Covering the new age of finance. For traders by traders. Live every Wednesday @ 1pm. Hosted by @AviFelman and @jvb_xyz
Joined December 2022
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In this new episode, @jvb_xyz tells @AviFelman he's been of the “nothing ever happens” mindset for years.
But this week he came back worried — and not about the thing everyone else is worried about.
All that, plus:
• CoreWeave’s Bonds Are In Distress
• The $334B Hole In AI Cash Flow
• Why The Neo Clouds Get Eaten
• Why Compute Futures Never Happen
• $10M A Year Selling Donuts In Iraq
OUT NOW on @YouTube & @Spotify👇
1000x retweeted
-why compute futures won't take off
-Corweave deep dive & intra-AI opportunities
-why I am still bullish AF the broader market
In this new episode, @jvb_xyz tells @AviFelman he's been of the “nothing ever happens” mindset for years.
But this week he came back worried — and not about the thing everyone else is worried about.
All that, plus:
• CoreWeave’s Bonds Are In Distress
• The $334B Hole In AI Cash Flow
• Why The Neo Clouds Get Eaten
• Why Compute Futures Never Happen
• $10M A Year Selling Donuts In Iraq
OUT NOW on @YouTube & @Spotify👇
🔗 Links to the Full Episode
• YouTube: youtu.be/vqzmc0gkCpk
• Spotify: open.spotify.com/episode/1ty…
• RSS: anchor.fm/s/112316ec0/podcas…
MARKET UPDATE: What Breaks First — Bitcoin, AI, or the Bond Market? xitter.cf/i/broadcasts/1DxLdZlwL…
MARKET UPDATE: What Breaks First — Bitcoin, AI, or The Bond Market?
🔴 LIVE w/ @AviFelman & @jvb_xyz @ 3pm ET
Here on 𝕏 + @YouTube 👇
LINK: youtube.com/live/nmwOBKlxv8U…
He invented the perp. He built the biggest crypto derivatives exchange in the world, shut it down, and got pardoned by Trump.
Now @CryptoHayes is the one guy at the AI party asking who’s picking up the check.
New episode with @AviFelman from @token2049
00:00 Coming Up on 1000x...
00:39 The Book That Sent Him To Asia
04:29 On The Desk The Day Lehman Failed
09:14 Building BitMEX & The 100x Leverage Unlock
15:26 Inventing The Perp
18:57 Shutting Down BitMEX & The 30K BTC Question
26:16 “We’re Wasting Trillions On AI”
29:22 Why The Bailout Is Inevitable
40:47 @flop_labs: A Currency For AI Agents
🔗 Links to the Full Episode w/ @CryptoHayes
• YouTube: youtu.be/clWKbuJG5-M
• Spotify: open.spotify.com/episode/5gA…
• RSS: anchor.fm/s/112316ec0/podcas…
1000x retweeted
The best people to listen to are the practitioners of the craft. That's why people listen to all-in. It's much harder to produce actionable content if you aren't embedded in the industry you're in. When people consume content they want you to tell them:
1. What to do with their time
2. What to do with their money
3. Simply be told an interesting story.
For financial media specifically, the person that can do that the best are the people in the arena.
This is unironically why Jim Cramer got so big -- he was one of the first hedge fund managers to move into the media world.
I used to manage over 1b+ and helped set up the crypto arm of a 60b asset manager
I’ve been in the trenches with you all.
So @1000xPod plans to do this on a larger scale.
1000x retweeted
"Our view always has been: you want to work with the absolute best partners in the world, and you want to go super deep and help them build something that meaningfully moves their business forward.
And if you do that, we've found that you just win over time."
- @PrimordialAA on the @1000xPod
The cancer of side wallet scammers.
This is how it works.
Somebody buys a coin via a public wallet (via @fomo or elsewhere).
They tell you they are never selling.
Then they sell via hidden wallets.
"You say this is my position, but in reality you have 5% on your public wallets & and 20% somewhere else."
"You say I'm never selling, I'm never selling."
"You don't sell your public wallets, you sell your private wallets."
This is not only a scam, it is illegal.
To make matters worse, these scammers will coordinate amongst themselves to find a fallguy.
A fallguy to take the blame for the red candles.
They tried to make that @AviFelman. They failed, and now they're going to regret that they tried.
1000x retweeted
This was such a fun podcast to record
MARKET UPDATE: Alts Ripping, Economy Crushing, Scammers Scamming — What’s Next? xitter.cf/i/broadcasts/1qKDzWBmE…
He spent nine years doing crypto the right way. Now @AviFelman has had it with scammers.
He has some things to say about it.
After which, he and @jvb_xyz get to work covering:
• Iran Has Nothing Left To Escalate With
• Deflation Is Coming And It's Bullish
• Megatrends: Where Retail Beats The Pros
• Is Macro Just Astrology For Men?
• The Meat Proxy Problem
OUT NOW on @YouTube & @Spotify 👇
🔗 Links to the Full Episode
• YouTube: youtu.be/-3I-oFY0aR0
• Spotify: open.spotify.com/episode/1jZ…
• RSS: anchor.fm/s/112316ec0/podcas…
1000x retweeted
We are live, going to be a hell of a stream
xitter.cf/i/broadcasts/1XxygwNze…
MARKET UPDATE: Alts Ripping, Economy Crushing, Scammers Scamming — What’s Next? xitter.cf/i/broadcasts/1qKDzWBmE…
Q3 ends today.
The alt rotation is real, the economy is still too hot, and crypto's grift economy is back in full swing.
@AviFelman and @jvb_xyz on what's next.
LIVE @ 1:05pm ET on 𝕏 + @YouTube 👇
🔴 LINK: youtube.com/live/vM3vGQM4BOk…
1000x retweeted
You heard it first on the @1000xPod
1000x retweeted
Stablecoins have gone $5B -> $320B since 2020 (63x)
RWAs have gone $16m -> $38B since 2020 (2375x)
The most bearish RWA projection is $2T by 2030 (@McKinsey), the most bullish is $30T (@StanChart).
Stablecoins are projected to be $3T by 2030
RWAs as % of stablecoin supply have gone from 0.1% -> 1% in less than a year
RWAs are now held by almost 5M people (up 50% in just the past month alone), tokenized equities >3M people.
If you're not bullish looking at these #s with what blockchains are about to do to finance I don't know what to tell you
RWAs have grown 2000x in the last six years: @PrimordialAA
And the DTCC has a mandate to tokenize $100T in assets.
"It is completely unhinged as a mandate, when you think about it."