Threadguy Live
Stocks, crypto, politics, culture, and the great financialization of everything. Threadguy is live every weekday from New York with analysis, commentary, and interviews with leading figures across the space of internet markets.
Episodes
151 episodes
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 launchi...
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 ne...
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 o...
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 exposur...
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 con...
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...
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 backfir...
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 experime...
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 consp...
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 ...