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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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1000xEN · 59 min

What's Driving Bitcoin Higher?

Avi FelmanJonah Van Bourg

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.