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Why Threadguy Trades Oil Now
Threadguy joins us to talk about his evolution from dropping out of college to write NFT threads to leading the new generation of crypto media. We explore the "Believe" fiasco, the reflexivity of meme coin cycles, and his transition into high-conviction macro trading like his recent oil plays. Threadguy shares insights on the societal trend of taking risks online and whether the explosive manias of the past can ever truly be replicated in a maturing market.
Subscribe to the newsletter! https://newsletter.blockspacemedia.com
Notes:
• Believe app peaked at a $400M market cap.
• 60%+ of stock options are now zero-expiry.
• The US SPR can only release 2M barrels daily.
• Threadguy started his Twitter in August 2021.
• He traded an Afterburn NFT for a Mutant Ape.
• Believe went from zero to peak in three weeks.
Timestamps:
00:00 Start
00:36 Where does "Threadguy" come from?
02:26 Favorite NFTs?
06:02 Solana meme memories
11:09 Are there any more crypto markets to try?
14:22 Believe
20:42 Did Believe founders make money?
21:55 Equities on Solana
32:32 Trading Oil
39:18 All markets will trade like crypto
42:47 Best accounts to follow
45:03 Survivorship bias?
48:31 Events leading up to Libra coin
1:02:48 Why launch a token at all?
1:13:10 What are you bullish on?
The Gwart Show is sponsored by Ellipsis Labs. Ellipsis Labs builds the most efficient on-chain markets. Their orderbook and Prop AMM products have delivered price improvement to hundreds of billions of dollars in retail volume. Now, they are bringing their expertise to build Phoenix, the best on-chain perpetuals platform.
Ellipsis Labs is hiring New York-based engineers. If you're an engineer looking to work with a proven team in making DeFi better, go to ellipsislabs dot xyz slash careers.
Learn more about your ad choices. Visit megaphone.fm/adchoices
View all episodes
By Blockspace Media
4.8
1212 ratings
Threadguy joins us to talk about his evolution from dropping out of college to write NFT threads to leading the new generation of crypto media. We explore the "Believe" fiasco, the reflexivity of meme coin cycles, and his transition into high-conviction macro trading like his recent oil plays. Threadguy shares insights on the societal trend of taking risks online and whether the explosive manias of the past can ever truly be replicated in a maturing market.
Subscribe to the newsletter! https://newsletter.blockspacemedia.com
Notes:
• Believe app peaked at a $400M market cap.
• 60%+ of stock options are now zero-expiry.
• The US SPR can only release 2M barrels daily.
• Threadguy started his Twitter in August 2021.
• He traded an Afterburn NFT for a Mutant Ape.
• Believe went from zero to peak in three weeks.
Timestamps:
00:00 Start
00:36 Where does "Threadguy" come from?
02:26 Favorite NFTs?
06:02 Solana meme memories
11:09 Are there any more crypto markets to try?
14:22 Believe
20:42 Did Believe founders make money?
21:55 Equities on Solana
32:32 Trading Oil
39:18 All markets will trade like crypto
42:47 Best accounts to follow
45:03 Survivorship bias?
48:31 Events leading up to Libra coin
1:02:48 Why launch a token at all?
1:13:10 What are you bullish on?
The Gwart Show is sponsored by Ellipsis Labs. Ellipsis Labs builds the most efficient on-chain markets. Their orderbook and Prop AMM products have delivered price improvement to hundreds of billions of dollars in retail volume. Now, they are bringing their expertise to build Phoenix, the best on-chain perpetuals platform.
Ellipsis Labs is hiring New York-based engineers. If you're an engineer looking to work with a proven team in making DeFi better, go to ellipsislabs dot xyz slash careers.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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