MARKET UPDATE: Hot Payrolls, Hotter Memecoins, And Se From FOMO Talks The Future Of Trading

Watch on YouTube ↗  |  September 04, 2026 at 22:26  |  1:06:07  |  1000x Podcast
Speakers
Avi Felman — Principal, GoldenTree Asset Management
Se — Co-Founder, FOMO

Summary

Avi Felman opens with a hot payrolls report, Fed credibility stress, and why crypto is still ripping on new money inflows. Se, co-founder of FOMO, joins to discuss attention-driven markets, social trading, FOMO's growth, and using onchain data to trade Robinhood. Avi closes with memecoin risk, MemeFi, AI trade dynamics, and specific long views on Bitcoin, Zcash, Monero, Robinhood, Intel, Nvidia, Hyperliquid, Lighter, and biotech ETFs.

  • Hot jobs data raises September hike nerves and gold selling, but crypto decouples on fresh inflows.
  • Se argues markets are attention-driven and used onchain data to gain an edge in Robinhood's sequencer revenue.
  • FOMO's creator rewards and gradual user growth support the social trading thesis.
  • Avi warns 94.4% of FOMO users have lost money and memecoins are mostly lottery tickets despite huge attention moves.
  • Avi is bullish Intel with a $140 target, rebought Nvidia, and views Robinhood as a crypto-finance multibagger.
  • Avi is constructive on Bitcoin, Zcash, Monero, Hyperliquid, Lighter, and biotech ETFs into year-end.
  • He advises against buying laggard beta trades and favors leading assets in crypto and AI.
Ideas
Avi Felman Principal, GoldenTree Asset Management 3:33
Bitcoin breaks 80k to year-end highs
FOMO's user growth has turned gradual rather than spiky, which suggests the space is building and the rally has room; Bitcoin near $80,000 is still early because most retail attention does not shift until Bitcoin breaks all-time highs, which could take six months to a year.
BTC HIGH
Avi Felman Principal, GoldenTree Asset Management 43:55
Memecoins benefit from social trading wave
Social trading is drawing new users into memecoins, and crypto is uniquely able to monetize attention quickly, as shown by an AMC-linked coin going from about $100k to $100m market cap in five hours; he sees a golden age of memecoin trading despite lottery-risk caution.
MEMECOINS MED
Avi Felman Principal, GoldenTree Asset Management 48:47
Intel targets 140 by year-end
OpenAI's GPT-6 release is crushing benchmarks and reigniting chip demand; Intel is super bullish and could return to $140 by year-end as the summer liquidity lull ends.
INTC HIGH
Avi Felman Principal, GoldenTree Asset Management 52:01
Buy perp leaders Hyperliquid and Lighter
Real-revenue crypto applications are winning; Lighter is almost $5, was undervalued and integrated by Robinhood, and in the perps-eating-the-world thesis the trade is to buy the leaders Hyperliquid and Lighter rather than chasing laggards.
HYPE LIT HIGH
Avi Felman Principal, GoldenTree Asset Management 55:25
Rebought Nvidia as core AI leader
He bought back Nvidia because he is bullish on core AI assets; in the next phase of the AI trade he wants leaders, and Nvidia is one of the core positions that can continue to run.
NVDA HIGH
Avi Felman Principal, GoldenTree Asset Management 55:38
Buy Robinhood as crypto finance winner
Robinhood is the only traditional financial institution taking crypto seriously; its chain, tokenization, RWA and stablecoin businesses can create a huge sustainable revenue stream, and HOOD is a long multibagger he is still holding after the move from $92 to $123.
HOOD HIGH
Avi Felman Principal, GoldenTree Asset Management 60:52
Zcash has highest upside privacy bet
Zcash is his top single long among monetary assets for far higher upside; it is ripping toward $1,000, benefits from monetary debasement, and shielded ZEC usage is growing as privacy demand rises.
ZEC HIGH
Avi Felman Principal, GoldenTree Asset Management 61:15
Monero benefits from privacy usage
Monero is the only coin actually used for privacy, and among monetary assets he cares about Bitcoin, Zcash and Monero; it should do well as privacy usage grows.
XMR MED
Avi Felman Principal, GoldenTree Asset Management 64:07
Biotech remains megatrend position
He is still holding biotech exposure as a megatrend, specifically ARKG and XBI, and believes the portfolio including biotech, Bitcoin, Zcash, Intel and Nvidia can rise 50-100% over the next six months.
ARKG XBI LOW
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This 1000x Podcast video, published September 04, 2026, features Avi Felman discussing BTC, MEMECOINS, INTC, HYPE, LIT, NVDA, HOOD, ZEC, XMR, ARKG, XBI. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Avi Felman  · Tickers: BTC, MEMECOINS, INTC, HYPE, LIT, NVDA, HOOD, ZEC, XMR, ARKG, XBI