Trump Is Pumping Stocks... Again. [Stream Recap]

Watch on YouTube ↗  |  May 29, 2026 at 00:47  |  43:27  |  Thread Guy
Speakers
Thread Guy — Crypto influencer, independent
Ryan Watkins — Co-Founder, Syncracy Capital
DeFi Monk — Crypto Analyst, Independent

Summary

Thread Guy reviews market close with SPX at new all-time highs, discusses Bitcoin weakness and standout crypto like Hyperliquid and Zcash. He covers Trump-related trades including Palantir and drone stocks, then interviews Ryan Watkins and DeFi Monk on crypto dispersion and Hyperliquid's valuation. The stream emphasizes that AI and momentum trades are dominating while crypto sentiment is low.

  • SPX closed at a new all-time high, up 0.58%.
  • Bitcoin is viewed as weak and out of the spotlight.
  • Hyperliquid (HYPE) is highlighted as a strong performer with institutional interest.
  • Zcash (ZEC) sold but watched for re-entry above $650.
  • Palantir (PLTR) is a long position based on being a Trump stock without a pump.
  • ASTS is watched for a potential new all-time high.
  • Trump funding for drone companies boosts names like UMAC and RCAT.
  • Ryan Watkins and DeFi Monk discuss Hyperliquid's structural edge and proper valuation metrics.
Trade Ideas
Thread Guy Crypto influencer, independent 10:17
Consolidating near ATH, looks good.
Hyperliquid has a structural edge with institutional flows, real revenue, and is one of the best assets across all asset classes. It will benefit from exogenous flows and only a few crypto assets are performing well.
HYPE LOW
Thread Guy Crypto influencer, independent 10:34
Will make new ATH, re-enter above 650.
Sold Zcash at 530, will re-enter above 650. Expects it will make a new all-time high due to flows.
ZEC MED
Thread Guy Crypto influencer, independent 12:48
Undervalued Trump stock, long from 134.
Long Palantir from 134. It is one of the few Trump stocks that hasn't gotten a pump, making it attractive.
PLTR MED
Thread Guy Crypto influencer, independent 13:54
Ready to make new all-time high.
ASTS has a similar chart pattern to another stock that ripped to a new ATH, ready to make a new all-time high, watch closely.
ASTS LOW
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This Thread Guy video, published May 29, 2026, features Thread Guy discussing HYPE, ZEC, PLTR, ASTS. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Thread Guy  · Tickers: HYPE, ZEC, PLTR, ASTS