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 dgn geleden ·  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.

  2. 3 dgn geleden ·  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.

    1 u 5 m

  3. 6 dgn geleden ·  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.

  4. 19 jun ·  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.

  5. 19 jun ·  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.

  6. 18 jun ·  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.

  7. 17 jun ·  Video

    SpaceX Shocked Everyone, The Anthropic Doom Loop, You Can't Ban The Internet, What The Fable Ban Means, American Glory - Threadguy: June 15th, 2026

    Anthropic's best model gets yanked by the US government four days after launch, SpaceX rips past its IPO, and the war finally ends, all over one weekend. Threadguy on why the SpaceX top everyone called never showed up, the UK social media ban, America's glory run, fading every war scare, and why Anthropic is trapped in a fight with the government it can't win.

    52 min.

  8. 13 jun ·  Video

    SpaceX Just IPO'd, The Space Stocks Fakeout, Movies Are Back, Elon Is A Trillionaire, My Stream's Best Trades Ever - Threadguy: June 12th, 2026

    SpaceX IPO day: the largest IPO in history opens live on stream, space stocks get destroyed after pumping into it, and Elon officially becomes the world's first trillionaire. Plus movies are back, paste.trade grades every stream call green, and the time has come to retire the Saylor intro.

    39 min.
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Info

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.

Informatie

  • Maker
    Counterparty
  • Jaren actief
    2025 - 2026
  • Afleveringen
    119
  • Beoordeling
    Expliciet
  • Copyright
    © 2026 Threadguy Live
  • Website van aflevering
    Threadguy Live

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