Ideas
Crypto rallies through inauguration, Q1.
He expects crypto to continue rallying through Q1 and after inauguration day because Gary Gensler's resignation removes a major regulatory overhang. Even without pro-crypto legislation, the absence of that overhang is bullish, and the earlier washout makes the setup more constructive.
Buy AI infra, avoid agents.
The AI-token infrastructure layer is the safer way to play the AI trade. Virtuals and ai16z are the main agent-launch platforms, and Virtuals' tokenomics require constant token buying to pay for agent compute, making these feel like buying an L1. He would avoid individual agents because he cannot tell which will rally or go to zero, calling that meme coining without conviction.
Buy AI infra, avoid agents.
The AI-token infrastructure layer is the safer way to play the AI trade. Virtuals and ai16z are the main agent-launch platforms, and Virtuals' tokenomics require constant token buying to pay for agent compute, making these feel like buying an L1. He would avoid individual agents because he cannot tell which will rally or go to zero, calling that meme coining without conviction.
AI crypto is next mania.
He expects the next crypto mania to be AI-related: over the next three-to-six months, almost everything AI-related could 10-100x, so it is worth allocating a portfolio chunk to the theme even if he does not go massive size.
No broad alt season until BTC 110-120.
He does not expect a massive broad-based alt season until Bitcoin reaches roughly $110k-$120k. Until then, the market is likely to be more targeted, so broad altcoin beta is not yet the clean trade.
AI agents are new meme coins.
AI coins are the new meme coins and have tremendous appetite because they are novel. Although he is unsure whether the tokens have real utility, he is still betting on AI agents as a speculative sector play.
ETH benefits from January ETF flows.
He remains constructive on Ethereum into the new year. New allocations after January and consistent ETH ETF inflows should benefit ETH, potentially producing explosive price action into the inauguration.
US equities supported post-Fed.
Equities are supportive again after the S&P and Nasdaq rallied following the Fed. He views the hawkish Fed fears as washed out because the Fed only slowed cuts rather than making a paradigm shift, leaving equities in a good spot.
BTC ETF inflows keep coming.
BTC ETF inflows are just the tip of the iceberg. He expects multiple days like the recent $998 million inflow in Q1, sees little outflow risk because CME basis is not high, and expects fresh capital plus FTX distributions to flow back into crypto.
Solana ETF approval lifts SOL.
Prediction markets price a high chance of a Solana ETF approval in 2025. He thinks a Solana ETF would launch with more strength than the ETH ETF, attracting new institutional and retail capital, especially after the unlocks, which would be particularly bullish for SOL.
Short SUI bounce below 50-day.
Sui is not a strong fundamental L1 but has broad mindshare and no fundamentals, making it a pure technical asset. He would wait for SUI to break below its 50-day moving average for two-to-three days and then short the relief bounce, arguing the trend break should lead to an 80% decline and is a high-hit-rate setup.
This 1000x Podcast video, published January 06, 2025,
features Jonah Van Bourg, Avi Felman
discussing Crypto Market, VIRTUAL, AI16Z, AI agent tokens, AI-SECTOR, ALTCOINS, ETH, SPY, QQQ, BTC, SOL, SUI.
11 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jonah Van Bourg,
Avi Felman
· Tickers:
Crypto Market,
VIRTUAL,
AI16Z,
AI agent tokens,
AI-SECTOR,
ALTCOINS,
ETH,
SPY,
QQQ,
BTC,
SOL,
SUI
