Bitcoin Is Finally Coming Back... [Stream Recap]

Watch on YouTube ↗  |  May 02, 2026 at 02:47  |  42:28  |  Thread Guy
Speakers
Thread Guy — Crypto influencer, independent

Summary

Thread Guy hosts a live stream covering crypto, stocks, and a guest interview with prediction market trader Broki. They discuss oil trades using Hyperliquid funding mechanics, Zcash momentum, geopolitical trades on Polymarket, and IQ testing with AI.

  • Thread Guy is long Zcash and discusses his entry levels.
  • Broki explains a short oil strategy via Hyperliquid funding rate mispricing.
  • Broki also takes a short-term long oil position expecting weekend escalation.
  • Broki holds a Polymarket position wagering that Mojaba Khamenei will be confirmed dead.
  • Thread Guy reviews market moves in software stocks, IKBR, and crypto.
  • The stream includes an IQ test using Claude and Grok.
Trade Ideas
Thread Guy Crypto influencer, independent 10:36
Long Zcash momentum trade
Thread Guy is building a long position in Zcash, entering at 351, 361, 391, with a target fill at 400. He sees momentum and believes it looks beautiful, though the thesis is mostly price action driven.
ZEC MED
Broki 24:28
Mojaba Khamenei is dead
Broki holds yes shares on a Polymarket contract that Mojaba Khamenei will be out by year-end, based on his analysis that Mojaba is dead and the IRGC will eventually be compelled to confirm it.
Polymarket: Mojaba Khamenei out by end of year MED
Broki 26:05
Short oil via Hyperliquid funding
Broki argues that the funding rate on Hyperliquid for Brent oil is mispriced because the market overweights a near-term war resolution. Opening a short position in Brent crude oil on Hyperliquid for several months allows one to capture positive funding while the war premium fades.
Brent Crude Oil (Hyperliquid) MED
Broki 26:58
Long oil for weekend escalation
Broki sees a 30% chance of weekend escalation in the Iran conflict, so he is positioning long Brent oil for the next three days to capture a potential spike from geopolitical risk.
BNO LOW
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This Thread Guy video, published May 02, 2026, features Thread Guy, Broki discussing ZEC, Polymarket: Mojaba Khamenei out by end of year, Brent Crude Oil (Hyperliquid), BNO. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Thread Guy, Broki  · Tickers: ZEC, Polymarket: Mojaba Khamenei out by end of year, Brent Crude Oil (Hyperliquid), BNO