Ideas
Bitcoin bottoming; buy 90-91 stop 84
Avi sees Bitcoin forming a classic bottom after the capitulation volume spike near $80K on Nov 21 and a retest of the $92-93K demand zone; selling looks exhausted and no new low has been made, so he sees a favorable long setup around $90-91K with a stop near $84K and a target back to $100K-plus/ATHs over the next one to two months. He also notes institutional adoption news such as Bank of America allowing advisors to recommend up to 4% in IBIT as supportive.
Bitcoin equilibrium 90k; buy below
Jonah argues Bitcoin selling pressure is exhausted: funding flipped negative around Thanksgiving, OG whale selling slowed below $90K and even reversed to accumulation, making $90K an equilibrium buy zone. He expects a choppy December, advises buying below $90K and doing nothing above $95-100K, and expects big inflows in early January to push BTC back to $100K.
Hassett Fed chair Polymarket long
Jonah points out that after Trump said he had made his Fed chair decision, Polymarket odds for Kevin Hasset jumped to 70% while the no-announcement contract fell to 20%. He believes administration insiders trade on Polymarket, so the market is telegraphing that Hasset will be the next Fed chair and Trump will announce it soon; he says he bets Trump makes the announcement this week.
Solana bottomed at 126; outperform
Avi says Solana retested the $126 level and bounced, forming a similar bottoming pattern to Bitcoin. He thinks people will regret not buying the retest and that Solana is probably going to do very well.
Robinhood secular wealth-transfer rocket ship
Avi is bullish Robinhood as a secular bet on boomers transferring wealth to younger generations. He calls it a rocket ship that can be up only for decades and notes he bought around $112-113 and is already up 14%.
Galaxy bottomed; start buying
Avi thinks Galaxy Digital has bottomed after a huge volume wick, with sellers exhausted and a mini version of the post-FTX bottoming setup. He says he plans to start click-buying it during the podcast and views it as a place to deploy capital.
MicroStrategy dilution model; avoid
Avi is not a buyer of MicroStrategy even though it trades below the value of its Bitcoin holdings minus debt. He thinks the digital asset treasury game is over, the narrative has been damaged by debt-servicing and possible Bitcoin derivative sales, and MSTR's business model requires dilution/stock sales to survive, so he avoids it.
HYPE phenomenal; $50 in six weeks
Avi thinks HYPE is a phenomenal trade because it held up remarkably well during the altcoin selloff, supply/vesting fears are overrated, the protocol continues to generate strong revenue, and the $29-31 demand zone keeps getting bought. He expects HYPE to reach $50 within about six weeks.
Aster cheap vs HYPE; five-bagger
Avi thinks Aster is an underappreciated five-bagger: it has generated volumes, fees, open interest, and buybacks that are a large fraction of Hyperliquid's while being valued at roughly 4.5x less. He sees it as a levered bet on the DEX space and on CZ/Binance/World Liberty regulatory connections, with potential to flip Hyperliquid in circulating supply; he is long with 2x leverage and did some farming.
Google wins AI with Gemini
Avi is bullish Google because Gemini is better than ChatGPT/OpenAI and Google has the infrastructure, including TPUs, to make AI profitable, unlike OpenAI. He argues if OpenAI loses the race, Google gains the market cap and its search business multiplies; he bought Google and may buy more.
Equity market no fear; stay invested
Avi has no fear for the equity market: Trump has a strong incentive to push markets higher with a dovish Fed chair and rate cuts, and AI will make money for the right companies, so fears of an AI bubble or growth collapse are overblown. He is 95% invested and considering leverage, and mentions holding SPY and Google.
Meta most AI value; market asleep
Jonah thinks Meta has the most room to run and the most value to extract from AI out of all the major tech companies, but the stock market does not realize it yet.
AI infra bubble; later collapse
Jonah warns that AI infrastructure plays such as NVIDIA, OpenAI, hyperscalers, and tech darlings are in a euphoric phase reminiscent of 1999 tech stocks and 2013-15 shale oil. He expects reality to set in and cause a mini collapse or crisis in late 2026/early 2027, so he does not want to stand in front of that freight train, though he thinks the dip is probably a buy after it bottoms.
Memecoins outperform off bottom
Avi argues that after large selloffs, traders desperate to get back to their high-water mark pile into the highest-risk assets. He thinks memecoins like Fartcoin and SPX900 could be the best performers over the next 10 days even if they may not exist in three years.
This 1000x Podcast video, published December 03, 2025,
features Avi Felman, Jonah Van Bourg
discussing BTC, IBIT, Polymarket Kevin Hasset Fed chair contract, SOL, HOOD, GLXY, MSTR, HYPE, ASTER, GOOG, SPY, META, AIQ, NVDA, FARTCOIN, SPX6900.
14 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Avi Felman,
Jonah Van Bourg
· Tickers:
BTC,
IBIT,
Polymarket Kevin Hasset Fed chair contract,
SOL,
HOOD,
GLXY,
MSTR,
HYPE,
ASTER,
GOOG,
SPY,
META,
AIQ,
NVDA,
FARTCOIN,
SPX6900
