LIVE: Elon LOST to OpenAI.. Trump CANCELS War!? Leopold Reveals Everything & Software is BACK
Speakers
Thread Guy
— Crypto influencer, independent
Summary
Thread Guy covers market close, war news, and multiple trades. He is long Zcash, holds a small Micron position, watches Hyperliquid on SEC tokenization news, and likes ServiceNow. He also reviews Leopold's 13F and discusses crypto altcoins, oil, and Bitcoin weakness.
- Market closed with S&P nearly flat after Trump cancels Iran strike; semis down 2.5%.
- Thread Guy remains long Zcash with a privacy-focused thesis and has not sold any tokens.
- He entered a small long position in Micron at $667 as a momentum feeler.
- Hyperliquid receives a major catalyst from SEC innovation exemption for tokenized stocks; Thread Guy is bullish but not long yet.
- ServiceNow is highlighted as a momentum favorite with 13F accumulation.
- Bitcoin and Solana are viewed as weak; no active short positions.
- Leopold Ashenburner's 13F shows heavy rotation into semiconductors and away from Bitcoin miners.
- Oil and Uber are discussed as crowded or unclear trades without personal conviction.
Trade Ideas
Like ServiceNow trade momentum
ServiceNow has strong momentum, appears in many 13F filings, and benefits from Trump-related bullish sentiment. He explicitly says 'I like that trade' when a viewer mentions it.
Long Zcash for privacy narrative
Zcash is the best coin in crypto due to its privacy focus, which becomes increasingly important in the age of AI. He has sold zero tokens, has a god entry, and is targeting new all-time highs. The chart looks good and he is a perpetrator on the coin.
Small long position in Micron
Micron is a momentum trade down 20% from highs; he threw a small feeler at $667 because it has the most juice among semis and the chart looks like a decent entry. He may add higher.
Watch Hyperliquid on SEC news
Hyperliquid is a huge beneficiary of the SEC's innovation exemption for tokenized stocks, enabling trading of pre-IPO assets like SpaceX. The chart looks strong and the announcement is a game-changer for crypto. He is watching but not yet long himself.
Up Next
This Thread Guy video, published May 18, 2026, features Thread Guy discussing NOW, ZEC, MU, HYPE. 4 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Thread Guy · Tickers: NOW, ZEC, MU, HYPE