1000x Market Meltdown, Crypto vs Equities, & Is This Bounce A Buy?
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Nov 24, 2025 This week dives deep into the fallout from crypto's market meltdown and how bearish sentiment may have overshot. The hosts discuss possible bullish reversals fueled by stronger macro factors. They also explore the impact of AI on equities and the future of crypto trading. Jonah and Avi share their recent investment moves, emphasizing the potential of Bitcoin. Expect lively banter around prepping for disruptions, and intriguing debates on where value lies: in blockchains or applications? It's a packed discussion that balances humor with insightful market analysis.
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OG Sellers Stopped Hitting The Market
- Bitcoin approached value levels as OG selling slowed, removing a major source of downward pressure.
- Jonah Van Bourg highlights that old-wallet selling decelerated below prior highs, supporting the base.
AI Could Supercharge Profits
- AI-driven productivity gains could massively boost corporate profits and support equities despite social disruption risks.
- Jonah thinks AI is faster and potentially more transformational than the internet, creating large winners and losers.
Reassess Daily, Not Past Mistakes
- Forget past trading mistakes and reassess positions each morning based on current market context.
- Avi cautions traders to stop chasing perfect bottoms and instead evaluate whether existing positions fit present risks.