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.
Everything You Need to Know About Oil
The Hormuz shock showed that oil supply can be closed financially through insurance even when no tanker is attacked, while gamma-driven selling helped reverse a historic spike.Jonah sees $88 oil as mostly geopolitical premium against a potential glut and prefers expressions with limited negative convexity; the G7’s 400M cumulative SPR pledge and Iran’s unchanged China exports are key catalysts.
Crypto Is Entering A Paradigm Shift
ETFs, stablecoin developments and the Ripple ruling moved Jonah from bearish to constructive as BTC rose 1.83% while the Nasdaq fell 1.5%.Spot ETFs could open a new liquidity gateway, but GBTC exits may offset inflows, while policy increasingly favors approved gateways such as PayPal over indiscriminate altcoin exposure.