Market Meltdown, Altcoin Carnage, & Crypto's Next Chapter

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Oct 13, 2025

Avi Felman, a crypto commentator and host, joins to discuss the recent market turmoil. They dive into the chaos triggered by a Trump tweet and the resulting cascading liquidations. Avi explains the contrast between Bitcoin's resilience and the fragility of altcoins, highlighting institutional flows. The conversation touches on macroeconomic impacts, including tariffs and earnings sensitivity, and explores how shifts in market dynamics may be changing the crypto landscape. They also consider whether recent events signal an opportunity for a rebound in altcoins.

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INSIGHT

Market Maker Structure Limited Damage

Market makers are usually delta neutral and don't hold massive outright long inventories to sell into crashes.
That dynamic prevented a prolonged bleed like Luna, making this event technical and shorter-lived.

ADVICE

Prefer Majors After Cascades

In rapid cascades, buying majors like Bitcoin is a safer reversion play than levered alts.
Prefer larger caps for re-entry because they absorb flows and have institutional bids.

INSIGHT

Political Noise Triggers Technical Spikes

Macro catalysts (e.g., tariff tweets) can trigger technical liquidations even if fundamentals remain intact.
Political noise creates pockets of risk but often gets walked back due to economic interdependence.

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Gm! This week, Forward Guidance and 1000x go live from DAS London to unpack the recent market chaos, Trump’s tariff tweets, and massive cascading liquidations. We also debate Bitcoin’s resilience versus altcoin fragility, the role of institutional flows, and the shift from four-year cycles to gradual adoption. Enjoy! – Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://bit.ly/4676Sob Apple: https://bit.ly/4etlBMd – Follow Avi: https://x.com/AviFelman Follow Felix: https://x.com/fejau_inc Follow Quinn: https://x.com/qthomp Follow 1000x: https://x.com/1000xPod Follow Forward Guidance: https://x.com/ForwardGuidance Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh – Kraken Custody delivers secure, qualified custody for institutions and HNWI clients. With multi-layer security and SOC 2 Type II completed, client assets stay safe, fully segregated, and always under your control. Trade, stake, and transfer directly from qualified custody through seamless integration with Kraken Prime. Built for institutions that demand performance, compliance, and control. Learn more: https://www.kraken.com/institutions/custody

Availability of products may vary by jurisdiction. Not investment advice. Custody services are offered through Kraken Financial, a Wyoming-chartered Special Purpose Depository Institution.Kraken Financial is not an FDIC-insured bank and deposits are neither insured by nor subject to the protections of the FDIC.Crypto trading involves risk of loss. View legal disclosures at kraken.com/legal/disclosures. – Peaq, the Machine Economy Computer, proudly sponsors the 1000x podcast. Peaq is home to 60+ apps across 20+ industries and millions of onchain devices, machines, and robots. It powers the world’s first tokenized robo-farm in Hong Kong and has launched the Machine Economy Free Zone in Dubai as an innovation hub for Web3, Robotics, and AI. For more about peaq, check out www.peaq.xyz – Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod – Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ – Timestamps: (00:00) Introduction (01:30) Reaction to the Massive Sell-Off (9:55) Ads (Kraken OTC, Peaq) (11:19) Has Anything Fundamentally Changed? (17:44) Friday Was a Turning Point (21:30) Risks vs Trading the Rebound (26:16) Ads (Kraken OTC, Peaq, Katana) (28:18) Gold vs Bitcoin Correlation (32:18) Is the 4-Year Cycle Over? (38:44) Positioning for the Next Months – Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed