Threadguy Live

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Thread opens by thanking Satoshi for unstoppable money and recaps losing a basketball championship to Rasmr's team, then gets political for real: the midterm blowout, JD Vance's post-mortem, and how much a president can actually get done. Then the market crashes, semis down over 30% and t…

Thread opens on a weekend of doomscrolling, from Tucker Carlson's Iran nuke warning to a $288K PSA 10 Dragonite that turned out to be fake, plus the AI image nobody can call. Mert from Helius calls in to break down the hacking wave hitting exchanges, fridges and nuke alert systems, where the r…

Threadguy reacts to ICE, the parent company of the NYSE, partnering with TradeXYZ on Hyperliquid and Stanley Druckenmiller's first tweet ever, plus Google's $400B drop and why ads inside LLMs could be the best business ever. Then the emergency stream: Binance gets exploited for $5.5B, Tet…

Threadguy opens the FOMC double header with a Fear and Loathing in Las Vegas rant aimed at Crypto Twitter, then gets into Instinct's $30B raise, Google's Genie 4 and the gaming super cycle, China boycotting La Liga over Mbappe's Mao meme, Microsoft's 60,000 buyouts and the AI la…

Threadguy kicks off FOMC week asking whether AI cyber risk is the next COVID, and whether anyone actually saw COVID coming. He breaks down the GMO hack, where attackers are executing terrible trades in customers' accounts, then explains why the only real doomsday prep is raising cash. Plus Dar…

Anthropic filed its S-1 and Threadguy reads it live: 1,300% revenue growth, 900% net revenue retention, and a risk section admitting it may lose control of its own AI. Before that, Samsung TVs are caught listening to everything in your house, and Brazil's market dumps 28% on a surprise electio…

Jack Surveillor is a solo trader who dropped out of college, interned at two funds, and just had the best two weeks of his life calling the bottoms on PUMP, Lighter and CARDS. He breaks down why he only trades the smallest market that can hold his size, how he sizes a position up to 70% of his book…

Tayvano, one of crypto's most trusted security researchers, joins at 7am her time, the morning after AI-assisted researchers found two remote code execution bugs in PHP, the language behind most of the web. She breaks down how bad it actually is, the certificate authority whose private key tur…

Thread makes the case that crypto, built in a dark forest of nonstop hacker attacks for 16 years, is better prepared for the AI hacking wave than the rest of the internet. He reads Dan Robinson's "Ethereum is a Dark Forest," explains why banks still win when they can reverse a hack (…