What did Avi (@avifelman) post on X, week of Sep 15 – Sep 21, 2026?

Also this week

Market Macro & Equity Trades (~18%): The sharpest equity call was Nike. When Alex Arnault joined the board, he wrote 'The Arnault family is a lot of things; woke is not one of them. Bullish $NKE' [26]. He tempered it later: Nike needs more than one board member for a real turnaround [27]. He and @santiagoroel agreed the executives know change is needed, and floated Ackman as an activist catalyst [28]. He's considering long eBay short Etsy. eBay is winning with both men (cards, collectibles) and women (vintage clothing); Etsy's quality is worsening and it's 'just a second rate Amazon' [29]. On the macro side, he thinks Bessent's intervention is a stop-gap — it buys time but doesn't stop the inevitable. The economy needs a productivity change or Fed hikes to cool off [30]. Retail sales were the highest in 5 months and the economy is 'doing just fine' [31]. He told a worried follower: 'You are going to be shocked at how OK everything is gonna be' [31]. On rates: the 20-year Treasury hit 5.42% [32]. He's unsure rates come down until an economic slowdown forces the Fed to cut, because AI-driven productivity gains could lift the risk-free rate while natural treasury buyers (China, Canada, EU) are backing out [33]. He's bullish on META, crediting @jvb_xyz for the thesis [34]. He mentioned making 3x more from an $INTC move than from GP on the same day [35]. He called the person in charge of global finances a 'theater kid' [36][37].

American Politics & Society (~10%): He opened fire on what he calls the 'discontentment economy' — podcasters and pundits who sell grievance as hidden insight. 'You're not getting insight. You're just getting grievance. It's a product' [38]. He named Steven Bartlett, Tucker, and John Kiriakou as examples and pushed back on @haralabob's defense of Kiriakou: 'You can be right about waterboarding and then wrong about literally everything else you say' [38]. On post-9/11 deterrence, he argued progressives ignore counterfactuals — if the U.S. hadn't responded, more attacks would've been emboldened. 'Since the beginning of time humans have mounted heads on a spike' [39]. When pushed on whether a more targeted response would've been better, he called that hindsight bias: 'You have to think about what was the best decision to make at the time of the decision' [39]. He warned that politicians fear change and will come for both AI and crypto [40][41]. On antisemitism, he called the state of leftist Jewry 'so bleak' that some are defending an attack on their own synagogue by calling it anti-Zionist [42]. He also mocked Ro Khanna for praising Macklemore [43].

1000x Media & Terminal (~7%): He promoted the 1000x Podcast livestream covering the Fed decision, crypto-used-to-buy-oil stories, and retail sales [44][45]. A clip highlighted his live call that the Fed hike is bullish for Bitcoin and gold because it signals government irresponsibility [18]. He shared the 1000x Telegram group chat link [46]. He mentioned a book he keeps on his desk and re-reads [47].

Trading Philosophy & Psychology (~6%): On age and ego: 'For a period of your life, you're the youngest in the room... one day you wake up and you're 31. you are just another person. let it go' [48]. When someone said being older than 30 in crypto is crazy, he agreed it gets harder, especially if you're rich [48]. He argued young traders have no concept of risk, which is exactly why you need them — 'Best pairing is young gun with old risk manager. Always' [49]. 'True belief is the most valuable resource on the planet' [50]. He agreed with @nic_carter that secular millenarianism — Marxism, climate fear, AI x-risk, prepper culture — is status anxiety dressed as apocalypse, resurfacing his own Sep-3 post wondering if the apocalypse would be 'freeing' [51].

Biotech & Frontier Tech (~6%): He's been bullish on $ARKG since August, resurfacing his own Aug-25 essay arguing biotech will be revolutionized by AI and it's 'your best bet to escape the underclass' [52]. On Sep 17 he doubled down: 'Not only will AI revolutionize drug discovery, the percentage of disposable income spent on health and wellness will explode over the next decade' — and the chart looks good [53]. On AI more broadly, he thanked Dario Amodei and Jensen Huang and said 'it's time to invest in the consequences of current AI capabilities,' pointing toward cybersecurity [54]. He now trusts Zuck more than any other tech CEO [55], quoted Meta's alignment argument, and compared the Roman example of Cincinnatus and Augustus to shaping today's leaders [55]. He joked about using 'the Dario tactic of telling people they will literally die if they don't agree with me' [56].

Personal / other (~17%): RuneScape nostalgia spilled into personal territory — a 5-post thread on how the game taught him supply/demand, arbitrage, and compounding [57], and banter about owning a rock and launching a Grand Exchange project [58]. He posted about Twitter being the only social app he has memories from [59]. He showed off a Rolex Perpetual Padellone and marveled that the vintage 6062 goes for $650k [60]. A Yom Kippur sign-off closed the week [61].