Threadguy Live

Threadguy calls the memory bottom live as DRAM rips 5% off the open, breaks down the billion dollar PDF theory behind every era-defining tech paper, and watches GPT Live voice land as the biggest AI product launch of the year. Closes with the full memecoin confession: why Robinhood's chain dragged him back in and why they are never going away.

Threadguy relives the night Robinhood chain launched and a Vlad Tenev tweet turned his bedtime trade into the CASHCAT fumble. Then: whether memecoins can ever really die, the unsolved games thesis behind Ansem and CASHCAT, what Vlad should ship next, the first war the market simply got bored of, and why early access to frontier AI is like steroids.

Thread comes back from the Hamptons to a historic market open: memory stocks in freefall while Bitcoin shrugs off Saylor's first big sale, and Ansem coin brings seven-figure PnLs back onchain. Plus Trump declaring war on short sellers, China moving to gate its frontier AI models, and Tony Robbins telling the worst AI story ever told.

Threadguy on why luxury is dying and being hot IRL is the new status symbol, the one trait separating traders who make it from those who lose it all, and how Crypto Jared's sandwich bot got sandwiched for $15 million. Plus Chinese open source coming for the AI labs after the Fable ban, Micron into earnings, and why pricing assets might be the most important job in the world.

Markets turn ugly with semis crushed, the South Korean KOSPI circuit-breaking 10% lower, and AMC diluting away the trade of the year right after its first rip in years. Threadguy digs into the accelerating anti-AI backlash, the movie theater renaissance, Waymo banned in New York, Meta's new glasses and prediction-market app, Trump's quantum push, and where it all heads as more and more p...

Market's closed, so Threadguy runs a rare casual Friday solo and just talks. He gets into the Jesse Livermore corn saga, why trading clout is the story and not the PnL, the AMC and StubHub catalyst plays, the free money indicator he is building, and the big thesis: why a psychosis fried generation taking over markets might mean the end of sustained bear markets.

Threadguy watches Kevin Warsh's first FOMC presser live and comes away convinced the new Fed chair is no puppet, then runs the tape: why he's still long SpaceX into a parabolic move, the one flaw between him and an eight-figure P&L, the Michael Saylor STRC death spiral, Snapchat's $2,200 glasses disgrace, and why cheap Chinese open source could pop the AI bubble. Plus Hyperliqui...

Threadguy breaks down Strategy's STRC death spiral and why Michael Saylor is the most cornered he's ever been, then digs into Midjourney's new full-body medical scanner and the small-cap quietly powering it. Plus $500 GTA 6, the only two reasons left to be bullish, the Fed going irrelevant, and mourning the Fable ban.

SpaceX rips to an all-time high and Threadguy makes the case that we just watched the great cryptification of the stock market, from Elon out-earning Warren Buffett's entire career in a day to a Cape Verde keeper out-following the NBA's biggest star. Plus why everybody hates AI except the people who hold assets, the setup into Kevin Warsh's first FOMC, and why he would happily give...

Anthropic's best model gets yanked by the US government four days after launch, SpaceX rips past its IPO, and the war finally ends, all over one weekend. Threadguy on why the SpaceX top everyone called never showed up, the UK social media ban, America's glory run, fading every war scare, and why Anthropic is trapped in a fight with the government it can't win.

SpaceX IPO day: the largest IPO in history opens live on stream, space stocks get destroyed after pumping into it, and Elon officially becomes the world's first trillionaire. Plus movies are back, paste.trade grades every stream call green, and the time has come to retire the Saylor intro.

Threadguy returns from the greatest Knicks game ever to a market ripping on the Iran peace deal, with oil crashing and every space stock front running tomorrow's SpaceX IPO. Plus the Kharg Island fakeout, the top signal hiding in the retail SpaceX frenzy, and Market Wizards author Jack Schwager joins to close it out.

Jack Schwager, the Market Wizards author, joins Threadguy fresh off the launch of his new book, The Next Generation. He covers decades of market evolution from the pit era to AI, the Paul Tudor Jones cotton blowup, the solo trader who has never had a losing month, and why the unknowns in the new book stack up against the legends of the 80s. Closes on his Mount Rushmore of traders, why AI will neve...

Good Alexander returns two days before the SpaceX IPO, this time in his new role as the show's resident IPO specialist. The ex-Palantir, ex-telecom analyst breaks down why the IPO wave is a liquidity event nobody can ignore, Elon's data centers in space pitch, the trade he has on into Friday, and the shorting heuristic he learned from his first blowup. They cover the OpenAI and Anthropic...

Two days out from the SpaceX IPO, Threadguy preps for the Jack Schwager interview with Market Wizards lore and the Druckenmiller Black Monday story, reacts to Brian Johnson's new Rx platform, and enters two new positions on the IRL thesis. Then CPI comes in hot, Broadcom asks if the summer already topped, and Good Alexander returns to break down the IPO that sucks the liquidity out of everyth...

Thread returns from the Knicks street watch parties and opens with his case for a couple year era of peak American excellence. From there it's the robot trade nobody can actually buy, a hunt for the bottleneck stocks behind the boom, a SpaceX IPO game plan, Claude Fable 5 dropping mid-stream, and US strikes on Iran landing live on air.

Back from a family graduation to a Friday crash everyone already forgot, the Knicks ticket he fumbled by two minutes, and the case against Saylor's $2 billion Bitcoin sale. Then a pump.fun teardown, Jensen's full Korea pump tour, the WWDC Siri roast, Trump floating AI equity stakes, and the IRL events mega trade, from Monaco's peak wealth to the Ozempic fitness boom.

Threadguy marks ten months and a full rebrand, suits and all, on one of the ugliest Bitcoin days yet: why every Saylor buy now reads as exit liquidity, ETH cratering since Hoffman sold, and the war-and-oil Groundhog Day that won't quit. Plus the only CEO worth liking, the quantum IPO about to own the stream doc, and Tulip King breaking down the Zcash exploit.

Counterparty's own Tulip King joins Threadguy for the first interview on the new overlays to break down the Zcash exploit that rattled crypto: how a ZK-circuit bug let someone quietly mint phantom tokens, why the fix exposed a centralization problem most holders missed, and what it taught him about the value of a network that does nothing. He gets into the Bitcoin trade he swore he'd nev...

A dark day in Crypto with Bitcoin cliffing, but stocks are euphoric: Threadguy apes Marvell after Jensen calls it the next trillion dollar stock, Victoria's Secret rips 47%, and Google drops an $80 billion raise. Plus the barnacle oil trade, the Pokemon gacha machine, why the Citron founder got jailed for short selling, and the case that YouTubers are taking over Hollywood.

Good call, that was a 15-min gap. Adding 13:35 the software melt-up (ARM +90%, Dell +100%, Oracle/Snowflake/Salesforce all +10%, IGV ripping while defense sells off). It's the clean counterpoint to "nobody cares about Bitcoin" and it splits the gap roughly in half.

Hyperliquid runs to a new high as the CFTC clears the first US Bitcoin perp, and Threadguy makes the case for why it just wins. Plus getting back with the Zcash ex, the AI speech humiliation ritual, the SaaS rotation he calls the real crypto signal, why every oil bull is cooked, IPOs pricing off the hype chart, and the night he single-handedly puts the bottom in on alcohol.

Ryan Watkins and DeFi Monk from Syncracy break down their great purification thesis: where the asset class is dispersing, why hype is escaping the pack, and how to value it when crypto-native FDV math falls apart. They cover the trader-to-investor era of crypto, the case for HODL again, Ryan's reluctant defense of ETH, where Bitcoin fits in the new paradigm, the institutional pipeline enterin...