Ideas
GMoney
Trader and crypto investor; Host, Full Port
2:40
Long-term digital collectibles thesis survives NFT winter.
NFTs are in a winter, but the long-term thesis remains intact: the digitally native generation will still want collectibles, Pokemon cards are effectively physical NFTs, and people who make money on-chain often want to display wealth on-chain via blue-chip NFTs. GMoney still holds CryptoPunks, Chromie Squiggles, and Art Blocks, and expects NFTs to recover as crypto prices rise.
GMoney
Trader and crypto investor; Host, Full Port
5:31
One-way NFT converts fees into tokenized dividends.
Quotron is a one-way 404-style project: burn the liquid token into an NFT to receive trading fees paid in tokenized stock dividends, turning it into a yield play. GMoney says it is his biggest on-chain bag, floor price has risen since he bought, phase two bridges to Ink with Xtox pools driving fee generation, and Kraken CEO Arjun has interacted with the account. At around a $10M market cap, he sees convexity if right and limited downside if wrong.
GMoney
Trader and crypto investor; Host, Full Port
8:28
Memecoins are undiligencable, cabal-driven, PvP exit liquidity.
GMoney says memecoins cannot really be diligenced; they are driven by attention, cult dynamics, and cabals. The PvP mentality means only scalpers, lucky traders, or creators tend to win, holding conviction is difficult, and you can easily become exit liquidity. He avoids or only trades very small size.
GMoney
Trader and crypto investor; Host, Full Port
9:07
Tokenized stocks race like stablecoin issuers.
Memefi tokens paired with tokenized stocks are creating demand to bring stocks on-chain. GMoney expects a multi-year race among issuers to dominate tokenized stocks similar to how Circle and Tether dominate stablecoins, and he is bullish on tokenized equities as a broad theme; Quotron is one way he plays it.
GMoney
Trader and crypto investor; Host, Full Port
18:38
AI is national defense; capex persists.
GMoney's framework is that AI is treated as national defense by the US government, so it will spend whatever is needed to beat China and keep the AI capex cycle going. Any hike cycle should therefore be short-lived because the government cannot afford to slow AI capex; he expects AI names to get another leg up.
GMoney
Trader and crypto investor; Host, Full Port
19:22
Fiscal intervention supports gold and Bitcoin.
Because the government intervened even with the S&P near all-time highs, GMoney thinks the market sniffed out fiscal/monetary support and the need to keep AI capex going. That is why gold and Bitcoin caught a bid, and he expects any rate-hike cycle to be short rather than prolonged.
GMoney
Trader and crypto investor; Host, Full Port
19:22
Fiscal intervention supports gold and Bitcoin.
Avi argues investing is becoming a US national security issue because AI will create massive wealth at companies like Nvidia, Microsoft, and Facebook, and people not invested will be left behind and become discontent. He says Americans should have spot exposure to the market, specifically NASDAQ/QQQ and Bitcoin, and warns against using leverage without stops.
Hyperscaler CDS spreads are fake and tighten.
Avi thinks hyperscaler CDS spreads are fake: the credit risk of Google, Microsoft, and Facebook is basically equivalent to US government credit risk regardless of how much debt they issue. They are not financial institutions, do not use mass leverage, and lack a Lehman-style balance-sheet mismatch, so even when CDS spreads widen he expects them to tighten back in.
Nvidia financed capex creates capital-light revenue.
Avi is super bullish on Nvidia and bought into earnings before the last print. His differentiated point is that Nvidia is financing AI capex and building a residual business that gives it a percentage of revenues from NeoClouds, creating a capital-light, software-like revenue stream that could earn higher multiples; the stock has also consolidated for about two years.
GMoney
Trader and crypto investor; Host, Full Port
26:17
Micron, Nvidia, Nebius are long-term AI calls.
GMoney says he is bullish on Micron, Nvidia, and Nebius as long-term AI calls. He does not expect them to 10x in a month like low-cap on-chain assets, but he thinks they go up significantly over time.
GMoney
Trader and crypto investor; Host, Full Port
27:24
FWA is on-chain gotcha liquidity sink.
Fake World Assets is an Ethereum-mainnet protocol that turns gotcha/pack-ripping mechanics into on-chain NFTs, allowing users to be the house and deposit NFTs to earn yield. GMoney sees it becoming a liquidity sink for all gotcha mechanics, notes it was top-three in Ethereum revenue for several days, and is pounding the table at roughly a $12M market cap; execution depends on top-of-funnel spins/distribution.
GMoney
Trader and crypto investor; Host, Full Port
32:42
Own casinos as gambling becomes societal.
GMoney argues that in a world of AI-driven hyper-unemployment, people will increasingly gamble, and the powers that be may encourage it. Investors should position accordingly by owning the casinos/gambling platforms rather than just playing the games.
Hold QQQ and Bitcoin spot exposure.
Avi argues investing is becoming a US national security issue because AI will create massive wealth at companies like Nvidia, Microsoft, and Facebook, and people not invested will be left behind and become discontent. He says Americans should have spot exposure to the market, specifically NASDAQ/QQQ and Bitcoin, and warns against using leverage without stops.
This 1000x Podcast video, published September 11, 2026,
features GMoney, Avi Felman
discussing NFTS, CRYPTOPUNKS, Chromie Squiggles, Art Blocks, QUOTRON, MEMECOINS, TOKENIZED STOCKS, AIQ, GLD, BTC, Hyperscaler CDS spreads, NVDA, MU, NEBIUS, FWA, Casinos, QQQ.
13 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
GMoney,
Avi Felman
· Tickers:
NFTS,
CRYPTOPUNKS,
Chromie Squiggles,
Art Blocks,
QUOTRON,
MEMECOINS,
TOKENIZED STOCKS,
AIQ,
GLD,
BTC,
Hyperscaler CDS spreads,
NVDA,
MU,
NEBIUS,
FWA,
Casinos,
QQQ
