Shows
Threadguy LiveChina's Open-Source AI Surge, the Death of Luxury, and Why Keeping Money Is Harder Than Making It - Threadguy: June 22nd, 2026Threadguy 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 coming for the AI labs after the Fable ban, Micron into earnings, and why pricing assets might be the most important job in the world.
2026-06-241h 04Threadguy LiveThe "ADHD Era" Of The Stock Market, The Freest Trades, IRL Is Coming Back, Jesse Livermore Corn Squeeze - Threadguy: June 19th, 2026Market'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, and the big thesis: why a psychosis fried generation taking over markets might mean the end of sustained bear markets.
2026-06-2129 minThreadguy LiveThe Kevin Warsh Era Begins, Saylor's STRC Death Spiral, Hyperliquid Changes Everything, Snapchat's $2,200 Glasses - Threadguy: June 17th, 2026Threadguy 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 Michael Saylor STRC death spiral, Snapchat's $2,200 glasses disgrace, and why cheap Chinese open source could pop the AI bubble. Plus Hyperliquid's catalysts and the AMC trade that beat a year of Bitcoin.
2026-06-1944 minThreadguy LiveGTA 6 Is Actually Coming, Midjourney's Medical Pivot, STRC's Death Spiral Continues, Mourning The Fable Ban - Threadguy: June 18th, 2026Threadguy 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 reasons left to be bullish, the Fed going irrelevant, and mourning the Fable ban.
2026-06-1953 minThreadguy LiveElon Musk Broke Wall Street, Everybody Hates AI, Soccer Fame Is Generational, Snapchat Glasses Suck - Threadguy: June 16th, 2026SpaceX 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 star. Plus why everybody hates AI except the people who hold assets, the setup into Kevin Warsh's first FOMC, and why he would happily give Tim Cook all of his data.
2026-06-1851 minThreadguy LiveSpaceX Shocked Everyone, The Anthropic Doom Loop, You Can't Ban The Internet, What The Fable Ban Means, American Glory - Threadguy: June 15th, 2026Anthropic'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, America's glory run, fading every war scare, and why Anthropic is trapped in a fight with the government it can't win.
2026-06-1752 minThreadguy LiveStocks RIP After The Peace Deal, Everyone Wants SpaceX, Kharg Island Fakeout, The Greatest Knicks Game Ever, Jack Schwager Interview - Threadguy: June 11th, 2026Threadguy 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 SpaceX frenzy, and Market Wizards author Jack Schwager joins to close it out.
2026-06-1243 minThreadguy LiveSpaceX Might Top Everything, Inflation Hit Escape Velocity, Trading SpaceX IPO, GoodAlexander Interview, Brian Johnson's Rx Platform - Threadguy: June 10th, 2026Two 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 CPI comes in hot, Broadcom asks if the summer already topped, and Good Alexander returns to break down the IPO that sucks the liquidity out of everything.
2026-06-1140 minThreadguy LiveI Rebranded, Saylor Is Selling Bitcoin, Jensen Huang Is Cool, Tulip King Interview, Zcash's Exploit, The War That Never Ended - Threadguy: June 3rd, 2026Threadguy 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 the only CEO worth liking, the quantum IPO about to own the stream doc, and Tulip King breaking down the Zcash exploit.
2026-06-0450 minThreadguy LiveStocks Are Insane, Jensen Bullposts MRVL, Pokemon Gacha Is Winning, YouTubers Run Hollywood, Bitcoin Is Cooked - Threadguy: June 2nd, 2026A 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, the Pokemon gacha machine, why the Citron founder got jailed for short selling, and the case that YouTubers are taking over Hollywood.
2026-06-0345 minThreadguy LiveHyperliquid Is Cooking, The SAAS Rotation Is Here, Oil Bulls Are Cooked, Returning To My Zcash Trade, AI Is Getting Wild - Threadguy: May 29th, 2026Hyperliquid 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 signal, why every oil bull is cooked, IPOs pricing off the hype chart, and the night he single-handedly puts the bottom in on alcohol.
2026-05-3137 minThreadguy LiveJD Vance Is Getting Cooked, Will Quantum K*LL Bitcoin, Too Many Top Signals, Crypto Is In Trouble - Threadguy: May 27th, 2026Threadguy 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 Morgan rumor on Vance, the X-FAB Silicon Foundries rip after a Serendipity tweet, and a sit-down with Nic Carter on robotics, AGI, quantum, and Crypto.
2026-05-2836 minThreadguy LiveLeopold Is About To Reveal It, Semiconductor Bloodbath, MegaETH Is The Worst Crypto Chart Ever, AP Swatch Resale Frenzy, Hyperliquid > Robinhood - Threadguy: May 15th, 2026Threadguy 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, MegaETH puts in the worst crypto chart of all time, and Leopold's missing 13F rugs the entire stream.
2026-05-1621 minThreadguy LiveTokenized Stocks, My Recent Trade Wins, Fake War Headlines, Robert Leshner Interview, $200M Crypto Hack - Threadguy: May 6th, 2026Threadguy 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 fake Iran-war-over headline, why he's holding his Zcash trade through the chop, and brings on Compound founder Robert Leshner. Leshner gets into the Compound exploit lore, why he left to start Superstate, and how every product gets a Napster era before grandma uses it.
2026-05-0735 minThreadguy LiveThe Only Coins You Should Buy, Fading World War 3, Korean Stocks Are Crazy, Rekt Mando on IQ, Momentum & Korean Stock Trading - Threadguy: May 4th, 2026Threadguy 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 keeps juggling markets up, and a feature interview with Rekt Mando on the Korean stocks trade. Closes on Ryan Cohen's bizarre CNBC interview after GameStop's $55B eBay bid
2026-05-0553 minThreadguy LiveRoblox Crashes -20%+, Apple Earnings Call, Crypto's Future, Elon's OpenAI Lawsuit, Banks & Ansem's New Show - Threadguy: April 30th, 2026Threadguy 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 confessions, Tim Cook's farewell call handing Apple to John Ternus, and the diary smoking-gun in Elon's OpenAI lawsuit. Closes on why DeFi might be officially unusable now that the White House has rationed Anthropic's Mythos.
2026-05-0136 minThreadguy LiveRobinhood is COOKED, Biggest Earnings Day Ever, Oil is AMAZING, Tolks: Understanding the Market, Crypto & Gold - Threadguy: April 29th, 2026Threadguy 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, and where crypto sits as the ultimate cuck asset. Tolks joins for the trader-psychology beat on listening to the market when every bear signal is screaming.
2026-04-3039 minThreadguy LiveSpaceX is a RUGPULL!?, OpenAI Headline Panic, Bubble Boi's HUGE Intel Trade, Semiconductors, The Market is WRONG - Threadguy: April 29th, 2026
2026-04-2945 minThreadguy LiveOpenAI Might K*LL Apple, Big Tech Destroys Crypto, Sleep Score = IQ, Hallucination Yield Meta - Threadguy: April 27th, 2026Threadguy back solo Monday before a stacked week of Bubble Boy, Tolks and Mando interviews. He covers the QQQ ATH, the Lighter dinner story on why fading high beta is the move, and the hallucination yield thesis turning ChatGPT prompts into real market flow. Plus the POET implosion over a Marvell NDA breach with the CEO holding just $55k of his own stock, and why OpenAI's phone with MediaTek and Qualcomm could be the first real Apple killer.
2026-04-2845 minThreadguy LiveEasyEats - $30 HOOD Call, Polymarket Edge & PeptidesThreadguy sits down with Easy Eats to break down why HOOD is the simplest bet of all time, how wallet tracking turned one trader $15K into $800K on Polymarket, and the picks-and-shovels AI play nobody is watching. They cover LFMD peptides, the Novo Nordisk short setup, Apple's Cook-transition bull case, and DHT and FRO oil shippers nobody is pricing in.
2026-04-2542 minThreadguy LiveStocks > Crypto, Meeting Hans Niemann IRL, Stock Market ATH, Bessent Bullposts AI, EasyEats Interview, Is Apple Going To Win? - Threadguy: April 24th, 2026Threadguy meets Hans Niemann IRL at his Netflix screening, crowns the hotel cuck chair the Bitcoin chair as stocks rip to ATH, and cancels his weekend on Bessent's 18 months to AI game over quote. Easy Eats Bodega closes with HOOD as the simplest bet of all time, Apple long on the Cook transition, and oil shippers nobody is pricing in.
2026-04-2528 minThreadguy LiveGoodAlexander & David Choi - USDAI, the Upcoming IPO Bubble & Cheap Chinese AIThreadguy sits down with Good Alexander and David Choi, the USDAI founder, to unpack why AI capex is dwarfing every prior infrastructure cycle, Chinese open source quietly crushing Claude at 40x cheaper, and Wall Street's $150B rails becoming the second-biggest business in AI. Old Asian women driving crypto flows, privacy coins that can't be killed, the SpaceX IPO as a Trump-coin top, and David's case that the AI-dollar is the new Petrodollar.
2026-04-241h 17Threadguy LiveThe FAKE Iran War Headline, AI Shrinkflation, China K*LLED Claude AI, GoodAlexander & David Choi, Exit Liquidity - Threadguy: April 23rd, 2026Threadguy breaks down a market that shrugged off a fake Iran-strike oil whipsaw to print another all-time high, pulling the French Revolution for context and asking why it's gay to be a bear in 2026. Good Alexander and David Choi then join to unpack the AI-dollar thesis, the most consequential model release since Llama, and why Wall Street is quietly the second-biggest business in AI.
2026-04-2441 min
The blocmates PodcastDeFi's Latest Donation to DPRK's Nuclear Apocalypse & Aliens Kill Scientists563 joins Lazer and Alex this week to join the discussion around this week's news of the Kelp hack and the LayerZero fall out. We're talking about the impact on DeFi as a whole and how we recover from the contagion. That's as well as getting into Cobie's latest appearance on threadguy's stream and what we took from that, TLDR: net positive for a multitude of reasons.Oh and also why creepy anons are moaning about ladies posting selfies on CT while simultaneously simping them with public comments asking 'Dubai?'Hope you enjoy i...
2026-04-2351 minThreadguy LiveTSLA Earnings Call, CAR's Short Squeeze is OVER, Oil And Stocks Are Ripping, Stocks Trade Like Crypto Now, Cobie Crypto Mindset - Threadguy: April 22nd, 2026Threadguy reframes around long-term thinking after yesterday's Cobie interview, rants on Bible study as the new dating meta and VCs funding "going outside", and calls Trump done with the war. Closes with the CAR short squeeze and the Archegos / Bill Huang $20B blow-up every squeeze gets compared to.
2026-04-2336 minThreadguy LiveCobie - The Future of Crypto, Capitalism & SocietyThreadguy gets a surprise sit-down with Cobie for his first long interview in a while, covering DeFi 2.0 and the Mythos threat, the legendary buy wall story told for the first time, why SpaceX and OpenAI going private at a trillion dollars each is a capitalism betrayal, and his top five crypto traders of all time.
2026-04-221h 31