Show Notes
Thread reads Evan's six calls for the cycle, from privacy coins into the 2028 election to the social trading casino, and revisits the Evan vs Frank meme coin debate two months later. Also on the docket: trading cards as the new art market, $XPL as a divorce coin, 0xquit's white-hat rescue of 23,000 NFTs, the $350M Bitget hack Hyperliquid Jeff warned about in 2023, and whether Trump's mockery of Washington makes things better or worse.
More from Threadguy Live
Thread makes the case that crypto, built in a dark forest of nonstop hacker attacks for 16 years, is better prepared for the AI hacking wave than the rest of the internet. He reads Dan Robinson's "Ethereum is a Dark Forest," explains why banks still win when they can reverse a hack (see Phil Ivey's $9.6M baccarat payback), breaks down Togi's $1M Moderna trade, and digs into why Zoomer humor only runs on absurdity.
Threadguy tells the story of Amaranth, the 2006 hedge fund that bet a third of its book on one natural gas trader, and how Ken Griffin turned its collapse into a billion dollars. Then the PHP exploit found with AI, what sneaker botting teaches about offense vs defense, why public trader beef is good for markets, and why crypto looks fine while the bear case plays out everywhere else.
Threadguy is officially back on the winning team. After a night of commencement speeches and More Money Than God, he lays out why the AI unwind hasn't dragged crypto down, the faked chart behind the greatest trade of Black Monday, and why reasoning by analogy is a waste of time. Plus the Kimchi phenomenon, why AI drug discovery is running out of lab monkeys, and Bloomberg's biggest crypto bear admitting the blockchain guys were right.
Threadguy is back from the long weekend and revisits Black Monday 1987 after the internet spent three days predicting a sequel. Then the $1M FedEx heist of PSA graded Pokemon cards, who is actually guarding the card vaults, why an old GPU is worth more than he paid for it, a three story gacha arcade in NYC, the lore behind the Onion Futures Act, and South Korea's fake food delivery apps.
Thread pulls an all nighter on AI slop Pokemon games and makes the case that AI video and gaming are just good. Then the Tesla demo where Elon made the Roadster fly and Thread somehow still lost money on the trade, plus the eat the rich momentum, Strategy getting dropped from MSCI, and the unpatched Erewhon method for meeting girls.