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

How AGI Might Break Crypto Forever... - Nic Carter

Nic Carter (Castle Island Ventures, prolific Bitcoin writer) joins on the same day he signed on as independent director at Robo Strategy. They cover his case that AGI has quietly arrived, the legendary CoreWeave angel investment that became his ticket into AI deep tech, the white-collar apocalypse hiding inside the K-shape, and where his odds sit on quantum breaking Bitcoin by 2035. Closes on the secretive Bitcoin Core dev scene, what a Satoshi coin heist actually looks like, and why he's still fighting the crypto war when most of his peers have rage-quit.

JD Vance Is Getting Cooked, Will Quantum K*LL Bitcoin, Too Many Top Signals, Crypto Is In Trouble - Threeadguy: April 27th, 2026

Threadguy on why The Big Short ruined a generation of traders, today's crowdsourced kickchat portfolio as a top signal, and the Pope getting a $660K Ferrari EV. Plus the cold storage Bitcoin he almost moved into 10-year treasuries, the JP Morgan rumor on Vance, the X-FAB Silicon Foundries rip after a Serendipity tweet, and a sit-down with Nic Carter on robotics, AGI, quantum, and Crypto.

The Uber Debate, My Huge Crypto Mistake, Ferrari's New EV, Anthropic Signs The Pope, LLMs VS Reddit - Threadguy: May 26th, 2026

Back from the Memorial break with a pool hall hustle, the hobbymaxing thesis, and a confession on breaking the number one trading rule. Micron rips 20%, Ferrari unveils its Johnny Ive EV, a $5M Wemby rookie sells, and the Pope signs with Anthropic to publish his AI ethics letter.

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.