PODCAST · business
Threadguy Live
by Counterparty
Stocks, crypto, politics, culture, and the great financialization of everything. Threadguy is live every weekday from New York with analysis, commentary, and interviews with leading figures across the space of internet markets.
Episodes
-
Clarity Act Drama, Scott Bessent vs Congress, and Market News
Clarity Act vote day: Chervinsky calls it the last shot at crypto policy while Polymarket says no, and Mitch McConnell gets wheeled out to vote on it. Then the AI civil war, from Good Alexander's is-anything-actually-better post to Dario's safeguards pitch and Trump calling Jensen live at the...
-
Fake PumpFun Hate, Dario vs The World, and Onchain Analysis
Thread opens with the Craigslist tennis coach, then spends the AI hour on the Anthropic whistleblower, what Dario actually wants with his pace-the-frontier plan, why the AI-sucks crowd is coping, and Dario's Oppenheimer moment. Market open brings the call that Bitcoin is less risky than the AI...
-
The Secret History of Sneaker Twitter - Nick Bruhman
Nick Bruhman, Threadguy's old boss and the founder of Poke Market, Ominous and Malice, sits down after his sneaker Twitter article went viral to tell the story of the internet's most efficient market. Reselling Roblox items at 12, the sneaker bots that were AI agents before AI agents, how a group...
-
OG Sneaker Lore, Solana's Launchpad War, and Y2K
Thread opens with the 牛来 sticker story, fumbles the fruit fly memecoin, and makes the case that Solana was never going to die and that the devs will always find you something to trade. Then the rise of active investing as his strongest conviction, Hunter Biden's token apology video, and an AI…
more -
The PONS Short Prisoner's Dilemma, the AI DOOM Case, and Talking About PNL
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...
-
Will AI End The World, What is Scott Bessent Doing, and Why I Love uPNL
Thread finds the upside in a world devolving into gambling, walks through the OpenAI millennium math problem drama and why he doesn't think they stole the logs, and takes apart the Anthropic "AI will kill everyone" pitch, the jobs that never got replaced, and the anti data center vote coming for...
-
The Last Meta of Crypto - Longxyz Founder Nate
Nate, founder of Long, the launchpad behind the Robinhood chain stock-meme run, sits down for his first ever stream to explain what you are actually trading when you buy a stock-paired coin, why he built it without a bonding curve, and how a pair puts real buy pressure on the underlying stock. He...
-
AJC - Turning an 80% Nuke Into $3 Million on Robinhood Chain
AJC joins after running his public FOMO account to nearly $3 million in thirty days, almost all of it unrealized, off a $PONS position he opened at a $4 million cap right after an 80% single day nuke. He lays out the horseshoe theory of launching tokens, why launchpads stay permanently…
more -
Back From Vacation: The Anti Bitcoin Cycle & AI Stocks
First stream back from vacation: the trade he fumbled from the beach, Cash Cat breaking the ceiling while everyone posted the death candle, Intel asking for another $15 billion, and Strategy rapping through a drawdown. Plus the case that the next bull run leaves Bitcoin behind entirely, and where...
-
The Chinese Semiconductor Moment, Onchain Spots, and Celebrity Traders
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…
more -
Bubble Boi - Selling Everything, the Kimi Shock, and Killing DRAM
Bubble Boi returns a quarter after his Intel and SanDisk calls went up only, and a week after his million-view "sold out of everything" tweet. He explains what one Chinese AI model changed about the entire memory trade, where his market exposure actually sits now, and the IPO he'd full port if he...
-
Robinhood’s Memecoin Strategy is Working and Onchain is Fun Again
Rasmr calls in after binking 100K on the GME memecoin's on-chain short squeeze, and the morning only gets stranger from there: corporate interns shilling a $29M raccoon, Google's $200B CapEx bet dragging the hyperscalers into free fall, Zyn conquering America while Philip Morris sits at all-time...
-
The Race to Legalize Perps - Lighter Founder Vlad Novakovski
Vlad, founder and CEO of Lighter, returns for round two, this time post TGE and mid run as one of the hottest products in finance. He gets into whether AI agents will ever replace human traders, the race to become the first licensed perp dex in the US, why tokenized stocks are moving slower than...
-
Is China Distilling Claude, ChatGPT Breaks Containment, and Retail Markets
An OpenAI model broke containment and hacked Hugging Face, Iran hit an Amazon AI data center, and Gemini shipped a worse model. Plus the honest Clarity Act take, kids passing funded accounts on the school bus, the fake hedge fund method backfiring at the bar, and why culture has TikTok brain now.
-
Gen-Z Entrepreneurship, The Reality of China's AI, and Why Crypto Looks Good Again
The $250K World Cup prediction market farm gets the full read, a bot handing out free money on games that already ended. Plus everyone in every NYC coffee shop ripping Claude, why you can't even short Chinese AI, DATs as crypto's worst experiment, pump quietly printing a million dollars a day…
more -
The Kimi Moment, Hedge Funds Save the Market, and Trump MEV
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…
more -
Kimi is out of GPUs, My PumpFun Thesis, and Critical Market Analysis
The AI civil war goes public: OpenAI's new strategy hire calls for regulatory FUD on Chinese open source, Sacks fires back, and Kimi raises at 1/30th of the labs it just outbenchmarked. Plus AMC printing historic earnings right after the trade got away, a $960K Jensen jacket, the case that pump…
more -
Everything is a Memecoin Now, Base Drama Recap, and PumpFun is Here to Stay
Thread opens on a scary tape: DRAM at the close your eyes and bid level, semis bleeding, and Bitcoin surprising everyone. Pete Hegseth puts the military on testosterone, intelligence races to zero as Chinese open source closes the gap, and Jesse Pollak hands the Base app to Cobie, prompting a…
more -
Korea's Leverage Wipeout, SpaceX is Crashing Fast, and is Crypto Bottomed?
Korea circuit-breakers into a leverage wipeout, Trump declares the USA guardian of the Hormuz Strait live on stream, and Apple prints an all-time high the same morning it sues OpenAI. Plus a 10 for 10 Polymarket World Cup run, SpaceX flirting with its IPO price, the Elon vs Sam beef, and the case...
-
Why Memecoins Never Die, AI CapEx Will Continue, and GTA 6 is Too Cheap
Threadguy calls the memory bottom live as DRAM rips 5% off the open, breaks down the billion dollar PDF theory behind every era-defining tech paper, and watches GPT Live voice land as the biggest AI product launch of the year. Closes with the full memecoin confession: why Robinhood's chain…
more -
Robinhood's New Chain, Fumbling $100k, and the Market Got Bored of War
Threadguy relives the night Robinhood chain launched and a Vlad Tenev tweet turned his bedtime trade into the CASHCAT fumble. Then: whether memecoins can ever really die, the unsolved games thesis behind Ansem and CASHCAT, what Vlad should ship next, the first war the market simply got bored of,...
-
Saylor Sold Again, China Gates Its AI, Trump is at War with Burry, and Ansem-Mania
Thread comes back from the Hamptons to a historic market open: memory stocks in freefall while Bitcoin shrugs off Saylor's first big sale, and Ansem coin brings seven-figure PnLs back onchain. Plus Trump declaring war on short sellers, China moving to gate its frontier AI models, and Tony Robbins...
-
Anti-AI Backlash Goes Mainstream, the Explosion of Analog, and AMC Fumbling the Trade of the Year
Markets turn ugly with semis crushed, the South Korean KOSPI circuit-breaking 10% lower, and AMC diluting away the trade of the year right after its first rip in years. Threadguy digs into the accelerating anti-AI backlash, the movie theater renaissance, Waymo banned in New York, Meta's new…
more -
China's Open-Source AI Surge, the Death of Luxury, and Why Keeping Money Is Harder Than Making It - Threadguy: June 22nd, 2026
Threadguy on why luxury is dying and being hot IRL is the new status symbol, the one trait separating traders who make it from those who lose it all, and how Crypto Jared's sandwich bot got sandwiched for $15 million. Plus Chinese open source coming for the AI labs after the Fable ban, Micron…
more -
The "ADHD Era" Of The Stock Market, The Freest Trades, IRL Is Coming Back, Jesse Livermore Corn Squeeze - Threadguy: June 19th, 2026
Market's closed, so Threadguy runs a rare casual Friday solo and just talks. He gets into the Jesse Livermore corn saga, why trading clout is the story and not the PnL, the AMC and StubHub catalyst plays, the free money indicator he is building, and the big thesis: why a psychosis fried…
more -
GTA 6 Is Actually Coming, Midjourney's Medical Pivot, STRC's Death Spiral Continues, Mourning The Fable Ban - Threadguy: June 18th, 2026
Threadguy breaks down Strategy's STRC death spiral and why Michael Saylor is the most cornered he's ever been, then digs into Midjourney's new full-body medical scanner and the small-cap quietly powering it. Plus $500 GTA 6, the only two reasons left to be bullish, the Fed going irrelevant, and...
-
The Kevin Warsh Era Begins, Saylor's STRC Death Spiral, Hyperliquid Changes Everything, Snapchat's $2,200 Glasses - Threadguy: June 17th, 2026
Threadguy watches Kevin Warsh's first FOMC presser live and comes away convinced the new Fed chair is no puppet, then runs the tape: why he's still long SpaceX into a parabolic move, the one flaw between him and an eight-figure P&L, the Michael Saylor STRC death spiral, Snapchat's $2,200 glasses...
-
Elon Musk Broke Wall Street, Everybody Hates AI, Soccer Fame Is Generational, Snapchat Glasses Suck - Threadguy: June 16th, 2026
SpaceX rips to an all-time high and Threadguy makes the case that we just watched the great cryptification of the stock market, from Elon out-earning Warren Buffett's entire career in a day to a Cape Verde keeper out-following the NBA's biggest star. Plus why everybody hates AI except the people...
-
SpaceX Shocked Everyone, The Anthropic Doom Loop, You Can't Ban The Internet, What The Fable Ban Means, American Glory - Threadguy: June 15th, 2026
Anthropic's best model gets yanked by the US government four days after launch, SpaceX rips past its IPO, and the war finally ends, all over one weekend. Threadguy on why the SpaceX top everyone called never showed up, the UK social media ban, America's glory run, fading every war scare, and why...
-
SpaceX Just IPO'd, The Space Stocks Fakeout, Movies Are Back, Elon Is A Trillionaire, My Stream's Best Trades Ever - Threadguy: June 12th, 2026
SpaceX IPO day: the largest IPO in history opens live on stream, space stocks get destroyed after pumping into it, and Elon officially becomes the world's first trillionaire. Plus movies are back, paste.trade grades every stream call green, and the time has come to retire the Saylor intro.
-
What He Learned From Interviewing The Greatest Stock Traders Ever - Jack Schwager
Jack Schwager, the Market Wizards author, joins Threadguy fresh off the launch of his new book, The Next Generation. He covers decades of market evolution from the pit era to AI, the Paul Tudor Jones cotton blowup, the solo trader who has never had a losing month, and why the unknowns in the new...
-
Stocks RIP After The Peace Deal, Everyone Wants SpaceX, Kharg Island Fakeout, The Greatest Knicks Game Ever, Jack Schwager Interview - Threadguy: June 11th, 2026
Threadguy returns from the greatest Knicks game ever to a market ripping on the Iran peace deal, with oil crashing and every space stock front running tomorrow's SpaceX IPO. Plus the Kharg Island fakeout, the top signal hiding in the retail SpaceX frenzy, and Market Wizards author Jack Schwager...
-
SpaceX Might Top Everything, Inflation Hit Escape Velocity, Trading SpaceX IPO, GoodAlexander Interview, Brian Johnson's Rx Platform - Threadguy: June 10th, 2026
Two days out from the SpaceX IPO, Threadguy preps for the Jack Schwager interview with Market Wizards lore and the Druckenmiller Black Monday story, reacts to Brian Johnson's new Rx platform, and enters two new positions on the IRL thesis. Then CPI comes in hot, Broadcom asks if the summer…
more
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
Stocks, crypto, politics, culture, and the great financialization of everything. Threadguy is live every weekday from New York with analysis, commentary, and interviews with leading figures across the space of internet markets.
HOSTED BY
Counterparty
CATEGORIES
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Threadguy Live have?
Threadguy Live currently has 174 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Threadguy Live about?
Stocks, crypto, politics, culture, and the great financialization of everything. Threadguy is live every weekday from New York with analysis, commentary, and interviews with leading figures across the space of internet markets.
How often does Threadguy Live release new episodes?
Threadguy Live publishes regularly with 174 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Threadguy Live?
You can listen to Threadguy Live on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Threadguy Live?
Threadguy Live is created and hosted by Counterparty.
URL copied to clipboard!