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: 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.
Are Rate Cuts Dead?
Oil’s fall from above $100 to the 80s, with energy accounting for 35-40% of recent CPI growth, gives Warsh room to avoid a disastrous pivot; Jonah’s closing call is that rate cuts are not dead.Markets barely sold off through full-blown war and a closed Strait of Hormuz, reinforcing the flows-over-fundamentals regime, while SpaceX’s 4% float makes its August/September unlocks a key risk window.
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.
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.
Is Robinhood Unlocking Crypto’s Next Frontier?
Robinhood’s stock tokens, own L2, perps, and staking could make it a direct challenger to Coinbase and Hyperliquid, after its shares rose from $25 to $100.Avi’s stated trade expression favors Robinhood and Bitcoin over L1s and L2s, while tokenized equities could unlock on-chain lending and arbitrage; adoption and late-’26/’27 political risk remain key watchpoints.