Threadguy Live
Hosted by Threadguy, this daily podcast covers the intersection of finance, technology, and current events. Each weekday from New York, the show offers analysis and commentary on stocks, cryptocurrency, and politics. It also features interviews with leading figures in the world of internet markets and broader cultural topics. The program examines the financialization of everyday life and how markets shape society.
Episodes
The Ledger Hack, Memecoins Need A Miracle, SaaSpocalypse is Back
Threadguy comes back from three days off sold on the AI gaming renaissance, then breaks down the $86M Ledger supply chain hack and what it means for cold storage. After the Justin Drake post got crypto labeled an AI loser, he walks through how the SaaSpocalypse actually played out, the race to AI-proof cryptography, why memecoins need perfect conditions, and the based16z take on the death of legac
Doomer - How to Make $25 Million Trading From Your Phone
Solana Doomer is an anonymous momentum trader with 2,000 followers, a day job, and a public Hyperliquid PnL that says he is up $25 million this year. He walks through the run from $30K of T-bills to eight figures, the ETH ICO bag he forgot about for eight years, why he trades entirely from his phone, the one trait that lets him hold through drawdowns most people can't, the $7 million he burne
Rhino - Longevity, Fading the Narrative, and Why Edge Is Overrated
Rhino has been trading full time since 2019, counts a full market cycle as the only real test, and has done one interview in years. He walks through how he started, why longevity beats any single trade, the ball tingle style that is really 12 years of pattern recognition, his favorite setup of fading whatever narrative the whole market is fixated on, how he actually uses Twitter and why contrarian
Crypto Gets NUKED into Bunker Mode, AI Solves Math, and A Big Rant [Stream Recap]
Justin Drake's bunker mode post lands the morning after OpenAI drops 400 open math problems, and Threadguy opens by working through what the AI cryptography scare actually means for crypto, why both the longs and the shorts are coping, and whether 82K means it's priced in or you're early. Then Doug Colkitt joins for the full interview: what OpenAI really released, where Justin Drake
Why I Love AI Game Mods, Why Memecoins are Fried, and Onchain News
Threadguy opens with the Pokemon gacha night that turned him into an addict on a $234 balance, then why memecoins are fried and the rotation into coins that actually pay, the bears who sound ridiculous while crypto eats finance, the AI gaming renaissance where every game is becoming every game, and a closing riff on why humans can't compound and what he is actually building.
An Important Update on My Zcash Trade, Why I Ignore Twitter, and Pope vs Anthropic [Stream Recap]
Threadguy walks through closing his second largest perp trade ever, a $315K Zcash win, and why selling was the right call with the wrong execution. The forced-seller trap on leverage, why this cycle's alts can run without Bitcoin, the case for stacking perp profits into spot, the mandate of heaven, and a rant on why crypto Twitter costs you money. Closes on bears sound smart, bulls make money
How Solana Doomer Made $25M on His Phone, Old Coins are Good, and the Russian Plague [Stream Recap]
Threadguy opens on the AI game-modding renaissance, then the Russian plague story he refuses to believe, a pandemic denier until he is coughing up blood and the one bear case that has actually shaken him. After market open, the CFTC's new rules and why the Clarity Act failing is a gift, whether a Democrat win in 2028 is bearish, and a rant on why crypto's image doesn't matter.
Nike is a Chud Company, PewDiePie vs OpenAI, and Onchain Coins Make a Comeback
Threadguy sells the exact bottom of VVV on an ETH Foundation announcement and turns it into a lesson on group chats, leverage, and why he needs spot bags. Then the Griffin AI avatar that could do your remote job, Pokemon cards as a new genre of mania and the coin that finally got him, Nike's collapse since Kobe, the jock-nerd pendulum swinging back, and a lip filler take the chat did not agre
America's AI is Dope, San Francisco Real Estate Bubble, and Issa the Cooker Cooks
Threadguy walks through the Lighter trade from the Robinhood summit, a losing long flipped into a short in five minutes. Then America.gov and the undisclosed LLM on its front page, the superintelligence summit clips with every CEO in the room, why AI lab money is buying every house in San Francisco, the DoorDash drone rant, OpenAI's Dots launch and the CFO's Muse slip, and a verdict on r
Trump's AI Dinner, MetaMask Night Terrors, Anguilla is Winning the AI Boom
Threadguy woke up with night terrors over the MetaMask hack rumor, then makes the case for owning real things again and for posting a real $16K PnL in a sea of fake seven-figure ones. Plus the Caribbean island of 16,000 people making $100M a year off .ai domains, the Tucker Carlson war clip, the Trump AI dinner seating chart, and the Cognition vs Factory VC beef nobody in AI media will touch.
kel - The Full Zcash Thesis, Building Conviction, and Going Against the Crowd
Kel XYZ, the Messari alum who was publicly early on Solana in 2023, Hyperliquid before its launch, and Zcash before anyone would admit to holding it, sits down for a rare hour-long interview. He lays out how he hunts the crowd's bias instead of asymmetric information, why he trades almost entirely spot and stays away from leverage, the conviction-to-hold rule that lets him sit through two yea
Anthropic’s Revenue Leaked, Kelxyz Stops By Stream, and Pumpfun Makes a Comeback
The Anthropic S-1 leaks with a $42B net loss and $518B in cloud obligations, and Thread thinks the market knows more than the bears. Also on the docket: why Acorns should round your change into 25x leverage, why robots will never replace human athletes and AI music still can't go viral, and Kel XYZ on the Titan Finance rug, finding the crowd's bias, and where the alpha actually hides.
I Love Rare Books, The SEC Legalizes Crypto, and Why Price Targets Are Too Low
Thread wakes up obsessed with rare books and finds out the AI labs are buying them up and burning them, fat fingers a $2M Nvidia long, and plants two seeds: IRL is back and Live Nation printed, and AI slop is going to win YouTube. Also on the docket: Dario's Red Wedding dinner with Trump, Muse back to useless, and the SEC ruling that makes token buybacks legal.
President Xi Mogs, Crypto Predictions, and Yields Pump
Thread reads Evan's six calls for the cycle, from privacy coins into the 2028 election to the social trading casino, and revisits the Evan vs Frank meme coin debate two months later. Also on the docket: trading cards as the new art market, $XPL as a divorce coin, 0xquit's white-hat rescue of 23,000 NFTs, the $350M Bitget hack Hyperliquid Jeff warned about in 2023, and whether Trump'
Crypto Options Are Having Their Growth Spurt - Koolkrypto
Koolkrypto, the anonymous crypto options trader behind the Derive PnL cards, sits down after a $1.5M ETH trade to explain why on-chain options are finally having their growth spurt and why perps traders should be using both. He walks through how he structures asymmetric call spreads, when he buys insurance on a monster long, and what would make him exit a trade that keeps going up. Also the pair t
My Muse AI Is So Cute, Don't Buy Your Wife Diamonds, and $1M Pokemon Cards
The VC Coin Cycle and Why He Holds No Bitcoin - Rekt Mando
Rekt Mando, ex high yield and distressed trader turned crypto plumber, is back for his monthly sit-down. He lays out which coins the returning institutional bid is actually chasing and why the consensus rally keeps getting vamped, where he thinks this cycle tops and why he refuses to call a number, the one coin he thinks carries a real multiple, and the trade where doing nothing was his best move.
The Market Gods Punish Greed, KoolKrypto Has a TON of Alpha, and Twitter Markets
Thread breaks down Jack Butcher's $8 open edition mint on X Money, the once a quarter free money the crypto gods hand out, and why the market gods punish greed with leverage. Then Meta runs back the Muse partnerships, GoodAlexander's hallucination yield goes mainstream, Leopold drops $100M of premium on two week AI calls, and Thread rants about ZCAT and Useless before Koolkrypto joins wi
Meta Muse is Incredible, Mando Shares Alpha, and Plumbers Take Over
Meta rips on the Muse launch and Threadguy explains why an agent that reads your email turns Meta into the greatest ad product in history, why all AI has really built so far is targeted ads, and how it wrote his refund email. Also the WallStreetBets zero-day round trip, paying $1,000 a month for an unbiased LLM, the most cursed coin ever launched, and Rekt Mando on why the VC coins are winning thi
Was Buffet Insider Trading, Meta AI Takes Over, and No More Bears
Ben Cowan posts "I was wrong" and Threadguy takes the victory lap, then runs the weekend's late-stage capitalism top signals: a rave on the NYSE floor, Jake Paul at the Treasury, and a Senate that can't spell Bitcoin. Also the Corgi Cafe dating list and whether anyone is post-economic, Instinct and Meta Muse, why Bitcoin is deeply underestimated, and Warren Buffett's caree
FIRST TIME: Live call-ins, Crypto is Electric, and Private AI
The first Friday call-in show. Three pit traders walk through their trades: $150 to $200K on ZCAT, a $250K Zcash perp caught off a 10-hour flight, and a $10M portfolio that got wiped in Luna and is running it back. Before the calls, Thread makes the case that trading is the new gaming, reads the CFTC's Robinhood framework, and explains why Alex Karp's CNBC hit is a VVV shill.
The Mormon Hedge Fund, The SEC Loves Crypto, & Tulip King Shares Alpha
The morning after Warsh's 25 bip hike, Thread makes the case that zoomers get crypto on sight, crashes out on Fooled by Randomness, and buries the last oil bull while the tanker trade rips without him. Then the Mormon church's hedge fund, why pensions buying SpaceX is blowing up bond yields, Ken Griffin's plaque, Chipotle's Nike-level fall off, and the SEC greenlighting tokeniz
LIVE FOMC Reaction, Robhinhood Insider Trading, and Macroeconomics
Day two of the government watch party: Bessent as the government's therapist, then a Patriot Act rabbit hole that runs from the 9/11 airline puts to how your phone tells the government where you sleep, and why AI chat logs and Flock cameras are the sequel. Market open on the Clarity Act's failure and Meta's Muse launch, then the second stream: a unanimous 25 bip hike and Kevin Warsh
Clarity Act Drama, Scott Bessent vs Congress, and Market News
Clarity Act vote day: Chervinsky calls it the last shot at crypto policy while Polymarket says no, and Mitch McConnell gets wheeled out to vote on it. Then the AI civil war, from Good Alexander's is-anything-actually-better post to Dario's safeguards pitch and Trump calling Jensen live at the All-In Summit. Closes with Bessent's House hearing, protesters and all, and why watching Co
Fake PumpFun Hate, Dario vs The World, and Onchain Analysis
Thread opens with the Craigslist tennis coach, then spends the AI hour on the Anthropic whistleblower, what Dario actually wants with his pace-the-frontier plan, why the AI-sucks crowd is coping, and Dario's Oppenheimer moment. Market open brings the call that Bitcoin is less risky than the AI trade, before an onchain 180: traders got too smart, and the MUTOMBO trade that taught him to read t
The Secret History of Sneaker Twitter - Nick Bruhman
Nick Bruhman, Threadguy's old boss and the founder of Poke Market, Ominous and Malice, sits down after his sneaker Twitter article went viral to tell the story of the internet's most efficient market. Reselling Roblox items at 12, the sneaker bots that were AI agents before AI agents, how a group of teenagers beat corporate security teams, and why so many of the biggest founders in tech
OG Sneaker Lore, Solana's Launchpad War, and Y2K
Thread opens with the 牛来 sticker story, fumbles the fruit fly memecoin, and makes the case that Solana was never going to die and that the devs will always find you something to trade. Then the rise of active investing as his strongest conviction, Hunter Biden's token apology video, and an AI doom spiral that ends with a look back at the Y2K panic.
The PONS Short Prisoner's Dilemma, the AI DOOM Case, and Talking About PNL
Thread books his first ever winning short and explains why the PONS chart is a live prisoner's dilemma, walks through the doom feed that has everyone ripping memecoins, and gets sober on onchain after the stock meme run, with Hyperliquid as the one thing he is sure about. Then the iPhone Duo, why Meta already owns the AI assistant cohort, and the Sacks stance on pausing the Anthropic IPO.
Will AI End The World, What is Scott Bessent Doing, and Why I Love uPNL
Thread finds the upside in a world devolving into gambling, walks through the OpenAI millennium math problem drama and why he doesn't think they stole the logs, and takes apart the Anthropic "AI will kill everyone" pitch, the jobs that never got replaced, and the anti data center vote coming for the labs. Then Bessent declares himself the house, the $240M Bitcoin thief's Miami
The Last Meta of Crypto - Longxyz Founder Nate
Nate, founder of Long, the launchpad behind the Robinhood chain stock-meme run, sits down for his first ever stream to explain what you are actually trading when you buy a stock-paired coin, why he built it without a bonding curve, and how a pair puts real buy pressure on the underlying stock. He gets into where he thinks the stock-pair vertical is heading, the AMC clash with Vlad and what the AMC
AJC - Turning an 80% Nuke Into $3 Million on Robinhood Chain
AJC joins after running his public FOMO account to nearly $3 million in thirty days, almost all of it unrealized, off a $PONS position he opened at a $4 million cap right after an 80% single day nuke. He lays out the horseshoe theory of launching tokens, why launchpads stay permanently underpriced while capital chases institutions, and why both Pump and $PONS can win if the onchain pie keeps growi
Memecoin Stocks Short Squeeze, Robinhood is Unstoppable, and How AJC Made $2mil
GoPro Goes to the Moon, Togi is a Trader Now, and What's up with Bitcoin
Will Clemente - Buying Bitcoin Into Total Capitulation
Saylor Buys the Top Again, Traders are Celebrities, and Robinhood vs Solana
Eli Lilly Goes To War, the End of Healthmaxxing, and Social Trading
TraderMayne - What It Was Like Trading Crypto In 2013
Crypto OGs Are Mad, Lakers Sell For $12B And What I'd Do As CEO of Nike
Johann Kerbrat - Robinhood's Crypto Comeback, Onboarding Retail & Tokenization
Trump's Secret Escape, Italian Cheese Financial Crisis, & The Stakes of PUMP
Back From Vacation: The Anti Bitcoin Cycle & AI Stocks
First stream back from vacation: the trade he fumbled from the beach, Cash Cat breaking the ceiling while everyone posted the death candle, Intel asking for another $15 billion, and Strategy rapping through a drawdown. Plus the case that the next bull run leaves Bitcoin behind entirely, and where the only real way to get long sits.
The Ansem Interview, the Semiconductor Crash, and the LeBron Economy
Semiconductors Keep Crashing, Will the FOMC Save Us, and the Gatchafication of Everything
The Leopold Aftermath, Ken Griffin's Playbook for Success, and Narrative Violations
LEOPOLD LIQUIDATED LIVE: Ken Griffin is The Grim Reaper, Uniswap V4 Hooks, and a Postmortem
Flood - Inside the Biggest AI Fund Blowup Ever
The Chinese Semiconductor Moment, Onchain Spots, and Celebrity Traders
Threadguy opens on traders becoming the next celebrities as memecoins retake TikTok, then the market open goes red when China starts mass-producing its own chip tools and CXMT's IPO does 1% of all Shanghai volume on day one. Also on deck: the open letter fight over banning open source AI, Jensen's first tweet ever, the war nobody is covering, and Kamala 2028.
Bubble Boi - Selling Everything, the Kimi Shock, and Killing DRAM
Bubble Boi returns a quarter after his Intel and SanDisk calls went up only, and a week after his million-view "sold out of everything" tweet. He explains what one Chinese AI model changed about the entire memory trade, where his market exposure actually sits now, and the IPO he'd full port if he could get access. Plus why the worst memory maker keeps winning, whether China can real
Jensen Loves Open Source, Bubble Boi Shares Alpha, and I Have Fun Onchain
Robinhood’s Memecoin Strategy is Working and Onchain is Fun Again
Rasmr calls in after binking 100K on the GME memecoin's on-chain short squeeze, and the morning only gets stranger from there: corporate interns shilling a $29M raccoon, Google's $200B CapEx bet dragging the hyperscalers into free fall, Zyn conquering America while Philip Morris sits at all-time highs, and a guest with a million dollars of spot PUMP explaining his nine figures or zero ph
The Race to Legalize Perps - Lighter Founder Vlad Novakovski
Vlad, founder and CEO of Lighter, returns for round two, this time post TGE and mid run as one of the hottest products in finance. He gets into whether AI agents will ever replace human traders, the race to become the first licensed perp dex in the US, why tokenized stocks are moving slower than the opportunity deserves, and whether buybacks actually matter. Plus the markets that don't exist
Is China Distilling Claude, ChatGPT Breaks Containment, and Retail Markets
An OpenAI model broke containment and hacked Hugging Face, Iran hit an Amazon AI data center, and Gemini shipped a worse model. Plus the honest Clarity Act take, kids passing funded accounts on the school bus, the fake hedge fund method backfiring at the bar, and why culture has TikTok brain now.
Gen-Z Entrepreneurship, The Reality of China's AI, and Why Crypto Looks Good Again
The $250K World Cup prediction market farm gets the full read, a bot handing out free money on games that already ended. Plus everyone in every NYC coffee shop ripping Claude, why you can't even short Chinese AI, DATs as crypto's worst experiment, pump quietly printing a million dollars a day, and Miami as America's midlife crisis destination.
The Kimi Moment, Hedge Funds Save the Market, and Trump MEV
A horrifying day in the markets: China's Kimi K3 takes the number one spot from every US lab, DRAM and the entire AI trade get piss dumped, and every hedge fund manager on earth calls the bottom. Plus the Brian Armstrong and Vlad memecoin conspiracy, Netflix's worst earnings in company history, and the most deranged Trump speech Thread has ever heard.
Kimi is out of GPUs, My PumpFun Thesis, and Critical Market Analysis
The AI civil war goes public: OpenAI's new strategy hire calls for regulatory FUD on Chinese open source, Sacks fires back, and Kimi raises at 1/30th of the labs it just outbenchmarked. Plus AMC printing historic earnings right after the trade got away, a $960K Jensen jacket, the case that pump is priced horrifically wrong, and Tom Brady's legacy speedrun.
Everything is a Memecoin Now, Base Drama Recap, and PumpFun is Here to Stay
Thread opens on a scary tape: DRAM at the close your eyes and bid level, semis bleeding, and Bitcoin surprising everyone. Pete Hegseth puts the military on testosterone, intelligence races to zero as Chinese open source closes the gap, and Jesse Pollak hands the Base app to Cobie, prompting a full post-mortem on why creator coins were doomed. Plus Chamath's privacy coin article and why busine
Korea's Leverage Wipeout, SpaceX is Crashing Fast, and is Crypto Bottomed?
Korea circuit-breakers into a leverage wipeout, Trump declares the USA guardian of the Hormuz Strait live on stream, and Apple prints an all-time high the same morning it sues OpenAI. Plus a 10 for 10 Polymarket World Cup run, SpaceX flirting with its IPO price, the Elon vs Sam beef, and the case that crypto just bottomed.
Why Memecoins Never Die, AI CapEx Will Continue, and GTA 6 is Too Cheap
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.
Robinhood's New Chain, Fumbling $100k, and the Market Got Bored of War
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.
Saylor Sold Again, China Gates Its AI, Trump is at War with Burry, and Ansem-Mania
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.
Micron's Record Blowout, Why Niche Is Cool Again, and the Saylor Overhang on Bitcoin - Threadguy: June 24th, 2026
Government Controlled AI, the BTC Slow Bleed and Europe's AC Crisis - Threadguy: June 25th, 2026
Anti-AI Backlash Goes Mainstream, the Explosion of Analog, and AMC Fumbling the Trade of the Year
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
China's Open-Source AI Surge, the Death of Luxury, and Why Keeping Money Is Harder Than Making It - Threadguy: June 22nd, 2026
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.
The "ADHD Era" Of The Stock Market, The Freest Trades, IRL Is Coming Back, Jesse Livermore Corn Squeeze - Threadguy: June 19th, 2026
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.
GTA 6 Is Actually Coming, Midjourney's Medical Pivot, STRC's Death Spiral Continues, Mourning The Fable Ban - Threadguy: June 18th, 2026
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.
The Kevin Warsh Era Begins, Saylor's STRC Death Spiral, Hyperliquid Changes Everything, Snapchat's $2,200 Glasses - Threadguy: June 17th, 2026
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
Elon Musk Broke Wall Street, Everybody Hates AI, Soccer Fame Is Generational, Snapchat Glasses Suck - Threadguy: June 16th, 2026
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
SpaceX Shocked Everyone, The Anthropic Doom Loop, You Can't Ban The Internet, What The Fable Ban Means, American Glory - Threadguy: June 15th, 2026
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 Just IPO'd, The Space Stocks Fakeout, Movies Are Back, Elon Is A Trillionaire, My Stream's Best Trades Ever - Threadguy: June 12th, 2026
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.
What He Learned From Interviewing The Greatest Stock Traders Ever - Jack Schwager
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
Stocks RIP After The Peace Deal, Everyone Wants SpaceX, Kharg Island Fakeout, The Greatest Knicks Game Ever, Jack Schwager Interview - Threadguy: June 11th, 2026
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.
SpaceX Might Top Everything, Inflation Hit Escape Velocity, Trading SpaceX IPO, GoodAlexander Interview, Brian Johnson's Rx Platform - Threadguy: June 10th, 2026
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
How to Prepare for the SpaceX IPO - GoodAlexander Interview
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
Claude Fable Drops, Preparing For The SpaceX IPO, Dating Robots Are Here, Knicks Watchparties Are Back, The Return Of IRL Trade - Threadguy: June 9th, 2026
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.
Apple's Useless AI, Jensen Saves The Market, Saylor's Worst Decision, The "Ozempic Decade", How To Save Pumpfun - Threadguy: June 9th, 2026
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.
Tulip King on Selling Bitcoin For The First Time, ZEC's Exploit, Bitcoin & Quantum And More
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
I Rebranded, Saylor Is Selling Bitcoin, Jensen Huang Is Cool, Tulip King Interview, Zcash's Exploit, The War That Never Ended - Threadguy: June 3rd, 2026
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.
Stocks Are Insane, Jensen Bullposts MRVL, Pokemon Gacha Is Winning, YouTubers Run Hollywood, Bitcoin Is Cooked - Threadguy: June 2nd, 2026
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.
Saylor Sold His Bitcoin, GLP-1s vs Sugar Slop, Software Melt-Up, AGI Is Already Here, Pokemon Card Bubble, Trump Stock Pump - Threadguy: June 2nd, 2026
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.
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