Ideas
Metals rally late; wait for pullback
Jonah thinks the 2025 metals rally is in the eighth or ninth inning timewise. Sovereign buyers such as China do not FOMO and may slow buying at higher prices, while silver looks squeezy and retail/social-media driven. He would avoid buying gold/silver at current momentum and wait for a pullback, though he admits price could still go higher and he lacks conviction to bet against Avi.
Very bearish on oil
Avi states he is very bearish on oil for reasons he wrote down, distinguishing hydrocarbons from gold's sovereign-buying dynamics, though he does not elaborate on the specific reasons in the transcript.
Gold/silver basket beats S&P in 2026
Avi argues precious metals are in a long-cycle bull market driven by a post-COVID higher inflation baseline, a multipolar/fracturing geopolitical world, BRICS/SCO and Chinese sovereign gold accumulation, and reflexive retail momentum. He explicitly bets a 50-50 gold/silver basket will outperform the S&P 500 in 2026, and later says gold should outperform silver while gold miners continue to outperform.
Long critical minerals via REMX
Avi says REMX, a rare earth/critical minerals vehicle, is one of his biggest bags. He is bullish critical minerals/commodities broadly and reallocated after selling silver miners.
Bullish commodities on inflation and geopolitics
Avi says he is generally pretty bullish on commodities, citing the same inflation/geopolitical fragmentation dynamics as metals and noting palladium, copper, and copper miners as part of the move. He frames commodities as a broad allocation theme.
Bitcoin squeeze to 100k by January
Avi believes Bitcoin has bottomed after tax selling and low liquidity because sellers have run out of ammo. He expects January re-engagement and liquidity to send Bitcoin to $100k by end-January if Nasdaq holds, and he bought IBIT $55 January 30 calls, citing low volatility and potential 5x upside.
No memecoin resurgence in 2026
Jonah predicts the memecoin space will not come back in 2026. Memecoins have gone from strategic, multi-week trades to hours-long pump-and-dumps; the lottery may return eventually but not for years.
Short bad altcoins; bear market persists
Jonah predicts the altcoin bear market continues and says shorting will work on bad, previous-cycle bulge-bracket alts. He argues high-FDV/low-float tokens have no uptake, every insider/VC wants out, and there will be no squeezes, so investors should drop the four-year alt-season mindset and short them, especially with positive funding.
Short old shitcoins after BTC bounce
Avi proposes shorting a basket of old 'stupid shitcoins' after Bitcoin has a bounce toward $100k-$110k, because these tokens tend to bounce then fade. He argues nobody wants old shit when newer memes like White Whale are funnier, previous-cycle tokens are vaporware/beached whales with no uptake, and insiders/VCs want out.
Long Monero/Zcash on laundering demand
Avi is bullish privacy coins because 2025 saw $2.7B stolen in crypto hacks, creating a real laundering use case for Monero/Zcash, and 2026 may be a coalescing point as California wealth tax and Mamdani in New York push people to hide assets. He notes privacy coins have narrative, use case, no cash flows, and huge upside potential.
NFTs are dead; CryptoPunks floor lower
Jonah argues NFTs were a fad, not a persistent trend like Bitcoin. Most CryptoPunks are undesirable, the addressable audience is a small slice of online crypto degens from 2017-2022, and there is little reason to lock up capital. He predicts the CryptoPunks floor falls below 8 ETH in 2026, possibly taking longer, and NFTs never return to 2021 values.
Buy physical Fidenza prints, not NFTs
Avi is interested in buying physical Fidenza prints rather than the NFT because physicals trade below the NFT level. NFT owners can mint a signed physical once, suggesting an arbitrage: buy the NFT, mint the physical, and resell the NFT. He wants the signed physical and thinks physicals will matter.
This 1000x Podcast video, published December 31, 2025,
features Jonah Van Bourg, Avi Felman
discussing GLD, SILVER, WTI, GDX, REMX, DBC, COPPER, PALL, COPX, BTC, IBIT $55 Jan calls, MEMECOINS, Bad altcoins, WLD, DOT, PEPE, WIF, XMR, ZEC, CRYPTOPUNKS, NFTS, Physical Fidenza prints.
12 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jonah Van Bourg,
Avi Felman
· Tickers:
GLD,
SILVER,
WTI,
GDX,
REMX,
DBC,
COPPER,
PALL,
COPX,
BTC,
IBIT $55 Jan calls,
MEMECOINS,
Bad altcoins,
WLD,
DOT,
PEPE,
WIF,
XMR,
ZEC,
CRYPTOPUNKS,
NFTS,
Physical Fidenza prints
