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. לפני 4 ימים ·  וידאו

    I Rebranded, Saylor Is Selling Bitcoin, Jensen Huang Is Cool, Tulip King Interview, Zcash's Exploit, The War That Never Ended - Threadguy: June 3rd, 2026

    Threadguy marks ten months and a full rebrand, suits and all, on one of the ugliest Bitcoin days yet: why every Saylor buy now reads as exit liquidity, ETH cratering since Hoffman sold, and the war-and-oil Groundhog Day that won't quit. Plus the only CEO worth liking, the quantum IPO about to own the stream doc, and Tulip King breaking down the Zcash exploit.

    ‏50 דק׳

  2. לפני 4 ימים ·  וידאו

    Tulip King on Selling Bitcoin For The First Time, ZEC's Exploit, Bitcoin & Quantum And More

    Counterparty's own Tulip King joins Threadguy for the first interview on the new overlays to break down the Zcash exploit that rattled crypto: how a ZK-circuit bug let someone quietly mint phantom tokens, why the fix exposed a centralization problem most holders missed, and what it taught him about the value of a network that does nothing. He gets into the Bitcoin trade he swore he'd never make, his contrarian case for letting quantum run its course, where the real returns are hiding in low-cap crypto, and the privacy-by-choice thesis. Closes on why Bitcoin, for all the carnage, is still destiny.

    ‏24 דק׳

  3. לפני 5 ימים ·  וידאו

    Stocks Are Insane, Jensen Bullposts MRVL, Pokemon Gacha Is Winning, YouTubers Run Hollywood, Bitcoin Is Cooked - Threadguy: June 2nd, 2026

    A dark day in Crypto with Bitcoin cliffing, but stocks are euphoric: Threadguy apes Marvell after Jensen calls it the next trillion dollar stock, Victoria's Secret rips 47%, and Google drops an $80 billion raise. Plus the barnacle oil trade, the Pokemon gacha machine, why the Citron founder got jailed for short selling, and the case that YouTubers are taking over Hollywood.

    ‏46 דק׳

  4. לפני 6 ימים ·  וידאו

    Saylor Sold His Bitcoin, GLP-1s vs Sugar Slop, Software Melt-Up, AGI Is Already Here, Pokemon Card Bubble, Trump Stock Pump - Threadguy: June 2nd, 2026

    Good call, that was a 15-min gap. Adding 13:35 the software melt-up (ARM +90%, Dell +100%, Oracle/Snowflake/Salesforce all +10%, IGV ripping while defense sells off). It's the clean counterpoint to "nobody cares about Bitcoin" and it splits the gap roughly in half.

    ‏40 דק׳

  5. 30 במאי ·  וידאו

    Hyperliquid Is Cooking, The SAAS Rotation Is Here, Oil Bulls Are Cooked, Returning To My Zcash Trade, AI Is Getting Wild - Threadguy: May 29th, 2026

    Hyperliquid runs to a new high as the CFTC clears the first US Bitcoin perp, and Threadguy makes the case for why it just wins. Plus getting back with the Zcash ex, the AI speech humiliation ritual, the SaaS rotation he calls the real crypto signal, why every oil bull is cooked, IPOs pricing off the hype chart, and the night he single-handedly puts the bottom in on alcohol.

    ‏37 דק׳

  6. 29 במאי ·  וידאו

    Crypto is Moving Past Bitcoin - Syncracry Capital Interview

    Ryan Watkins and DeFi Monk from Syncracy break down their great purification thesis: where the asset class is dispersing, why hype is escaping the pack, and how to value it when crypto-native FDV math falls apart. They cover the trader-to-investor era of crypto, the case for HODL again, Ryan's reluctant defense of ETH, where Bitcoin fits in the new paradigm, the institutional pipeline entering hyperliquid, and how to price regulatory risk. Closes on the state of liquid funds and why activist investing isn't worth the headache.

    שעה אחת

  7. 29 במאי ·  וידאו

    Robinhood's Trump Accounts, DELL Is Insane, Tesla x SpaceX Merger, Running The Saylor Entry, Series H - Threadguy: May 28th, 2026

    A Julian Robertson Tiger blow-up arc from More Money Than God: trapped on the Yen, the $150M slam-long save, the LP carry-out at the dot com peak. Bitcoin running the Saylor entry, Hood ripping on the Trump accounts launch, Anthropic's Series H, Don Jr's drones flying on the WSJ headline, a Ryan Watkins and DeFi Monk interview, and the inevitable Tesla-SpaceX merger.

    ‏43 דק׳

  8. 28 במאי ·  וידאו

    How AGI Might Break Crypto Forever... - Nic Carter

    Nic Carter (Castle Island Ventures, prolific Bitcoin writer) joins on the same day he signed on as independent director at Robo Strategy. They cover his case that AGI has quietly arrived, the legendary CoreWeave angel investment that became his ticket into AI deep tech, the white-collar apocalypse hiding inside the K-shape, and where his odds sit on quantum breaking Bitcoin by 2035. Closes on the secretive Bitcoin Core dev scene, what a Satoshi coin heist actually looks like, and why he's still fighting the crypto war when most of his peers have rage-quit.

    ‏59 דק׳
הצגת הכול (105)

אודות

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.

מידע

  • יוצרים
    Counterparty
  • שנות פעילות
    2025 - 2026
  • פרקים
    105
  • סיווג
    תוכן בוטה
  • זכויות יוצרים
    © 2026 Threadguy Live
  • אתר התכנית
    Threadguy Live

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