Ideas
Bitcoin higher on capital-markets and fiscal demand
Bitcoin has decoupled from languishing equities and is pushing above $100k with little euphoria. Avi expects $120k reasonably soon, driven by a proliferation of crypto capital-markets products and institutional demand, plus fiscal overspending/no fiscal sanity in Washington. He argues BTC is a hedge against government overspending, dollar debasement and fixed-income weakness, and that continued outperformance will become a self-fulfilling institutional allocation narrative.
Bitcoin to push higher despite crowded leverage
Jonah is tactically cautious because 25k BTC of open interest was added and funding is expensive, showing crowded leveraged longs. He expects a possible 5-10% liquidation flush toward $97k and advises not chasing or going all-in; he would buy a 5% drop, and traders could trim 15-20% and rebuy 5-10% lower to reduce cost basis.
Syrup has ridiculous P/E, very bullish
Avi says the Syrup token they had highlighted is up 50% since last week and has a ridiculous price-to-earnings ratio relative to the rest of the market; he is very bullish on it.
Gold reallocation as macro/fiscal hedge
Avi is reallocating to gold, selling some equities and scaling back into gold after its selloff from about $3,500 to $3,000. He likes the diversification and thinks gold benefits from the same fiscal and macro overspending environment.
Gold outperforms in macro freakout
Jonah agrees with diversifying into gold because gold outperforms Bitcoin in a global macro freakout, such as a serious Israel/Iran escalation or Strait of Hormuz shutdown. In a stimulus scenario both gold and Bitcoin rip with Bitcoin leading, but in a macro freakout gold outperforms everything.
Short Worldcoin every 20-30% rally
Avi says Worldcoin is not going up and should be shorted every time it rallies 20-30%. He previously flagged the 125-130 zone, it traded there, and the short worked again.
Grass skeptical but watch revenue confirmation
Avi is skeptical on Grass because real revenues are undisclosed and likely weak despite the founder citing mid-eight-figure revenue; he sees the chart as a risky levered-Bitcoin-like move. However, the weekly chart has broken out of a diagonal downtrend and Grass fits the revenue-generating protocol and alt-season mold, so he holds only a small position and wants to monitor revenue confirmation.
Altcoins bullish on real revenue businesses
Avi is more bullish on altcoins because public-market demand for weird but real revenue-generating products shows there is appetite for real businesses in crypto. He thinks this can cause fast re-ratings, with some names potentially 3x-ing in three months or becoming tenbaggers.
Alt season favors revenue-generating small caps
Jonah thinks it is alt season again, even if short-lived, and is looking for sub-$1B FDV tokens with good narratives and actual revenue; he frames Launchcoin as an example of this setup.
Launchcoin low-FDV launchpad can melt higher
Jonah is bullish on Launchcoin, an institutional-grade pump.fun/Kickstarter-style launchpad. After launching its platform, the token went from $20m to $270m FDV; it generated $15m in fees and $3.25m revenue in its first week, trades at roughly 4x P/E, and the platform launch reduced rug risk. He thinks it can melt higher.
Monero worth $20B as private Bitcoin
Avi is giga-bullish Monero, calling it a $6.4B private Swiss bank in your pocket and what Bitcoin was meant to be. He thinks it is worth at least $20B and owns a decent amount.
This 1000x Podcast video, published May 21, 2025,
features Avi Felman, Jonah Van Bourg
discussing BTC, SYRUP, GLD, WLD, GRASS, ALTCOINS, LAUNCHCOIN, XMR.
11 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Avi Felman,
Jonah Van Bourg
· Tickers:
BTC,
SYRUP,
GLD,
WLD,
GRASS,
ALTCOINS,
LAUNCHCOIN,
XMR
