PERSON DIRECTORY
Avi Felman
Host of 1000x. Avi Felman appears in 146 indexed conversations across 1000x. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Sticky Inflation + Energy Prices: End of the Rally or Pause?
Global crude could hit operational tank bottoms by September: inelastic demand and an 8mbd supply loss could keep oil above $100, though Avi says $200 would force resolution within two months.A 50% chance of a December rate hike and Kevin Warsh’s possible real-time CPI rebase create an underpriced catalyst for equities and an even harsher risk for crypto, while Jonah argues AI’s marginal dollar remains far from exhausted.
Bitcoin’s Back, Venezuela Regime Change, Memecoins, 2026 Mega Trends
Bitcoin’s 85–90k consolidation, muted funding, and restrained open interest support Avi’s “new all-time-high run” thesis, with 100K as the supply-activation threshold.Both hosts remain bearish on memecoins in aggregate, favoring shorts only after a 60–70% impulse move in high-FDV, low-float tokens against Bitcoin.Regime change could remove state-linked BTC selling and may make seized coins the foundation of the SPR, while Venezuela’s oil reserves offer little near-term supply and Iran remains the larger catalyst and risk.