LIVE: Leopold Reveals His Positions (HUGE).. Stocks Are DUMPING! The Truth About SpaceX..?

Watch on YouTube ↗  |  May 15, 2026 at 22:12  |  2:24:25  |  Thread Guy
Speakers
Thread Guy — Crypto influencer, independent

Summary

Thread Guy reviews a volatile market close, covering 13F filings, AP Swatch hype, and his own positions. He is long Bitcoin and Zcash, short Tesla and POET, avoids bonds, and wants to long Swatch Group. He also recaps major hedge fund trades and market themes like oil, bonds, and crypto weakness.

  • Markets closed lower on risk-off sentiment amid Iran war concerns and rising oil/bond yields.
  • AP Swatch drop is extremely viral; Thread Guy attempts to long Swatch Group via SQUAY.
  • Thread Guy endorses a Tesla short, citing Elon's conflicting incentives.
  • He remains long Zcash despite ugly low-timeframe chart.
  • Bitcoin bull case: staircases higher, dominance up, altcoins trash.
  • POET is called a fraudulent company; Thread Guy considers it a free short.
  • Bonds (TLT) are terrifying; he avoids them entirely.
  • 13F review highlights: Bill Ackman buys Microsoft, Buffett triples Google, Druckenmiller buys SanDisk, Dalio buys across the board.
Trade Ideas
Thread Guy Crypto influencer, independent 15:50
Swatch drop giga viral, long stock.
The AP Swatch drop is giga viral, with long lines, limited supply, and high resale prices. The sustained hype provides a second-leg catalyst for Swatch Group stock (UHR) and its wrapped token (SQUAY).
UHR SQUAY HIGH
Thread Guy Crypto influencer, independent 38:51
Bitcoin bull, dominance up only.
Bitcoin will stair-step higher in a raging bull market for the few coins that matter, with flows consolidating and dominance rising, while altcoins remain trash.
BTC HIGH
Thread Guy Crypto influencer, independent 39:43
Long Zcash, favorite token.
Zcash is his favorite token and he remains long despite an ugly low timeframe chart, believing it will work out.
ZEC MED
Thread Guy Crypto influencer, independent 51:20
Tesla short on incentive misalignment.
Tesla is unattractive because Elon's incentives are split with a second token, the chart looks weak, and he agrees with Leopold's short position.
TSLA MED
Thread Guy Crypto influencer, independent 75:29
Avoid TLT, bonds terrifying.
Long-duration bonds (TLT) are terrifying as bond yields break out and the chart looks scary, so he avoids them entirely.
TLT MED
Thread Guy Crypto influencer, independent 80:33
POET fraudulent, free short.
POET appears to be a fraudulent company based on investigative reporting showing abandoned offices, dead partnerships, and misleading disclosures. The stock is likely a free short despite volatility.
POET MED
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This Thread Guy video, published May 15, 2026, features Thread Guy discussing UHR, SQUAY, BTC, ZEC, TSLA, TLT, POET. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Thread Guy  · Tickers: UHR, SQUAY, BTC, ZEC, TSLA, TLT, POET