1:07:04 Michael Selloor
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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 discuss what's next for markets as we reach new all time highs. We deep dive into is the market rally broadening out, what's driving BTC higher, what stops this bull market, the future of 1000x and more. 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/+fz-2f0cwC6o0MWNh

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Timestamps:

(00:00) Introduction

(03:35) Is The Market Rally Broadening Out?

(12:00) The Niger Delta Avengers

(22:32) The State of Crypto

(37:00) What’s Driving BTC Higher?

(46:38) What Stops This Bull Market?

(51:30) The Future of 1000x

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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 discuss how to position your portfolio during an energy price shock due to the ongoing conflict in Iran. We deep dive into what's driving oil volatility, is gold a dip to buy, how to get long stablecoins, why crypto might be best positioned to outperform once markets settle and more. Enjoy!

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Go follow the new 1000x feed to keep up to date with all new episodes!

Spotify: https://bit.ly/4676Sob

Apple: https://bit.ly/4etlBMd

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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/+fz-2f0cwC6o0MWNh

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Timestamps:

(00:00) Introduction

(01:30) Impact of The Conflcit in Iran

(15:45) What’s Driving The Oil Volatility

(26:50) Positioning During an Oil Price Shock

(38:25) How to Get Long Stablecoins

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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.