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.
Psychology, Value, and Data: How Santiago Santos Navigates The Markets
Avi FelmanJonah Van BourgSantiago Santos
Santiago Santos is winding down Inversion’s crypto thesis after finding Remitly and Wise “not making money” with no pricing power, while stablecoins remain a real dollar-rail use case.The pivot favors mandated, recurring cash flow such as critical-power servicing, where fragmented markets, emergency pricing and AI-enabled efficiency may support returns, while Inversion’s holdco structure protects judgment and capital discipline.
Is Robotics The Next Megabubble?
Avi FelmanAndrew KangJonah Van Bourg
Andrew Kang sees private robotics as crypto in 2014–2015, with market capitalization rising from $20B to $100–150B and potentially 100x upside toward a tens-of-trillions destination.Robo Strategy applies MicroStrategy’s accretive issuance model to private robotics, while a roughly one-year path from GPT-3 to GPT-5-level robotics, rising VC interest and severe failure risk make execution, NAV premiums and valuation marks the key watchpoints.
Why Crypto Will Grow 10x in The Next Decade | Dan Tapiero
Avi FelmanJonah Van BourgDan Tapiero
Dan Tapiero sees crypto expanding from roughly $5T to $50T by 2035, with Bitcoin at $20T, ETH and alts at $10T, and crypto equities at $20T.Stablecoin volume reached $33T last year while DeFi revenue reached $100–200M monthly, supporting the growth case, but the timing, token-versus-equity economics, and whether Bitcoin stays above $50k remain key tests.
Bitcoin Breaks $95k, Crypto’s Valuation Problem, & The Path To Real On-Chain Users
Santiago Roel SantosAvi FelmanJonah Van Bourg
Santi argues ex-Bitcoin crypto’s $1.5T valuation lacks support while active on-chain users remain around 40M, setting a 500 million-user threshold for taking the market seriously.The investable shift is from commodity blockspace to killer applications, with Inversion proposing to buy real businesses such as Western Union and route settlement flows through its own chain to solve crypto’s go-to-market problem.
What's Driving Bitcoin Higher?
About $3B in weekly Bitcoin ETF inflows appear to be real spot demand: CME open interest rose only $1B while Binance BTC OI fell.MSTR copycats add bullish flow but create liquidation risk, as new SPVs lack Saylor’s non-recourse protection if Bitcoin drops 30–40%.Watch premium-to-book, liquidation levels, and whether cash-flowing DeFi and RWAs develop into the next durable growth trade.
Picking Winners Post Trump Trade | 1000x
$TRUMP’s surprise launch drained liquidity from altcoins, sending them down 30-80% in 72 hours, but Jonah classifies the move as technical rather than fundamental.Both hosts identify AI coins as the differentiated recovery trade, with Virtuals revenue down 99% and AI Mania still ahead, while Solana’s endorsement creates tail risk and $TRUMP’s geopolitical upside remains speculative.