1000x · Sep 11, 2026 · 40:55
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This week, Avi is joined live by GMoney, a trader who ran a desk for over a decade before becoming one of the most recognized collectors and investors in crypto, and who now hosts Full Port. We discuss whether NFTs are ever coming back and why Pokemon cards are just physical NFTs, why the last month has been the most exciting stretch on-chain since DeFi summer, the rise of MemeFi and tokenized stocks, why there is no way to diligence a meme coin, why the PVP mentality would get you kicked off a real trading desk, the Luna trade that worked despite being built on fake data, why both of them give away their thesis publicly, GMoney's framework that AI is a matter of national defense so any hike cycle will be short, why Avi thinks the CDS spreads on hyperscalers are fake, and why getting Americans invested is becoming a national security issue. Enjoy!
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Follow GMoney: https://x.com/gmoneynft
Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
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Join the 1000x Telegram: https://t.me/thousandxpod
Try the 1000x Terminal: https://1000x.money
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Timestamps:
(00:00) Coming Up on 1000x...
(00:54) The $3 Million Ether Rock & Are NFTs Coming Back?
(06:09) The Best Month Onchain Since DeFi Summer
(10:43) There's No Way To Diligence A Meme Coin
(14:18) Why Give Away Your Alpha?
(18:04) AI Is National Defense: Why The Hike Won't Last
(23:44) The CDS Spreads Are Fake
(27:13) Be The House: Inside Fake World Assets
(33:00) Investing Is A National Security Issue
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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.