Threadguy Live

2:55 normies running up $400k on options6:30 getting recognized for my Zcash trade8:40 me vs Loracle in the orderbooks23:10 the f*ck you no entry pattern25:30 @bankless interview30:20 Selling a 62 ETH Punk for Zcash32:50 ETH leadership should care about price37:00 roaring kitty hacked live

David Hoffman (Bankless co-founder) returns to break down why he sold his 62 ETH CryptoPunk for Zcash, the ideological split with Vitalik on whether ETH should BE the power or be a check on it, and why he thinks Saylor selling Bitcoin is actually bullish for stretch. Plus the case for a top-100 re-rating (crypto Twitter pumps it then hands it off to Bitwise and Grayscale for boomer retirement portfolios), why DeFi needs a complete rewrite from an aeronautics-redundancy perspective after the Kelp DAO + AVE + Layer Zero cascade, and how Claude-powered guest prep is changing Bankless.

Thread breaks down Airmass's 6-month-silence Micron all-in tweet that's already up 43% off the post, watches CoffeeZilla get credit-mogged by Jeff Walton on the stretch-Ponzi debate, and confesses he forcefully drives himself crazy trading so he doesn't drive himself crazy on vacation. Closes with the cleanest "move to NYC if you're in finance" advice and why holding-only Bitcoin is blasphemous for a daily trader.

Thread argues every bear has flipped after the Iran shakeout (PTJ slamming stocks at ATH, Burry buying Lululemon) and lays out his 5-coin crypto thesis: only Bitcoin, privacy, perps, and private AI matter while alt-season is officially dead. Closes with hantavirus dismissed as a nothing burger and Ryan Cohen's eBay bloody-pig-mask scandal making the case for acquisition.

Threadguy opens with the easiest trades being the best ones, ties it to a Market Wizards zen-monk excerpt, then lays out why every influencer is about to pivot to financial content. He walks through how Walter Bloomberg got him at 4am with a fake Iran-war-over headline, why he's holding his Zcash trade through the chop, and brings on Compound founder Robert Leshner. Leshner gets into the Compound exploit lore, why he left to start Superstate, and how every product gets a Napster era before grandma uses it.

Threadguy sits down with Compound founder Robert Leshner, the OG DeFi builder who was literally in the group chat where the word DeFi was coined back in 2018. Leshner walks through the Compound exploit lore, why he left to build Superstate, and where he lands on Hyperliquid's RWA perps. He gets into how every product gets a Napster era before grandma uses it, the $200M KelpDAO hack that scared TradFi institutions into calling him within 12 hours, why the token-equity overhang traces back to the Gensler reign of terror, and his optimistic wrap on crypto's next 12 months.

Threadguy comes back disgustingly bullish on three coins (BTC, Zcash, Hyperliquid) while everywhere else is at ATH. He covers the $45K gold chain David Yurman wouldn't let him leave with, why the Iran escalation is a fade trade because Trump keeps juggling markets up, and a feature interview with Rekt Mando on the Korean stocks trade. Closes on Ryan Cohen's bizarre CNBC interview after GameStop's $55B eBay bid

Threadguy sits down with Rekt Mando, the macro trader who quit tradfi distressed credit to chase all-time-high breakouts and has been pitching the Korean stocks trade for weeks. Mando covers why he faded the war hard, what's changing in Korean governance, why the Chaebol discount is finally cracking, and how Samsung and SK Hynix are sitting on a structural memory bid. He gets into how all momentum traders are converging across crypto and microcap stocks, what AI bottlenecks are real vs hallucinated, why SaaS is the new altcoin trade, and the moment that flipped him from buying distressed bottoms to chasing all-time highs. Closes on the emerging markets he refuses to bid and the one Asian country he sees second to Korea.

Threadguy navigates another day where Google adds $500B in a single session while crypto sits uninspiring. He covers the post-close earnings carnage, the Hertz RoboTaxi moonshot, a Banks and Zee pairing that brings Ansem on for some Solana confessions, Tim Cook's farewell call handing Apple to John Ternus, and the diary smoking-gun in Elon's OpenAI lawsuit. Closes on why DeFi might be officially unusable now that the White House has rationed Anthropic's Mythos.

Threadguy sits down with Tolks, the anonymous trader behind the macro substack crypto twitter actually reads. They cover why crypto stopped tracking equities, why he hasn't shorted since Trump's Easter V-reverse, and why every institutional adoption headline is bullish for everyone except crypto traders.

Threadguy walks into the biggest earnings day of the year with Google ripping, Meta crashed, and oil sitting at ATH while stocks shrug. He covers what's left to bid in fintech trading, what the Hormuz blockade actually means for the trade now, and where crypto sits as the ultimate cuck asset. Tolks joins for the trader-psychology beat on listening to the market when every bear signal is screaming.

Threadguy sits down with Bubble Boi, the anonymous chip-designer-by-day who rode the Intel turnaround into post-economic by going all-in on his single best idea. Bubble Boi covers how he spotted Intel before anyone else wanted it, why the consensus on TSMC vs Intel is dead wrong, where his price target sits, and what comes next on his board after the Intel run. He gets into how retail traders are using AI completely wrong, what bottlenecks in the AI trade are real vs hallucinated, and closes with a risk-management framework that reframes what edge actually means for the average trader.

Threadguy back solo Monday before a stacked week of Bubble Boy, Tolks and Mando interviews. He covers the QQQ ATH, the Lighter dinner story on why fading high beta is the move, and the hallucination yield thesis turning ChatGPT prompts into real market flow. Plus the POET implosion over a Marvell NDA breach with the CEO holding just $55k of his own stock, and why OpenAI's phone with MediaTek and Qualcomm could be the first real Apple killer.

Threadguy sits down with Easy Eats to break down why HOOD is the simplest bet of all time, how wallet tracking turned one trader $15K into $800K on Polymarket, and the picks-and-shovels AI play nobody is watching. They cover LFMD peptides, the Novo Nordisk short setup, Apple's Cook-transition bull case, and DHT and FRO oil shippers nobody is pricing in.

Threadguy meets Hans Niemann IRL at his Netflix screening, crowns the hotel cuck chair the Bitcoin chair as stocks rip to ATH, and cancels his weekend on Bessent's 18 months to AI game over quote. Easy Eats Bodega closes with HOOD as the simplest bet of all time, Apple long on the Cook transition, and oil shippers nobody is pricing in.

Threadguy sits down with Good Alexander and David Choi, the USDAI founder, to unpack why AI capex is dwarfing every prior infrastructure cycle, Chinese open source quietly crushing Claude at 40x cheaper, and Wall Street's $150B rails becoming the second-biggest business in AI. Old Asian women driving crypto flows, privacy coins that can't be killed, the SpaceX IPO as a Trump-coin top, and David's case that the AI-dollar is the new Petrodollar.

Threadguy breaks down a market that shrugged off a fake Iran-strike oil whipsaw to print another all-time high, pulling the French Revolution for context and asking why it's gay to be a bear in 2026. Good Alexander and David Choi then join to unpack the AI-dollar thesis, the most consequential model release since Llama, and why Wall Street is quietly the second-biggest business in AI.

Threadguy reframes around long-term thinking after yesterday's Cobie interview, rants on Bible study as the new dating meta and VCs funding "going outside", and calls Trump done with the war. Closes with the CAR short squeeze and the Archegos / Bill Huang $20B blow-up every squeeze gets compared to.

Threadguy gets a surprise sit-down with Cobie, his first long interview in a while, covering DeFi 2.0 and the Mythos threat, the legendary buy wall story told for the first time, why SpaceX and OpenAI going private at a trillion dollars each is a capitalism betrayal, and his top five crypto traders of all time. But before that, Threadguy binks the HIMS trade right before Amazon copies the business model one-to-one and give sage market analysis

Threadguy gets a surprise sit-down with Cobie for his first long interview in a while, covering DeFi 2.0 and the Mythos threat, the legendary buy wall story told for the first time, why SpaceX and OpenAI going private at a trillion dollars each is a capitalism betrayal, and his top five crypto traders of all time.

Tom Kysar (gas.zip founder, ex-prediction markets) breaks down the $300M KelpDAO/LayerZero exploit that rattled DeFi this weekend. They cover how the hack actually worked, why North Korea could pull it off, and what it means for Hyperliquid, Aave, and every interop protocol on the market. Lands with the inevitable take: all roads in crypto lead back to Bitcoin.

Threadguy breaks down the $300M LayerZero hack with gas.zip founder Tom Kaiser after reacting live to Tim Cook's retirement and declaring Apple Pay the greatest finance invention of all time. He lays out why the market is done pricing in war escalation, why every asset now trades like crypto, and why short-term momentum on spot or 2X leverage is the only game left.

Threadguy sits down with chess grandmaster Hans Niemann, fresh off his Netflix documentary, to talk the chess mafia, high-stakes matches paid in Bitcoin, and why crypto people have more character than the average New Yorker. Before the interview, Threadguy banks the HIMS trade off RFK's peptides announcement and breaks down how Trump threaded the needle on Iran to push SPX to a fresh all-time high.

TIMESTAMPS:4:03 wildest Pete Hegseth quote yet5:45 essential market close analysis9:03 spaceX is buying cybertrucks???12:31 the hims & peptide grey market thesis26:44 Mamdani doxxing Ken Griffin36:26 opus 4.7 is out & Jensen is a chad

TIMESTAMPS:2:46 taxes are killing me9:58 it’s a trader run society12:08 you had one day to buy the dip13:40 top is in on pokemon cards15:01 coffeezilla vs saylor19:06 allbirds is an ai company now21:42 hims candle23:55 snapchat ceo at coachella26:13 amit interview

TIMESTAMPS:0:38 – Who Amit is and what he covers2:53 – How Amit's Palantir content took off5:23 – Amit's worst trade ever7:09 – How Amit manages his influence11:49 – How retail traders changed the market20:06 – Financial nihilism and why people are gambling more23:44 – Robinhood's role in the retail boom35:03 – Hyperliquid and crypto perps explained48:07 – How Amit researches a stock56:32 – Amit teases a big announcement + growth advice

TIMESTAMPS:0:10 hot girl inbound index5:36 my chat is investing in wine 9:03 the gamblification of everything 11:20 market close analysis12:50 the saylor method15:33 TMZ’s political pivot18:30 kevin warsh pocket watching21:13 leopold 25yo goat trader 23:11 ai made me do it..25:08 watch shopping

TIMESTAMPS:2:27 the economy is cooked4:48 bieber is cooking6:44 trump’s doordash ad10:28 market close breakdown13:42 hims conspiracy theory16:18 oil is now untradeable17:28 JD vance was sacrificed 20:37 the market is bored of war27:50 art of the deal29:20 blame shitty devs not pumpfun32:49 wlfi drama

TIMESTAMPS:1:00 my hair routine2:05 trump posting stake ads3:46 my purpose is to tweet5:14 market analysis12:15 war is resumed?30:05 @Rory_Johnston interview34:07 how bad are the shortages?36:23 when will the strait open up?46:09 greatest oil crisis ever?47:53 iran the new oil player?

My FULL interview with Peter Schiff!

TIMESTAMPS:2:53 business rizz4:21 podcasts are topped 5:23 nsfw ai will steal your soul7:15 steroids can revive sports8:19 market recap13:04 “ceasefire” timeline28:14 iran loves BTC33:41 anthropic’s new model

TIMESTAMPS:2:29 trump tweets change nothing3:47 market closes green8:17 Peter Schiff interview9:59 stockpile non-perishable foods13:15 how to navigate fake news15:27 trumps market manipulation23:37 24/7 perps25:07 trump admin corruption29:54 why gold is up so much32:21 how to trade in 202634:30 CEASEFIRE

TIMESTAMPS:4:33 if you dont like sports youre a chud5:50 kanye is so back10:39 fakes killed fashion16:24 market recap21:18 why i’m excited about crypto24:42 trump is tweaking30:42 citrini analyst 00345:43 biggest takeaway from the citrini article51:59 counterparty event in NYC???

TIMESTAMPS:0:14 rasmr won't stop calling me2:37 peptides are the new pronouns3:49 learning about drones & planes26:58 sending producer luke to the strait of hormuz32:23 what happened to nike???34:48 luka out for season

TIMESTAMPS:1:31 congrats to tbpn6:43 the critical market analysis15:47 trump’s speech exposing the normies24:02 what’re they doing to XPL26:27 elon’s new token (SpaceX)29:34 my warren buffett mindset

TIMESTAMPS: 1:46 you have to worship the market gods9:02 memecoins are cooked12:20 drift got hacked20:34 april fools is for millennials 24:51 theyre trying to save snapchat 36:30 we’re going back to the f*cking moon

Threadguy's FULL Interview/Conversation with Andrew Yang, 2020 Presidential Candidate and Businessman.(recorded 3/30/2026)

TIMESTAMPS:2:44 - this 14yo kid is my quant4:24 - bitcoin front-ran the market crash9:13 - law of diminishing tacos15:06 - how to trade in the trump market17:59 - rasmr calls in to get geopolitically mogged21:12 - the future of tao (with mark jeffrey)

TIMESTAMPS: 01:15 - perps will onboard the world03:11 - taxes are killing me11:00 - my first 100k trade12:27 - war updates15:54 - they raised the draft age???16:51 - AI bubble over or just starting?22:49 - why sora shut down

Timestamps:00:54 - why tao is pumping03:46 - full interview with the co founder of tao1:03:18 - ceasefire news???1:08:21 - how the iran war will end1:11:46 - playing kahoot with my chat

Timestamps: 3:54 - BTC isn't hedging my geopolitics7:22 - the US x Iran memewar19:53 - do not bet against trump admin23:19 - why i’m long $tao31:27 - ai labs getting desperate

Timestamps: 01:35 - the problem with 4d chess03:44 - ranking countries spawn points05:26 - i have a barrel of oil 09:17 - why gold is dumping13:33 - @rasmr_eth’s oil “short”19:49 - sports and why i dropped out

Timestamps:00:16 - speculators are essential workers01:39 - march madness03:14 - market close05:47 - the war’s second order effects08:46 - trump’s aura gamble14:55 - game theory in ms paint28:40 - what it takes to be a good trader33:39 - my accountant thinks i'm the goat ?

Timestamps:02:10 - i'm long oil again03:17 - finding love in the polymarket bar03:40 - how im trading ww3 09:41 - trump is running out of options29:12 - oil went negative during covid ?31:59 - how the essex boys made the best trade of all time

Timestamps: 00:37 - Marc Andreessen doesn’t think?04:14 - Trump admin resignations09:53 - Citrini keeps being right12:11 - Vanity Fair’s crypto expose17:17 - Stablecoins can save the US bond market28:48 - fejau_inc interview