Buzzberg Cup Live

Korea's Leverage Wipeout, SpaceX is Crashing Fast, and is Crypto Bottomed?

Watch on YouTube ↗  |  July 13, 2026 at 19:23  |  42:16  |  Thread Guy
Speakers
Thread Guy — Crypto influencer, independent

Summary

Thread Guy opens markets with a downbeat session: Korean leverage wipeout hits SK Hynix, oil/war fears resurface, and semiconductor stocks (DRAM) slump. He sees relative strength in Apple and the MAGS ETF, warns of SpaceX breakdown below $135, and leans bearish on TKO and Take-Two. On the flip side, he is optimistic on sports team stocks up-only thesis, Robinhood chain's traction, a possible crypto bottom (buying ETH, holding SOL), and Hyperliquid's perps moat.

  • South Korea equities see massive leverage unwind with SK Hynix down 38% from highs and KOSPI circuit breakers.
  • Oil and geopolitical tensions re-emerge, but Thread Guy avoids the oil trade and notes memory chips are suffering.
  • SpaceX stock approaches its deal price of $135, risking rage selling and dilution; chart looks like a classic IPO dump.
  • Apple hits new all-time highs with no AI spend, acting as a safe haven amid tech weakness.
  • MAGS ETF (Magnificent Seven) holds up well, less than 5% from highs, showing relative strength.
  • Robinhood chain shows impressive early metrics ($1B DEX volume, 250M TVL) leading to bullish stock outlook.
  • Thread Guy sees conditions for a crypto bottom and buys spot ETH, holds SOL perps, citing sidelined capital ready to chase.
  • He defends Hyperliquid's perps moat, expecting the sector to 10x and dismissing Robinhood chain as a real threat.
  • Sports team stocks (BATRA, MANU, MSGS) are called up-only assets driven by scarcity and rising transaction prices.
  • Bearish on TKO (UFC lacks stars) and TTWO (GTA 6 microtransaction backlash risk).
Ideas
Thread Guy Crypto influencer, independent 2:54
Sports teams as an asset will only go up.
Sports teams are up only due to limited supply and rising valuations; recent Seahawks $10B sale shows trend. Publicly traded teams like Atlanta Braves, Manchester United, and Madison Square Garden (Knicks arena) charts look insane and will continue to appreciate.
BATRA MANU MSGS MED
Thread Guy Crypto influencer, independent 3:53
UFC has no stars, making TKO bearish.
UFC lacks star power with McGregor washed, other fighters no longer draws, and Sean Strickland is a brand risk as the face of the company. This undermines the league's value and makes TKO bearish.
TKO HIGH
Thread Guy Crypto influencer, independent 8:35
Memory charts ugly, avoid DRAM entirely.
DRAM (memory) charts look horrible; memory is a commodity with unsustainable margins, war/oil pressures add downside, and DRAM is down 9% with no interest in buying. Avoid the space.
DRAM HIGH
Thread Guy Crypto influencer, independent 12:42
MAGS ETF holds up, relative strength.
High time frame MAGS (Magnificent Seven ETF) looks good, only about 5% off highs, holding up well amid broader tech weakness. Mega-cap tech remains resilient.
MAGS MED
Thread Guy Crypto influencer, independent 14:09
Apple wins by doing nothing, long.
Apple hit new all-time high with no AI spend, massive cash reserves, and continues to win by doing nothing. The market rewards defensible business model and cash pile.
AAPL HIGH
Thread Guy Crypto influencer, independent 16:24
SpaceX risks rage sell below $135.
SpaceX chart looks like a memecoin; IPO price was $150, deal price $135. If it loses $135, bankers rage sell and dilution looms. It's printing classic IPO dump fractal, not different from other IPOs.
SPCX HIGH
Thread Guy Crypto influencer, independent 17:43
Robinhood chain traction makes HOOD attractive.
Robinhood chain is gaining real traction with $1B DEX volume, $250M TVL, 350k addresses, and competitive perps ambitions. The stock has decoupled from Bitcoin and the crypto ecosystem unlock justifies long-term bullishness.
HOOD HIGH
Thread Guy Crypto influencer, independent 21:01
GTA 6 microtransaction backlash risk, avoid TTWO.
Take-Two Interactive is banking GTA 6 on massive microtransaction revenue, but recent EA boycott success over NCAA microtransactions sets a precedent for user backlash, putting TTWO's decade-long revenue stream at risk.
TTWO MED
Thread Guy Crypto influencer, independent 38:01
Crypto may have bottomed, bought ETH.
Crypto bottom may be forming; retail and crypto native capital mostly sidelined, but ready to chase if prices rip. Personally bought spot ETH again; many prominent figures also buying spot ETH.
ETH MED
Thread Guy Crypto influencer, independent 40:50
Holds SOL perps for potential rip.
Holding perp Solana as part of the crypto bottom setup; there's a chance the market rips and sideline capital chases, so Solana is attractive in that scenario.
SOL LOW
Thread Guy Crypto influencer, independent 41:06
Hyperliquid perps moat, long-term winner.
Hyperliquid has a deep moat in perps liquidity and network effects that make it hard for competitors like Robinhood chain to dislodge. Once perps become legal in the US, the whole class will 10x, with Hyperliquid as a primary beneficiary.
HYPE MED
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This Thread Guy video, published July 13, 2026, features Thread Guy discussing BATRA, MANU, MSGS, TKO, DRAM, MAGS, AAPL, SPCX, HOOD, TTWO, ETH, SOL, HYPE. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Thread Guy  · Tickers: BATRA, MANU, MSGS, TKO, DRAM, MAGS, AAPL, SPCX, HOOD, TTWO, ETH, SOL, HYPE