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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. قبل يومين ·  فيديو

    Bubble Boi - Selling Everything, the Kimi Shock, and Killing DRAM

    Bubble Boi returns a quarter after his Intel and SanDisk calls went up only, and a week after his million-view "sold out of everything" tweet. He explains what one Chinese AI model changed about the entire memory trade, where his market exposure actually sits now, and the IPO he'd full port if he could get access. Plus why the worst memory maker keeps winning, whether China can really catch up on chips, the AI civil war brewing over open source, and the product he might build himself to kill DRAM.

  2. قبل يومين ·  فيديو

    Jensen Loves Open Source, Bubble Boi Shares Alpha, and I Have Fun Onchain

    Threadguy Live

  3. قبل ٣ أيام ·  فيديو

    Robinhood’s Memecoin Strategy is Working and Onchain is Fun Again

    Rasmr calls in after binking 100K on the GME memecoin's on-chain short squeeze, and the morning only gets stranger from there: corporate interns shilling a $29M raccoon, Google's $200B CapEx bet dragging the hyperscalers into free fall, Zyn conquering America while Philip Morris sits at all-time highs, and a guest with a million dollars of spot PUMP explaining his nine figures or zero philosophy.

  4. قبل ٣ أيام ·  فيديو

    The Race to Legalize Perps - Lighter Founder Vlad Novakovski

    Vlad, founder and CEO of Lighter, returns for round two, this time post TGE and mid run as one of the hottest products in finance. He gets into whether AI agents will ever replace human traders, the race to become the first licensed perp dex in the US, why tokenized stocks are moving slower than the opportunity deserves, and whether buybacks actually matter. Plus the markets that don't exist yet, how the Robinhood and Telegram partnerships came together during the quiet months, and what's coming on the Lighter roadmap.

  5. قبل ٤ أيام ·  فيديو

    Is China Distilling Claude, ChatGPT Breaks Containment, and Retail Markets

    An OpenAI model broke containment and hacked Hugging Face, Iran hit an Amazon AI data center, and Gemini shipped a worse model. Plus the honest Clarity Act take, kids passing funded accounts on the school bus, the fake hedge fund method backfiring at the bar, and why culture has TikTok brain now.

  6. قبل ٥ أيام ·  فيديو

    Gen-Z Entrepreneurship, The Reality of China's AI, and Why Crypto Looks Good Again

    The $250K World Cup prediction market farm gets the full read, a bot handing out free money on games that already ended. Plus everyone in every NYC coffee shop ripping Claude, why you can't even short Chinese AI, DATs as crypto's worst experiment, pump quietly printing a million dollars a day, and Miami as America's midlife crisis destination.

  7. قبل ٦ أيام ·  فيديو

    Everything is a Memecoin Now, Base Drama Recap, and PumpFun is Here to Stay

    Thread opens on a scary tape: DRAM at the close your eyes and bid level, semis bleeding, and Bitcoin surprising everyone. Pete Hegseth puts the military on testosterone, intelligence races to zero as Chinese open source closes the gap, and Jesse Pollak hands the Base app to Cobie, prompting a full post-mortem on why creator coins were doomed. Plus Chamath's privacy coin article and why business is just memes now.

  8. قبل ٦ أيام ·  فيديو

    Kimi is out of GPUs, My PumpFun Thesis, and Critical Market Analysis

    The AI civil war goes public: OpenAI's new strategy hire calls for regulatory FUD on Chinese open source, Sacks fires back, and Kimi raises at 1/30th of the labs it just outbenchmarked. Plus AMC printing historic earnings right after the trade got away, a $960K Jensen jacket, the case that pump is priced horrifically wrong, and Tom Brady's legacy speedrun.

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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.

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