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Threadguy is back from the long weekend and revisits Black Monday 1987 after the internet spent three days predicting a sequel. Then the $1M FedEx heist of PSA graded Pokemon cards, who is actually guarding the card vaults, why an old GPU is worth more than he paid for it, a three story gacha arcad…
Based16z, the trader who farmed Hyperliquid full time before it became the most profitable airdrop ever, sits down with Threadguy for his first interview since 2024. They get into how he nearly fumbled the airdrop, what life changing money actually does to you, the Snapchat and Sydney Sweeney trade…
Threadguy is officially back on the winning team. After a night of commencement speeches and More Money Than God, he lays out why the AI unwind hasn't dragged crypto down, the faked chart behind the greatest trade of Black Monday, and why reasoning by analogy is a waste of time. Plus the Kimch…
Leaked Anthropic Q3 numbers, a hot CPI print and the CoreWeave debt panic send everything AI into a tailspin, and Threadguy watches it from 100% cash. He gets into what the slowdown really says about the frontier labs, why he's stuck trusting Flood, the Leopold wipeout at the open, and whether…
Thread pulls an all nighter on AI slop Pokemon games and makes the case that AI video and gaming are just good. Then the Tesla demo where Elon made the Roadster fly and Thread somehow still lost money on the trade, plus the eat the rich momentum, Strategy getting dropped from MSCI, and the unpatche…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Counterparty است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.