Ideas
Buy BTC on capitulation, stop 84
Jonah sees Bitcoin forming a classic bottom after the capitulatory high-volume selloff to $80K; price held the $92-93 demand zone without making a new low, setting up a long trade: buy $90-91 with a stop at $84 and a target back to $100K.
Buy BTC below 90, expect 100K
Avi argues the OG whale selling that drove Bitcoin down has slowed below $90K, funding has flipped negative, and equilibrium is around $90K; he wants to buy below $90K, expects a choppy December and a move back to $100K, with bigger inflows in early January.
Solana retest 126, expect strength
Jonah notes Solana retested the $126 level and bounced, creating a clear demand zone; he expects Solana to do very well as part of the crypto recovery.
Bought Robinhood at 112, still bullish
Jonah says he bought Robinhood around $112-113, is up 14%, and the chart shows a bottoming pattern with a huge volume wick; he remains bullish on the stock.
Galaxy bottomed, wants to buy
Jonah says Galaxy looks like it has bottomed and he wants to start click-buying it during the podcast.
Robinhood is secular wealth-transfer bet
Avi views Robinhood as a secular bet on boomer wealth transferring to younger generations who want to trade, saying it will be up only for decades.
Galaxy looks good, deploy capital
Avi thinks Galaxy looks good here and calls it a place to deploy some capital.
Avoid MSTR due to dilution model
Jonah is nervous about MicroStrategy because the debt game is over, the Overton window has shifted toward concerns about servicing debt, and the company needs dilution in order to survive; he sees better trades elsewhere.
HYPE supply fears overrated, printing money
Jonah thinks HYPE is a phenomenal trade because it held up remarkably well during the altcoin selloff, team vesting supply fears are overrated, and it continues to print money; he expects $50 HYPE in about six weeks.
ASTER cheap versus Hyperliquid, CZ-backed
Avi thinks Aster is a five-bagger because its perp volume, fees, OI, and buybacks are close to Hyperliquid's while HYPE is valued at roughly 4.5x Aster; CZ controls supply and can use regulatory connections to bootstrap the DEX, making it a levered bet on the DEX space.
Google Gemini beats ChatGPT, AI profitable
Jonah is bullish on Google because Gemini is better than ChatGPT, Google has the infrastructure to make AI profitable while OpenAI does not, and he bought GOOG, expecting further upside.
SPY long on Trump, Fed, AI
Avi has no fear for the equity market because Trump wants to supercharge markets, the new Fed chair should be dovish, and AI will make money for the right companies; he remains 95% invested and is very bullish overall.
Google TPU advantage, search multiplies
Avi adds that Google uses its own TPUs rather than Nvidia GPUs, so if Google absorbs the AI war, its search business multiplies and it captures market cap from Nvidia; he holds GOOG.
Meta has most AI upside, market misses
Avi thinks Meta has the most room to run and the most value to extract from AI of any company, and the stock market does not yet realize it.
1000x token benefits from terminal buybacks
Avi says the 1000x token is going back up because the team relaunched the 1000x Terminal and all revenue from the product is directed to buying the token.
This 1000x Podcast video, published December 03, 2025,
features Jonah Van Bourg, Avi Felman
discussing BTC, SOL, HOOD, GLXY, MSTR, HYPE, ASTER, GOOG, SPY, META, 1000x token.
15 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jonah Van Bourg,
Avi Felman
· Tickers:
BTC,
SOL,
HOOD,
GLXY,
MSTR,
HYPE,
ASTER,
GOOG,
SPY,
META,
1000x token
