Apple's Useless AI, Jensen Saves The Market, Saylor's Worst Decision, The "Ozempic Decade", How To Save Pumpfun - Threadguy: June 9th, 2026
Back from a family graduation to a Friday crash everyone already forgot, the Knicks ticket he fumbled by two minutes, and the case against Saylor's $2 billion Bitcoin sale. Then a pump.fun teardown, J...
9 Juni 49min
Tulip King on Selling Bitcoin For The First Time, ZEC's Exploit, Bitcoin & Quantum And More
Counterparty's own Tulip King joins Threadguy for the first interview on the new overlays to break down the Zcash exploit that rattled crypto: how a ZK-circuit bug let someone quietly mint phantom tok...
4 Juni 24min
I Rebranded, Saylor Is Selling Bitcoin, Jensen Huang Is Cool, Tulip King Interview, Zcash's Exploit, The War That Never Ended - Threadguy: June 3rd, 2026
Threadguy marks ten months and a full rebrand, suits and all, on one of the ugliest Bitcoin days yet: why every Saylor buy now reads as exit liquidity, ETH cratering since Hoffman sold, and the war-an...
4 Juni 50min
Stocks Are Insane, Jensen Bullposts MRVL, Pokemon Gacha Is Winning, YouTubers Run Hollywood, Bitcoin Is Cooked - Threadguy: June 2nd, 2026
A dark day in Crypto with Bitcoin cliffing, but stocks are euphoric: Threadguy apes Marvell after Jensen calls it the next trillion dollar stock, Victoria's Secret rips 47%, and Google drops an $80 bi...
3 Juni 45min
Saylor Sold His Bitcoin, GLP-1s vs Sugar Slop, Software Melt-Up, AGI Is Already Here, Pokemon Card Bubble, Trump Stock Pump - Threadguy: June 2nd, 2026
Good call, that was a 15-min gap. Adding 13:35 the software melt-up (ARM +90%, Dell +100%, Oracle/Snowflake/Salesforce all +10%, IGV ripping while defense sells off). It's the clean counterpoint to "n...
2 Juni 39min
Hyperliquid Is Cooking, The SAAS Rotation Is Here, Oil Bulls Are Cooked, Returning To My Zcash Trade, AI Is Getting Wild - Threadguy: May 29th, 2026
Hyperliquid runs to a new high as the CFTC clears the first US Bitcoin perp, and Threadguy makes the case for why it just wins. Plus getting back with the Zcash ex, the AI speech humiliation ritual, t...
30 Maj 37min
Crypto is Moving Past Bitcoin - Syncracry Capital Interview
Ryan Watkins and DeFi Monk from Syncracy break down their great purification thesis: where the asset class is dispersing, why hype is escaping the pack, and how to value it when crypto-native FDV math...
29 Maj 59min
Robinhood's Trump Accounts, DELL Is Insane, Tesla x SpaceX Merger, Running The Saylor Entry, Series H - Threadguy: May 28th, 2026
A Julian Robertson Tiger blow-up arc from More Money Than God: trapped on the Yen, the $150M slam-long save, the LP carry-out at the dot com peak. Bitcoin running the Saylor entry, Hood ripping on the...
29 Maj 43min
