The Crypto Bull Market Just Started..? [Stream Recap]
Спикеры
Thread Guy
— Криптоинфлюенсер, независимый
Ryan Cohen
— Председатель, GameStop
Arthur Hayes
— CIO, Maelstrom
Thread Guy reviews Ryan Cohen's bid for eBay, a16z's $2.2B crypto fund, and market rally. He discusses his Zcash trade, Bitcoin bull case, and various market observations. He endorses Micron as the next Nvidia and advises avoiding Ethereum and Coinbase.
- Ryan Cohen offers $125/share for eBay, plans cost cuts.
- a16z raises $2.2B crypto fund, GP joins stream.
- Bitcoin near $82K, Thread Guy holds long-term.
- Zcash rallies 10% daily, Thread Guy is heavily long.
- Micron highlighted as next Nvidia via AirMask tweet.
- Ethereum and Solana called uninteresting.
- Coinbase layoffs announced, stock not looking great.
- Market rally with semiconductors and big tech up.
Идеи
eBay undervalued, Cohen can cut costs.
eBay is worth far more than $125/share. He believes he can run the company efficiently, cut $2B in costs (sales/marketing and corporate overhead), increase earnings, and pay down leverage. He would roll 100% of equity into the combined company.
Bullish Zcash, caught bottom, funding negative.
Zcash is surging with an infinite bid, low funding, and caught the bottom at $380. He is heavily long (60-75% of book) and not interested in selling, expecting a home run trade as it plays out exactly as imagined.
Ethereum dead, no volume, uninteresting.
Ethereum is dead, has no volume, and is completely uninteresting. He frames it as a horrible asset to hold, implying an avoid.
Micron is next Nvidia, all-in.
Endorses AirMask's thesis that Micron is the next Nvidia. Micron is a high-conviction all-in stock after a six-month hiatus, up 25% from entry. The idea is that Micron will repeat Nvidia's trajectory.
Never sell Bitcoin, holding from 1K.
Bitcoin is a long-term hold that he never sells. He has bought from $1K to $120K and still believes $120K is a sweet deal. He holds every Bitcoin he ever bought.
Coinbase not performing well, avoid.
Coinbase does not look great. They announced layoffs (14% reduction), and the stock is not performing well. He expresses a bearish view, though with low conviction.
Далее
This Thread Guy video, published May 06, 2026, features Ryan Cohen, Thread Guy discussing EBAY, ZEC, ETH, MU, BTC, COIN. 6 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Ryan Cohen, Thread Guy · Tickers: EBAY, ZEC, ETH, MU, BTC, COIN