1000x

Dive into year-end tax strategies that could influence crypto prices. Hear Jonah's intriguing CryptoPunk selling saga and the debate over which NFTs will truly hold their value. Explore bullish equity predictions, including Tesla's robotics angle and implications of potential Trump policies on stocks. The chat also covers AI's impact on jobs and market dynamics, and a look at rare earth investments tied to national security. Finally, discussions on crypto valuations challenge the classification of tokens like ETH.

The conversation kicks off by exploring Bitcoin's potential bottoming out around $90k and the factors influencing market dynamics. The hosts analyze Trump's possible Fed chair appointment and its impact on market sentiment. They dive into innovative trading strategies, including stop placement for savvy investors. ASTER and Hyperliquid are compared, sparking a debate on tokenomics and market positioning. The discussion extends to the aggressive funding of AI, predicting its bullish effects on the crypto landscape. Finally, they introduce the 1000x Terminal, a tool aimed at enhancing trading prep and analysis.

This week dives deep into the fallout from crypto's market meltdown and how bearish sentiment may have overshot. The hosts discuss possible bullish reversals fueled by stronger macro factors. They also explore the impact of AI on equities and the future of crypto trading. Jonah and Avi share their recent investment moves, emphasizing the potential of Bitcoin. Expect lively banter around prepping for disruptions, and intriguing debates on where value lies: in blockchains or applications? It's a packed discussion that balances humor with insightful market analysis.

Santiago Roel Santos, founder of Inversion Capital, dives into the intricacies of crypto valuations, highlighting the disconnect between hype and real revenue. He discusses Bitcoin's impressive rally past $95k, while warning of potential downturns for altcoins lacking support. Santiago emphasizes the importance of active users over scarce blockspace and shares insights on how capturing real economic activity is the future for crypto projects. He offers a fresh perspective on why institutional adoption may not directly benefit L1 tokens.

This discussion dives into Bitcoin's resilience in the face of a price drop, exploring potential stimulus from tariff refunds. They analyze AI's influence on the market and the nuances of shorting crypto effectively. Unique trading insights include why controversial trade ideas can signal quality and the argument for investing in Bitcoin at elevated prices. The engaging debate on privacy coins like Zcash and Monero adds intrigue, alongside practical trading lessons that emphasize mindset and adaptability. Overall, a mix of market optimism and caution!

Max Bronstein, an experienced crypto investor and former Coinbase Ventures writer, dives into the current market chaos, discussing strategic trading systems and the allure of buying during a selloff. He elaborates on why assets, even those out of favor, can surge back when triggered by buying signals. They also touch on Jonah's liquidity-driven sale of his CryptoPunk and the implications of Mamdani's NYC mayoral win on asset prices. Lastly, they explore long-term perspectives on Bitcoin, ETH, and the evolving landscape of tokenized financial assets.

Jason Yanowitz, co-founder of Blockworks and crypto media expert, dives into critical discussions about the current crypto cycle and market dynamics. He explores the tension between OG whales selling and new investors entering the market. The conversation also touches on strategies for handling big winners like Robinhood, trading psychology, and the impact of tax regulations on prediction markets. Listeners gain insights into token selection and the importance of robust tokenomics in navigating today's market.

Avi Felman, a crypto commentator and host, joins to discuss the recent market turmoil. They dive into the chaos triggered by a Trump tweet and the resulting cascading liquidations. Avi explains the contrast between Bitcoin's resilience and the fragility of altcoins, highlighting institutional flows. The conversation touches on macroeconomic impacts, including tariffs and earnings sensitivity, and explores how shifts in market dynamics may be changing the crypto landscape. They also consider whether recent events signal an opportunity for a rebound in altcoins.

Uptober kicks off with Bitcoin hitting all-time highs! The hosts dive into market dynamics as they discuss the shift from de-risking to rapid recoveries. A compelling comparison between Bitcoin and gold raises questions about genuine value. Altcoins like Zcash make headlines, hinting at potential alt season. They explore portfolio strategies and size bets wisely for maximum impact. With the convergence of crypto and traditional finance, the conversation heats up on how these shifts reshape investing strategies.

This week, the hosts dive into Plasma's $10 billion launch and its potential as a major stablecoin chain, driven by strong partnerships. They explore an intriguing trade idea on Aster, weighing the risks involved. The conversation also touches on the impacts of political sentiment on crypto regulations and investigates insider trading concerns surrounding DATs. As they analyze Bitcoin's market position versus altcoins, they challenge the traditional four-year cycle theory, before wrapping up with a bullish investment thesis for Meta.