Jonah Van Bourg

“I tweeted, buy hard assets, yield curve control is coming. The implication there is that AI is probably going to accrue value to AI native companies that are already running the S&P 500.”

“maybe it's, um, maybe it's literally you, you go, you go out and buy shares in construction companies, larger construction companies that do data center builds.”

“I think you want to focus on the manufactured commodity node in that system that I just described. So like maybe it's public utilities in the locations where there's a big data center build”

“prediction markets are the new shitcoins. And so I think a lot of attention and gambling money has just shifted to other sources”

“my favorite, Aerodrome... I think it's got a lot of upside from here. It's just the question is like, when does the good stuff stop getting dragged down by the bad?”

“my favorite one to hate... It traded from 25 cents up to 50 cents, and now it's trading 23 cents. Like, in these violent bear markets, you get squeezes”

“Coinbase is just imploding. You know, you're right. Like, this really is the technology market in 2001”

“Hypes trading as much volume as Coinbase now. That's insane. Hypes not valued nearly where Coinbase is”

“You have data center companies like CoreWeave, I think are a bad bet long run because for a variety of reasons, depreciation being the number one factor”

“soon we're going to get some good entries into some of these European defense stocks because I think that's, that, that's a mega trend.”

“Obviously I've been still bullish on gold.”

“it's Apple, it's XLE, it's URA. Obviously I've been still bullish on gold.”

“if you buy a basket, I'm bullish. I'm bullish on your Exxons of the world. I'm bullish on your Chevrons of the world. I just— there is going to be much higher demand for energy in this, in this particular environment.”

“maybe you want to go out there and buy Constellation Energy, for example, right there.”

“Like, they will absolutely do what they've done every single time since 2008, which is just inundate the market with helicopter money. And I think your Bitcoins will be pretty— looking pretty good there. I think that's the best passive hedge for that scenario.”

“I think politically, uh, I think we're in for a lot of volatility politically. I think, uh, that's something if you had to wait along societal unrest, political unrest, um, you should do that”

“I do think that a lot of these coins are still phenomenal shorts. I mean, if like, if Worldcoin ever is up, you know, 50 to 70% over some period of time, uh, and it's, it's blown out all the shorts, I still think that's a— I still think that's a phenomenal short.”

“by taking Venezuela and Iran out militarily... Now these are just going to become open market crudes. They're just going to trade like every other crude and China is going to have to pay up for them”

“we got a nice dip on, on the one crypto asset that's probably worth trading. Like, the hype, the hype went— did it go below 30? Yeah, it did. I got in around 31”

“I think we got a good entry on the Tel Aviv Stock Exchange too. It's off, uh, what is it, off 10-15% on this. It's going to go right back to the highs once this is over. So I think, I think if you're looking for like a quick 15% farm, that's a good one.”

“So I faded this war, but I didn't fade it with oil futures in my PA because I'm not loco, right? I bought stocks and hyperliquid when they were down. That's how I faded it”

“to be fair, I did think that oil futures are a fade, but I'm also aware that the negative convexity of that trade is so extreme that I could get financially wiped out trying to make 20% on my dollar. So I didn't do that”

“NEAR is a money vacuum. Any money you put into NEAR disappears... Whenever you buy a NEAR narrative, it goes away.”

“One laggard that I'm looking at is Galaxy. I think all of the reasons why everybody was so excited to buy it, you know, above $40 are still intact and it's trading $23.”

“They will not be able to shut the Straits for a sustained period of time... the oil price will force the hands of literally every single country in the world except Russia to go help out and reopen the Straits. Nobody can tolerate a closed Strait of Hormuz.”

“the sort of contrarian angle I'm looking at is I was kind of bearish Canton. Now I'm not. I think that may be a very good angle to play into the themes Avi just alluded to.”

“Perps are the most effective instrument in the world to trade what we call flat price, just directional price of crude oil, better than any dated future that you have on the CME or ICE.”

“What about Stripe? You can buy that on the private market at a $90 billion valuation. That company, if you believe that payments, that agents will pay agents and that payment volume will like via those types of rails will just 10x, why not just lift some of that?”

“The megatrend that I see is like humanity is just gonna spend more on compute than before. So I'm looking at ways to gain exposure to that. And some of them are discounted right now. The simplest one is Micron stock”

“for me, SPY is just a better hedged version of Mag7 with slightly less volatility. So SPY is something I'm dip buying right now.”

“during my oil trading career, my professional oil trading career, pretty much every single war was an excellent fade”

“this KelpDAO thing was like the kick in the nuts that makes it very clear and present how bad that roadmap is... the security council of Arbitrum is just making arbitrary decisions about capital.”

“you're starting to see that in housing markets around America, a bit of socialism, and you're seeing what it's doing to housing prices. I would not be bullish LA or New York real estate here. I've certainly been bearish London real estate for a while for the same reason.”

“you're taking all kinds of risks you don't understand when you lend at 3% to somebody on AAVE... DeFi is not DeFi. It's clearly CeFi”

“Korea has memory. It produces DRAM, NAND. It produces packaging. It produces racks. It produces all of the unglamorous infrastructure that makes the AI current. SK Hynix just recently said Chip demand is exceeding manufacturing capacity.”

“When forward 12 months of physical chip demand is undersupplied by 5 to 10%, the price of memory doubles. Right now it's undersupplied by somewhere between 45 and 50%.”

“Are the causes of the sell-off temporary, evanescent, or are they structural, fundamental, long-term? In commodity speak, supply shock, demand shock, or a structural trend. Trends you can ride, shocks you fade.”

“I don't think it's going to happen.”

“So, of what I reduced in my portfolio, that I alluded to earlier in the pod, about two-thirds of that was BTC, GBTC to be specific. I want to rebuy at lower levels. I'm still long-term bullish.”

“Memory, like Micron trades at 35 times earnings. Per the rule of thumb, DRAM price appreciation rubric that we sort of set out on the last podcast, earnings could literally triple or probably will triple in the next year or less. So in my view, Micron's trading at like less than 15 times forward earnings.”

“Hormuz is still shut. The world is short, like somewhere between 10 and 15 million barrels a day.”

“I think I sold it like $116 average price and it went down to $105 and now it's back and NASDAQ's ripping today. But I do think as a trader, you always have to understand that the most dangerous thing about a market is when it has no bear case.”

“if he gets hit with hard inflation numbers again, next month, we're probably going to see rate hike prices go up on those contracts even more. And that's, that's going to spook the market a little bit.”

“And we're starting to see some stupidity in the market... it's up 22% from where I tweeted about it, uh, for no reason.”

“we're seeing DRAM, DRAM contract prices surge 95%, 95% in Q1 of 2026 versus Q4 of 2025.”

“I think Palantir probably takes a bit of a run. Now, for a fundamental reason, no, but because it's an AI defense stock and both defense and AI are sort of hot now, this is the way that the market is trading.”

“Hood's kind of an interesting one... Their price action has been really good over the last 3 days, and I think it continues... they were tied to the price action of crypto for a long time... And finally, it's broken away.”

“Make sure that Ethereum, I mean, even Ethereum is doing very poorly now... Finally sell out of their Ethereum. And it's because there's no, there's no way forward now.”

“that's one reason why Zcash has been doing so well, is because it... taking up the mantle of that thesis for Bitcoin.”