1000x
Podcast

1000x

by Blockworks

84 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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84 posts
Are We Still in a Bull Market?

Are We Still in a Bull Market?

335 days ago•1000x•Blockworks
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.

AI Nerves, Crypto Realism, Privacy Coins, & Lessons From Trading

Consider accumulating Bitcoin (BTC) on significant dips, as one analyst would allocate heavily if the price were to reach $70k. With the privacy narrative returning, look into buying Monero (XMR) as a key asset in this theme. For exposure to the growing Base ecosystem, analysts suggest Aerodrome (AERO) is a direct and potentially undervalued investment. For a longer-term hold, consider fundamentally strong protocols like Aave (AAVE) and Maple Finance (MPL), which are suggested as buys with a 6-12 month outlook. Finally, it is recommended to avoid investing in hyped Layer 2 (L2) infrastructure tokens, as the market is seen as oversaturated.

Massive Selloff, Mamdani Wins, & Jonah Ditches His CryptoPunk

For long-term investors, the bullish case for Bitcoin (BTC) remains strong, and significant price dips are viewed as potential buying opportunities. A high-conviction altcoin to consider is Hyperliquid (HYPE), which benefits from a buy-and-burn mechanism that creates constant demand for the token. A more speculative, contrarian trade is a long position in Plasma, which saw a buy signal at $0.27 based on extremely negative market sentiment. Conversely, investors should be cautious with Ethereum (ETH) due to major concerns about its long-term ability to capture value. The overarching investment theme is to find projects building the infrastructure for Internet Capital Markets, which is seen as a powerful long-term trend.

Is the Cycle Over, Portfolio Psychology, & Prediction Market Alpha

Consider buying Bitcoin (BTC) on any significant price dips, as the current market is seen as a healthy consolidation and a prime entry point. For long-term growth, analysts are extremely bullish on Robinhood (HOOD) as a "generational financial brand" benefiting from demographic shifts in investing. Focus on altcoins with strong business models that return value to holders, such as the online casino Shuffle (SHFL) or the DeFi platform Aerodrome (AERO). Conversely, it may be wise to avoid Uniswap (UNI), which is considered a "tough coin" to own because it does not currently share revenue with token holders. The recent profitable trade in gold and silver miners is now viewed as concluded, suggesting investors should consider taking profits or avoiding the sector for now.

Market Meltdown, Altcoin Carnage, & Crypto's Next Chapter

The recent dip in Bitcoin (BTC) is viewed as a major buying opportunity, with a potential target of $200,000 in the next six months if it can hold above $100,000. Investors should exercise extreme caution with most altcoins, as the recent crash has severely damaged speculative interest in the sector. For those seeking altcoin exposure, consider higher-quality projects with clear utility, such as Binance Coin (BNB) and the undervalued Synthetix (SNX). Consider reducing exposure to MAG-7 stocks due to their geopolitical risk from China, as Bitcoin may offer a better risk-reward profile for the remainder of the year. The strength in Gold confirms a broader currency debasement theme, providing a strong macro tailwind for hard assets like Bitcoin.

Markets Ripping, Bitcoin All-Time High, & What's the Trade?

Bitcoin (BTC) is the highest conviction investment, with analysts targeting $150,000 - $160,000 by year-end following its recent breakout. For leveraged equity exposure to the crypto bull market, consider Galaxy Digital (GLXY.TO), which is viewed as a significantly undervalued "compression trade" with multiple growth catalysts. Ethereum (ETH) is presented as a prime "catch-up trade" that may outperform Bitcoin in the near term as capital rotates into other large-cap crypto assets. Investors holding Gold could consider rebalancing some profits into crypto to capture more potential upside. For a high-risk, high-reward play, analysts mentioned December $150,000 strike calls on BTC or a long-term position in Robinhood (HOOD).

Plasma’s $10B Launch, ASTER Trade Ideas, DAT Insider Crackdown & Jonah's META Thesis

Analysts are extremely bullish on Plasma (XPL) as a long-term hold, believing its strong backing and focus on the stablecoin market could make it a $20-$30 billion protocol in the next year. For equity investors, Meta Platforms (META) is presented as a high-conviction buy, with a thesis that the market is undervaluing its long-term potential in AI and AR smart glasses. In the current market, consider favoring Bitcoin (BTC) over most altcoins, as it shows more strength and is expected to lead the next major rally. Exercise caution with altcoins, as projects like Athena (ENA) face significant selling pressure risk from a regulatory investigation into Digital Asset Trusts (DATs). A potential advanced trade is to short the overhyped Aster (ASTER) while favoring its superior competitor, Hyperliquid (Hype).

Value & Momentum

Value & Momentum

412 days ago•1000x•Blockworks
Podcast50 min 54 sec

Expect a short-term correction in Bitcoin (BTC), with the $99,000 - $105,000 range being a high-conviction buying zone. Be cautious with altcoins as they are poised for a sharp drop, but prepare to buy quality projects like Aerodrome (AERO) and Ethena (ENA) during the sell-off. A key theme is to invest in assets appealing to traditional finance, such as crypto-related stock Galaxy Digital (GLXY.TO) and BNB, which have shown relative strength. The strong upward trend in **Uranium (URA ETF

Is It Time to Rotate Out of Crypto?

Is It Time to Rotate Out of Crypto?

419 days ago•1000x•Blockworks
Podcast52 min 42 sec

Given short-term weakness in Bitcoin and Ethereum, consider reducing exposure to speculative altcoins as the crypto market may enter a consolidation period for the next two to three months. For a long-term crypto investment, Aerodrome (AERO) is presented as a high-conviction opportunity due to its strong revenue and strategic position within the Base ecosystem. Consider Tesla (TSLA) as a long-term investment, viewed as the primary public company for exposure to the coming humanoid robotics revolution. Robinhood (HOOD) stock is a bullish play on the macro trend of increased retail trading and the "gamification" of finance. To invest in the theme of global energy independence, the Uranium (URA ETF) is a "super bullish" long-term bet on the resurgence of nuclear power.

Still Time To Be Bullish?

Still Time To Be Bullish?

424 days ago•1000x•Blockworks
Podcast52 min 33 sec

A potential regulatory shift allowing US investors access to Binance could be a major catalyst for BNB, with a potential price target of over $1000. Consider Galaxy Digital (GLXY.TO) as an undervalued play on the AI narrative, as its data center business could cause the stock to double. For a high-risk investment in the on-chain gambling trend, Pump.fun (PUMP) is generating significant revenue and conducting token buybacks, providing a fundamental case for growth. Anticipated institutional buying pressure from new digital asset treasuries presents a medium-term bullish catalyst for Solana (SOL). As a broader play on the growth of retail speculation, consider Robinhood (HOOD), whose new social features could amplify trading behavior on the platform.

Why Is Everyone So Bearish?

Why Is Everyone So Bearish?

432 days ago•1000x•Blockworks
Podcast50 min 6 sec

Analysts identify Ethereum (ETH) and Solana (SOL) as the best assets to buy right now due to strong institutional capital inflows. A specific high-conviction trade is on Solana (SOL), with a price target of $260 and an invalidation point if it drops below $184. Bitcoin (BTC) is considered a core holding with significant upside remaining, driven by a favorable political environment. Gold is also a strong buy, with a potential long-term target of $4,000 fueled by falling interest rates and central bank demand. For investors with a higher risk appetite, precious metals miners offer a leveraged way to bet on rising commodity prices.

Can Rate Cuts Save Crypto’s Bull Market?

Can Rate Cuts Save Crypto’s Bull Market?

440 days ago•1000x•Blockworks
Podcast52 min 12 sec

The expectation of Federal Reserve rate cuts provides a strong tailwind for risk assets, making it a good time to hold core positions in assets like Bitcoin (BTC). For Ethereum (ETH), consider waiting for a pullback to the $4,100 area before buying, as significant selling pressure exists near the $5,000 all-time high. Exercise extreme caution with Solana (SOL), as a price of $250 is viewed as a potential major top and an opportunity to sell. Investors should be highly skeptical of the DePIN sector, as its token-based economic model is considered fundamentally flawed. Finally, be wary of complex new investment vehicles like DATs, which may be designed to provide insiders with early liquidity at the expense of retail investors.

One More Push Higher Before the Crash?

One More Push Higher Before the Crash?

447 days ago•1000x•Blockworks
Podcast53 min 20 sec

The current pullback in Ethereum (ETH) presents a buying opportunity for a final rally expected to last another 3-4 weeks. During this period, consider aggressively taking profits on ETH-beta plays like Chainlink (LINK) and Aerodrome (AERO), as this "alt season" is likely temporary. Plan to rotate profits from these speculative trades back into Bitcoin (BTC), which is viewed as the core asset to hold for the long term. The highest conviction future opportunity is to buy Digital Asset Treasury stocks like MicroStrategy (MSTR) if they trade at a deep discount (30-40%) to their crypto holdings. Monitor these stocks closely, as them trading at a discount is a key warning sign that the crypto rally's buying pressure is ending.

Did ETH Just Signal Alt Season?

Did ETH Just Signal Alt Season?

454 days ago•1000x•Blockworks
Podcast52 min 35 sec

Analysts are very bullish on Bitcoin (BTC), citing increased institutional adoption and price targets as high as $150,000. Ethereum (ETH) is considered a key indicator for the broader market, with analysts turning bullish and seeing potential for it to double or triple from current levels. For higher growth, Aerodrome (AERO) is a high-conviction bet due to its strong fundamentals and dominant position on the Base network, with some seeing it as a potential "three-bagger or a five-bagger." The established DeFi protocol Aave (AAVE) is viewed as a potential breakout trade, as its price has not yet reflected its recent massive growth in Total Value Locked. The overall strategy suggests holding BTC as a core asset while using ETH's performance to time entries into higher-reward opportunities like AERO and AAVE.

What To Own This Cycle?

What To Own This Cycle?

461 days ago•1000x•Blockworks
Podcast50 min 55 sec

The recent dip in Bitcoin (BTC) is viewed as a buying opportunity for long-term holders, with analysis suggesting it would be a mistake to sell before a potential move to the $140k - $180k range. As a primary catch-up trade, Ethereum (ETH) is showing significant strength and is considered a high-conviction bet to outperform Bitcoin in the near term. For a higher-risk play, Galaxy Digital (GLXY.TO) is being watched as a potential meme stock that could rally towards $40 on a positive earnings catalyst. Litecoin (LTC) is also considered bullish due to its simple "silver to Bitcoin's gold" narrative, which is attractive to institutional buyers. Conversely, some traders are actively betting against Coinbase (COIN) with puts, believing its recent price surge is an unsustainable, retail-driven bubble.

The Rise Of Crypto Treasury Companies

The Rise Of Crypto Treasury Companies

468 days ago•1000x•Blockworks
Podcast59 min 27 sec

Analysts remain highly bullish on Bitcoin (BTC), viewing significant price dips from large, one-off sales as prime buying opportunities. For investors seeking leveraged crypto exposure, MicroStrategy (MSTR) is presented as the most robust crypto treasury company, while newer competitors carry significant risk. Ethereum (ETH) is currently a compelling short-term momentum trade based on strong technicals, but its long-term fundamentals are viewed with skepticism. A continued rally in ETH is a strong indicator that a broader altcoin season is likely to begin. For a specific opportunity, consider the altcoin Hyperliquid, which was flagged as a potential buy due to recent underperformance despite a positive fundamental outlook.

Where Are We In The Cycle? | Willy Woo

Where Are We In The Cycle? | Willy Woo

475 days ago•1000x•Blockworks
Podcast1 hr 15 min

The crypto market is in a late-stage bull run, with analysis suggesting Bitcoin (BTC) could see its most significant gains in the coming months. Consider holding BTC and re-evaluating your position as the price approaches the $150,000 level. Market indicators suggest an "alt season" is beginning, making it a favorable time to rotate some capital into Ethereum (ETH). ETH and other large-cap altcoins are now expected to outperform Bitcoin as capital flows down the risk curve. Due to high volatility, a buy-and-hold strategy is recommended to avoid missing the most explosive days of the rally.