MARKET UPDATE: How Situational Awareness Blew Up, Will Rates Nuke Us, What’s Next?

This week, we break down the biggest story in markets: the blowup of Leopold Aschenbrenner's Situational Awareness fund. We discuss whether Ken Griffin killed him or just showed up with the best bid, how an eleven-figure liquidation actually works behind the scenes, why going to the street to meet a margin call is like walking into a lion's den (and the Terra Luna call that proved it), whether the rate-hike comments were an orchestrated hit, why Avi is stepping into the memory dip now with Micron, Intel and SanDisk, the Korean "Squid Game" liquidation that wiped out millions of accounts, the real lesson of being dead right and broke, and the great Mag 7 split — why Apple, Google, and Meta are all underperforming for completely different reasons while Amazon keeps printing. Enjoy!

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Timestamps:

(00:00) Coming Up on 1000x...

(00:32) Did Ken Griffin Kill Leopold Aschenbrenner?

(03:30) How An 11-Figure Liquidation Actually Works

(9:32) Amateur Hour: Why He Broke The Cardinal Rules

(18:39) Walking Into The Lion's Den (And The Luna Parallel)

(25:48) Was It An Orchestrated Hit?

(30:42) Why Avi Is Buying The Memory Dip Now

(36:17) The Real Lesson: Being Dead Right And Broke

(42:56) Atoms Over Bits: The Mag 7 Split & What's Next

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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.