MARKET UPDATE: Alts Ripping, Economy Crushing, Scammers Scamming — What’s Next? — 1000x

Avi opens with the story of the last week — the RuneScape Gold allegations, what actually happened onchain, and a promise to the people who scammed his audience. Then he and Jonah get into why memecoin culture is a tax on your attention, and what separates a scam from a trade.

From there it's markets. Jonah makes the case that Iran is a cornered animal with nothing left to escalate with, that the Strait of Hormuz is losing its relevance in real time, and that the deflation coming out of it is enormously bullish for risk assets. Avi calls macro "astrology for men." Jonah takes that personally and defends macro as a game of common sense played over a long enough timeframe.

The back half is megatrends: how to spot one, why institutions structurally can't ride them, and why that's retail's biggest edge. Plus copper, uranium, AI drug discovery, the case against buying the index, and Jonah's term for the fastest-growing job in business — the meat proxy.

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Timestamps:

00:00 Coming Up on 1000x...

00:59 Avi Responds To The Allegations

10:20 What Actually Counts As A Scam

12:32 Twitter Beef, Posers, And Getting Back To Builders

22:10 Iran Is Cornered: The Strait Of Hormuz Trade

26:47 "Macro Is Astrology For Men"

32:07 Megatrends, And Retail's Edge Over The Pros

44:44 Why Deflation Is Bullish

47:13 Meat Proxies: Doing What AI Can't

56:41 Done With Indices

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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