The PONS Short Prisoner's Dilemma, the AI DOOM Case, and Talking About PNL

from Threadguy Live · host Counterparty

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.

Episode metadata supplied by the publisher feed · Published Sep 11, 2026

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The PONS Short Prisoner's Dilemma, the AI DOOM Case, and Talking About PNL

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