Threadguy Live

The first Friday call-in show. Three pit traders walk through their trades: $150 to $200K on ZCAT, a $250K Zcash perp caught off a 10-hour flight, and a $10M portfolio that got wiped in Luna and is running it back. Before the calls, Thread makes the case that trading is the new gaming, reads the CFTC's Robinhood framework, and explains why Alex Karp's CNBC hit is a VVV shill.

The morning after Warsh's 25 bip hike, Thread makes the case that zoomers get crypto on sight, crashes out on Fooled by Randomness, and buries the last oil bull while the tanker trade rips without him. Then the Mormon church's hedge fund, why pensions buying SpaceX is blowing up bond yields, Ken Griffin's plaque, Chipotle's Nike-level fall off, and the SEC greenlighting tokenized stocks after the Clarity Act stalled.

Day two of the government watch party: Bessent as the government's therapist, then a Patriot Act rabbit hole that runs from the 9/11 airline puts to how your phone tells the government where you sleep, and why AI chat logs and Flock cameras are the sequel. Market open on the Clarity Act's failure and Meta's Muse launch, then the second stream: a unanimous 25 bip hike and Kevin Warsh's first hiking presser.

Clarity Act vote day: Chervinsky calls it the last shot at crypto policy while Polymarket says no, and Mitch McConnell gets wheeled out to vote on it. Then the AI civil war, from Good Alexander's is-anything-actually-better post to Dario's safeguards pitch and Trump calling Jensen live at the All-In Summit. Closes with Bessent's House hearing, protesters and all, and why watching Congress was radicalizing.

Thread opens with the Craigslist tennis coach, then spends the AI hour on the Anthropic whistleblower, what Dario actually wants with his pace-the-frontier plan, why the AI-sucks crowd is coping, and Dario's Oppenheimer moment. Market open brings the call that Bitcoin is less risky than the AI trade, before an onchain 180: traders got too smart, and the MUTOMBO trade that taught him to read the chain.

Nick Bruhman, Threadguy's old boss and the founder of Poke Market, Ominous and Malice, sits down after his sneaker Twitter article went viral to tell the story of the internet's most efficient market. Reselling Roblox items at 12, the sneaker bots that were AI agents before AI agents, how a group of teenagers beat corporate security teams, and why so many of the biggest founders in tech and crypto came out of this scene. Also the COVID pool flip, the backdoor scandals that ended the era, the death threats, and what actually happened to Nike.

Thread opens with the 牛来 sticker story, fumbles the fruit fly memecoin, and makes the case that Solana was never going to die and that the devs will always find you something to trade. Then the rise of active investing as his strongest conviction, Hunter Biden's token apology video, and an AI doom spiral that ends with a look back at the Y2K panic.

Thread books his first ever winning short and explains why the PONS chart is a live prisoner's dilemma, walks through the doom feed that has everyone ripping memecoins, and gets sober on onchain after the stock meme run, with Hyperliquid as the one thing he is sure about. Then the iPhone Duo, why Meta already owns the AI assistant cohort, and the Sacks stance on pausing the Anthropic IPO.

Thread finds the upside in a world devolving into gambling, walks through the OpenAI millennium math problem drama and why he doesn't think they stole the logs, and takes apart the Anthropic "AI will kill everyone" pitch, the jobs that never got replaced, and the anti data center vote coming for the labs. Then Bessent declares himself the house, the $240M Bitcoin thief's Miami run, and why social trading glorifies the hero trade.

Nate, founder of Long, the launchpad behind the Robinhood chain stock-meme run, sits down for his first ever stream to explain what you are actually trading when you buy a stock-paired coin, why he built it without a bonding curve, and how a pair puts real buy pressure on the underlying stock. He gets into where he thinks the stock-pair vertical is heading, the AMC clash with Vlad and what the AMC coin means for a CEO who keeps issuing shares, the Robinhood chain outage, and why Long has no token of its own. Closes on how he wants Long to be measured and what ships next.