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 Tr...
7 Jul 57min
Micron's Record Blowout, Why Niche Is Cool Again, and the Saylor Overhang on Bitcoin - Threadguy: June 24th, 2026
29 Jun 38min
Government Controlled AI, the BTC Slow Bleed and Europe's AC Crisis - Threadguy: June 25th, 2026
29 Jun 54min
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 acceler...
24 Jun 54min
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...
24 Jun 1h 4min
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 pl...
21 Jun 29min
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 power...
19 Jun 53min
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 betw...
19 Jun 44min
