Threadguy Live

Threadguy navigates another day where Google adds $500B in a single session while crypto sits uninspiring. He covers the post-close earnings carnage, the Hertz RoboTaxi moonshot, a Banks and Zee pairing that brings Ansem on for some Solana confessions, Tim Cook's farewell call handing Apple to John Ternus, and the diary smoking-gun in Elon's OpenAI lawsuit. Closes on why DeFi might be officially unusable now that the White House has rationed Anthropic's Mythos.

Threadguy sits down with Tolks, the anonymous trader behind the macro substack crypto twitter actually reads. They cover why crypto stopped tracking equities, why he hasn't shorted since Trump's Easter V-reverse, and why every institutional adoption headline is bullish for everyone except crypto traders.

Threadguy walks into the biggest earnings day of the year with Google ripping, Meta crashed, and oil sitting at ATH while stocks shrug. He covers what's left to bid in fintech trading, what the Hormuz blockade actually means for the trade now, and where crypto sits as the ultimate cuck asset. Tolks joins for the trader-psychology beat on listening to the market when every bear signal is screaming.

Threadguy sits down with Bubble Boi, the anonymous chip-designer-by-day who rode the Intel turnaround into post-economic by going all-in on his single best idea. Bubble Boi covers how he spotted Intel before anyone else wanted it, why the consensus on TSMC vs Intel is dead wrong, where his price target sits, and what comes next on his board after the Intel run. He gets into how retail traders are using AI completely wrong, what bottlenecks in the AI trade are real vs hallucinated, and closes with a risk-management framework that reframes what edge actually means for the average trader.

Threadguy back solo Monday before a stacked week of Bubble Boy, Tolks and Mando interviews. He covers the QQQ ATH, the Lighter dinner story on why fading high beta is the move, and the hallucination yield thesis turning ChatGPT prompts into real market flow. Plus the POET implosion over a Marvell NDA breach with the CEO holding just $55k of his own stock, and why OpenAI's phone with MediaTek and Qualcomm could be the first real Apple killer.

Threadguy sits down with Easy Eats to break down why HOOD is the simplest bet of all time, how wallet tracking turned one trader $15K into $800K on Polymarket, and the picks-and-shovels AI play nobody is watching. They cover LFMD peptides, the Novo Nordisk short setup, Apple's Cook-transition bull case, and DHT and FRO oil shippers nobody is pricing in.

Threadguy meets Hans Niemann IRL at his Netflix screening, crowns the hotel cuck chair the Bitcoin chair as stocks rip to ATH, and cancels his weekend on Bessent's 18 months to AI game over quote. Easy Eats Bodega closes with HOOD as the simplest bet of all time, Apple long on the Cook transition, and oil shippers nobody is pricing in.

Threadguy sits down with Good Alexander and David Choi, the USDAI founder, to unpack why AI capex is dwarfing every prior infrastructure cycle, Chinese open source quietly crushing Claude at 40x cheaper, and Wall Street's $150B rails becoming the second-biggest business in AI. Old Asian women driving crypto flows, privacy coins that can't be killed, the SpaceX IPO as a Trump-coin top, and David's case that the AI-dollar is the new Petrodollar.

Threadguy breaks down a market that shrugged off a fake Iran-strike oil whipsaw to print another all-time high, pulling the French Revolution for context and asking why it's gay to be a bear in 2026. Good Alexander and David Choi then join to unpack the AI-dollar thesis, the most consequential model release since Llama, and why Wall Street is quietly the second-biggest business in AI.