Threadguy Live

The Last Meta of Crypto - Longxyz Founder Nate

Threadguy Live

Show Notes

Nate, founder of Long, the launchpad behind the Robinhood chain stock-meme run, sits down for his first ever stream to explain what you are actually trading when you buy a stock-paired coin, why he built it without a bonding curve, and how a pair puts real buy pressure on the underlying stock. He gets into where he thinks the stock-pair vertical is heading, the AMC clash with Vlad and what the AMC coin means for a CEO who keeps issuing shares, the Robinhood chain outage, and why Long has no t...

More from Threadguy Live

Oct 23, 2026

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.

Oct 22, 2026

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.

Oct 21, 2026

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.

Oct 16, 2026

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.

Oct 16, 2026

After Justin Drake's bunker mode post and OpenAI's math results sent crypto into a cryptography panic, Threadguy sits down with Mert, NEAR founder Illia Polosukhin and cryptographer ZK Dragon to find out how worried we should actually be. They cover how close AI really is to cracking the math, what quantum computers will actually be pointed at, how chains would respond if the worst case hit tomorrow, and who on Earth could even pull it off. Closes with the threat that should keep you up at ni...

See all episodes →