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
100 episodes
Crypto is Moving Past Bitcoin - Syncracry Capital Interview
Ryan Watkins and DeFi Monk from Syncracy break down their great purification thesis: where the asset class is dispersing, why hype is escaping the pack, and how to value it when crypto-native FDV math falls apart. They cover the trader-to-inves...
Robinhood's Trump Accounts, DELL Is Insane, Tesla x SpaceX Merger, Running The Saylor Entry, Series H - Threadguy: May 28th, 2026
A Julian Robertson Tiger blow-up arc from More Money Than God: trapped on the Yen, the $150M slam-long save, the LP carry-out at the dot com peak. Bitcoin running the Saylor entry, Hood ripping on the Trump accounts launch, Anthropic's Series H...
JD Vance Is Getting Cooked, Will Quantum K*LL Bitcoin, Too Many Top Signals, Crypto Is In Trouble - Threadguy: May 27th, 2026
Threadguy on why The Big Short ruined a generation of traders, today's crowdsourced kickchat portfolio as a top signal, and the Pope getting a $660K Ferrari EV. Plus the cold storage Bitcoin he almost moved into 10-year treasuries, the JP Morga...
How AGI Might Break Crypto Forever... - Nic Carter
Nic Carter (Castle Island Ventures, prolific Bitcoin writer) joins on the same day he signed on as independent director at Robo Strategy. They cover his case that AGI has quietly arrived, the legendary CoreWeave angel investment that became his...
The Uber Debate, My Huge Crypto Mistake, Ferrari's New EV, Anthropic Signs The Pope, LLMs VS Reddit - Threadguy: May 26th, 2026
Back from the Memorial break with a pool hall hustle, the hobbymaxing thesis, and a confession on breaking the number one trading rule. Micron rips 20%, Ferrari unveils its Johnny Ive EV, a $5M Wemby rookie sells, and the Pope signs with Anthro...
Leopold Is About To Reveal It, Semiconductor Bloodbath, MegaETH Is The Worst Crypto Chart Ever, AP Swatch Resale Frenzy, Hyperliquid > Robinhood - Threadguy: May 15th, 2026
Threadguy slides for Warren Buffett against Airmass, tries to long SWGAY into the AP Swatch giga-viral resale frenzy, and watches Robinhood get mogged by Hyperliquid in real time. Plus semis bloodbath one day after Airmass' $8K Micron call, Meg...
My AP Swatch Investment Failed, Cerebras IPO, Airmass Interview, The Secret To Trading Is Trade Less, Xi and Trump - Threadguy: May 14th, 2026
Trump Is In China, My AP Swatch Preorder, Chris Camillo Interview, Crypto Traders Will Dominate Stocks, AP Swatch - Threadguy: May 13th, 2026
IPO Season Is Here, eBay Says NO To Gamestop, The AP Swatch, My Courageous Trade, Trust Me Bro SPVs - Threadguy: May 12th, 2026
Normies BROKE The Stock Market, My ZEC Trade, Long vs Short Bitcoin, Bankless Interview, Roaring Kitty Hacked LIVE - Threadguy: May 11th, 2026
2:55 normies running up $400k on options6:30 getting recognized for my Zcash trade8:40 me vs Loracle in the orderbooks23:10 the f*ck you no entry pattern25:30 @bankless interview30:20 Selling a 62 ETH Punk for Zcash32:50...
Why He Sold His CryptoPunk For ZCash.. - David Hoffman
David Hoffman (Bankless co-founder) returns to break down why he sold his 62 ETH CryptoPunk for Zcash, the ideological split with Vitalik on whether ETH should BE the power or be a check on it, and why he thinks Saylor selling Bitcoin is actual...
Micron Is The Next Nvidia, Is STRC A Ponzi, Moving To NYC Is The Best Trade, My Bitcoin Thesis, Trading Is The World's Best Job - Threadguy: May 8th, 2026
Thread breaks down Airmass's 6-month-silence Micron all-in tweet that's already up 43% off the post, watches CoffeeZilla get credit-mogged by Jeff Walton on the stretch-Ponzi debate, and confesses he forcefully drives himself crazy trading so h...
The Truth of Stock Trading, AI Bottlenecks, Hantavirus Exposed, Only 5 Coins Matter This Cycle, PNL is All That Matters - Threadguy: May 7th, 2026
Thread argues every bear has flipped after the Iran shakeout (PTJ slamming stocks at ATH, Burry buying Lululemon) and lays out his 5-coin crypto thesis: only Bitcoin, privacy, perps, and private AI matter while alt-season is officially dead. Cl...
Tokenized Stocks, My Recent Trade Wins, Fake War Headlines, Robert Leshner Interview, $200M Crypto Hack - Threadguy: May 6th, 2026
Threadguy opens with the easiest trades being the best ones, ties it to a Market Wizards zen-monk excerpt, then lays out why every influencer is about to pivot to financial content. He walks through how Walter Bloomberg got him at 4am with a fa...
The $200M KelpDAO Hack, DeFi's Trust Crisis & Bitcoin's Return - Robert Leshner
Threadguy sits down with Compound founder Robert Leshner, the OG DeFi builder who was literally in the group chat where the word DeFi was coined back in 2018. Leshner walks through the Compound exploit lore, why he left to build Superstate, and...
The Only Coins You Should Buy, Fading World War 3, Korean Stocks Are Crazy, Rekt Mando on IQ, Momentum & Korean Stock Trading - Threadguy: May 4th, 2026
Threadguy comes back disgustingly bullish on three coins (BTC, Zcash, Hyperliquid) while everywhere else is at ATH. He covers the $45K gold chain David Yurman wouldn't let him leave with, why the Iran escalation is a fade trade because Trump ke...
Explaining Korean Stocks and the AI Memory Trade - Rekt Mando
Threadguy sits down with Rekt Mando, the macro trader who quit tradfi distressed credit to chase all-time-high breakouts and has been pitching the Korean stocks trade for weeks. Mando covers why he faded the war hard, what's changing in Korean ...
Spirit Airlines is GONE, Bitcoin Is Coming Back, BrokieTrades Interview, How I Started Trading, Running A Hedgefund - Threadguy: May 1st, 2026
Roblox Crashes -20%+, Apple Earnings Call, Crypto's Future, Elon's OpenAI Lawsuit, Banks & Ansem's New Show - Threadguy: April 30th, 2026
Threadguy navigates another day where Google adds $500B in a single session while crypto sits uninspiring. He covers the post-close earnings carnage, the Hertz RoboTaxi moonshot, a Banks and Zee pairing that brings Ansem on for some Solana conf...
Never Short Stocks, The Great Bear Trap, & Why Crypto is Weak - Tolks
Threadguy sits down with Tolks, the anonymous trader behind the macro substack crypto twitter actually reads. They cover why crypto stopped tracking equities, why he hasn't shorted since Trump's Easter V-reverse, and why every institutional ado...
Robinhood is COOKED, Biggest Earnings Day Ever, Oil is AMAZING, Tolks: Understanding the Market, Crypto & Gold - Threadguy: April 29th, 2026
Threadguy walks into the biggest earnings day of the year with Google ripping, Meta crashed, and oil sitting at ATH while stocks shrug. He covers what's left to bid in fintech trading, what the Hormuz blockade actually means for the trade now, ...