Ideas
ETH alt season is coming
The tea leaves are readable: ETH is bouncing off the lows of a brutal bear cycle, and that should trigger an ETH alt season where ETH-related altcoins full send. The mechanism is the reflexive ETH flywheel—as ETH rallies, participants seek leverage via derivatives, ETH basis rises, Ethena/USDe yields increase, capital and TVL flow in, and that feeds demand for ETH-linked tokens. This is where he expects the next alt season to come from.
Ethena flywheel benefits from ETH basis
Ethena is a direct beneficiary of the ETH reflexive flywheel: as ETH rallies, traders buy derivatives for leverage, ETH basis widens, Ethena captures that basis, USDe yields rise, capital flows in, TVL grows, and the Ethena token benefits. However, he thinks it might be a little too late to chase and explicitly says he has no strong opinion, so this is a monitorable setup rather than a fresh high-conviction long.
Bitcoin going straight to 150K
He is not a chart reader, but he sees nothing stopping Bitcoin and his gut says it is going straight to 150K without a pause. He frames it as a momentum move that will teleport higher, so he remains bullish on Bitcoin.
Long ETH with leverage
Despite his long-standing dislike of ETH, he is now long ETH with leverage like a degen. He expects ETH to rally off the bear-cycle lows and thinks it is time to start rolling risk out the curve. The position is a high-conviction directional bet on ETH strength.
Aerodrome will flip Uniswap
Aerodrome has better tokenomics and a better product than Uniswap: it shares fees with stakers, does buybacks, locks team tokens, and has no VC bags waiting to dump on rallies; the team is paid only if emissions/product utility exist. It already dominates Base liquidity because it is cheaper to trade and offers bigger LP rewards. It just broke its downward trend channel, and reflexive crypto dynamics plus Crypto Twitter attention should attract capital and stakeholders, helping it flip Uniswap.
Aerodrome will flip Uniswap
Aerodrome has better tokenomics and a better product than Uniswap: it shares fees with stakers, does buybacks, locks team tokens, and has no VC bags waiting to dump on rallies; the team is paid only if emissions/product utility exist. It already dominates Base liquidity because it is cheaper to trade and offers bigger LP rewards. It just broke its downward trend channel, and reflexive crypto dynamics plus Crypto Twitter attention should attract capital and stakeholders, helping it flip Uniswap.
Coinbase Base integration bullish for Base
Coinbase's integration of Base onchain within its ecosystem is a major unlock because it lets average users interact with onchain infrastructure through an easy interface without managing wallets. This will make onchain accessible to Coinbase's user base and eventually Robinhood and Fidelity, making standalone wallets like MetaMask and Phantom less competitive. Because Coinbase is integrating Base specifically—not Solana or Ethereum L1—this is extremely bullish for everything on Base, including Aerodrome.
This 1000x Podcast video, published August 12, 2025,
features Jonah Van Bourg, Avi Felman
discussing ETH-related altcoins, ENA, BTC, ETH, AERODROME, UNI, Base ecosystem.
7 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jonah Van Bourg,
Avi Felman
· Tickers:
ETH-related altcoins,
ENA,
BTC,
ETH,
AERODROME,
UNI,
Base ecosystem
