An Important Update on My Zcash Trade, Why I Ignore Twitter, and Pope vs Anthropic [Stream Recap]

Justin Drake's bunker mode post lands the morning after OpenAI drops 400 open math problems, and Threadguy opens by working through what the AI cryptography scare actually means for crypto, why both t...

9 Loka 47min

Threadguy opens with the Pokemon gacha night that turned him into an addict on a $234 balance, then why memecoins are fried and the rotation into coins that actually pay, the bears who sound ridiculou...

8 Loka 33min

Threadguy opens on the AI game-modding renaissance, then the Russian plague story he refuses to believe, a pandemic denier until he is coughing up blood and the one bear case that has actually shaken ...

8 Loka 23min

Threadguy sells the exact bottom of VVV on an ETH Foundation announcement and turns it into a lesson on group chats, leverage, and why he needs spot bags. Then the Griffin AI avatar that could do your...

3 Loka 33min

Threadguy walks through the Lighter trade from the Robinhood summit, a losing long flipped into a short in five minutes. Then America.gov and the undisclosed LLM on its front page, the superintelligen...

2 Loka 41min

Threadguy woke up with night terrors over the MetaMask hack rumor, then makes the case for owning real things again and for posting a real $16K PnL in a sea of fake seven-figure ones. Plus the Caribbe...

2 Loka 45min

Kel XYZ, the Messari alum who was publicly early on Solana in 2023, Hyperliquid before its launch, and Zcash before anyone would admit to holding it, sits down for a rare hour-long interview. He lays ...

30 Syys 1h