Thread pulls an all nighter on AI slop Pokemon games and makes the case that AI video and gaming are just good. Then the Tesla demo where Elon made the Roadster fly and Thread somehow still lost money on the trade, plus the eat the rich momentum, Strategy getting dropped from MSCI, and the unpatched Erewhon method for meeting girls.

Thread pulls an all nighter on AI slop Pokemon games and makes the case that AI video and gaming are just good. Then the Tesla demo where Elon made the Roadster fly and Thread somehow still lost money on the trade, plus the eat the rich momentum, Strategy getting dropped from MSCI, and the unpatched Erewhon method for meeting girls.

Elon Built a Flying Car, I Can’t Stop Playing Pokémon, Murad Talks About Memecoins

Based16z, the trader who farmed Hyperliquid full time before it became the most profitable airdrop ever, sits down with Threadguy for his first interview since 2024. They get into how he nearly fumbled the airdrop, what life changing money actually does to you, the Snapchat and Sydney Sweeney trades, and how much Twitter really moves markets. Closes on his Loot and Rob thesis, his relationship with money, and his advice for anyone young still looking for their thing.

Based16z, the trader who farmed Hyperliquid full time before it became the most profitable airdrop ever, sits down with Threadguy for his first interview since 2024. They get into how he nearly fumbled the airdrop, what life changing money actually does to you, the Snapchat and Sydney Sweeney trades, and how much Twitter really moves markets. Closes on his Loot and Rob thesis, his relationship with money, and his advice for anyone young still looking for their thing.

based16z - The Hyperliquid Trade, Early Lore, & How to Make It

Leaked Anthropic Q3 numbers, a hot CPI print and the CoreWeave debt panic send everything AI into a tailspin, and Threadguy watches it from 100% cash. He gets into what the slowdown really says about the frontier labs, why he's stuck trusting Flood, the Leopold wipeout at the open, and whether dividend stocks make any sense next to the 30 year. Closes on Bumble getting bought out and the app that quietly killed online dating.

Leaked Anthropic Q3 numbers, a hot CPI print and the CoreWeave debt panic send everything AI into a tailspin, and Threadguy watches it from 100% cash. He gets into what the slowdown really says about the frontier labs, why he's stuck trusting Flood, the Leopold wipeout at the open, and whether dividend stocks make any sense next to the 30 year. Closes on Bumble getting bought out and the app that quietly killed online dating.

The AI Sell Off, Why Instagram Beat Bumble Stock, and Based16z

Threadguy comes back from three days off sold on the AI gaming renaissance, then breaks down the $86M Ledger supply chain hack and what it means for cold storage. After the Justin Drake post got crypto labeled an AI loser, he walks through how the SaaSpocalypse actually played out, the race to AI-proof cryptography, why memecoins need perfect conditions, and the based16z take on the death of legacy brands.

Threadguy comes back from three days off sold on the AI gaming renaissance, then breaks down the $86M Ledger supply chain hack and what it means for cold storage. After the Justin Drake post got crypto labeled an AI loser, he walks through how the SaaSpocalypse actually played out, the race to AI-proof cryptography, why memecoins need perfect conditions, and the based16z take on the death of legacy brands.

The Ledger Hack, Memecoins Need A Miracle, SaaSpocalypse is Back

Solana Doomer is an anonymous momentum trader with 2,000 followers, a day job, and a public Hyperliquid PnL that says he is up $25 million this year. He walks through the run from $30K of T-bills to eight figures, the ETH ICO bag he forgot about for eight years, why he trades entirely from his phone, the one trait that lets him hold through drawdowns most people can't, the $7 million he burned in the two months after the Trump trade, and when a trader should start taking money off the table. Closes on his three positions and the macro he refuses to overthink.

Solana Doomer is an anonymous momentum trader with 2,000 followers, a day job, and a public Hyperliquid PnL that says he is up $25 million this year. He walks through the run from $30K of T-bills to eight figures, the ETH ICO bag he forgot about for eight years, why he trades entirely from his phone, the one trait that lets him hold through drawdowns most people can't, the $7 million he burned in the two months after the Trump trade, and when a trader should start taking money off the table. Closes on his three positions and the macro he refuses to overthink.

Doomer - How to Make $25 Million Trading From Your Phone

Alon is the founder of PumpFun, one of the largest trading and launch platforms in the entire crypto space. At the time of this interviews recording, he had just launched the token $PUMP, and this was his first interview after the TGE. This interview was recorded live on July 23rd, 2025.

Alon is the founder of PumpFun, one of the largest trading and launch platforms in the entire crypto space. At the time of this interviews recording, he had just launched the token $PUMP, and this was his first interview after the TGE. This interview was recorded live on July 23rd, 2025.

Alon is the founder of PumpFun, one of the largest trading and launch platforms in the entire crypto space. At the time of this interviews recording, he had just launched the token $PUMP, and this was his first interview after the TGE. This interview was recorded live on July 23rd, 2025.

Alon Cohen - Founder of Pump.Fun

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.

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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.

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