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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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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.