Micron Is The Next Nvidia, Is STRC A Ponzi, Moving To NYC Is The Best Trade, My Bitcoin Thesis, Trading Is The World's Best Job - Threadguy: May 8th, 2026

Leopold Is About To Reveal It, Semiconductor Bloodbath, MegaETH Is The Worst Crypto Chart Ever, AP Swatch Resale Frenzy, Hyperliquid > Robinhood - Threadguy: May 15th, 2026

Threadguy slides for Warren Buffett against Airmass, tries to long SWGAY into the AP Swatch giga-viral resale frenzy, and watches Robinhood get mogged by Hyperliquid in real time. Plus semis bloodbath one day after Airmass' $8K Micron call, MegaETH puts in the worst crypto chart of all time, and Leopold's missing 13F rugs the entire stream.

Why He Sold His CryptoPunk For ZCash.. - David Hoffman

David Hoffman (Bankless co-founder) returns to break down why he sold his 62 ETH CryptoPunk for Zcash, the ideological split with Vitalik on whether ETH should BE the power or be a check on it, and why he thinks Saylor selling Bitcoin is actually bullish for stretch. Plus the case for a top-100 re-rating (crypto Twitter pumps it then hands it off to Bitwise and Grayscale for boomer retirement portfolios), why DeFi needs a complete rewrite from an aeronautics-redundancy perspective after the Kelp DAO + AVE + Layer Zero cascade, and how Claude-powered guest prep is changing Bankless.

Normies BROKE The Stock Market, My ZEC Trade, Long vs Short Bitcoin, Bankless Interview, Roaring Kitty Hacked LIVE - Threadguy: May 11th, 2026

2:55 normies running up $400k on options 6:30 getting recognized for my Zcash trade 8:40 me vs Loracle in the orderbooks 23:10 the f*ck you no entry pattern 25:30 @bankless interview 30:20 Selling a 62 ETH Punk for Zcash 32:50 ETH leadership should care about price 37:00 roaring kitty hacked live

Micron Is The Next Nvidia, Is STRC A Ponzi, Moving To NYC Is The Best Trade, My Bitcoin Thesis, Trading Is The World's Best Job - Threadguy: May 8th, 2026

Thread breaks down Airmass's 6-month-silence Micron all-in tweet that's already up 43% off the post, watches CoffeeZilla get credit-mogged by Jeff Walton on the stretch-Ponzi debate, and confesses he forcefully drives himself crazy trading so he doesn't drive himself crazy on vacation. Closes with the cleanest "move to NYC if you're in finance" advice and why holding-only Bitcoin is blasphemous for a daily trader.

The Truth of Stock Trading, AI Bottlenecks, Hantavirus Exposed, Only 5 Coins Matter This Cycle, PNL is All That Matters - Threadguy: May 7th, 2026

Thread argues every bear has flipped after the Iran shakeout (PTJ slamming stocks at ATH, Burry buying Lululemon) and lays out his 5-coin crypto thesis: only Bitcoin, privacy, perps, and private AI matter while alt-season is officially dead. Closes with hantavirus dismissed as a nothing burger and Ryan Cohen's eBay bloody-pig-mask scandal making the case for acquisition.