Ideas
Governments adopting crypto rails is bullish.
The FT story about Poland using USDT to buy Venezuelan oil shows crypto is now a genuine player in global finance; even though the deals were scams, sovereign governments are onboarding stablecoins and crypto rails, and over the next decade more global transactions should move on-chain, which is bullish for crypto assets and stablecoin/crypto companies.
Treasuries need higher yields to clear.
The 20-year Treasury yield is at highs not seen since 2008; with AI and productivity lifting forward equity returns, heavy corporate issuance, and Treasury interventions, investors require a higher return to hold Treasuries, making long-duration Treasuries unattractive.
Dollar faces pressure from policy shifts.
Canada and the EU becoming more competitive, plus a Fed hike that signals fiscal and monetary irresponsibility, should put pressure on the US dollar and could send it lower in a way not seen before.
CAD/USD setup improves on policy shift.
Canada cutting business taxes and aligning with the EU, while the EU becomes more pro-investment, could make CAD/USD a good setup in a year; Avi is not taking the trade because he is not a forex trader but likes the direction.
AI buildout makes copper a must-own.
AI data centers and the broader AI buildout require massive copper wiring, and supply is insufficient, so copper is the best AI-adjacent asset and should continue going parabolic for years; Avi is bullish as hell and says investors can ride it with leverage.
Buy Freeport-McMoRan over copper commodity.
Instead of buying copper directly, buy copper miner Freeport-McMoRan; copper producers can increase production and should outperform the underlying commodity, though Jonah cautions individual miners carry idiosyncratic risk.
Buy COPX for copper producer basket.
Buy the basket of copper producers via COPX rather than the underlying copper commodity; the producer basket should outpace the metal over time, and the ETF avoids idiosyncratic risk from individual copper mines.
Meta is AI leader under Zuckerberg.
Avi is bullish on Meta because Zuckerberg is a phenomenal CEO, Meta's Muse AI assistant is exceptionally good, and Zuckerberg's blog post rejects pacing the frontier, breaking the AI monopoly and positioning Meta as a leader in the next AI wave.
Stay long Intel on AI compute.
Avi remains super long Intel; he argues AI doomerism is a sales pitch and will not reduce compute demand, while Zuckerberg's post breaks the pacing-the-frontier monopoly and forces frontier labs to keep investing, supporting chipmakers including Intel.
Chipmakers benefit from broken AI monopoly.
Avi is very bullish on chipmakers because AI doomerism is a sales pitch and Zuckerberg's rejection of pacing the frontier breaks the OpenAI/Anthropic monopoly, forcing all major labs to keep scaling compute, which supports semiconductor demand.
Rate hike bullish for Bitcoin and gold.
The Fed rate hike is counterintuitively bullish for Bitcoin and gold because it signals government and Treasury irresponsibility and a losing fight by Powell against Bessent; fiscal expansion into midterms and potential dollar weakness should drive demand for monetary assets, and Avi says gold's spike down is a buy.
Zcash momentum can continue higher.
Zcash is a fast-moving crypto trade; Avi got long yesterday and flipped it, but now thinks Zcash can continue to rip as monetary assets benefit from the Fed hike, though the presser can disrupt it.
Avi holds Runescape GP memecoin.
Avi is a big holder of the Runescape GP memecoin and does not plan to sell unless it reaches $100M; the token has a 3% tax redistributed to holders, a strong community, and has reignited his enjoyment of crypto, though he explicitly says he is not suggesting others put money in it.
GP profits will flow into 1000X.
Any profit Avi realizes on GP will be plowed into the 1000X social token, so he effectively says that if you are bullish on GP, you are bullish on 1000X.
This 1000x Podcast video, published September 16, 2026,
features Avi Felman, Jonah Van Bourg
discussing STABLECOINS, TLT, USD, CAD/USD, COPPER, FCX, COPX, META, INTC, SMH, BTC, GLD, ZEC, Runescape GP memecoin, 1000x token.
14 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Avi Felman,
Jonah Van Bourg
· Tickers:
STABLECOINS,
TLT,
USD,
CAD/USD,
COPPER,
FCX,
COPX,
META,
INTC,
SMH,
BTC,
GLD,
ZEC,
Runescape GP memecoin,
1000x token
