Plasma’s $10B Launch, ASTER Trade Ideas, DAT Insider Crackdown & Jonah's META Thesis
1000x
Meta Investment Thesis
Avi outlines a bullish non-crypto case for Meta based on AI scaling, ad targeting, and AR as a new computing platform.
Gm! This week, we dig into Plasma's launch, the Aster trade, Democrats' impact on crypto, the DAT insider trading crackdown, Jonah's META thesis & more. Enjoy!
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Timestamps:
00:00 Intro
01:00 Plasma Launch
08:13 Lessons from Plasma Success
13:15 Creating a Frictionless System
18:28 Ads (Kraken OTC, Peaq)
20:10 Aster Trade Ideas
25:55 Aster vs Hype vs The Rest
31:54 Tether Raising at $500B Valuation
34:21 Democrats, Politics & Crypto
41:56 Ads (Kraken, Peaq, Katana)
43:57 Kids Are Disgusting
45:45 Update to the $NAKA Trade
48:50 Investigating DAT Insider Trading
53:21 What’s the Trade?
55:48 Ideal Crypto Investment Product
57:25 Is the 4-Year Cycle Dead?
58:45 Jonah’s Meta Thesis
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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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