The Kimi Moment, Hedge Funds Save the Market, and Trump MEV

from Threadguy Live · host Counterparty

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.

Episode metadata supplied by the publisher feed · Published Jul 20, 2026

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The Kimi Moment, Hedge Funds Save the Market, and Trump MEV

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