Threadguy Live

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 had a losing month, and why the unknowns in the new book stack up against the legends of the 80s. Closes on his Mount Rushmore of traders, why AI will never solve the markets, and the position flip he made the morning of the interview.

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 SpaceX frenzy, and Market Wizards author Jack Schwager joins to close it out.

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 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.

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 in space pitch, the trade he has on into Friday, and the shorting heuristic he learned from his first blowup. They cover the OpenAI and Anthropic listings on deck, the fake numbers debate, Fable 24 hours after launch, whether Bessent is in the order books, and the question that decides Palantir. Closes on the one consensus long he would fade.

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 IPO game plan, Claude Fable 5 dropping mid-stream, and US strikes on Iran landing live on air.

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 roast, Trump floating AI equity stakes, and the IRL events mega trade, from Monaco's peak wealth to the Ozempic fitness boom.

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 problem most holders missed, and what it taught him about the value of a network that does nothing. He gets into the Bitcoin trade he swore he'd never make, his contrarian case for letting quantum run its course, where the real returns are hiding in low-cap crypto, and the privacy-by-choice thesis. Closes on why Bitcoin, for all the carnage, is still destiny.

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 the only CEO worth liking, the quantum IPO about to own the stream doc, and Tulip King breaking down the Zcash exploit.

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, the Pokemon gacha machine, why the Citron founder got jailed for short selling, and the case that YouTubers are taking over Hollywood.

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 gap roughly in half.