Ideas
Buy crypto capitulation lows with tax selling.
Tax-loss selling, lack of December risk appetite, and DAT-related unwind could push crypto to capitulation levels. Avi sees BTC value/demand zone at $88k-$74k, especially $80k-$74k, would buy $75k, and sees ETH possibly to $2.2k and SOL to $75. He is waiting for selling to slow and would buy BTC, ETH, and SOL into that confluence, expecting January re-engagement.
Still own Robinhood after strong rally.
Avi still owns a decent amount of Robinhood; it rallied 21% from buys at 114 and is back around 117. He did not take profits, and it is part of the stronger equity market that is not facing tax-loss harvesting pressure.
Tesla will rip; market not bearish.
Tesla has done very well, up about 20% since Avi bought around 400. He thinks the chart is set to rip and uses it as evidence he is not bearish on the broad market, only on crypto.
Bitcoin needs no catalyst, steady inflows.
Four-year cycle is over and Bitcoin has graduated past needing a catalyst. It is legal money, a generational wealth transfer, capital controls hedge, and DeFi/back-office trend; steady inflows should drive smaller but still SPY-beating returns, less painful sell-offs, and less parabolic rallies. He would buy the pre-Trump demand zone around $75k on dollar debasement/fiscal irresponsibility, expects January re-engagement, and thinks all-time highs will happen again.
Altcoins uninvestable until Bitcoin bull market.
Altcoin liquid venture model is broken; most tokens are bad companies with no cash flow link to tokenholders, and most altcoin investors are not better than professional VCs. He says you cannot invest in altcoins until Bitcoin enters a bull market, and Bitcoin is currently in a bear market.
Gold and silver continue ripping higher.
Gold and silver can continue to rip because the recent global M2 expansion is coming from Eastern M2/China, where capital is less able to buy Bitcoin, so debasement flows into precious metals. Gold has shifted from a risk-off asset to a risk-on debasement hedge since the Ukraine war; silver is at extreme levels versus oil.
Need to buy back gold miners.
Avi previously made a big bullish call on gold and silver miners/GDX but sold during a 10% gold liquidation candle. Silver has reclaimed all-time highs and gold is near highs; he is on the sidelines and wants to buy back.
SPY is nice diversified equity bet.
Jonah prefers SPY as a nice diversified bet over concentrating in single-name AI stocks after the rally. He expects Western stimulus and liquidity to support broad equities and would rather buy underperformed Bitcoin than chase gold/silver at highs.
Avoid single-name AI stocks after rally.
He is not going to concentrate in single-name AI stocks after the rally. The AI narrative has propelled the market, and things that ripped too much may get punished or retrace, similar to prior crypto narrative cycles.
Avoid buying gold and silver highs.
Jonah will not buy gold or silver at highs after their big rallies. He thinks overextended assets may retrace and prefers an underperformed asset like Bitcoin that has fallen for a temporary or transient reason.
Ethereum is 60% too high.
ETH is probably 60% too high and he does not want to touch it. The ETH ecosystem is overpriced and the team lacks urgency, citing Kyle Sani. Longer term, after another 50-70% drawdown, first-mover advantage and TradFi adoption of ETH-based products could make it a decent grinder, but not now.
Don't give up on Aerodrome, Syrup.
Crypto products that make money, grow, and are useful in financial applications should do well over the next 2-3 years and their token prices should follow. He is down on Syrup but says it is not time to give up on Aerodrome or Syrup; bookmark them, tax-loss harvest, and rebuy when Bitcoin starts to rally.
This 1000x Podcast video, published December 15, 2025,
features Avi Felman, Jonah Van Bourg
discussing ETH, BTC, SOL, HOOD, TSLA, ALTCOINS, GLD, SILVER, GDX, SPY, AI-SECTOR, SYRUP, AERODROME.
12 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Avi Felman,
Jonah Van Bourg
· Tickers:
ETH,
BTC,
SOL,
HOOD,
TSLA,
ALTCOINS,
GLD,
SILVER,
GDX,
SPY,
AI-SECTOR,
SYRUP,
AERODROME
