How To Make It This Cycle | 1000x Live

Bullish:

• $BTC - Jonah is highly bullish on Bitcoin and crypto assets, comparing the current market conditions to the COVID stimulus period and expecting a major asset rally.

  • “I think we are on the eve, sort of the the doorstep of a major asset rally. I am conviction long risk assets, especially crypto, because I think that this smells a lot like let's call it a smaller version of what the governments of the world did during COVID.”

    Jonah·1:05
• $ALTCOINS - Jonah is shifting his investment strategy from being heavily Bitcoin-focused to now seeing opportunities in altcoins, particularly in areas like RWAs, AI, and DEPIN.

  • “I've been super bearish altcoins versus Bitcoin, and I've I've allocated accordingly, but now I think that's changing.”

    Jonah·34:01

  • “I would say RWAs, AI and DEPIN are the ones that I'm focused on.”

    Jonah·35:00
• $MEME - Avi suggests a potential opportunity in memecoins due to a massive wealth transfer from boomers to younger generations who have a propensity for gambling.

  • “There is a massive, massive, massive wealth transfer that's occurring over the next 15 to 20 years, from boomers to Gen Z and to millennials. And, candidly, we love to gamble.”

    Avi·15:02

  • “I agree. And I think that, you know, my advice to people who are interested in memes would be don't buy WIF. That trade has already played out. Right? Buy something early. Get in if if you're early to the parade, and this these there is no fundamental value attached to these things as we all know. So if it if you're just trading a psychological bubble type asset with no underlying value, you can't be the greater fool who buys the highs. So the best way to ensure that you aren't that guy is to ignore literally every meme that has existed for more than a a week or 2 and try to get in early on some of them. I I think that people who get shilled on things that like WIF and Popcat and whatever else is up a lot, you you know, that's kind of stupid. So memes as a space are interesting. And to Avi's point about the wealth transfer, that is a big infusion of cash that's gonna be ongoing.”

    Jonah·15:27
• $HNT - Avi sees potential in Helium due to its rapid user growth, contracts with large telecom companies, and improving service quality, despite initially poor trading performance.

  • “Helium started signing up, you know, thousands of users a day, started getting contracts with a lot of the large telecom companies, and it was actually a pretty good service. And it was trading really poorly until people started to figure this out, and it took months.”

    Avi·32:00
• $CRYPTOAI - Bullish on AI applications in the crypto space, identified as a key focus area for investment.

  • “Chief came on our podcast and shilled TAO, not financial advice, of course. And it really awakened me to the possibility of basically, there are going to be pockets of crypto that take off like crazy, the 10 x, 100 x, and I don't I I think Tau is an early indicator of that.”

    Jonah·35:00
• $DEPIN - Bullish on decentralized physical infrastructure networks (dPIN), identified as a key focus area for investment.

  • “I would say RWAs, AI and DEPIN are the ones that I'm focused on. There are a few strong horses in there.”

    Jonah·35:00
• $RWA - Bullish on Real World Assets (RWAs) in the crypto space, identified as a key focus area for investment.

  • “I would say RWAs, AI and DEPIN are the ones that I'm focused on. There are a few strong horses in there.”

    Jonah·35:00