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Threadguy Live

Counterparty

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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Épisodes

195 épisodes

  1. The $6B Binance Hack, Druckenmiller Buys Hyperliquid, Google and AI are Collapsing 46:38
  2. Robinhood's Prediction Markets, The Gaming Super Cycle, and FOMC Analysis [Threadguy Stream Recap] 40:10
  3. AI Breaks Math Again, How to Invest In Doomsday, and Why Bitcoin Is Still Best 40:40
  4. Brazil's Stock Market Is Crazy, Qiao Wang on the Zcash Hedge, and Why IPOs Are a Scam 42:03
  5. Surveillor - Trading Small Markets, Zero Leverage, and Calling the Altcoin Bottoms 35:45
  6. Cybersecurity Expert Explains The PHP Bug, Railway Hack, and AI Breaking the Internet 30:24
  7. Crypto Was Born In the Dark, Analyzing Zoomer Humor, and Alpha From Jack Surveiler 46:12
  8. AI Breaks the Internet, Security Expert Tay Explains PHP, but Crypto Is Strong 38:13
  9. I'm Bullish Crypto Again, How Do You Invest in Pharma, and Everything Ruins Dating 45:36
  10. The $1M Pokemon Card Heist, Black Monday Never Happened, and Why Markets Are the Only Truth Machine 45:27
  11. Elon Built a Flying Car, I Can’t Stop Playing Pokémon, Murad Talks About Memecoins 23:39
  12. Can AI Break Crypto? Mert, Illia Polosukhin and ZK Dragon 1:18:04
  13. based16z - The Hyperliquid Trade, Early Lore, & How to Make It 1:14:29
  14. The AI Sell Off, Why Instagram Beat Bumble Stock, and Based16z [Stream Recap] 29:38
  15. The Ledger Hack, Memecoins Need A Miracle, SaaSpocalypse is Back 43:33
  16. Doomer - How to Make $25 Million Trading From Your Phone 31:21
  17. Rhino - Longevity, Fading the Narrative, and Why Edge Is Overrated 1:01:11
  18. Crypto Gets NUKED into Bunker Mode, AI Solves Math, and A Big Rant [Stream Recap] 47:36
  19. Why I Love AI Game Mods, Why Memecoins are Fried, and Onchain News 33:08
  20. An Important Update on My Zcash Trade, Why I Ignore Twitter, and Pope vs Anthropic [Stream Recap] 44:31
  21. How Solana Doomer Made $25M on His Phone, Old Coins are Good, and the Russian Plague [Stream Recap] 23:51
  22. Nike is a Chud Company, PewDiePie vs OpenAI, and Onchain Coins Make a Comeback 33:41
  23. America's AI is Dope, San Francisco Real Estate Bubble, and Issa the Cooker Cooks 41:39
  24. Trump's AI Dinner, MetaMask Night Terrors, Anguilla is Winning the AI Boom 45:12
  25. kel - The Full Zcash Thesis, Building Conviction, and Going Against the Crowd 1:00:50
  26. Anthropic’s Revenue Leaked, Kelxyz Stops By Stream, and Pumpfun Makes a Comeback 34:03
  27. I Love Rare Books, The SEC Legalizes Crypto, and Why Price Targets Are Too Low 45:48
  28. President Xi Mogs, Crypto Predictions, and Yields Pump 47:47
  29. Crypto Options Are Having Their Growth Spurt - Koolkrypto 43:09
  30. My Muse AI Is So Cute, Don't Buy Your Wife Diamonds, and $1M Pokemon Cards 52:08
  31. The VC Coin Cycle and Why He Holds No Bitcoin - Rekt Mando 55:30
  32. The Market Gods Punish Greed, KoolKrypto Has a TON of Alpha, and Twitter Markets 42:45
  33. Meta Muse is Incredible, Mando Shares Alpha, and Plumbers Take Over 45:17
  34. Was Buffet Insider Trading, Meta AI Takes Over, and No More Bears 41:10
  35. FIRST TIME: Live call-ins, Crypto is Electric, and Private AI 49:00
  36. The Mormon Hedge Fund, The SEC Loves Crypto, & Tulip King Shares Alpha 40:40
  37. LIVE FOMC Reaction, Robhinhood Insider Trading, and Macroeconomics 45:06
  38. Clarity Act Drama, Scott Bessent vs Congress, and Market News 43:17
  39. Fake PumpFun Hate, Dario vs The World, and Onchain Analysis 47:21
  40. The Secret History of Sneaker Twitter - Nick Bruhman 1:01:50
  41. OG Sneaker Lore, Solana's Launchpad War, and Y2K 26:02
  42. The PONS Short Prisoner's Dilemma, the AI DOOM Case, and Talking About PNL 42:13
  43. Will AI End The World, What is Scott Bessent Doing, and Why I Love uPNL 40:19
  44. The Last Meta of Crypto - Longxyz Founder Nate 30:22
  45. AJC - Turning an 80% Nuke Into $3 Million on Robinhood Chain 33:14
  46. Memecoin Stocks Short Squeeze, Robinhood is Unstoppable, and How AJC Made $2mil 33:08
  47. GoPro Goes to the Moon, Togi is a Trader Now, and What's up with Bitcoin 47:38
  48. Will Clemente - Buying Bitcoin Into Total Capitulation 25:42
  49. Saylor Buys the Top Again, Traders are Celebrities, and Robinhood vs Solana 33:24
  50. Eli Lilly Goes To War, the End of Healthmaxxing, and Social Trading 26:13