Could Tariff Refunds Act Like Stimulus?

Gm! This week, we talk about Bitcoin's 100k defense, potential “tariff stimmy,” AI mania, K-shaped crypto recovery, and biggest lessons from trading. Enjoy!

–

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 

–

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

–

Kraken Custody delivers secure, qualified custody for institutions and HNWI clients. With multi-layer security and SOC 2 Type II completed, client assets stay safe, fully segregated, and always under your control. Trade, stake, and transfer directly from qualified custody through seamless integration with Kraken Prime. Built for institutions that demand performance, compliance, and control. Learn more: https://www.kraken.com/institutions/custody

Availability of products may vary by jurisdiction. Not investment advice. Custody services are offered through Kraken Financial, a Wyoming-chartered Special Purpose Depository Institution.Kraken Financial is not an FDIC-insured bank and deposits are neither insured by nor subject to the protections of the FDIC.Crypto trading involves risk of loss. View legal disclosures at kraken.com/legal/disclosures.

–

Peaq, the Machine Economy Computer, proudly sponsors the 1000x podcast. 

Peaq is home to 60+ apps across 20+ industries and millions of onchain devices, machines, and robots. 

It powers the world’s first tokenized robo-farm in Hong Kong and has launched the Machine Economy Free Zone in Dubai as an innovation hub for Web3, Robotics, and AI.

For more about peaq, check out www.peaq.xyz

–

Katana directs chain revenue back to DeFi users for consistently higher yields.

It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags:

https://app.katana.network/?utm_source=BW-Pod

–

Timestamps:

(00:00) Are We So Back?

(02:28) Tariff Refunds?

(04:47) AI Nerves & Market Main Characters

(08:34) Avi’s Viral Advice

(12:10) Crypto Realism

(15:02) Ads (Kraken OTC, Peaq)

(16:26) How to Short in Crypto

(21:34) AERO/ENA & Hate Trading

(25:17) Tough Market to be Long

(26:53) Buy the Good, Ignore the Garbage

(29:16) We Don’t Need Another L2

(31:13) Ads (Kraken OTC, Peaq, Katana)

(33:15) Crypto’s K-Shaped Market

(40:41) Zcash & Privacy Narrative

(51:02) Buying & Selling Art

(55:18) Lessons from Trading

(01:02:30) Final Thoughts 

–

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