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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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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.
SaaS Apocalypse, 18-Month Bear Market & Bitcoin vs Quantum
AI is reversing the software build-versus-buy equation, potentially shifting Salesforce, Atlassian, Adobe, Workday and Slack spending into hyperscaler margins while making vertical integration a decisive compute advantage.The debate now centers on whether crypto faces a 9-18 month winter, Bitcoin’s 60-64k value zone and quantum-resistant migration, with CoreWeave’s depreciating chip assets an additional risk to monitor.