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. 10 HR AGO

    The $200M KelpDAO Hack, DeFi's Trust Crisis & Bitcoin's Return - Robert Leshner

    Threadguy sits down with Compound founder Robert Leshner, the OG DeFi builder who was literally in the group chat where the word DeFi was coined back in 2018. Leshner walks through the Compound exploit lore, why he left to build Superstate, and where he lands on Hyperliquid's RWA perps. He gets into how every product gets a Napster era before grandma uses it, the $200M KelpDAO hack that scared TradFi institutions into calling him within 12 hours, why the token-equity overhang traces back to the Gensler reign of terror, and his optimistic wrap on crypto's next 12 months.

    49 min

  2. 10 HR AGO

    Tokenized Stocks, My Recent Trade Wins, Fake War Headlines, Robert Leshner Interview, $200M Crypto Hack - Threadguy: May 6th, 2026

    Threadguy opens with the easiest trades being the best ones, ties it to a Market Wizards zen-monk excerpt, then lays out why every influencer is about to pivot to financial content. He walks through how Walter Bloomberg got him at 4am with a fake Iran-war-over headline, why he's holding his Zcash trade through the chop, and brings on Compound founder Robert Leshner. Leshner gets into the Compound exploit lore, why he left to start Superstate, and how every product gets a Napster era before grandma uses it.

    35 min

  3. 2 DAYS AGO

    Explaining Korean Stocks and the AI Memory Trade - Rekt Mando

    Threadguy sits down with Rekt Mando, the macro trader who quit tradfi distressed credit to chase all-time-high breakouts and has been pitching the Korean stocks trade for weeks. Mando covers why he faded the war hard, what's changing in Korean governance, why the Chaebol discount is finally cracking, and how Samsung and SK Hynix are sitting on a structural memory bid. He gets into how all momentum traders are converging across crypto and microcap stocks, what AI bottlenecks are real vs hallucinated, why SaaS is the new altcoin trade, and the moment that flipped him from buying distressed bottoms to chasing all-time highs. Closes on the emerging markets he refuses to bid and the one Asian country he sees second to Korea.

    1 hr

  4. 2 DAYS AGO

    The Only Coins You Should Buy, Fading World War 3, Korean Stocks Are Crazy, Rekt Mando on IQ, Momentum & Korean Stock Trading - Threadguy: May 4th, 2026

    Threadguy comes back disgustingly bullish on three coins (BTC, Zcash, Hyperliquid) while everywhere else is at ATH. He covers the $45K gold chain David Yurman wouldn't let him leave with, why the Iran escalation is a fade trade because Trump keeps juggling markets up, and a feature interview with Rekt Mando on the Korean stocks trade. Closes on Ryan Cohen's bizarre CNBC interview after GameStop's $55B eBay bid

    54 min

  5. 5 DAYS AGO

    Spirit Airlines is GONE, Bitcoin Is Coming Back, BrokieTrades Interview, How I Started Trading, Running A Hedgefund - Threadguy: May 1st, 2026

    Threadguy Live

    42 min

  6. 5 DAYS AGO

    The College Student Who Broke Polymarket - BrokieTrades

    Threadguy Live

    29 min

  7. 6 DAYS AGO

    Roblox Crashes -20%+, Apple Earnings Call, Crypto's Future, Elon's OpenAI Lawsuit, Banks & Ansem's New Show - Threadguy: April 30th, 2026

    Threadguy navigates another day where Google adds $500B in a single session while crypto sits uninspiring. He covers the post-close earnings carnage, the Hertz RoboTaxi moonshot, a Banks and Zee pairing that brings Ansem on for some Solana confessions, Tim Cook's farewell call handing Apple to John Ternus, and the diary smoking-gun in Elon's OpenAI lawsuit. Closes on why DeFi might be officially unusable now that the White House has rationed Anthropic's Mythos.

    37 min

  8. 30 APR

    Never Short Stocks, The Great Bear Trap, & Why Crypto is Weak - Tolks

    Threadguy sits down with Tolks, the anonymous trader behind the macro substack crypto twitter actually reads. They cover why crypto stopped tracking equities, why he hasn't shorted since Trump's Easter V-reverse, and why every institutional adoption headline is bullish for everyone except crypto traders.

    38 min
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About

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.

Information

  • Creator
    Counterparty
  • Years Active
    2025 - 2026
  • Episodes
    85
  • Rating
    Explicit
  • Copyright
    © 2026 Threadguy Live
  • Show Website
    Threadguy Live

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