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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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Psychology, Value, and Data: How Santiago Santos Navigates The Markets
Avi FelmanJonah Van BourgSantiago Santos
Santiago Santos is winding down Inversion’s crypto thesis after finding Remitly and Wise “not making money” with no pricing power, while stablecoins remain a real dollar-rail use case.The pivot favors mandated, recurring cash flow such as critical-power servicing, where fragmented markets, emergency pricing and AI-enabled efficiency may support returns, while Inversion’s holdco structure protects judgment and capital discipline.
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.
What's Driving Bitcoin Higher?
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.