Ideas
Trade LINK as ETH beta momentum.
LINK's chart looks strong and fits the institutional/ETH beta rally because Wall Street knows it and it provides a real oracle function in crypto. However, on-chain revenue is tiny and most Oracle revenue is allegedly off-chain and impossible to track, with no token buybacks, so it is not a long-term investable thesis. Still, in a momentum market, he would buy LINK for a trade and hold for a week or month or two if crypto starts rallying again.
Altcoin longs need aggressive profit-taking.
This is a sideways 'old season' environment that may last a few more weeks before an alt-market implosion. Altcoin pops are inefficient rotation-driven moves; if buying any altcoins, take profits aggressively, e.g., one third at +15%, one third at +30%, one third at +50%. Buying on down days is better than chasing +15-20% days.
Buy ETH dip; sell next leg.
ETH retraced about 10% into reasonable support while treasury companies are still buying. He is not worried about the pullback and expects another leg up in crypto/ETH. He would be a net seller into that next leg, but he is buying this dip and looking for the next rally before the broader unwind.
Buy Aerodrome dip for mean reversion.
In a white-hot crypto bull market, buying sell-offs is scary, but oscillation around an upward trend is tradable. Aerodrome is a token he is long and still under-exposed to; down days like today are good to buy for reversion to an upward-sloping mean, not a falling knife. He also used margin to add Aerodrome.
Consolidate crypto into Bitcoin; still upside.
If reducing crypto exposure into the next turbo pump, he would not consolidate into dollars; he would close leverage and consolidate all coins back into Bitcoin because he still thinks Bitcoin has room to run.
ETH/BTC heading below 0.25.
ETH's rally is not fundamentally driven; it is driven by DAT/treasury-company flows and front-running of those flows. If the DAT premium/discount structure breaks and treasury buying stops, the front-runners stop too, leaving no marginal buyer. Without this structure, ETH/BTC would be below 0.25 and is heading there anyway.
Avoid ETH DATs; discounts may deepen.
Even if ETH itself cannot crash immediately when treasury companies stop buying, the ETH DAT equities can fall very quickly. Their premium to NAV is already leaking lower, and holders are Citadel/Millennium-type equity traders and retail who will exit to avoid the bus; discounts could widen as far as GBTC did, roughly 50-60% below spot.
Buy DATs at deep discounts.
The right DAT trade is not to short them or short them versus ETH. Wait until they cascade to distress levels and discounts widen, then buy them as a better way to hold ETH or Bitcoin, rerunning the GBTC discount playbook. Some may become insolvent or illiquid, so pick well-structured names. He would scale in around 30-40% discounts; if Nakamoto were down 20% or Metaplanet down 20-30%, he would likely buy those because they are structured okay. MSTR is most battle-tested and if it ever trades at a discount it is a screaming buy.
Bitcoin rallies, washes out, then rises.
Over the next three to four weeks, expect a nice rally across crypto. Bitcoin likely fails to hold above 120k, then washes out to 98-102k, which would feel like death; after sideways action, it should go up again. He calls this a 'crazy take' but his base path.
This 1000x Podcast video, published August 18, 2025,
features Jonah Van Bourg, Avi Felman
discussing LINK, ALTCOINS, ETH, AERODROME, BTC, ETH/BTC, ETH DATs, SBET, BMNR, BTCS, ETH/Bitcoin treasury companies (DATs), NAKA, Metaplanet, MSTR.
9 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jonah Van Bourg,
Avi Felman
· Tickers:
LINK,
ALTCOINS,
ETH,
AERODROME,
BTC,
ETH/BTC,
ETH DATs,
SBET,
BMNR,
BTCS,
ETH/Bitcoin treasury companies (DATs),
NAKA,
Metaplanet,
MSTR
