FIRST TIME: Live call-ins, Crypto is Electric, and Private AI
The first Friday call-in show. Three pit traders walk through their trades: $150 to $200K on ZCAT, a $250K Zcash perp caught off a 10-hour flight, and a $10M portfolio that got wiped in Luna and is ru...
19 Syys 49min
The Mormon Hedge Fund, The SEC Loves Crypto, & Tulip King Shares Alpha
The morning after Warsh's 25 bip hike, Thread makes the case that zoomers get crypto on sight, crashes out on Fooled by Randomness, and buries the last oil bull while the tanker trade rips without him...
18 Syys 40min
LIVE FOMC Reaction, Robhinhood Insider Trading, and Macroeconomics
Day two of the government watch party: Bessent as the government's therapist, then a Patriot Act rabbit hole that runs from the 9/11 airline puts to how your phone tells the government where you sleep...
17 Syys 45min
Clarity Act Drama, Scott Bessent vs Congress, and Market News
Clarity Act vote day: Chervinsky calls it the last shot at crypto policy while Polymarket says no, and Mitch McConnell gets wheeled out to vote on it. Then the AI civil war, from Good Alexander's is-a...
16 Syys 43min
Fake PumpFun Hate, Dario vs The World, and Onchain Analysis
Thread opens with the Craigslist tennis coach, then spends the AI hour on the Anthropic whistleblower, what Dario actually wants with his pace-the-frontier plan, why the AI-sucks crowd is coping, and ...
15 Syys 47min
The Secret History of Sneaker Twitter - Nick Bruhman
Nick Bruhman, Threadguy's old boss and the founder of Poke Market, Ominous and Malice, sits down after his sneaker Twitter article went viral to tell the story of the internet's most efficient market....
12 Syys 1h 1min
OG Sneaker Lore, Solana's Launchpad War, and Y2K
Thread opens with the 牛来 sticker story, fumbles the fruit fly memecoin, and makes the case that Solana was never going to die and that the devs will always find you something to trade. Then the rise o...
12 Syys 26min
The PONS Short Prisoner's Dilemma, the AI DOOM Case, and Talking About PNL
Thread books his first ever winning short and explains why the PONS chart is a live prisoner's dilemma, walks through the doom feed that has everyone ripping memecoins, and gets sober on onchain after...
11 Syys 42min
