1000x

Avi Felman × Seth Ginns

Franklin Templeton’s acquisition of Seth Ginns’s CoinFund liquid-fund spinout expands its crypto team, advancing a 2026 convergence thesis while prices lag sell-side momentum.CLARITY’s vote could bring federal preemption if passed; failure would slow progress, leaving commercial adoption as the hedge against political pushback.

Avi Felman × Alexander Good × Jonah Van Bourg

Alex Good’s ad-buying strategy linked acquisition economics to market attention, from long EA/short Booking to Tesla clicks driven by “Elon Musk.”His “goldfish theory” favors recurring attention over forecasting, but fragmentation and trust can break the trade; he is bearish Palantir at 100x sales.He expects AI layoffs within 3 months, while politics and 6% annualized productivity could reshape the opportunity set.

Avi Felman × Ari Paul × Jonah Van Bourg

Ari Paul warns frontier AI labs could face a Los Alamos style lockdown or full US government control within three years, a risk he says markets are not pricing.He also argues AI is where crypto was in 2021-22, with 95% of companies still likely to fail and data-center overbuilding potentially echoing late-90s fiber.The monitor is whether nationalization, stolen IP, private alpha, rotating bottlenecks, and locked-in distribution reshape which AI economics reach shareholders.

Avi Felman × Jonah Van Bourg × Max Bronstein

Bitcoin’s structure shows distribution above $120k, while DAT buying has fallen sharply; Max says he turned bullish only because his system bought the selloff, despite broken higher-timeframe structures in ETH and Solana.MicroStrategy S&P inclusion or renewed preferred financing could revive the marginal bid, while Hyperliquid’s tax-date catalyst, centralized-exchange KYC pressure, and Democratic favorability remain key signals.

Avi Felman × Jonah Van Bourg

The election shifted crypto from a stigmatized trade toward an allocatable asset class, with regulatory relief potentially unlocking capital, DeFi products, and beaten-down tokens.A strategic Bitcoin reserve could trigger sovereign front-running, while alt season may last only three weeks; ETH is a short-term catch-up trade, SOL a longer-term exposure, and extreme funding remains the exit signal.

Avi Felman × Jonah Van Bourg

Bitcoin remains a range trade until value appears near $63K or momentum confirms above $72K, after Nashville’s heavily pre-positioned sell-the-news setup.Regulatory clarity could unlock institutional custody, lending, tokenized equities, and repricing in UNI, LDO, XRP, COIN, and DeFi.ETH offers asymmetric Trump exposure, but ETF flows remain disputed, and durable adoption depends on stabilized financial conditions rather than the result alone.

Jonah Van Bourg × Avi Felman

Spot ETF inflows and the halving support a path toward $100,000, but elevated futures yields near 20% make a 30% pullback plausible and require staged exposure rather than leverage.A regulatory retreat could revive AI, meme, DeFi, and SEC-targeted assets, while the unresolved risks are an ETH ETF delay, sovereign bans, and Bitcoin’s concentrated geopolitical adoption thesis.

Jonah Van Bourg × Avi Felman

ETF flows exceeded launch expectations after GBTC outflows settled nearer $3 billion-$4 billion rather than the $5 billion-$7 billion traders had priced, with one Friday reaching $542 million of inflows.Persistent demand and reduced miner selling support Bitcoin, while Jonah’s clearest relative-value trade is scaling into ETH/BTC around 0.05275 for a possible move to 0.0665 within two to four months.

Avi Felman × Jonah Van Bourg

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.

Jonah Van Bourg × Avi Felman

BTC’s rally from roughly $25,000 to $30,000 made volatility look more mispriced amid heavy short positioning.BlackRock’s ETF filing made GBTC a convex proxy: narrowing its discount from 40% to 33% with BTC unchanged approximated an 18% underlying rally, while par implied roughly 60%–66% returns.ETF approval is the key catalyst, but the hosts planned to sell the headline tactically as regulatory uncertainty and weak ETH/alt demand persist.