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LIVE: Bitcoin Is BLOWING UP... Is The MEMORY TRADE Over? IRL IS BACK! - RektMando On At 4:30PM EST!

Watch on YouTube ↗  |  June 25, 2026 at 21:39  |  2:47:44  |  Thread Guy
Speakers
Thread Guy — Crypto influencer, independent
RektMando — Trader

Summary

Thread Guy and RektMando discuss a tough crypto environment, with Bitcoin below $60K and MicroStrategy facing structural headwinds. Mando details a short ETH thesis, while both speakers pivot to equity and commodity ideas: Costco's consumer momentum, Korean stocks, Eli Lilly's AI healthcare angle, and gold as a debasement play. The conversation highlights a rotation from crypto into more fundamental-driven assets amid AI capex uncertainty.

  • Thread Guy highlights Costco as a surprising consumer strength story with accelerating new customer growth.
  • RektMando explains the dangerous micro strategy cash-flow problem and potential chapter 11 scenario.
  • Mando moves his short from MicroStrategy to Ethereum, arguing Bitmine's buying is done and ETH has no new buyers.
  • He recommends Korean equities as a multigenerational buy for their low valuations and memory-trade leverage.
  • Eli Lilly is pitched as the best AI-meets-healthcare play with unique data advantages and regulatory moat.
  • Gold is seen as a strong uptrend debasement trade with a potential all-time high this year.
  • Both speakers remain broadly bearish on crypto and cautious on mega-cap AI capex spenders.
  • The live stream emphasizes shifting from crypto to stock and commodity positions in the current regime.
Ideas
Thread Guy Crypto influencer, independent 26:54
Costco customer growth is accelerating strongly.
Costco is seeing accelerating customer acquisition, evidenced by anecdotal parking lot density and new shoppers; the membership model drives sticky revenue, and the company's unique value proposition supports further growth despite a high PE multiple.
COST MED
RektMando Trader 127:19
ETH lacks buyers; Bitmine may sell.
ETH is a compelling short because its largest corporate buyer, Bitmine/Tom Lee, has almost finished its 5% accumulation and may be forced to sell if its equity MNAV drops below 0.8; the Ethereum Foundation is broke and cutting staff; there are no new marginal buyers, so the asset lacks fundamental support.
ETH HIGH
RektMando Trader 143:19
Eli Lilly leads AI-powered healthcare revolution.
Eli Lilly is a top AI play with a durable healthcare moat: it owns massive proprietary datasets, benefits from regulatory capture in AI-driven drug discovery, and could become the world's most valuable company as functional AI products emerge.
LLY HIGH
RektMando Trader 160:17
Korean stocks are cheap with memory tailwind.
South Korean equities are a multi-generational buying opportunity due to extremely low P/E ratios, structural reforms to distribute profits, and leverage to the booming AI memory trade; they trade cheaper than Chinese stocks and offer better shareholder returns.
EWY HIGH
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This Thread Guy video, published June 25, 2026, features Thread Guy, RektMando discussing COST, ETH, LLY, EWY. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Thread Guy, RektMando  · Tickers: COST, ETH, LLY, EWY