Ideas
STRK dividend coverage now much stronger.
Strategy has built roughly four years of cash coverage for its STRK preferred dividend commitments, a major improvement from under a year at peak panic, so the dividends are now well supported despite the large perpetual liability.
Bitcoin remains bullish unless 75k breaks.
He remains bullish on Bitcoin at current and lower levels, says Saylor's high purchase is not a reason to nuke price, and wants Bitcoin to defend 78k and produce a real green daily; only a loss of 75k would signal big problems.
Zcash has aggressive buyers and outperformance.
He sold his BTC long and rotated heavily into Zcash because he believes Zcash has the most aggressive marginal buyers higher among alts; it outperformed almost every AI semis name over the past year while most crypto Twitter still fades it and few outside the niche pay attention.
These alts still have multiple upside.
He believes several onchain alts still have large multiples left, specifically Pump.fun, Hyperliquid, Lighter, and VVV, as the market follows the traditional Bitcoin-into-alts-into-onchain flow and pockets of giga outperformance appear onchain.
State Flock camera ban is underrated.
He highlights a Polymarket contract on whether any state bans or pauses police use of Flock cameras by December 31, arguing a blue state like California could do it quickly following rising anti-surveillance backlash.
Long-term Treasuries are breaking down.
The 30-year Treasury yield is spiking and the long-end chart is terrifying; he says this is good for debasement trades but bad for the world, and the bond market is a problem that cannot be manipulated easily.
Copper chart looks bullish.
He calls the copper chart beautiful and highlights copper strength as part of the current commodity/debasement setup.
Monero chart is best in crypto.
He says Monero has maybe the best chart in crypto right now, is up 5.4%, and is not getting enough discussion, fitting the anti-surveillance and private-money narrative.
Oil charts look bullish on escalation.
War and nuclear escalation are bringing fear back into oil; Brent and crude are up sharply and the Brent chart looks like a powerful upward move.
AMC chart looks pretty good.
AMC is up and its chart actually looks pretty good, which he flags even though he no longer holds the stock.
SPY high timeframe looks bearish.
The S&P 500 and SPY high timeframe chart looks gnarly and not great as the market opens down sharply with escalation fears, implying equities are unattractive here.
Legend Trade offers social perp trading.
He is an investor in Legend Trade and likes the live and social trading for perps thesis, comparing it to FOMO for perps, even though live trading competitions are gimmicky and require skill in a different format.
GoPro small-cap with Markiplier catalyst.
Markiplier has acquired the largest individual stake in GoPro at 8.5%, the stock is up 18%, and the company is only a $130 million market cap, which he says is an insane setup he kind of likes.
This Thread Guy video, published September 01, 2026,
features Thread Guy
discussing STRK, BTC, ZEC, PUMP.FUN, HYPE, LIT, VVV, Polymarket: any state ban/pause police use of Flock cameras by Dec 31, TLT, COPPER, XMR, BNO, WTI, AMC, SPY, Legend Trade, GoPro.
13 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Thread Guy
· Tickers:
STRK,
BTC,
ZEC,
PUMP.FUN,
HYPE,
LIT,
VVV,
Polymarket: any state ban/pause police use of Flock cameras by Dec 31,
TLT,
COPPER,
XMR,
BNO,
WTI,
AMC,
SPY,
Legend Trade,
GoPro
