LIVE: Memory Is CRASHING... Ansem Saved Memecoins & Saylor Saved Bitcoin!?! MSTR?! Are We BACK!???!?
Speakers
Thread Guy
— Crypto influencer, independent
Summary
Thread Guy returns from a busy NYC weekend to cover crypto, stocks, and AI. He discusses his long positions in Hyperliquid and IBM, the Solana narrative around memecoins vs. RWAs, the messy MSTR situation, and the AI memory bottleneck highlighted by Gavin Baker. While reacting to live markets, he spots a suspected scam (Shaw AI) after a small impulsive buy, and wraps up with his watchlist and macro thoughts.
- Host is long Hyperliquid (HYPE) as his main crypto exposure, citing strong chart structure.
- He holds a leveraged long in IBM, initiated on Trump-related news, with the position still working.
- He argues Solana's path to new highs must come from tokenized stocks or RWAs, not memecoins, but notes the chart looks good.
- MSTR is described as a toxic situation with Saylor selling Bitcoin, though buyback news eased short-term pressure.
- Gavin Baker's memory bottleneck thesis (Micron, DRAM) is highlighted as a critical AI infrastructure theme.
- A speculative watch is placed on a potential Pump.fun token long if an airdrop is announced.
- SpaceX is on the radar for a breakout above 160 following NASDAQ 100 inclusion and consumer wireless talks.
- He uncovers a likely scam micro-cap (Shaw AI) after-hours, warning viewers about fabricated Nvidia partnerships and insider selling.
Ideas
SpaceX chart strong, positive catalysts, watching entry.
SpaceX looks very strong technically, with a clean chart pattern and positive catalysts including NASDAQ 100 inclusion and potential consumer wireless service with Charter. He considered buying above 160 but held off; the stock remains on his radar as a board trade with upside potential.
IBM long on Trump news, chart strong.
IBM was bought on news related to Trump (likely tariff or geopolitical news), the position has been held with conviction, it bounced at the entry multiple times and is now showing a nice gain, supported by a strong chart pattern. He remains long with leverage.
Solana needs RWA/stock token volume before long.
Solana's bull case to new all-time highs cannot rely on memecoins; it needs real volume from tokenized stocks, RWAs, or ETF inflows to be sustainable. The chart looks good on the 4-hour and daily, but he is not ready to bid until he sees those other verticals gaining traction.
Pump.fun airdrop could ignite reversal long setup.
If Pump.fun announces an airdrop, it could trigger a sharp reversal despite upcoming unlocks. The announcement would likely drive massive on-chain activity on Solana, fix broken sentiment, and provide clarity around buybacks and token utility, creating a special situation long setup.
Hyperliquid chart looks best, exposure to crypto run.
Hyperliquid (HYPE) shows the strongest chart among crypto assets, has cleared key levels at 65-66, and offers the best way to get exposure to a potential mini crypto run. He is long from around 65 and believes it looks the best right now.
Up Next
This Thread Guy video, published June 29, 2026, features Thread Guy discussing SPCX, IBM, SOL, PUMP, HYPE. 5 trade ideas extracted by AI with direction and confidence scoring.