Show Notes
Threadguy kicks off FOMC week asking whether AI cyber risk is the next COVID, and whether anyone actually saw COVID coming. He breaks down the GMO hack, where attackers are executing terrible trades in customers' accounts, then explains why the only real doomsday prep is raising cash. Plus Dario's aging arc, Jason Calacanis going bearish on Bitcoin while long Tao, and why Bitcoin is the one thing left that isn't AI.
More from Threadguy Live
Anthropic filed its S-1 and Threadguy reads it live: 1,300% revenue growth, 900% net revenue retention, and a risk section admitting it may lose control of its own AI. Before that, Samsung TVs are caught listening to everything in your house, and Brazil's market dumps 28% on a surprise election result. Then Qiao Wang of Alliance DAO joins as the face of the bulls to explain why the dumbest people you know are long AI, why Zcash is the best hedge for Bitcoin, and why he will never buy an IPO.
Jack Surveillor is a solo trader who dropped out of college, interned at two funds, and just had the best two weeks of his life calling the bottoms on PUMP, Lighter and CARDS. He breaks down why he only trades the smallest market that can hold his size, how he sizes a position up to 70% of his book with zero leverage, and the strict drawdown rule that keeps him in the game. Plus the Robinhood interview that tipped him off to the Lighter bottom, why he ignores every AI and quantum scare, and t...
Tayvano, one of crypto's most trusted security researchers, joins at 7am her time, the morning after AI-assisted researchers found two remote code execution bugs in PHP, the language behind most of the web. She breaks down how bad it actually is, the certificate authority whose private key turned out to be a joke, and why crypto may be better prepared for this than the rest of the internet. Also covered: the Railway breach, which coins she trusts most, her one worry about Bitcoin, how to tell...
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.