SHOW DIRECTORY
1000x
1000x is a crypto-markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg, with expert conversations on the macro and micro factors behind digital money, tokenomics, and price action.
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How To Position During an Oil Price Shock
Oil's $120 spike appears driven by consensus short covering, while force majeure leaves physical traders with naked financial hedges and July implied daily volatility near $6.50 versus $1 normal.A 90% chance of resolution within weeks points to Saudi supply and forced re-hedging as downside catalysts, while prolonged Hormuz closure remains the 10% stagflation risk behind six-month gold calls.
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.
What Does AI Mean For Your Future?
AI infrastructure builders may accumulate “astronomical” capital before AGI, which Avi thinks “might be” 7 years out, while 50% of spending comes from top 10% least likely displaced.The expression is utilities and construction near data-center builds rather than natural gas, while Bitcoin remains unresolved: Jonah sees 60k as the bottom, but Avi wants a hard bounce off a 60k retest.
What Avi's Betting on Outside of Crypto
Avi Felman’s portfolio pairs index beta with HOOD’s global gambling-culture bet, while gold, silver, uranium, and Tesla target macro and technology shifts.Gold warehoused in Shanghai has 7x'd in the last year, and Canada and Germany are changing their tune on nuclear power.Uranium via URA, central-bank accumulation, HOOD’s social feed, and Tesla’s public robotics access are catalysts to monitor.