
This week, we break down the MemeFi mania taking over Robinhood chain, where meme coins are tying themselves to tokenized stocks and pumping microcaps on the NASDAQ. We discuss what's actually happening with tokens and why hope is the most powerful drug in trading, where the value in all of this actually accrues, and Avi's rules if you're going to gamble anyway. We also get into how Wall Street manufactures fake alpha, survivorship bias and why length of time is the best disinfectant, why Kevin Warsh's jawboning is toothless and there's no rate hike coming, why AI is the new shale and the most deflationary force of our lifetime, a full post-mortem on the NVIDIA earnings trade, and why Iran's leverage over the Strait of Hormuz is degrading by the day. Enjoy!--Follow Avi: https://x.com/AviFelmanFollow Jonah: https://x.com/jvb_xyzFollow 1000x: https://x.com/1000xPodJoin the 1000x Telegram: https://t.me/thousandxpodTry the 1000x Terminal: https://1000x.money--Timestamps:(00:00) Coming Up on 1000x...(02:51) What Is MemeFi? Inside The Robinhood Chain Mania(18:37) Where Does The Value Actually Accrue?(24:02) If You're Going To Gamble, Here Are The Rules(31:58) How Wall Street Fakes Alpha(41:09) Warsh Has No Spine: Why There's No Rate Hike(44:14) AI Is The New Shale(51:07) The NVIDIA Trade Post-Mortem(55:04) Iran Is Getting Stopped Out--Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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