Michael Saylor Just Sold His Bitcoin... [Stream Recap]

Watch on YouTube ↗  |  June 02, 2026 at 14:00  |  40:00  |  Thread Guy
Speakers
Thread Guy — Crypto influencer, independent

Summary

Thread Guy covers a wide range of markets including crypto, software, oil, and a quirky barnacle paint stock. He is long several altcoins (HYPE, VVV, ZEC), long Palantir and IGV for the software melt-up, long Akzo Nobel as a barnacle play, and advises avoiding oil due to crisis risk. He also discusses Trump-linked stocks, Anthropic's IPO filing, and cultural trends like ASICS sneakers and Pokemon cards.

  • Hyperliquid and VVV are top crypto longs; Zcash is a small hold.
  • Software sector via IGV and Palantir is in a full bull market.
  • Akzo Nobel's barnacle paint stock is a unique long idea.
  • Oil is to be avoided because a rally would imply global crisis.
  • Trump stock pump continues, Palantir benefits from tweet.
  • Anthropic confidentially filed for IPO; SpaceX IPO expected first.
  • ASICS sneaker social arbitrage observed but not traded.
  • Pokemon card printing surge may signal a bubble.
Trade Ideas
Thread Guy Crypto influencer, independent 7:40
Software ETF in full bull market.
The software sector via IGV is in a full bull market. The AI bottleneck is over, and software is ripping. I am buying software stocks like Palantir, and the IGV chart looks gross (very strong).
IGV MED
Thread Guy Crypto influencer, independent 10:00
Hyperliquid decoupled from Bitcoin, strong chart.
Hyperliquid is decoupled from Bitcoin and continues to rally regardless of BTC's weakness. The chart looks strong, and the coin is not giving a damn about Bitcoin. I have a large bag with entry around 68, and I am very bullish.
HYPE HIGH
Thread Guy Crypto influencer, independent 10:44
VVV private AI token, Robinhood listing.
VVV (Venice Token) is a private AI token with a clean thesis. It has a Robinhood listing, local LLM narrative, and should catch flows as hyperliquid continues to ignore Bitcoin. I have a reasonably sized position open around 18.
VVV HIGH
Thread Guy Crypto influencer, independent 11:50
Zcash hold as rope insurance.
Zcash is a long position I hold as 'rope insurance' with an entry around 545. It's not the best coin at this stage, but I maintain a small position.
ZEC LOW
Thread Guy Crypto influencer, independent 23:46
Avoid oil, crisis risk.
Oil is a terrible asset to long because if it goes up, the world approaches crisis. Oil bulls have lost their minds. The trade looks good at first sight but is a victim trap. Avoid oil.
BNO WTI MED
Thread Guy Crypto influencer, independent 26:06
Akzo Nobel barnacle paint long.
Akzo Nobel owns International Marine Coatings, a major producer of antifouling (barnacle-proof) paint. Barnacles are a huge problem for ships, reducing speed and increasing fuel cost. The stock is up 25% in a week and is a sick trade.
AKZO.AS MED
Thread Guy Crypto influencer, independent 34:13
Palantir long on Trump pump.
Palantir is a Trump stock play. Trump tweeted the ticker, and the stock has been pumping. I am long Palantir as a way to play the Trump pump and the software bull market.
PLTR MED
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This Thread Guy video, published June 02, 2026, features Thread Guy discussing IGV, HYPE, VVV, ZEC, BNO, WTI, AKZO.AS, PLTR. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Thread Guy  · Tickers: IGV, HYPE, VVV, ZEC, BNO, WTI, AKZO.AS, PLTR