Ideas
Solana short worked; retrace and chop.
Avi says Solana was a great short at 250-260 and the rally was driven by open interest; with OI now unwinding, he sees retrace and chop and expects alts to get crushed.
Bitcoin lost momentum; sell before flush.
Avi argues Bitcoin lost momentum and is diverging from strong equities and gold; a lower high and open-interest unwind mean momentum traders should exit, value buyers likely will not return until at least 100K, making it a better sell here than before.
Uranium looks phenomenal; no reason to sell.
Avi says uranium is up 14% since he pitched it, it looks phenomenal, and he sees no reason to sell; he describes the move as full-on boom town and is not taking profits.
S&P 500 bullish risk asset backdrop.
Jonah highlights the S&P 500's powerful Sharpe ratio since the April lows and says the broader risk-asset picture is so bullish that it is hard to be upset owning crypto; the index feels like it rises three out of four days.
Altcoins may get shellacked; avoid.
Jonah warns that altcoins are about to get shellacked pretty hard, this is not over, and he would not want to catch the falling knife in any alts yet.
BNB benefits from crime season.
Avi calls BNB interesting because it has been strong and because it is a crime-season trade: if perpetuals become legal in the US, Binance should be the primary beneficiary.
Aster round-two trade near one dollar.
Avi sees a possible round-two trade in Aster after a 35% pullback; it is CZ-backed and can steal perp DEX share, and he would nibble near $1 to sell near $2.
Avoid Aster; no fundamentals, potential fraud.
Jonah strongly avoids Aster: there is no revenue history to justify valuation, buying it is chart and vibes trading, turnover looks like wash trading or potential fraud, and it is Trumpcoin-like with no real linkage to fundamentals.
Plasma benefits from Tradfi stablecoin demand.
Avi says stablecoins are in a renaissance and are catnip for Tradfi; he likes Plasma to do very well once live and listed on more exchanges because Tradfi investors will pile in.
Galaxy is Tradfi crypto equity catnip.
Jonah says crypto equities with Tradfi-adjacent themes, especially Galaxy's AI/data-center angle, are where fresh dollars are going; relative price action shows Galaxy should outperform on the upswing, so a crypto-driven nuke would be a buy.
Crypto equities will outperform coming months.
Jonah says crypto equities in general should do very well over coming months because the fresh dollars are coming from Tradfi investors who want crypto-adjacent equities, not from native crypto traders.
Nakamoto discount to NAV, bounce likely.
Avi put a flyer on Nakamoto, the David Bailey DAT, because it trades around a 35% discount to NAV and near the insider price, setting up a possible short squeeze or bounce.
Bitmine well-run; buy if collapses.
Avi says Bitmine, Tom Lee's DAT, has not collapsed like Nakamoto because it is better run, but he expects it may collapse at some point and that would be an even better buy.
Buy quality DATs at discounts.
Jonah's framework for DATs is to buy the ones that will not miss coupon payments or be forced to sell crypto at a discount; assess teams and financials, then buy at a discount and wait for a ride back to par.
Buy Hyperliquid and Pump on dip.
Avi wants to use an acute alt selloff to buy Hyperliquid and Pump, which he calls amazing money machines, similar to an April-like scoop opportunity.
Intel benefits from government involvement.
Avi argues that when the US government is involved with a stock, it likely wants it to go up; Intel's 10% government stake did not price in Trump brokering more good deals, so the stock can do well.
Tesla benefits from Trump-Elon reconciliation.
Avi doubled down on Tesla after seeing Trump and Elon Musk together, betting they are back on good terms and that this is good for Tesla over the next six months while the market holds up.
XRP improves as crime season progresses.
Avi calls Ripple a crime-season trade: the company is basically a vehicle that sells XRP, and its business should improve as crime season progresses into later innings.
This 1000x Podcast video, published September 22, 2025,
features Avi Felman, Jonah Van Bourg
discussing SOL, BTC, URA, SPY, ALTCOINS, BNB, ASTER, XPL, GLXY, Crypto equities, NAKA, BITMINE, Digital asset treasury companies (DATs), PUMP, HYPE, INTC, TSLA, XRP.
18 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Avi Felman,
Jonah Van Bourg
· Tickers:
SOL,
BTC,
URA,
SPY,
ALTCOINS,
BNB,
ASTER,
XPL,
GLXY,
Crypto equities,
NAKA,
BITMINE,
Digital asset treasury companies (DATs),
PUMP,
HYPE,
INTC,
TSLA,
XRP
