Threadguy Live

Threadguy 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.

Threadguy 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.

Threadguy 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.

Threadguy gets a surprise sit-down with Cobie, 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. But before that, Threadguy binks the HIMS trade right before Amazon copies the business model one-to-one and give sage market analysis

Threadguy 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.

Tom Kysar (gas.zip founder, ex-prediction markets) breaks down the $300M KelpDAO/LayerZero exploit that rattled DeFi this weekend. They cover how the hack actually worked, why North Korea could pull it off, and what it means for Hyperliquid, Aave, and every interop protocol on the market. Lands with the inevitable take: all roads in crypto lead back to Bitcoin.

Threadguy breaks down the $300M LayerZero hack with gas.zip founder Tom Kaiser after reacting live to Tim Cook's retirement and declaring Apple Pay the greatest finance invention of all time. He lays out why the market is done pricing in war escalation, why every asset now trades like crypto, and why short-term momentum on spot or 2X leverage is the only game left.

Threadguy sits down with chess grandmaster Hans Niemann, fresh off his Netflix documentary, to talk the chess mafia, high-stakes matches paid in Bitcoin, and why crypto people have more character than the average New Yorker. Before the interview, Threadguy banks the HIMS trade off RFK's peptides announcement and breaks down how Trump threaded the needle on Iran to push SPX to a fresh all-time high.

TIMESTAMPS:

4:03 wildest Pete Hegseth quote yet
5:45 essential market close analysis
9:03 spaceX is buying cybertrucks???
12:31 the hims & peptide grey market thesis
26:44 Mamdani doxxing Ken Griffin
36:26 opus 4.7 is out & Jensen is a chad