![Crypto Gets NUKED into Bunker Mode, AI Solves Math, and A Big Rant [Stream Recap]](https://cdn.podme.com/podcast-images/A395BE273272607EB166ED4BEA2A1E2C_small.jpg)
Crypto Gets NUKED into Bunker Mode, AI Solves Math, and A Big Rant [Stream Recap]
Justin Drake's bunker mode post lands the morning after OpenAI drops 400 open math problems, and Threadguy opens by working through what the AI cryptography scare actually means for crypto, why both t...
9 Okt 47min
Why I Love AI Game Mods, Why Memecoins are Fried, and Onchain News
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 ridiculou...
8 Okt 33min
An Important Update on My Zcash Trade, Why I Ignore Twitter, and Pope vs Anthropic [Stream Recap]
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...
8 Okt 44min
How Solana Doomer Made $25M on His Phone, Old Coins are Good, and the Russian Plague [Stream Recap]
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 ...
8 Okt 23min
Nike is a Chud Company, PewDiePie vs OpenAI, and Onchain Coins Make a Comeback
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...
3 Okt 33min
America's AI is Dope, San Francisco Real Estate Bubble, and Issa the Cooker Cooks
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 superintelligen...
2 Okt 41min
Trump's AI Dinner, MetaMask Night Terrors, Anguilla is Winning the AI Boom
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 Caribbe...
2 Okt 45min
kel - The Full Zcash Thesis, Building Conviction, and Going Against the Crowd
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 ...
30 Sep 1h
