LIVE: Stocks Just NUKED! Mythos (WORLD ENDING AI) Just Launched.. SpaceX IPO Is ALMOST HERE!

Summary

Thread Guy reviews a red market day, discusses the launch of Anthropic's Mythos-class AI model, and builds up to the upcoming SpaceX IPO. He reveals personal long positions in AMC and StubHub, reiterates bullishness on Hyperliquid, and watches oil for a breakout. The stream also touches on robotics investing, surveillance tech, and Arthur Hayes’ thesis that AI capex is starving crypto of liquidity.

• US stocks and crypto sold off with Bitcoin making new lows; host sold some BTC to fund equity buys.
• Anthropic released Claude Fable 5 (Mythos class), showing massive capability jumps especially in coding and biology.
• SpaceX IPO expected within days; host is undecided but leans toward a potential pop due to low float and retail excitement.
• Personal positions: long AMC on the thesis that IRL experiences and movie-going are returning; also bought StubHub (not publicly traded).
• Hyperliquid (HYPE) is the host's top crypto pick, driven by massive fee-based buybacks, token burning, and ETF catalysts.
• Oil prices are pinned by Trump's rapid intervention on any spike; a breakout is being watched if that restraint loosens.
• Robotics is flagged as a huge underappreciated theme, but lack of public pure-play proxies makes it hard to trade directly.
• Arthur Hayes argued that AI data center debt has absorbed virtually all new dollar creation, leaving crypto underfunded and vulnerable.