Threadguy Live

Epizody

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  Crypto Gets NUKED into Bunker Mode, AI Solves Math, and A Big Rant [Stream Recap] 09.10.2026 47min

  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 is right and where he's reaching, what breaks beyond crypto if signatures ever fall, the Y2K comparison, and th...
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  Why I Love AI Game Mods, Why Memecoins are Fried, and Onchain News 07.10.2026 33min

  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.
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  An Important Update on My Zcash Trade, Why I Ignore Twitter, and Pope vs Anthropic [Stream Recap] 07.10.2026 44min

  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.
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  How Solana Doomer Made $25M on His Phone, Old Coins are Good, and the Russian Plague [Stream Recap] 07.10.2026 23min

  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.
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  Nike is a Chud Company, PewDiePie vs OpenAI, and Onchain Coins Make a Comeback 03.10.2026 33min

  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 agree with.
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  America's AI is Dope, San Francisco Real Estate Bubble, and Issa the Cooker Cooks 02.10.2026 41min

  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 rare books.
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  Trump's AI Dinner, MetaMask Night Terrors, Anguilla is Winning the AI Boom 02.10.2026 45min

  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.
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  kel - The Full Zcash Thesis, Building Conviction, and Going Against the Crowd 30.09.2026 1h

  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 years of noise, and the full case for why private Bitcoin has met its time. Also: the on-chain ceiling, w...
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  Anthropic’s Revenue Leaked, Kelxyz Stops By Stream, and Pumpfun Makes a Comeback 29.09.2026 34min

  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.
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  I Love Rare Books, The SEC Legalizes Crypto, and Why Price Targets Are Too Low 28.09.2026 45min

  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.
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  President Xi Mogs, Crypto Predictions, and Yields Pump 26.09.2026 47min

  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's mockery of Washington makes things better or worse.
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  Crypto Options Are Having Their Growth Spurt - Koolkrypto 25.09.2026 43min

  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 trade he thinks is mispriced, his controversial ETH thesis, why he'd rather be short Solana than a...
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  My Muse AI Is So Cute, Don't Buy Your Wife Diamonds, and $1M Pokemon Cards 24.09.2026 52min
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  The VC Coin Cycle and Why He Holds No Bitcoin - Rekt Mando 24.09.2026 55min

  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. Also why he holds no Bitcoin, what trading Monero taught him, the pharma stock half his group ch...
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  The Market Gods Punish Greed, KoolKrypto Has a TON of Alpha, and Twitter Markets 24.09.2026 42min

  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 with the Derive bullcase.
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  Meta Muse is Incredible, Mando Shares Alpha, and Plumbers Take Over 23.09.2026 45min

  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 this cycle.
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  Was Buffet Insider Trading, Meta AI Takes Over, and No More Bears 21.09.2026 41min

  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 career graded year by year after his retirement.
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  FIRST TIME: Live call-ins, Crypto is Electric, and Private AI 18.09.2026 49min

  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.
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  The Mormon Hedge Fund, The SEC Loves Crypto, & Tulip King Shares Alpha 18.09.2026 40min

  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 tokenized stocks after the Clarity Act stalled.
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  LIVE FOMC Reaction, Robhinhood Insider Trading, and Macroeconomics 17.09.2026 45min

  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's first hiking presser.