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.

  1. 3 gg fa ·  Video

    Government Controlled AI, the BTC Slow Bleed and Europe's AC Crisis - Threadguy: June 25th, 2026

    Threadguy Live

    54 min

  2. 3 gg fa ·  Video

    Micron's Record Blowout, Why Niche Is Cool Again, and the Saylor Overhang on Bitcoin - Threadguy: June 24th, 2026

    Threadguy Live

    38 min

  3. 24 giu ·  Video

    Anti-AI Backlash Goes Mainstream, the Explosion of Analog, and AMC Fumbling the Trade of the Year

    Markets turn ugly with semis crushed, the South Korean KOSPI circuit-breaking 10% lower, and AMC diluting away the trade of the year right after its first rip in years. Threadguy digs into the accelerating anti-AI backlash, the movie theater renaissance, Waymo banned in New York, Meta's new glasses and prediction-market app, Trump's quantum push, and where it all heads as more and more people become traders.

    55 min

  4. 24 giu ·  Video

    China's Open-Source AI Surge, the Death of Luxury, and Why Keeping Money Is Harder Than Making It - Threadguy: June 22nd, 2026

    Threadguy on why luxury is dying and being hot IRL is the new status symbol, the one trait separating traders who make it from those who lose it all, and how Crypto Jared's sandwich bot got sandwiched for $15 million. Plus Chinese open source coming for the AI labs after the Fable ban, Micron into earnings, and why pricing assets might be the most important job in the world.

    1h 5m

  5. 21 giu ·  Video

    The "ADHD Era" Of The Stock Market, The Freest Trades, IRL Is Coming Back, Jesse Livermore Corn Squeeze - Threadguy: June 19th, 2026

    Market's closed, so Threadguy runs a rare casual Friday solo and just talks. He gets into the Jesse Livermore corn saga, why trading clout is the story and not the PnL, the AMC and StubHub catalyst plays, the free money indicator he is building, and the big thesis: why a psychosis fried generation taking over markets might mean the end of sustained bear markets.

    29 min

  6. 19 giu ·  Video

    GTA 6 Is Actually Coming, Midjourney's Medical Pivot, STRC's Death Spiral Continues, Mourning The Fable Ban - Threadguy: June 18th, 2026

    Threadguy breaks down Strategy's STRC death spiral and why Michael Saylor is the most cornered he's ever been, then digs into Midjourney's new full-body medical scanner and the small-cap quietly powering it. Plus $500 GTA 6, the only two reasons left to be bullish, the Fed going irrelevant, and mourning the Fable ban.

    53 min

  7. 19 giu ·  Video

    The Kevin Warsh Era Begins, Saylor's STRC Death Spiral, Hyperliquid Changes Everything, Snapchat's $2,200 Glasses - Threadguy: June 17th, 2026

    Threadguy watches Kevin Warsh's first FOMC presser live and comes away convinced the new Fed chair is no puppet, then runs the tape: why he's still long SpaceX into a parabolic move, the one flaw between him and an eight-figure P&L, the Michael Saylor STRC death spiral, Snapchat's $2,200 glasses disgrace, and why cheap Chinese open source could pop the AI bubble. Plus Hyperliquid's catalysts and the AMC trade that beat a year of Bitcoin.

    44 min

  8. 18 giu ·  Video

    Elon Musk Broke Wall Street, Everybody Hates AI, Soccer Fame Is Generational, Snapchat Glasses Suck - Threadguy: June 16th, 2026

    SpaceX rips to an all-time high and Threadguy makes the case that we just watched the great cryptification of the stock market, from Elon out-earning Warren Buffett's entire career in a day to a Cape Verde keeper out-following the NBA's biggest star. Plus why everybody hates AI except the people who hold assets, the setup into Kevin Warsh's first FOMC, and why he would happily give Tim Cook all of his data.

    51 min
Elenco completo (121)

Descrizione

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.

Informazioni

  • Creatore
    Counterparty
  • Anni di attività
    2025 - 2026
  • Puntate
    121
  • Classificazione
    Contenuti espliciti
  • Copyright
    © 2026 Threadguy Live
  • Sito web del podcast
    Threadguy Live

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