Threadguy Live

Threadguy is crypto-pilled all over again. He breaks down why the alternative money thesis feels as strong as it's ever been, reacts to the Paraguay bank run that froze 3 million people out of their accounts, and explains why sending a simple wire is about to get a lot harder. Plus the new title sponsor, the market open bounce, Elon vs SoftBank, and the Democrats' AI trade problem.

Thread opens by thanking Satoshi for unstoppable money and recaps losing a basketball championship to Rasmr's team, then gets political for real: the midterm blowout, JD Vance's post-mortem, and how much a president can actually get done. Then the market crashes, semis down over 30% and the Nasdaq down 7%, as data center bans and anti-AI campaigns pile up.

Thread opens on a weekend of doomscrolling, from Tucker Carlson's Iran nuke warning to a $288K PSA 10 Dragonite that turned out to be fake, plus the AI image nobody can call. Mert from Helius calls in to break down the hacking wave hitting exchanges, fridges and nuke alert systems, where the real risk sits, and whether Hyperliquid is exposed.

Threadguy reacts to ICE, the parent company of the NYSE, partnering with TradeXYZ on Hyperliquid and Stanley Druckenmiller's first tweet ever, plus Google's $400B drop and why ads inside LLMs could be the best business ever. Then the emergency stream: Binance gets exploited for $5.5B, Tether and Circle freeze funds, and what the biggest hack in internet history means for trust in crypto.

Threadguy opens the FOMC double header with a Fear and Loathing in Las Vegas rant aimed at Crypto Twitter, then gets into Instinct's $30B raise, Google's Genie 4 and the gaming super cycle, China boycotting La Liga over Mbappe's Mao meme, Microsoft's 60,000 buyouts and the AI layoff wave, Robinhood out-earning stocks with prediction markets, and Kevin Warsh's press conference.

Threadguy kicks off FOMC week asking whether AI cyber risk is the next COVID, and whether anyone actually saw COVID coming. He breaks down the GMO hack, where attackers are executing terrible trades in customers' accounts, then explains why the only real doomsday prep is raising cash. Plus Dario's aging arc, Jason Calacanis going bearish on Bitcoin while long Tao, and why Bitcoin is the one thing left that isn't AI.

Anthropic filed its S-1 and Threadguy reads it live: 1,300% revenue growth, 900% net revenue retention, and a risk section admitting it may lose control of its own AI. Before that, Samsung TVs are caught listening to everything in your house, and Brazil's market dumps 28% on a surprise election result. Then Qiao Wang of Alliance DAO joins as the face of the bulls to explain why the dumbest people you know are long AI, why Zcash is the best hedge for Bitcoin, and why he will never buy an IPO.

Jack Surveillor is a solo trader who dropped out of college, interned at two funds, and just had the best two weeks of his life calling the bottoms on PUMP, Lighter and CARDS. He breaks down why he only trades the smallest market that can hold his size, how he sizes a position up to 70% of his book with zero leverage, and the strict drawdown rule that keeps him in the game. Plus the Robinhood interview that tipped him off to the Lighter bottom, why he ignores every AI and quantum scare, and the full bull case for his three biggest positions.

Tayvano, one of crypto's most trusted security researchers, joins at 7am her time, the morning after AI-assisted researchers found two remote code execution bugs in PHP, the language behind most of the web. She breaks down how bad it actually is, the certificate authority whose private key turned out to be a joke, and why crypto may be better prepared for this than the rest of the internet. Also covered: the Railway breach, which coins she trusts most, her one worry about Bitcoin, how to tell real threats from Twitter panic, and the security upgrade most people still skip.

Thread makes the case that crypto, built in a dark forest of nonstop hacker attacks for 16 years, is better prepared for the AI hacking wave than the rest of the internet. He reads Dan Robinson's "Ethereum is a Dark Forest," explains why banks still win when they can reverse a hack (see Phil Ivey's $9.6M baccarat payback), breaks down Togi's $1M Moderna trade, and digs into why Zoomer humor only runs on absurdity.