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
146 episodes
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 ...
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 Jess...
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...