LIVE: Bitcoin’s Greatest Risk.. TON is Crazy?! - Tracking Hyperliquid’s Best Traders
Speakers
Thread Guy
— Crypto influencer, independent
Summary
Thread Guy shares his large long position in Zcash (ZEC) citing privacy and quantum narratives, and endorses Air Mass's bullish Micron (MU) thesis as the next Nvidia. He is broadly bullish on AI semiconductors (SMH) and dismisses Solana and oil as unattractive. The stream also reviews top Hyperliquid traders and discusses the Stretch/Ponzi debate.
- Thread Guy is heavily long Zcash (ZEC), which is 60% of his net worth, driven by privacy and quantum narratives.
- He endorses Air Mass's view that Micron (MU) is the next Nvidia and could become a multi-trillion dollar company.
- Broadly bullish on the AI semiconductor theme, citing non-stop demand and insufficient supply.
- Remains uninterested in Solana (SOL), seeing no catalyst for a new all-time high.
- Dismisses oil as a trade for retail, calling it an IQ test not worth playing.
- Reviews several high-performing Hyperliquid traders, including Loracle's $7M profit on Zcash.
- Comments on the lack of volatility in crypto and the need for a catalyst like Zcash breaking $1,000.
- Shows off a new watch and discusses moving to New York City for career opportunities.
Ideas
AI semiconductors are in a generational run.
The semiconductor industry is in a generational bull run driven by AI infrastructure demand. Companies consistently report they cannot meet demand, earnings keep rising, and the semi ETF (SMH) is up 70% off lows. This is not a bubble but a fundamental reality of insufficient supply. The trend is likely to continue.
Micron is the next Nvidia in AI.
Micron (MU) is the next Nvidia. AI demand for memory is insatiable; Micron is sold out for the next year, making five-year contracts. The company is expected to generate ~$100 billion in profits over the next 12 months, which justifies a multi-trillion dollar valuation. The stock has already doubled in 40 days and still has massive upside.
Privacy and quantum narratives make ZEC strong.
Zcash (ZEC) is the most obvious coin to lead a potential altcoin bull run due to its strong privacy and quantum-computing-resistant narrative, which becomes increasingly relevant as the world moves toward greater surveillance and quantum threats. The coin has strong chart structure and flows, and a return of volatility in Zcash could reinvigorate the entire crypto space.
Up Next
This Thread Guy video, published May 08, 2026, features Thread Guy discussing SMH, MU, ZEC. 3 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Thread Guy · Tickers: SMH, MU, ZEC