Threadguy Live

Threadguy responds to TJR declaring the death of crypto Twitter and explains why crypto was never supposed to be cool in the first place. He breaks down the subculture cycle that killed CT, the narrative he thinks is poisoning a generation, and why Nvidia shedding $400 billion over Jensen's affair with an alleged Chinese spy doesn't add up.

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.