1000x
Podcast

1000x

by Blockworks

60 episodes

1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg. We bring on experts to dive deep into the macro and micro factors that represent the lifeblood of digital money and web3. As an increasing share of economic activity and attention migrates online, tokenomics and price action is increasingly relevant to everyone. If you’re interested in the future of markets and crypto, this show is for you.
Ask about 1000xAnswers are grounded in this source's posts from the last 30 days.

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60 posts
Investor Relations in the Onchain Era

Investor Relations in the Onchain Era

115 days ago1000xBlockworks
Podcast21 min 59 sec

Focus on Bitcoin (BTC) as your core holding, as it remains the primary beneficiary of institutional adoption and shows the strongest relative price performance. Avoid the broader altcoin market where the average token is down 80% from 2021 highs due to massive supply dilution and a lack of transparent financial reporting. Prioritize investments in BNB (BNB) and Jito (JTO), as these protocols are leading a shift toward "public company" style transparency and standardized investor relations. Monitor the Real World Asset (RWA) and Stablecoin sectors for long-term growth, as major institutions like Stripe and global banks are aggressively building on-chain infrastructure. Seek out protocols that offer clear value accrual mechanisms and regular "earnings-style" updates to navigate the current disconnect between high network revenue and stagnant token prices.

Why We’ve Bottomed, Oil Hits $100 & The Stablecoin Trade

Accumulate Bitcoin (BTC) on dips below $70,000, targeting a rally toward $85,000 - $90,000 by year-end, while maintaining a strict stop-loss if prices fall back under $69,000. Consider Hyperliquid (HYPE) as a high-conviction growth play, with analysts projecting a move from current levels near $40 toward a target of $150 - $200. For exposure to the stablecoin and fintech sectors, prioritize Sky (SKY) and Coinbase (COIN) over high-valuation plays like Circle or commoditized platforms like Curve (CRV). Robinhood (HOOD) offers a strong recovery trade with a price target of $110 - $120 as retail crypto trading activity accelerates. Avoid speculative altcoins like Near Protocol (NEAR) and Bittensor (TAO), instead rotating capital into U.S. Software (IGV) and Big Tech as geopolitical fears subside.

Finding Edge as a Trader, The Hyperliquid Thesis & Trades For 2026 | Capital Flows

Investors seeking exposure to the Hyperliquid ecosystem can use Hyperliquid Strategies (PER) as a high-conviction proxy for the protocol's institutional-grade growth through 2026. Oracle (ORCL) is a top-tier "leveraged bet" on AI, with management targeting a long-term stock price of $800 supported by aggressive share buybacks and low float. To capitalize on the massive energy requirements of AI data centers, focus on Uranium Miners based in the US or Western-allied nations rather than the raw commodity. Gold remains a vital hedge against global de-dollarization, though investors should watch for a resolution in Middle East tensions as a potential signal to rotate back into US Equities. For industrial growth and domestic self-reliance, prioritize Copper and Rare Earth Minerals companies that operate independently of Chinese supply chains.

Everything You Need to Know About Oil

Everything You Need to Know About Oil

129 days ago1000xBlockworks
Podcast58 min 40 sec

Investors should look to fade spikes in Crude Oil, as prices near $90 are viewed as "geopolitical froth" with a fundamental value closer to $50. Avoid trading oil futures directly due to high volatility; instead, use geopolitical sell-offs to build positions in Bitcoin and Uranium, which are considered long-term "mega-trend" assets. Intel (INTC) is highlighted as a high-conviction play for domestic chip production with a price target of $80. For exposure to rare earth minerals, the REMX ETF is a top pick with a projected target of $200 as capital flows back into U.S.-aligned industrial assets. Finally, consider the Tel Aviv Stock Exchange for a potential 15% short-term recovery play as regional tensions stabilize.

How To Trade Crypto Cycles with Flood

How To Trade Crypto Cycles with Flood

135 days ago1000xBlockworks
Podcast59 min 32 sec

Accumulate Bitcoin (BTC) during current periods of market disinterest or price stagnation, targeting a 6 to 12-month growth horizon as it transitions into a safe-haven asset. Maintain a cash reserve to buy aggressive 20-30% "flush outs" in high-conviction assets, as these liquidations historically offer the best entry points for long-term gains. Consider Hyperliquid (HYPE) as a "Kingmaker" trade to capture the shift toward decentralized perpetual futures, a sector expected to outperform traditional options. Monitor Robinhood (HOOD) as a primary play for retail trading growth, especially as it expands its "super app" capabilities into crypto and advanced trading products. Prioritize investments in functional Applications and AI over speculative "Altcoin" chains, focusing on platforms with clear revenue and product-market fit.

Introducing: Inflection Point | The Crypto-TradFi Convergence

Institutional investors are shifting from testing to full production, making Bitcoin (BTC) a high-conviction hold with a major support level identified at $60,000. Investors should monitor BlackRock (BLK) as they lead the "tokenization of everything," with plans to move their ETFs and treasuries on-chain within the next 3 to 12 months. Aave (AAVE) and Uniswap (UNI) are highlighted as primary beneficiaries of this shift, as they provide the decentralized infrastructure for lending and trading that outperforms traditional banks. For equity-based exposure to the crypto-tradfi convergence, MicroStrategy (MSTR) remains a top proxy for institutional Bitcoin volume and liquidity. Focus on the Real World Asset (RWA) sector, specifically projects automating structured finance and credit, as these are the most immediate targets for displacement of traditional middlemen.

The 2028 Global Intelligence Crisis: Will AI Lead To A Market Crash?

A high-conviction pair trade is to go long Apple (AAPL) as a key AI hardware winner and short IBM (IBM) as a primary loser to AI automation. Invest in the massive energy requirements for AI by buying the broad energy sector via XLE or making a targeted bet on uranium through URA. Hold Bitcoin (BTC) as a long-term hedge against the risk of currency debasement from future large-scale monetary printing. Be cautious with software companies like DoorDash (DASH) whose intermediary business models are at high risk of disruption from AI agents. View any short-term price weakness in Apple (AAPL) as an attractive entry point for a core long-term holding.

AI Capex Meets SaaS Apocalypse, 18-Month Bear Market & Bitcoin vs Quantum

Consider buying mega-cap tech stocks like Google (GOOGL) and Meta (META), which are poised to benefit from AI-driven productivity gains. As part of the "SaaSpocalypse" theme, consider shorting software providers like Salesforce (CRM) on any significant price bounce, as they face long-term risk from in-house AI development. For Bitcoin (BTC), the $60,000 to $64,000 range is seen as a value zone for accumulation, with $52,000 being a key level to buy aggressively. In the altcoin market, focus on projects with real revenue like Aerodrome (AERO), which is viewed as a favorite with significant upside. Be prepared for a potential crypto winter lasting 9 to 18 months, which will create opportunities in high-quality projects that survive the downturn.

What Does AI Mean For Your Future?

What Does AI Mean For Your Future?

156 days ago1000xBlockworks
Podcast46 min 46 sec

Invest in the core infrastructure of the AI megatrend by considering positions in dominant tech companies like Google (GOOGL) and Amazon (AMZN). To play the massive increase in power demand from AI, consider investing in public utilities located near data centers or exploring the uranium sector. For Bitcoin (BTC), view the current sideways trading as a long-term buying opportunity, with $60k acting as a critical support level. The era of easy gains in meme coins is considered over, so avoid these assets as the market now favors projects with real utility. Overall, focus on companies and assets that provide the essential infrastructure for AI and avoid purely speculative plays.

Is BTC A Buy, Metals Crash, Hyperliquid RWAs, New Fed Chair

The recent crypto downturn presents a buying opportunity in Bitcoin (BTC) and Hyperliquid (HYPE), which is seen as a top revenue-generating asset. A short-term trade for BTC involves buying around $75,000-$77,000 with a stop-loss below $74,000, while Ethereum (ETH) should be avoided. Investors are advised against buying the dip in Gold and Silver due to expected continued selling pressure. The pullback has created an attractive entry point for long-term megatrends like uranium and rare earth minerals. Consider buying the URA ETF at $53 and the REMX ETF at $85 for exposure to these themes.

Metals Alt Season, Catchup Trades, Bitcoin vs Gold, Crypto Is Dead

Wait for a significant correction in gold before establishing a long-term position, as the current rally is seen as an overheated "blow off top." Avoid silver, which is viewed as a highly speculative bubble with a high risk of a significant price collapse. Consider accumulating strategic metals ETFs like REMX (rare earths) and URA (uranium) on any pullbacks, as they are part of a long-term "mega trend" in resource independence. Patiently accumulate Bitcoin (BTC) during its current weakness, as it is viewed as a generational investment with significant long-term upside. For altcoin exposure, focus on revenue-generating projects like Hyperliquid (HYP), which is considered a good buy now that it has likely bottomed.

Crypto Struggling, Metals Ripping, Active Trading, Death of Crypto Twitter

Precious metals are in a strong uptrend, with analysts seeing Gold potentially reaching $10,000 within the next two years. Consider investing in sectors benefiting from government spending, such as Uranium and rare earth metals via the REMX ETF. For long-term investors, the current weakness in Bitcoin could present a buying opportunity, with a potential entry point around the $80,000 - $85,000 level. Within crypto, focus on revenue-generating projects like Hyperliquid, which is considered a potential long-term buy if its price dips to around $12. Exercise extreme caution with most altcoins, as meme coins like PEPE and WIF are showing significant weakness and may be prime shorting candidates.

Bitcoin’s Back, Venezuela Regime Change, Memecoins, 2026 Mega Trends

The analysis is extremely bullish on Bitcoin (BTC), viewing the current market as a "generational entry" with a potential short-term price target of $125,000 within the next six weeks. As a long-term hedge against global currency devaluation, consider allocating to hard assets like Gold, Silver, and Uranium. During broad crypto market rallies, look for opportunities to short "old" meme coins like PEPE or high-valuation VC coins like WorldCoin (WLD) after they experience a significant price pop. A potential regime change in Iran is a key event to watch, as it would likely be very bearish for crude oil prices. This same event is viewed as a major bullish catalyst for Bitcoin, as it would remove a significant source of selling pressure from the market.

What's The Trade For 2026?

What's The Trade For 2026?

199 days ago1000xBlockworks
Podcast56 min 57 sec

A high-conviction, short-term trade is to be bullish on Bitcoin (BTC), with a price target of $100,000 by the end of January; one aggressive strategy mentioned was buying IBIT $55 calls. For a longer-term investment, consider that a 50/50 basket of gold and silver is predicted with high probability to outperform the S&P 500 by 2026. Privacy coins like Monero (XMR) and Zcash (ZEC) are seen as a major opportunity for 2026, driven by a strong narrative and real-world demand. Conversely, investors should be extremely cautious with older altcoins and meme coins, as they are expected to continue underperforming and not see a major resurgence. Finally, exposure to "geopolitical assets" is another key theme, with the REMX ETF highlighted as a way to invest in the rare earth minerals sector.

Bitcoin Needs Vol, BTC vs Gold, Retail Trading Edge, 2026 Predictions | Jeff Park

Consider investing in platforms like Coinbase (COIN) and Robinhood (HOOD) to capitalize on the predicted growth of prediction markets to over $100 billion by 2026. Anticipate the return of the privacy narrative in crypto by researching potentially undervalued projects such as Monero (XMR) and Zcash (ZEC). The current rally in Gold could be a leading indicator for a future "catch-up" trade in Bitcoin, which is currently in a potential accumulation zone for long-term believers. Monitor Bitcoin's volatility closely, as a significant increase is seen as a necessary catalyst for its next major price move. Retail investors may find an edge by focusing on ideological investing and strong narratives, such as the long-term government spending case for Palantir (PLTR).

When Do We Buy, Global M2, Does Crypto Need A Catalyst, & Owning Your L’s

Consider buying Bitcoin (BTC) within the $74,000 to $88,000 demand zone, targeting an entry near $75,000 around the end of December as tax-selling pressure subsides. Analysts are extremely bearish on Ethereum (ETH), advising investors to avoid it due to poor performance and a potential drop to $2,200. You should avoid investing in most altcoins until Bitcoin confirms a bull market and consider selling losing positions before year-end for tax-loss harvesting. For stock exposure, Robinhood (HOOD) is viewed as a bullish way to play the crypto theme, while the SPDR S&P 500 ETF (SPY) offers a safer, diversified bet on the market. The primary long-term investment themes are de-dollarization, AI, and humanoid robotics.

Are We Still in a Bull Market?

Are We Still in a Bull Market?

221 days ago1000xBlockworks
Podcast1 hr 23 min

Consider Bitcoin (BTC) as a core long-term holding, viewed as a modern store of wealth and a hedge against currency debasement. For long-term growth in retail finance, Robinhood (HOOD) is presented as a high-conviction investment for the next five years. To invest in the theme of reshoring critical supply chains, the REMX ETF offers targeted exposure to rare earth mineral companies. Following a significant price drop, UnitedHealthcare (UNH) is highlighted as a potential "buy the dip" opportunity for value investors near its 2020 price levels. Be extremely cautious with most altcoins, as the analysis suggests shorting overvalued projects like Aptos (APT) may be a key trade.

Bitcoin Reclaims $90k: Have We Bottomed?

Analysts suggest Bitcoin (BTC) has bottomed, presenting a buying opportunity below $90,000 with a potential target of $100,000 within the next 1-2 months. Hyperliquid (HYPE) is considered a high-conviction trade with a price target of $50 within six weeks, supported by strong project revenue and demand in the $29-$32 range. The recent 33% pullback in Robinhood (HOOD) stock is identified as a key buying opportunity for a long-term bet on the growth of retail trading. For a more speculative play, Aster (ASTER) is a high-risk bet that could multiply in value if it closes the valuation gap with competitors, with strong support noted at $0.90. Lastly, Google (GOOG) is a bullish pick based on the belief that its Gemini AI model will win the AI race, transferring significant value to its public stock.

Market Meltdown, Crypto vs Equities, & Is This Bounce A Buy?

Consider buying Bitcoin (BTC) at its current price, as analysts see a potential 50% upside within the next three months. The NASDAQ is expected to reach new all-time highs within two months, driven by the massive profitability boost from Artificial Intelligence (AI). Google (GOOGL) is a top equity pick due to its strong market position and the game-changing potential of its Gemini 3 AI model. For a shorter-term trade, look to buy Solana (SOL) in the $126-$128 range with a price target of $155-$185. Prioritize investing in established crypto applications over new infrastructure tokens, as this is where future value is expected to be captured.

Bitcoin Breaks $95k, Crypto’s Valuation Problem, & The Path To Real On-Chain Users

Consider holding Bitcoin (BTC) as a core portfolio asset, viewing it as a "digital gold" hedge and potentially adding to your position on dips below $90k. Exercise extreme caution with Layer-1 blockchains like Ethereum (ETH) and Solana (SOL), as their valuations appear unsustainably high and face significant downside risk. The primary investment opportunity is shifting away from blockchain infrastructure and towards the "killer apps" that are built on top of them. Look for value in revenue-generating DeFi protocols like Uniswap (UNI) and Aave (AAVE), which may become more attractive as the market matures. The key strategy is to favor Bitcoin while avoiding overvalued infrastructure plays and focusing on applications with real user activity.