1000x – Détails, épisodes et analyse

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

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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, Flood joins the show to break down the current state of the market. We deep dive into what it takes to make it as a trader, whether alpha still exists in crypto, the opportunity for perps, Flood's highest conviction trades for 2026 & 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 Flood: https://x.com/ThinkingUSD

Follow Avi: https://x.com/AviFelman

Follow 1000x: https://x.com/1000xPod

Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Timestamps:

(00:00) Introduction

(01:50) Trading BTC In 2014 vs Today

(09:20) Where To Allocate In Crypto?

(16:15) How To Structure A Portfolio

(23:06) Becoming a Trader & Finding Opportunities

(29:46) The Opportunity For Perps

(41:35) Are Altcoins Still a Short?

(45:30) How To Find Edge As a Trader

(52:07) Trades For 2026

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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

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

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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!

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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/

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Referenced In The Show:

Solana's End Game with Anatoly Yakovenko: https://apple.co/3QuF7NZ

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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?

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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.

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

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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!

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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/

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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

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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.

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

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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!

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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

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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.

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

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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!

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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/

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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

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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?

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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.

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

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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!

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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/

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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

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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.

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

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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!

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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/

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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?

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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

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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 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!

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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

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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/

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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.