Bitcoin Is Finally Coming Back... [Stream Recap]
Спикеры
Thread Guy
— Криптоинфлюенсер, независимый
Thread Guy hosts a live stream covering crypto, stocks, and a guest interview with prediction market trader Broki. They discuss oil trades using Hyperliquid funding mechanics, Zcash momentum, geopolitical trades on Polymarket, and IQ testing with AI.
- Thread Guy is long Zcash and discusses his entry levels.
- Broki explains a short oil strategy via Hyperliquid funding rate mispricing.
- Broki also takes a short-term long oil position expecting weekend escalation.
- Broki holds a Polymarket position wagering that Mojaba Khamenei will be confirmed dead.
- Thread Guy reviews market moves in software stocks, IKBR, and crypto.
- The stream includes an IQ test using Claude and Grok.
Идеи
Long Zcash momentum trade
Thread Guy is building a long position in Zcash, entering at 351, 361, 391, with a target fill at 400. He sees momentum and believes it looks beautiful, though the thesis is mostly price action driven.
Mojaba Khamenei is dead
Broki holds yes shares on a Polymarket contract that Mojaba Khamenei will be out by year-end, based on his analysis that Mojaba is dead and the IRGC will eventually be compelled to confirm it.
Short oil via Hyperliquid funding
Broki argues that the funding rate on Hyperliquid for Brent oil is mispriced because the market overweights a near-term war resolution. Opening a short position in Brent crude oil on Hyperliquid for several months allows one to capture positive funding while the war premium fades.
Далее
This Thread Guy video, published May 02, 2026, features Thread Guy, Broki discussing ZEC, Polymarket: Mojaba Khamenei out by end of year, Brent Crude Oil (Hyperliquid), BNO. 4 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Thread Guy, Broki · Tickers: ZEC, Polymarket: Mojaba Khamenei out by end of year, Brent Crude Oil (Hyperliquid), BNO