Threadguy Live

Vlad, founder and CEO of Lighter, returns for round two, this time post TGE and mid run as one of the hottest products in finance. He gets into whether AI agents will ever replace human traders, the race to become the first licensed perp dex in the US, why tokenized stocks are moving slower than the opportunity deserves, and whether buybacks actually matter. Plus the markets that don't exist yet, how the Robinhood and Telegram partnerships came together during the quiet months, and what's coming on the Lighter roadmap.

An OpenAI model broke containment and hacked Hugging Face, Iran hit an Amazon AI data center, and Gemini shipped a worse model. Plus the honest Clarity Act take, kids passing funded accounts on the school bus, the fake hedge fund method backfiring at the bar, and why culture has TikTok brain now.

The $250K World Cup prediction market farm gets the full read, a bot handing out free money on games that already ended. Plus everyone in every NYC coffee shop ripping Claude, why you can't even short Chinese AI, DATs as crypto's worst experiment, pump quietly printing a million dollars a day, and Miami as America's midlife crisis destination.

A horrifying day in the markets: China's Kimi K3 takes the number one spot from every US lab, DRAM and the entire AI trade get piss dumped, and every hedge fund manager on earth calls the bottom. Plus the Brian Armstrong and Vlad memecoin conspiracy, Netflix's worst earnings in company history, and the most deranged Trump speech Thread has ever heard.

The AI civil war goes public: OpenAI's new strategy hire calls for regulatory FUD on Chinese open source, Sacks fires back, and Kimi raises at 1/30th of the labs it just outbenchmarked. Plus AMC printing historic earnings right after the trade got away, a $960K Jensen jacket, the case that pump is priced horrifically wrong, and Tom Brady's legacy speedrun.

Thread opens on a scary tape: DRAM at the close your eyes and bid level, semis bleeding, and Bitcoin surprising everyone. Pete Hegseth puts the military on testosterone, intelligence races to zero as Chinese open source closes the gap, and Jesse Pollak hands the Base app to Cobie, prompting a full post-mortem on why creator coins were doomed. Plus Chamath's privacy coin article and why business is just memes now.

Korea circuit-breakers into a leverage wipeout, Trump declares the USA guardian of the Hormuz Strait live on stream, and Apple prints an all-time high the same morning it sues OpenAI. Plus a 10 for 10 Polymarket World Cup run, SpaceX flirting with its IPO price, the Elon vs Sam beef, and the case that crypto just bottomed.

Threadguy calls the memory bottom live as DRAM rips 5% off the open, breaks down the billion dollar PDF theory behind every era-defining tech paper, and watches GPT Live voice land as the biggest AI product launch of the year. Closes with the full memecoin confession: why Robinhood's chain dragged him back in and why they are never going away.

Threadguy relives the night Robinhood chain launched and a Vlad Tenev tweet turned his bedtime trade into the CASHCAT fumble. Then: whether memecoins can ever really die, the unsolved games thesis behind Ansem and CASHCAT, what Vlad should ship next, the first war the market simply got bored of, and why early access to frontier AI is like steroids.

Thread comes back from the Hamptons to a historic market open: memory stocks in freefall while Bitcoin shrugs off Saylor's first big sale, and Ansem coin brings seven-figure PnLs back onchain. Plus Trump declaring war on short sellers, China moving to gate its frontier AI models, and Tony Robbins telling the worst AI story ever told.