Is This The Everything Rally?

Is This The Everything Rally?

From 1000x by Blockworks

May 6, 2026 · 1h 10m

About this episode

Avi and Jonah discuss the recent market rally, trader psychology, and significant movements in technology stocks and cryptocurrencies.

In this episode, Avi and Jonah react to markets ripping to all-time highs in a classic lockout rally (fade everything except socialism), break down trader psychology around buying strength and all-time highs, and dive into the insane moves in semiconductors/AI (Intel, AMD earnings, Korean memory stocks like Samsung & SK Hynix going parabolic), Bitcoin pushing above $81k, and alts ripping (Zcash, TON with Pavel Durov back in the driver’s seat, privacy narrative heating up). They also share their take on the Korean leverage barometer, the Intel position update, why the AI mega-trend is still early, and—most importantly—the big news: the 1000x Podcast is striking out on its own. More live streams, a brand-new network, expanded content, and the launch of the 1000x terminal at 1000x.money. They’re going all-in! Enjoy! -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod -- Timestamps: 00:00 Coming Up On 1000x... 01:01 New Intro/New Vibes 03:39 Is This The Everything Rally? 09:29 Latest On Iran 17:41 AI Supercycle & Exponential Change 28:55 Download On The Korean Market…

People in this episode

Hosts: Avi, Jonah

Topics covered

  • market analysis
  • trader psychology
  • semiconductors
  • AI trends
  • Bitcoin
  • Korean market
  • podcast updates

Keywords

  • everything rally
  • trader psychology
  • semiconductors
  • AI
  • Bitcoin
  • Korean market
  • 1000x Podcast

Mentioned in this episode

Organizations: Intel, AMD, Samsung, SK Hynix, Zcash, TON, 1000x Podcast, 1000x

Books & works: 1000x terminal

Places: Korea, Iran

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