What's The Trade For 2026?
1000x
NFTs as a Fad, Not a Macro Trend
Jonah argues NFTs were a fad, predicts prolonged low floors and physical prints as a niche arb.
Gm! This week, we dig into our 2026 predictions. We debate whether metals are late-cycle or just getting started and outline their highest-conviction calls for 2026, including Bitcoin price action in January, altcoin trends, and where speculation may (or may not) return. Enjoy!
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Timestamps:
(00:00) Intro
(01:21) Is The Metals Trade Over?
(11:54) Ads (Kraken OTC)
(18:35) Bitcoin Ripping In January
(26:39) Ads (Kraken OTC)
(27:33) Crypto Finally Turning Around
(33:04) 2026 Crypto Predictions
(39:40) Roasting NFTs
(44:29) Are Trends Accelerating?
(48:47) Betting Strategies & Risks
(55:10) Final Thoughts
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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
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