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.
MARKET UPDATE: Alts Ripping, Economy Crushing, Scammers Scamming — What’s Next?
Avi’s GP dispute alleges holders publicly promised to hold while selling concealed inventory, making on-chain wallet behavior the key test of verifiable trust.Both hosts contrast meme-coin speculation with positive-sum crypto built on “good product, good revenues, good team,” citing Avi’s ZRO-versus-ETH trade and Robinhood’s perpetuals rollout through Bitstamp.They frame five-year mega trends, retail investors’ tolerance for volatility and AI-driven concentration as the durable signals, while leaving the best expression—broad exposure or concentrated winners—unresolved.
MARKET UPDATE: Live With GMoney, Inflation Is In, Is This The Crypto Top?
An in-line CPI print makes a next-meeting hike near-certain, but Avi says AI capex may mean the cycle will not last.Nvidia’s neocloud financing could become capital-light SaaS-like revenue after roughly two years of consolidation.Tokenized-stock pairings may create on-chain demand; Quotrons has roughly $10M market cap, and FWA depends on sustained top-of-funnel spins.
MARKET UPDATE: Hunter Biden Scams Us, $INTC Rips, Commodities Onchain, Anthropic's Skynet Risk
Bitcoin’s failure to clear $80K has Jonah turning short-term bearish, with a “quite high” probability of falling below $70K.Stocks migrating onchain through Lighter and Hyperliquid could leave Nasdaq behind, while $LAPTOP’s fall from $1.5B to about $630M highlights political-token extraction risk.
MARKET UPDATE: What Is MemeFi, WAR With Iran, & The Fed Not Backing Down — What You Need To Know
MemeFi is rotating between stories rather than attracting a broad 2020–November 2021-style wave, while Robinhood Chain’s weekly volume rose from $500M to $1.5B.Jonah says value may accrue to FOMO, exchanges, Vlad Tenev, or underlying protocols rather than ordinary traders, leaving sub-1% sizing, multi-cycle durability, frontier-model productivity, and Iran’s Hormuz leverage as risks to monitor.
Markets Hit A New All Time High, Whats Next?
Market breadth, commodities, and AI-driven software repricing support Avi’s lockout-rally thesis, while under 30% of workers use AI daily.Bitcoin’s resilience suggests few sellers remain, and STRC’s 11.5% dividend plus MSTR’s weekly purchases could amplify a staircase rally before a blow-off top.Credit-card defaults or weaker luxury spending would falsify the AI thesis.
Why We’ve Bottomed, Oil Hits $100 & The Stablecoin Trade
Avi sees Bitcoin’s failed breakdown and move above 74 as evidence that sellers are exhausted, with 69 as the failed-breakout risk level and 85 as the near-term target.The Iran shock may create a wall of worry rather than lasting contagion, while Hyperliquid’s weekend access and Sky’s buybacks offer differentiated stablecoin exposure as Circle faces high valuation and falling-yield risk.
Finding Edge as a Trader, The Hyperliquid Thesis & Trades For 2026 | Capital Flows
Hyperliquid Strategies (PURR), bought from the “low threes” and now $5.50, aims to bring traditional products onto crypto before institutions can access it through brokerages.Oracle is the other major bet after leveraging its balance sheet, stock, income statement, and capex, while agentic trading targets discretionary edge beyond price signals; Iran, liquidity, and post-midterms dollar risks remain key variables.
How To Trade Crypto Cycles with Flood
Flood remains bullish on Bitcoin as debt and deficits make debasement “an inevitability,” while arguing that value is concentrating in stores of value, permissionless trading, and stablecoins.Perps could dominate options as Binance data shows over 92% of derivatives users trade them; HYPE, HOOD, app-level aggregation, and quantum risk are the main adoption catalysts and unresolved risks.
Are We Still in a Bull Market?
Year-end tax-loss harvesting can amplify crypto declines because funds may sell losers and rebuy immediately under crypto’s lack of a wash-trading rule.With BTC down on the year, the hosts see a decay-mode market, favor shorting L1s and monitoring Hyperliquid’s team-unlock overhang into January.
Bitcoin Reclaims $90k: Have We Bottomed?
Bitcoin’s selling may be exhausted after the Nov. 21 capitulation wick to $80k, a low-volume flush near the 92-93k demand zone, and whale accumulation below $90k.The setup points to a 90-91k entry targeting $100k, while a choppy December, possible January inflows, Hasset’s dovish Fed signal, and an AI reckoning no earlier than late 2026/early 2027 remain key variables.