Threadguy Live

Threadguy Live

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.

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Episoder(146)

IPO Season Is Here, eBay Says NO To Gamestop, The AP Swatch, My Courageous Trade, Trust Me Bro SPVs - Threadguy: May 12th, 2026

IPO Season Is Here, eBay Says NO To Gamestop, The AP Swatch, My Courageous Trade, Trust Me Bro SPVs - Threadguy: May 12th, 2026

15 Mai 34min

Normies BROKE The Stock Market, My ZEC Trade, Long vs Short Bitcoin, Bankless Interview, Roaring Kitty Hacked LIVE - Threadguy: May 11th, 2026

Normies BROKE The Stock Market, My ZEC Trade, Long vs Short Bitcoin, Bankless Interview, Roaring Kitty Hacked LIVE - Threadguy: May 11th, 2026

2:55 normies running up $400k on options 6:30 getting recognized for my Zcash trade 8:40 me vs Loracle in the orderbooks 23:10 the f*ck you no entry pattern 25:30 @bankless interview 30:20 Selling a 6...

12 Mai 39min

Why He Sold His CryptoPunk For ZCash.. - David Hoffman

Why He Sold His CryptoPunk For ZCash.. - David Hoffman

David Hoffman (Bankless co-founder) returns to break down why he sold his 62 ETH CryptoPunk for Zcash, the ideological split with Vitalik on whether ETH should BE the power or be a check on it, and wh...

12 Mai 28min

Micron Is The Next Nvidia, Is STRC A Ponzi, Moving To NYC Is The Best Trade, My Bitcoin Thesis, Trading Is The World's Best Job - Threadguy: May 8th, 2026

Micron Is The Next Nvidia, Is STRC A Ponzi, Moving To NYC Is The Best Trade, My Bitcoin Thesis, Trading Is The World's Best Job - Threadguy: May 8th, 2026

Thread breaks down Airmass's 6-month-silence Micron all-in tweet that's already up 43% off the post, watches CoffeeZilla get credit-mogged by Jeff Walton on the stretch-Ponzi debate, and confesses he ...

9 Mai 41min

The Truth of Stock Trading, AI Bottlenecks, Hantavirus Exposed, Only 5 Coins Matter This Cycle, PNL is All That Matters - Threadguy: May 7th, 2026

The Truth of Stock Trading, AI Bottlenecks, Hantavirus Exposed, Only 5 Coins Matter This Cycle, PNL is All That Matters - Threadguy: May 7th, 2026

Thread argues every bear has flipped after the Iran shakeout (PTJ slamming stocks at ATH, Burry buying Lululemon) and lays out his 5-coin crypto thesis: only Bitcoin, privacy, perps, and private AI ma...

8 Mai 35min

Tokenized Stocks, My Recent Trade Wins, Fake War Headlines, Robert Leshner Interview, $200M Crypto Hack - Threadguy: May 6th, 2026

Tokenized Stocks, My Recent Trade Wins, Fake War Headlines, Robert Leshner Interview, $200M Crypto Hack - Threadguy: May 6th, 2026

Threadguy opens with the easiest trades being the best ones, ties it to a Market Wizards zen-monk excerpt, then lays out why every influencer is about to pivot to financial content. He walks through h...

7 Mai 35min

The $200M KelpDAO Hack, DeFi's Trust Crisis & Bitcoin's Return - Robert Leshner

The $200M KelpDAO Hack, DeFi's Trust Crisis & Bitcoin's Return - Robert Leshner

Threadguy sits down with Compound founder Robert Leshner, the OG DeFi builder who was literally in the group chat where the word DeFi was coined back in 2018. Leshner walks through the Compound exploi...

7 Mai 48min

The Only Coins You Should Buy, Fading World War 3, Korean Stocks Are Crazy, Rekt Mando on IQ, Momentum & Korean Stock Trading - Threadguy: May 4th, 2026

The Only Coins You Should Buy, Fading World War 3, Korean Stocks Are Crazy, Rekt Mando on IQ, Momentum & Korean Stock Trading - Threadguy: May 4th, 2026

Threadguy comes back disgustingly bullish on three coins (BTC, Zcash, Hyperliquid) while everywhere else is at ATH. He covers the $45K gold chain David Yurman wouldn't let him leave with, why the Iran...

5 Mai 53min

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