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Threadguy opens on the AI game-modding renaissance, then the Russian plague story he refuses to believe, a pandemic denier until he is coughing up blood and the one bear case that has actually shaken him. After market open, the CFTC's new rules and why the Clarity Act failing is a gift, whethe…

Threadguy walks through closing his second largest perp trade ever, a $315K Zcash win, and why selling was the right call with the wrong execution. The forced-seller trap on leverage, why this cycle's alts can run without Bitcoin, the case for stacking perp profits into spot, the mandate of he…

Threadguy opens with the Pokemon gacha night that turned him into an addict on a $234 balance, then why memecoins are fried and the rotation into coins that actually pay, the bears who sound ridiculous while crypto eats finance, the AI gaming renaissance where every game is becoming every game, and…

Threadguy sells the exact bottom of VVV on an ETH Foundation announcement and turns it into a lesson on group chats, leverage, and why he needs spot bags. Then the Griffin AI avatar that could do your remote job, Pokemon cards as a new genre of mania and the coin that finally got him, Nike's c…

Threadguy woke up with night terrors over the MetaMask hack rumor, then makes the case for owning real things again and for posting a real $16K PnL in a sea of fake seven-figure ones. Plus the Caribbean island of 16,000 people making $100M a year off .ai domains, the Tucker Carlson war clip, the Tr…

Threadguy walks through the Lighter trade from the Robinhood summit, a losing long flipped into a short in five minutes. Then America.gov and the undisclosed LLM on its front page, the superintelligence summit clips with every CEO in the room, why AI lab money is buying every house in San Francisco…

Kel XYZ, the Messari alum who was publicly early on Solana in 2023, Hyperliquid before its launch, and Zcash before anyone would admit to holding it, sits down for a rare hour-long interview. He lays out how he hunts the crowd's bias instead of asymmetric information, why he trades almost enti…

The Anthropic S-1 leaks with a $42B net loss and $518B in cloud obligations, and Thread thinks the market knows more than the bears. Also on the docket: why Acorns should round your change into 25x leverage, why robots will never replace human athletes and AI music still can't go viral, and Ke…

Thread wakes up obsessed with rare books and finds out the AI labs are buying them up and burning them, fat fingers a $2M Nvidia long, and plants two seeds: IRL is back and Live Nation printed, and AI slop is going to win YouTube. Also on the docket: Dario's Red Wedding dinner with Trump, Muse…