LIVE: The War is BACK.. Oil at $115!! Bitcoin $80K!? - Korean Stocks are CRAZY! + Mando Interview

Watch on YouTube ↗  |  May 04, 2026 at 22:54  |  3:03:47  |  Thread Guy
Speakers
Thread Guy — Crypto influencer, independent
Wrecked Mando — macro trader

Summary

Thread Guy covers a major escalation in the Iran conflict (Strait of Hormuz closing, oil at $115) but argues that fading war and staying long markets has been the winning trade. He presents a crypto thesis focused on Bitcoin, Zcash, and Hyperliquid as the only crypto assets worth buying. Guest Wrecked Mando discusses his macro longs: South Korea stocks (governance reform + memory AI boom), uranium, and Google. The video also reviews the GameStop/eBay acquisition drama.

  • Iran closes Strait of Hormuz, oil spikes to $114+, US ships not struck yet.
  • Thread Guy says fading war escalations and staying long has been correct for months.
  • He is extremely long crypto (BTC, Zcash, Hyperliquid) and believes crypto is the only asset class not at all-time highs.
  • Guest Mando is long South Korea (EWY, SK Hynix, Samsung) on governance reforms and memory AI trade.
  • Mando is also long uranium (URA) and Google (GOOGL) for breakout trades.
  • Ryan Cohen's GameStop bid to buy eBay is discussed; Thread Guy finds the interview weak but the trade interesting.
  • The video ends with plans to cover all-time high breakouts in future streams.
Trade Ideas
Thread Guy Crypto influencer, independent 6:44
Best risk asset, will pump hard
Bitcoin is the best risk asset in the world, with Michael Saylor's buying power increasing and a chart that has been cleared out. Crypto is the only asset class not at all-time highs, and a move to $97k would take almost nothing, given how much money is flowing into other assets.
BTC HIGH
Thread Guy Crypto influencer, independent 6:44
Zcash is cheap privacy coin, breaking out
Zcash is a unique privacy coin with a $7–8 billion market cap, an incredible chart, and cheap relative to everything else that is rallying. It fills a sector nobody else can compete in (private money) and is poised for a reflexive move higher as risk appetite expands.
ZEC HIGH
Thread Guy Crypto influencer, independent 6:44
Hyperliquid will overtake Robinhood
Hyperliquid is the best financial vehicle ever, with a low valuation compared to Robinhood, strong buyback dynamics, and huge volume. It will eventually overtake Robinhood in market cap.
HYPE MED
Mando Professional Trader / Macro Analyst 95:03
Korea stocks cheap with reforms, AI tailwind
South Korea is a long-term macro trade supported by governance reforms that are closing the 'Korea discount', the memory (AI) boom giving SK Hynix and Samsung a structural bid, and extremely low forward P/E ratios (~5x). The country has the highest IQ in the world and is building everything right.
EWY 000660.KS 005930.KS HIGH
Mando Professional Trader / Macro Analyst 112:19
Uranium breaking out after 20 years
Uranium is a long-term macro breakout trade after 20 years of sideways action. Supply is inelastic and demand is structural, making the URA ETF a good way to play it.
URA MED
Mando Professional Trader / Macro Analyst 122:08
Google will dominate AI trade
Google is positioned to dominate the AI trade because it has the best data, search, and cloud infrastructure. It just broke out to all-time highs and is the most valuable company in the world waiting to happen.
GOOGL HIGH
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This Thread Guy video, published May 04, 2026, features Thread Guy, Mando discussing BTC, ZEC, HYPE, EWY, 000660.KS, 005930.KS, URA, GOOGL. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Thread Guy, Mando  · Tickers: BTC, ZEC, HYPE, EWY, 000660.KS, 005930.KS, URA, GOOGL