Threadguy Live

Threadguy back solo Monday before a stacked week of Bubble Boy, Tolks and Mando interviews. He covers the QQQ ATH, the Lighter dinner story on why fading high beta is the move, and the hallucination yield thesis turning ChatGPT prompts into real market flow. Plus the POET implosion over a Marvell NDA breach with the CEO holding just $55k of his own stock, and why OpenAI's phone with MediaTek...

Threadguy sits down with Easy Eats to break down why HOOD is the simplest bet of all time, how wallet tracking turned one trader $15K into $800K on Polymarket, and the picks-and-shovels AI play nobody is watching. They cover LFMD peptides, the Novo Nordisk short setup, Apple's Cook-transition bull case, and DHT and FRO oil shippers nobody is pricing in.

Threadguy meets Hans Niemann IRL at his Netflix screening, crowns the hotel cuck chair the Bitcoin chair as stocks rip to ATH, and cancels his weekend on Bessent's 18 months to AI game over quote. Easy Eats Bodega closes with HOOD as the simplest bet of all time, Apple long on the Cook transition, and oil shippers nobody is pricing in.

Threadguy sits down with Good Alexander and David Choi, the USDAI founder, to unpack why AI capex is dwarfing every prior infrastructure cycle, Chinese open source quietly crushing Claude at 40x cheaper, and Wall Street's $150B rails becoming the second-biggest business in AI. Old Asian women driving crypto flows, privacy coins that can't be killed, the SpaceX IPO as a Trump-coin top, an...

Threadguy breaks down a market that shrugged off a fake Iran-strike oil whipsaw to print another all-time high, pulling the French Revolution for context and asking why it's gay to be a bear in 2026. Good Alexander and David Choi then join to unpack the AI-dollar thesis, the most consequential model release since Llama, and why Wall Street is quietly the second-biggest business in AI.

Threadguy reframes around long-term thinking after yesterday's Cobie interview, rants on Bible study as the new dating meta and VCs funding "going outside", and calls Trump done with the war. Closes with the CAR short squeeze and the Archegos / Bill Huang $20B blow-up every squeeze gets compared to.

Threadguy gets a surprise sit-down with Cobie for his first long interview in a while, covering DeFi 2.0 and the Mythos threat, the legendary buy wall story told for the first time, why SpaceX and OpenAI going private at a trillion dollars each is a capitalism betrayal, and his top five crypto traders of all time.

Threadguy gets a surprise sit-down with Cobie, his first long interview in a while, covering DeFi 2.0 and the Mythos threat, the legendary buy wall story told for the first time, why SpaceX and OpenAI going private at a trillion dollars each is a capitalism betrayal, and his top five crypto traders of all time. But before that, Threadguy binks the HIMS trade right before Amazon copies the business...

Threadguy breaks down the $300M LayerZero hack with gas.zip founder Tom Kaiser after reacting live to Tim Cook's retirement and declaring Apple Pay the greatest finance invention of all time. He lays out why the market is done pricing in war escalation, why every asset now trades like crypto, and why short-term momentum on spot or 2X leverage is the only game left.

Tom Kysar (gas.zip founder, ex-prediction markets) breaks down the $300M KelpDAO/LayerZero exploit that rattled DeFi this weekend. They cover how the hack actually worked, why North Korea could pull it off, and what it means for Hyperliquid, Aave, and every interop protocol on the market. Lands with the inevitable take: all roads in crypto lead back to Bitcoin.

Threadguy sits down with chess grandmaster Hans Niemann, fresh off his Netflix documentary, to talk the chess mafia, high-stakes matches paid in Bitcoin, and why crypto people have more character than the average New Yorker. Before the interview, Threadguy banks the HIMS trade off RFK's peptides announcement and breaks down how Trump threaded the needle on Iran to push SPX to a fresh all-time...

TIMESTAMPS: 4:03 wildest Pete Hegseth quote yet 5:45 essential market close analysis 9:03 spaceX is buying cybertrucks??? 12:31 the hims & peptide grey market thesis 26:44 Mamdani doxxing Ken Griffin 36:26 opus 4.7 is out & Jensen is a chad

TIMESTAMPS: 0:38 – Who Amit is and what he covers 2:53 – How Amit's Palantir content took off 5:23 – Amit's worst trade ever 7:09 – How Amit manages his influence 11:49 – How retail traders changed the market 20:06 – Financial nihilism and why people are gambling more 23:44 – Robinhood's role in the retail boom 35:03 – Hyperliquid and crypto perps explained 48:07 – How Amit research...

TIMESTAMPS: 2:46 taxes are killing me 9:58 it’s a trader run society 12:08 you had one day to buy the dip 13:40 top is in on pokemon cards 15:01 coffeezilla vs saylor 19:06 allbirds is an ai company now 21:42 hims candle 23:55 snapchat ceo at coachella 26:13 amit interview

TIMESTAMPS: 0:10 hot girl inbound index 5:36 my chat is investing in wine  9:03 the gamblification of everything  11:20 market close analysis 12:50 the saylor method 15:33 TMZ’s political pivot 18:30 kevin warsh pocket watching 21:13 leopold 25yo goat trader  23:11 ai made me do it.. 25:08 watch shopping

TIMESTAMPS: 2:27 the economy is cooked 4:48 bieber is cooking 6:44 trump’s doordash ad 10:28 market close breakdown 13:42 hims conspiracy theory 16:18 oil is now untradeable 17:28 JD vance was sacrificed  20:37 the market is bored of war 27:50 art of the deal 29:20 blame shitty devs not pumpfun 32:49 wlfi drama

TIMESTAMPS: 1:00 my hair routine 2:05 trump posting stake ads 3:46 my purpose is to tweet 5:14 market analysis 12:15 war is resumed? 30:05 @Rory_Johnston interview 34:07 how bad are the shortages? 36:23 when will the strait open up? 46:09 greatest oil crisis ever? 47:53 iran the new oil player?

TIMESTAMPS: 2:53 business rizz 4:21 podcasts are topped  5:23 nsfw ai will steal your soul 7:15 steroids can revive sports 8:19 market recap 13:04 “ceasefire” timeline 28:14 iran loves BTC 33:41 anthropic’s new model

My FULL interview with Peter Schiff!

TIMESTAMPS: 2:29 trump tweets change nothing 3:47 market closes green 8:17 Peter Schiff interview 9:59 stockpile non-perishable foods 13:15 how to navigate fake news 15:27 trumps market manipulation 23:37 24/7 perps 25:07 trump admin corruption 29:54 why gold is up so much 32:21 how to trade in 2026 34:30 CEASEFIRE

TIMESTAMPS: 4:33 if you dont like sports youre a chud 5:50 kanye is so back 10:39 fakes killed fashion 16:24 market recap 21:18 why i’m excited about crypto 24:42 trump is tweaking 30:42 citrini analyst 003 45:43 biggest takeaway from the citrini article 51:59 counterparty event in NYC???

TIMESTAMPS: 0:14 rasmr won't stop calling me 2:37 peptides are the new pronouns 3:49 learning about drones & planes 26:58 sending producer luke to the strait of hormuz 32:23 what happened to nike??? 34:48 luka out for season

TIMESTAMPS: 1:31 congrats to tbpn 6:43 the critical market analysis 15:47 trump’s speech exposing the normies 24:02 what’re they doing to XPL 26:27 elon’s new token (SpaceX) 29:34 my warren buffett mindset