The Chinese Semiconductor Moment, Onchain Spots, and Celebrity Traders

from Threadguy Live · host Counterparty

Threadguy opens on traders becoming the next celebrities as memecoins retake TikTok, then the market open goes red when China starts mass-producing its own chip tools and CXMT's IPO does 1% of all Shanghai volume on day one. Also on deck: the open letter fight over banning open source AI, Jensen's first tweet ever, the war nobody is covering, and Kamala 2028.

Episode metadata supplied by the publisher feed · Published Jul 28, 2026

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The Chinese Semiconductor Moment, Onchain Spots, and Celebrity Traders

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