LIVE: Cerebras IPO! Hyperliquid is INSANE!? Trump is in CHINA! Airmass at 5PM EST!!

Watch on YouTube ↗  |  May 14, 2026 at 23:14  |  3:23:16  |  Thread Guy
Speakers
Thread Guy — Crypto influencer, independent

Summary

The video covers the Cerebras IPO, Hyperliquid's partnership with Coinbase/Circle, and a long interview with bullish guest Airmass who explains his all-in Micron trade and Bitcoin conviction. Host Thread Guy discusses market close, Zcash, and a conditional Intel trade on a Taiwan invasion scenario. The show also touches on Trump's China visit, the Clarity Act, and various tail-risk events.

  • Cerebras IPO priced at $185 and opened near $400, now trading at $314 with a 67B market cap; host calls it expensive (200x price/sales).
  • Hyperliquid announces a major partnership with Coinbase and Circle, bringing an estimated $160M annual revenue from USDC yield sharing; HYPE price reacts positively.
  • Guest Airmass explains his all-in Micron trade: entered 450-470, up 50%, thesis of cheap tech with massive growth and 5-year customer agreements.
  • Airmass expresses extreme bullishness on Bitcoin as a currency and store of value, never selling, and holding from $1k to $120k.
  • Host Thread Guy is long Zcash with a target of $500, and discusses a Taiwan invasion scenario that would make Intel a huge winner.
  • Trump is in China agreeing with Xi on Iran and allowing Nvidia to sell H200 chips to Chinese firms.
  • The host plans a future stream covering sub-5% probability tail-risk events and corresponding trades.
  • Other mentions: Ford up on analyst notes, Take-Two up on GTA pre-order speculation, and the Clarity Act for crypto regulation.
Trade Ideas
Thread Guy Crypto influencer, independent 31:16
Zcash bullish, sell at 500.
Zcash looks very nice on the chart. The bid is perp so you get wicked moves, but I'm sitting in it with a plan to sell at 500. Until then I sit comfy and wait patiently.
ZEC MED
Thread Guy Crypto influencer, independent 32:04
Hyperliquid bullish on Coinbase partnership.
Hyperliquid looks great after the Coinbase Circle partnership. The deal brings massive additional annual revenue (estimated 160M) via USDC yield sharing, Coinbase becomes official USDC treasury deployer and also bought more HYPE on their balance sheet. With 11 employees and a 44B valuation, this is a huge positive catalyst.
HYPE MED
Thread Guy Crypto influencer, independent 52:02
Intel long on Taiwan invasion.
If China invades Taiwan, Intel goes up in a straight line forever because it is one of the few US-based fabs producing its own chips. The US and Trump have been going after Intel hard. It's a rare event to be prepared for, even though I have no position.
INTC LOW
Airmass 82:39
Micron cheap, massive growth, safe.
Micron is the next Nvidia. It is incredibly cheap (5x PE) with massive profitability (60% margins), 400% revenue growth, demand outstripping supply, customers signing 5-year agreements that remove cyclicality. It is a safe, high-growth tech stock. I swapped everything from Meta into Micron at all-in.
MU HIGH
Airmass 83:57
Bitcoin is a permanent store.
Bitcoin is my currency. I never sell. It is a living, breathing network that cannot be seized, provides financial sovereignty, and has saved my ass in situations where assets are frozen. I hold from 1k to 120k and believe $80k will look like $1 from 10 years ago. The price itself drives narratives.
BTC HIGH
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This Thread Guy video, published May 14, 2026, features Thread Guy, Airmass discussing ZEC, HYPE, INTC, MU, BTC. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Thread Guy, Airmass  · Tickers: ZEC, HYPE, INTC, MU, BTC