OG Crypto Investor SOLD HIS BITCOIN For AI | Avi Felman
The Pomp Podcast
Anthony Pompliano
4.6 • 2K Ratings
🗓️ 29 June 2026
⏱️ 76 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
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'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.
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- 0:00 - Intro
- 1:03 - Why he sold all his bitcoin & crypto
- 6:52 - The Hyperliquid thesis & the broken social contract
- 20:01 - What would make him buy bitcoin again?
- 21:58 - Strategy + STRC & how to gain an edge in the markets
- 33:40 - What comes after the memory stock boom?
- 37:58 - Biotech, defense, & rare earth minerals
- 39:29 - Robostrategy, private markets & NAV premiums
- 44:08 - Why index fund returns may be lower going forward
- 55:40 - Contrarian investing & spotting a bubble
- 1:07:44 - Meme stocks, retail & future outlook
- 1:13:25 - The 1000x Podcast
Transcript
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| 1:01.0 | Bitcoin is valuable because it exists outside the system. |
| 1:04.0 | Bitcoin's valuable because if the system makes mistakes, there's an escape hatch. |
| 1:08.3 | But that only makes sense in a world where the Fed has massive |
| 1:12.4 | controller, the government has massive control over the direction of the economy, which was true |
| 1:15.8 | for a very long period of time. I mean, basically from the Great Recession up until today, |
| 1:20.4 | people watch the Fed like a hawk. Today that matters less. And it matters less because |
| 1:25.2 | you're seeing true secular world changing growth |
| 1:27.8 | in robotics, in AI, in biotech, in defense. Things are genuinely happening. Things are |
| 1:34.0 | genuinely being built. I mean, SpaceX is a great example of this. What's going on, guys? Today we got |
| 1:38.3 | a great conversation with Avi Filman. He's an extremely successful former hedge fund manager, and he's the host of |
| 1:42.7 | the 1000x pod. Avi and I talk about the AI trade. Why he doesn't own any Bitcoin right now, what's going on in the crypto industry, how he's thinking about biotech, defense stocks, and then we get into the psychology of a trader and what's been happening in the market with so much volatility, how you can generate an edge, and then what should you be thinking about going forward and how to spot a bubble and maybe |
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