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
125 episodes
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 w...
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 f...
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...
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 mo...
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 re...
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 c...
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...
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 reason...
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 Mic...
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...
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, ...
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...
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...
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 Spa...
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...
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...
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 I...
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 ...
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 pr...
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 th...
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, th...
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...
Hyperliquid Is Cooking, The SAAS Rotation Is Here, Oil Bulls Are Cooked, Returning To My Zcash Trade, AI Is Getting Wild - Threadguy: May 29th, 2026
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 si...