<p>Avi Feldman is a former hedge fund manager and host of the 1000x Podcast. In this conversation, we discuss why he sold all of his bitcoin and crypto after nearly a decade in the industry, how he&#39;s thinking about the AI trade and what comes after the memory stock boom, why he believes the financialization of everyday life is accelerating, his current positions in biotech, defense, rare earth minerals, and the psychology of trading in volatile markets.</p><p>========================</p><p><a href="http://lp.bitcoinira.com/after-crypto" target="_blank" rel="ugc noopener noreferrer">BitcoinIRA</a>: Save up to 37% in capital gains taxes on your retirement investments. Take 3 minutes to open your account &amp; get connected to a team of IRA specialists that will guide you through every step of the process. Go to <a href="http://lp.bitcoinira.com/after-crypto" target="_blank" rel="ugc noopener noreferrer">lp.bitcoinira.com/after-crypto</a> to win up to $4,000 in rewards.</p><p>========================</p><p>Bitget is the world&#39;s largest Universal Exchange (UEX), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets. Bitget’s Stocks 2.0 brings 500 major equities and ETFs (like Tesla and NVIDIA) directly to your portfolio. Enjoy 1:1 mapping, deep liquidity, and USDT dividend payouts with ultra-low 0.04% fees. Upgrade your portfolio on <a href="https://www.bitget.com/" target="_blank" rel="ugc noopener noreferrer">Bitget.com</a> today!</p><p>========================</p><p>Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at <a href="https://www.archpublic.com" target="_blank" rel="ugc noopener noreferrer">https://www.archpublic.com</a> and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.</p><p>========================</p><ul><li>0:00 - Intro</li><li>1:03 - Why he sold all his bitcoin &amp; crypto</li><li>6:52 - The Hyperliquid thesis &amp; the broken social contract</li><li>20:01 - What would make him buy bitcoin again?</li><li>21:58 - Strategy + STRC &amp; how to gain an edge in the markets </li><li>33:40 - What comes after the memory stock boom?</li><li>37:58 - Biotech, defense, &amp; rare earth minerals</li><li>39:29 - Robostrategy, private markets &amp; NAV premiums</li><li>44:08 - Why index fund returns may be lower going forward</li><li>55:40 - Contrarian investing &amp; spotting a bubble</li><li>1:07:44 - Meme stocks, retail &amp; future outlook</li><li>1:13:25 - The 1000x Podcast</li></ul>

The Pomp Podcast

Anthony Pompliano

OG Crypto Investor SOLD HIS BITCOIN For AI | Avi Felman

JUN 29, 202674 MIN
The Pomp Podcast

OG Crypto Investor SOLD HIS BITCOIN For AI | Avi Felman

JUN 29, 202674 MIN

Description

<p>Avi Feldman is a former hedge fund manager and host of the 1000x Podcast. In this conversation, we discuss why he sold all of his bitcoin and crypto after nearly a decade in the industry, how he&#39;s thinking about the AI trade and what comes after the memory stock boom, why he believes the financialization of everyday life is accelerating, his current positions in biotech, defense, rare earth minerals, and the psychology of trading in volatile markets.</p><p>========================</p><p><a href="http://lp.bitcoinira.com/after-crypto" target="_blank" rel="ugc noopener noreferrer">BitcoinIRA</a>: Save up to 37% in capital gains taxes on your retirement investments. Take 3 minutes to open your account &amp; get connected to a team of IRA specialists that will guide you through every step of the process. Go to <a href="http://lp.bitcoinira.com/after-crypto" target="_blank" rel="ugc noopener noreferrer">lp.bitcoinira.com/after-crypto</a> to win up to $4,000 in rewards.</p><p>========================</p><p>Bitget is the world&#39;s largest Universal Exchange (UEX), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets. Bitget’s Stocks 2.0 brings 500 major equities and ETFs (like Tesla and NVIDIA) directly to your portfolio. Enjoy 1:1 mapping, deep liquidity, and USDT dividend payouts with ultra-low 0.04% fees. Upgrade your portfolio on <a href="https://www.bitget.com/" target="_blank" rel="ugc noopener noreferrer">Bitget.com</a> today!</p><p>========================</p><p>Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at <a href="https://www.archpublic.com" target="_blank" rel="ugc noopener noreferrer">https://www.archpublic.com</a> and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.</p><p>========================</p><ul><li>0:00 - Intro</li><li>1:03 - Why he sold all his bitcoin &amp; crypto</li><li>6:52 - The Hyperliquid thesis &amp; the broken social contract</li><li>20:01 - What would make him buy bitcoin again?</li><li>21:58 - Strategy + STRC &amp; how to gain an edge in the markets </li><li>33:40 - What comes after the memory stock boom?</li><li>37:58 - Biotech, defense, &amp; rare earth minerals</li><li>39:29 - Robostrategy, private markets &amp; NAV premiums</li><li>44:08 - Why index fund returns may be lower going forward</li><li>55:40 - Contrarian investing &amp; spotting a bubble</li><li>1:07:44 - Meme stocks, retail &amp; future outlook</li><li>1:13:25 - The 1000x Podcast</li></ul>