Threadguy Live

A Julian Robertson Tiger blow-up arc from More Money Than God: trapped on the Yen, the $150M slam-long save, the LP carry-out at the dot com peak. Bitcoin running the Saylor entry, Hood ripping on the Trump accounts launch, Anthropic's Series H, Don Jr's drones flying on the WSJ headline, a Ryan Watkins and DeFi Monk interview, and the inevitable Tesla-SpaceX merger.

Nic Carter (Castle Island Ventures, prolific Bitcoin writer) joins on the same day he signed on as independent director at Robo Strategy. They cover his case that AGI has quietly arrived, the legendary CoreWeave angel investment that became his ticket into AI deep tech, the white-collar apocalypse hiding inside the K-shape, and where his odds sit on quantum breaking Bitcoin by 2035. Closes on the...

Threadguy on why The Big Short ruined a generation of traders, today's crowdsourced kickchat portfolio as a top signal, and the Pope getting a $660K Ferrari EV. Plus the cold storage Bitcoin he almost moved into 10-year treasuries, the JP Morgan rumor on Vance, the X-FAB Silicon Foundries rip after a Serendipity tweet, and a sit-down with Nic Carter on robotics, AGI, quantum, and Crypto.

Back from the Memorial break with a pool hall hustle, the hobbymaxing thesis, and a confession on breaking the number one trading rule. Micron rips 20%, Ferrari unveils its Johnny Ive EV, a $5M Wemby rookie sells, and the Pope signs with Anthropic to publish his AI ethics letter.

Threadguy slides for Warren Buffett against Airmass, tries to long SWGAY into the AP Swatch giga-viral resale frenzy, and watches Robinhood get mogged by Hyperliquid in real time. Plus semis bloodbath one day after Airmass' $8K Micron call, MegaETH puts in the worst crypto chart of all time, and Leopold's missing 13F rugs the entire stream.

David Hoffman (Bankless co-founder) returns to break down why he sold his 62 ETH CryptoPunk for Zcash, the ideological split with Vitalik on whether ETH should BE the power or be a check on it, and why he thinks Saylor selling Bitcoin is actually bullish for stretch. Plus the case for a top-100 re-rating (crypto Twitter pumps it then hands it off to Bitwise and Grayscale for boomer retirement port...

2:55 normies running up $400k on options 6:30 getting recognized for my Zcash trade 8:40 me vs Loracle in the orderbooks 23:10 the f*ck you no entry pattern 25:30 @bankless interview 30:20 Selling a 62 ETH Punk for Zcash 32:50 ETH leadership should care about price 37:00 roaring kitty hacked live

Thread breaks down Airmass's 6-month-silence Micron all-in tweet that's already up 43% off the post, watches CoffeeZilla get credit-mogged by Jeff Walton on the stretch-Ponzi debate, and confesses he forcefully drives himself crazy trading so he doesn't drive himself crazy on vacation. Closes with the cleanest "move to NYC if you're in finance" advice and why holding-...

Thread argues every bear has flipped after the Iran shakeout (PTJ slamming stocks at ATH, Burry buying Lululemon) and lays out his 5-coin crypto thesis: only Bitcoin, privacy, perps, and private AI matter while alt-season is officially dead. Closes with hantavirus dismissed as a nothing burger and Ryan Cohen's eBay bloody-pig-mask scandal making the case for acquisition.

Threadguy sits down with Compound founder Robert Leshner, the OG DeFi builder who was literally in the group chat where the word DeFi was coined back in 2018. Leshner walks through the Compound exploit lore, why he left to build Superstate, and where he lands on Hyperliquid's RWA perps. He gets into how every product gets a Napster era before grandma uses it, the $200M KelpDAO hack that scare...

Threadguy opens with the easiest trades being the best ones, ties it to a Market Wizards zen-monk excerpt, then lays out why every influencer is about to pivot to financial content. He walks through how Walter Bloomberg got him at 4am with a fake Iran-war-over headline, why he's holding his Zcash trade through the chop, and brings on Compound founder Robert Leshner. Leshner gets into the Comp...

Threadguy sits down with Rekt Mando, the macro trader who quit tradfi distressed credit to chase all-time-high breakouts and has been pitching the Korean stocks trade for weeks. Mando covers why he faded the war hard, what's changing in Korean governance, why the Chaebol discount is finally cracking, and how Samsung and SK Hynix are sitting on a structural memory bid. He gets into how all mom...

Threadguy comes back disgustingly bullish on three coins (BTC, Zcash, Hyperliquid) while everywhere else is at ATH. He covers the $45K gold chain David Yurman wouldn't let him leave with, why the Iran escalation is a fade trade because Trump keeps juggling markets up, and a feature interview with Rekt Mando on the Korean stocks trade. Closes on Ryan Cohen's bizarre CNBC interview after G...

Threadguy navigates another day where Google adds $500B in a single session while crypto sits uninspiring. He covers the post-close earnings carnage, the Hertz RoboTaxi moonshot, a Banks and Zee pairing that brings Ansem on for some Solana confessions, Tim Cook's farewell call handing Apple to John Ternus, and the diary smoking-gun in Elon's OpenAI lawsuit. Closes on why DeFi might be of...

Threadguy sits down with Tolks, the anonymous trader behind the macro substack crypto twitter actually reads. They cover why crypto stopped tracking equities, why he hasn't shorted since Trump's Easter V-reverse, and why every institutional adoption headline is bullish for everyone except crypto traders.

Threadguy walks into the biggest earnings day of the year with Google ripping, Meta crashed, and oil sitting at ATH while stocks shrug. He covers what's left to bid in fintech trading, what the Hormuz blockade actually means for the trade now, and where crypto sits as the ultimate cuck asset. Tolks joins for the trader-psychology beat on listening to the market when every bear signal is screa...

Threadguy sits down with Bubble Boi, the anonymous chip-designer-by-day who rode the Intel turnaround into post-economic by going all-in on his single best idea. Bubble Boi covers how he spotted Intel before anyone else wanted it, why the consensus on TSMC vs Intel is dead wrong, where his price target sits, and what comes next on his board after the Intel run. He gets into how retail traders are...