Learning About Onchain Stocks, Hunter Biden's Coin, and AI

Watch on YouTube ↗  |  September 09, 2026 at 01:30  |  35:57  |  Thread Guy
Speakers
Thread Guy — Crypto influencer, independent
GavinSBaker — Portfolio Manager, Atreides Management

Summary

Thread Guy recaps closing his Pump.fun position and rotating profits into Ze, then covers the Hunter Biden laptop token listing controversy. He walks through his bullish onchain stock-token and meme-stock thesis tied to Robinhood Chain, AMC onchain, Meme token, and HOOD stock catalysts. He also flags long positions in memory, copper, oil, and several equity names, and plays a Gavin Baker clip arguing Anthropic's S1 will prove AI tokens are profitable.

  • Thread Guy exits Pump.fun, saying the thesis changed due to competition from Robinhood Chain and FOMO.
  • He criticizes Kraken's pre-announced LAPTOP listing setup as a likely snipe-and-dump disaster.
  • He is bullish on onchain stock tokens and RWAs, citing Robinhood Chain's viral meme stock pairs and SEC tokenization rumors.
  • He is long Meme token and AMC onchain token, with catalysts from Vlad commentary and possible spot listings.
  • He sees HOOD stock upside from tokenized stock-pair revenue annualizing over $1 billion.
  • He is long memory/DRAM, copper, crude/Brent, and notes Palantir and AMD strength.
  • Gavin Baker argues Anthropic's S1 will show AI tokens are profitable, not subsidized.
Ideas
Thread Guy Crypto influencer, independent 9:08
Pump.fun remains top Solana launchpad, re-entry watch.
He exited 100% of his Pump.fun position after the thesis changed due to competition from FOMO and Robinhood Chain, but he now expects Pump to add stock pairs and remain the dominant Solana launchpad; he would re-enter aggressively on a Solana rotation.
PUMP MED
Thread Guy Crypto influencer, independent 10:08
Rotated Pump profits into Ze at $1.35.
He took every dollar of profit from the Pump.fun trade and rotated it into Ze at $1.35; no additional fundamental thesis was stated beyond the new deployment.
Ze LOW
Thread Guy Crypto influencer, independent 10:39
Avoid LAPTOP token pre-announced celebrity launch disaster.
The Hunter Biden laptop token launch was set up with a pre-announced contract address and a predetermined launch date, which he says attracts snipers and ends in a dump; he criticized Kraken for pre-listing it and views the setup as a disaster.
TON MED
Thread Guy Crypto influencer, independent 16:49
Long memory/DRAM for AI trade.
He is long memory/DRAM again because the AI/memory trade remains a core equity expression; he later notes Anthropic's S1 could have large implications for this trade.
Memory/DRAM MED
Thread Guy Crypto influencer, independent 17:13
VV chart staircasing higher, bullish.
He likes VV's chart because it is staircasing higher after being out of the spotlight; later VV is up 15% as Robinhood-chain ecosystem trades well.
VV LOW
Thread Guy Crypto influencer, independent 17:24
Copper chart ready to go higher.
He has long loved the copper trade and says after chopping, the chart looks ready to go; he remains bullish.
COPPER MED
Thread Guy Crypto influencer, independent 17:33
Crude/Brent bullish on supply and conflict.
He is bullish crude/Brent because reserves are depleted, conflict is heating back up, and the charts look incredible; crude is at $92.85 and Brent at $99.
BNO WTI MED
Thread Guy Crypto influencer, independent 17:54
Palantir chart looks pretty good.
In defense, he says Palantir looks pretty good while other defense names do not look great; a chart-based preference for PLTR.
PLTR LOW
Thread Guy Crypto influencer, independent 18:42
Long AMD into semiconductor strength.
He noted he was long AMD during semiconductor strength, with AMD up 3% on the open.
AMD LOW
Thread Guy Crypto influencer, independent 21:23
Meme token full-port on stock-token meta.
He is extremely bullish on Meme and effectively full-ported onchain; he believes the Robinhood stock-token/meme-stock-pair meta is the most interesting crypto narrative, Meme is unique among the stock tokens, and Vlad's follow signals further catalysts.
Meme token HIGH
GavinSBaker Portfolio Manager, Atreides Management 22:36
Anthropic S1 proves AI tokens profitable.
Anthropic's S1 will show AI tokens are generating cash and are profitable, not subsidized, breaking the macro/value argument that AI is a circular financing bonfire; this supports the AI and memory trade.
AI/memory equities HIGH
Thread Guy Crypto influencer, independent 25:57
Stock tokens/RWA meta has huge upside.
He is broadly bullish on onchain stock tokens/tokenized securities because Robinhood Chain's meme stock pairs went viral, Vlad is publicly defending them, and rumors of SEC innovation exemptions involving ARC/Fidelity/BlackRock imply much higher ceilings.
Onchain stock tokens/RWAs HIGH
Thread Guy Crypto influencer, independent 28:28
HOOD stock could rip on tokenized-stock revenue.
Robinhood Chain's meme stock pairs were making $3-5 million per day, annualizing to over $1 billion on a $4-5 billion revenue base; he argues that would be a substantial topline driver and would rip the stock.
HOOD HIGH
Thread Guy Crypto influencer, independent 29:32
AMC token is Robinhood's meme-stock symbol.
He bought the AMC onchain token hard between 65 and 50 because Robinhood is making it the symbol of the legal fight for meme stock pairs; Vlad following it signals AMC may be an example, and upcoming public explanation or a spot listing are catalysts.
AMC onchain token HIGH
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This Thread Guy video, published September 09, 2026, features Thread Guy, GavinSBaker discussing PUMP, Ze, TON, Memory/DRAM, VV, COPPER, BNO, WTI, PLTR, AMD, Meme token, AI/memory equities, Onchain stock tokens/RWAs, HOOD, AMC onchain token. 14 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Thread Guy, GavinSBaker  · Tickers: PUMP, Ze, TON, Memory/DRAM, VV, COPPER, BNO, WTI, PLTR, AMD, Meme token, AI/memory equities, Onchain stock tokens/RWAs, HOOD, AMC onchain token