Psychology, Value, and Data: How Santiago Santos Navigates The Markets

Psychology, Value, and Data: How Santiago Santos Navigates The Markets

From 1000x by 1KX Media

August 3, 2026 · 56 min

About this episode

Santiago Santos discusses his unique approach to investing and the importance of crypto in a global context.

Recorded live at the Selini Summit, Avi sits down with Santiago Santos, founder of Inversion and one of the best-performing managers in crypto, who famously sold the top in 2021. We discuss how growing up in Mexico and consciously erasing his accent shaped his high-agency approach, why crypto matters far more outside the first world than inside it, why being "marginally delusional" is how outsiders win, the investor letter he just sent shutting down his own crypto thesis, why he pivoted to buying boring cash-flow businesses and treating technology as orthogonal, why he may be the only fund manager who refused to deploy capital he'd raised, the difference between wanting to make money and wanting to be right, and what he'd tell a 22-year-old to go deep on in the age of AI. Enjoy! -- Follow Santiago: https://x.com/santiagoroel 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 Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (00:36) The Kid From Mexico Who Erased His Own Accent (04:25) Why Crypto Actually Matters Outside…

People in this episode

Host: Avi

Guest: Santiago Santos

Topics covered

Keywords

Mentioned in this episode

Organizations: Inversion, 1KX Media

Places: Mexico, America

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