Summary
Thread Guy discusses the market rally post-Trump peace deal, his profitable HIMS trade, and interviews chess grandmaster Hans Niemann. He shares his current market outlook, including being long Bitcoin and watching for opportunities in altcoins like Zcash, while avoiding Tesla and MSTR.
- Markets rally to all-time highs on news of Trump's peace deal and reopening of Strait of Hormuz.
- Thread Guy details his successful HIMS trade, entering on attention momentum and exiting at peak attention.
- He remains long Bitcoin and wants to add on leverage, while holding half cash.
- He is conditionally interested in Zcash if Bitcoin breaks out, and likes the chart of a South Korea ETF.
- He is bearish on Tesla but not shorting, and avoids MSTR despite its crazy moves.
- Interview with Hans Niemann covers his cheating scandal, Netflix documentary, and his chess platform Endgame.ai.
- Niemann discusses his vision for high-stakes chess matches and prediction markets.
- Thread Guy ends the stream optimistic about the market and looking for the next HIMS-like trade.