LIVE: Zcash is BACK! Stocks & Crypto are COOKING?! Korean Stocks TAKEOVER & Robert Leshner Interview
Speakers
Thread Guy
— Crypto influencer, independent
Robert Leshner
— CEO & Founder, Superstate
Summary
Thread Guy covers a market rally with S&P and stocks at all-time highs, explaining his long Zcash trade and overall crypto positioning. He avoids oil due to manipulation and discusses Korean stocks as undervalued. He interviews Robert Leshner on DeFi, tokenization, and the future of crypto infrastructure.
- S&P 500 and Nasdaq close at new all-time highs.
- Thread Guy is heavily long Zcash and holding Bitcoin despite boring price action.
- Oil markets are viewed as manipulated by false Iran deal headlines; he avoids them.
- South Korean stocks, especially Samsung, are highlighted as cheap vs US peers.
- Robert Leshner discusses tokenization and the need for regulatory clarity.
- Crypto sentiment is seen as shifting; TON and Hyperliquid are among few attractive assets.
- The host expresses frustration with the 'pit' becoming too large and stressful.
Ideas
Oil market is manipulated; avoid longs.
Oil markets are being manipulated by false news leaks designed to shake out longs. Every time a 'deal' or 'ceasefire' headline appears, oil shorts profit. He says it is an IQ test and he would not touch oil longs. Better to avoid the asset entirely.
Zcash is a once-a-year crypto setup.
Zcash is a privacy-focused, quantum-resistant cryptocurrency that is the antithesis of Bitcoin. It has a fresh narrative, institutional interest (Winklevoss twins), and has shown ability to pump. With most of the market already rallied, Zcash at ~$350 was a once-a-year setup. He is long with no stop loss, expecting a parabolic move if crypto truly returns.
Hyperliquid is a top crypto bet.
Hyperliquid is one of the few crypto assets with clear demand and is likely to go higher. He sees it as a leading DeFi infrastructure play and mentions it repeatedly as a top pick.
Holding Bitcoin for eventual mania flip.
Bitcoin is currently boring and uninspiring, but he holds 33% of his net worth in it. He believes apathy could flip to mania at any moment (strategic reserve, foreign adoption) and that a 10% day is possible. He is not selling and views the recent resilience to bad news (Sailor selling) as a positive sign.
TON now rises on good news.
TON is showing bullish price action by reacting positively to good news (Durov involvement) and ignoring bad news. This is a shift from the previous pattern where good news did not move price. He took a small long position based on this behavioral change.
Up Next
This Thread Guy video, published May 06, 2026, features Thread Guy discussing WTI, ZEC, HYPE, BTC, TON. 5 trade ideas extracted by AI with direction and confidence scoring.