Anthropic’s Revenue Leaked, Kelxyz Stops By Stream, and Pumpfun Makes a Comeback
The Anthropic S-1 leaks with a $42B net loss and $518B in cloud obligations, and Thread thinks the market knows more than the bears. Also on the docket: why Acorns should round your change into 25x le...
30 Syys 34min
I Love Rare Books, The SEC Legalizes Crypto, and Why Price Targets Are Too Low
Thread wakes up obsessed with rare books and finds out the AI labs are buying them up and burning them, fat fingers a $2M Nvidia long, and plants two seeds: IRL is back and Live Nation printed, and AI...
29 Syys 45min
President Xi Mogs, Crypto Predictions, and Yields Pump
Thread reads Evan's six calls for the cycle, from privacy coins into the 2028 election to the social trading casino, and revisits the Evan vs Frank meme coin debate two months later. Also on the docke...
26 Syys 47min
Crypto Options Are Having Their Growth Spurt - Koolkrypto
Koolkrypto, the anonymous crypto options trader behind the Derive PnL cards, sits down after a $1.5M ETH trade to explain why on-chain options are finally having their growth spurt and why perps trade...
25 Syys 43min
My Muse AI Is So Cute, Don't Buy Your Wife Diamonds, and $1M Pokemon Cards
25 Syys 52min
The VC Coin Cycle and Why He Holds No Bitcoin - Rekt Mando
Rekt Mando, ex high yield and distressed trader turned crypto plumber, is back for his monthly sit-down. He lays out which coins the returning institutional bid is actually chasing and why the consens...
24 Syys 55min
The Market Gods Punish Greed, KoolKrypto Has a TON of Alpha, and Twitter Markets
Thread breaks down Jack Butcher's $8 open edition mint on X Money, the once a quarter free money the crypto gods hand out, and why the market gods punish greed with leverage. Then Meta runs back the M...
24 Syys 42min
Meta Muse is Incredible, Mando Shares Alpha, and Plumbers Take Over
Meta rips on the Muse launch and Threadguy explains why an agent that reads your email turns Meta into the greatest ad product in history, why all AI has really built so far is targeted ads, and how i...
23 Syys 45min
