LIVE: FOMC RIGHT NOW!!! SpaceX Is DUMPING..? Hyperliquid Is COOKING! WAR IS OVER!!!!!!!!!!! #LIT
Speakers
Thread Guy
— Crypto influencer, independent
Summary
Thread Guy livestreams the first FOMC meeting under new Fed Chair Kevin Worsh, analyzing the hawkish tone, dropped forward guidance, and market sell-off. He discusses his high-conviction trades in SpaceX, AMC, and Hyperliquid, highlights event-driven shorts like Snap, and explores longer-term themes in privacy coins, MicroStrategy risks, and Chinese AI breakthroughs.
- Fed holds rates steady, eliminates forward guidance, and announces five task forces; markets react negatively with S&P, Nasdaq, and crypto selling off.
- Thread Guy remains bullish on SpaceX token due to low float, Cursor acquisition, and a soft floor at $175, expecting a parabolic move.
- AMC long thesis centered on Christopher Nolan's 'The Odyssey' hitting theaters soon, driving a cinema attendance catalyst.
- Hyperliquid token (HYPE) has significant near-term catalysts in CFTC clarity and the Anthropic IPO, with strong technicals supporting upside.
- Snap Inc.'s $2,200 AR glasses launch is panned as a product failure, presenting a clean event-driven short opportunity.
- Zcash and privacy coins are positioned for a long-term trend as governments increase crypto taxation and surveillance.
- MicroStrategy (MSTR) and the STRETCH token face a recursive dilution spiral if Bitcoin fails to rally, prompting a hard avoid.
- Zhipu AI (Zoo) becomes the best available model after Fable export controls, trading at a fraction of Anthropic's valuation, sparking a re-rating.
Ideas
Tiny float, cursor deal, explosive upside.
SpaceX token is significantly undervalued due to an extremely low public float, structural buying pressure from the Cursor acquisition (all-stock deal, need to minimize dilution), and a soft floor at $175 from lock-up terms. The market underappreciates how little float exists and how long it will take for more supply to hit the market, setting up a parabolic squeeze as broader retail FOMO builds.
Recursive dilution flywheel risks if Bitcoin falls.
STRETCH and MicroStrategy (MSTR) face a recursive doom loop if Bitcoin fails to rise. To bring STRETCH back to par, the yield must increase, which forces more dilution of MSTR shareholders, reduces runway, and hurts the mNAV, further depressing demand for STRETCH in a vicious cycle. He is absolutely avoiding both and warns that the unwind could be severe.
Overpriced $2,200 AR glasses launch flops.
Snap Inc.'s launch of $2,200 AR Spectacles is a product disaster and an event-driven short opportunity. The glasses are overpriced, unattractive, and the market immediately punished the stock, dropping 13% on the day and another 7% the next, offering a clean 19% short gain. This fits the pattern of special situation short trades around overhyped hardware releases.
CFTC clarity, Anthropic IPO are major catalysts.
Hyperliquid token (HYPE) has a near-term setup with huge positive delta from multiple catalysts, including potential favorable CFTC clarity, progress on the Clarity Act, and the upcoming Anthropic IPO. The token's price action remains strong technically, and higher Robinhood stock prices allow for even crazier upside targets. Despite broader market headwinds, the catalyst path looks incredibly bullish.
Privacy coins emerge as luxury in surveillance era.
Privacy is becoming a luxury in a world of increasing surveillance and crypto taxation, exemplified by Illinois' 0.2% tax on crypto transactions including personal wallet transfers. Zcash (ZEC) and other privacy coins are long-term beneficiaries, but the trade is choppy in the short term and requires a longer time horizon. He nearly initiated a long on this news but stayed out due to whipsaw risk, yet firmly believes in the multi-year trend.
Breakout above 66-67 triggers bullish move.
Copper is a metal he likes fundamentally, and a breakout above the 66–67 zone would trigger a bullish move. The setup is conditional but worth monitoring for an explosive rip. Currently trading around that level with potential upside if it clears resistance.
The Odyssey movie catalyst drives cinema traffic.
AMC is a high-conviction long ahead of Christopher Nolan's 'The Odyssey' releasing in theaters in less than a month. The film is expected to drive significant cinema attendance, generating a catalyst-driven move in AMC shares. The position has already produced strong returns and he is holding for the event.
Cash-rich hedge against AI bubble bust.
Berkshire Hathaway (BRK.B) serves as a defensive hedge against an AI bubble burst. With massive cash reserves, diversified non-AI holdings (e.g., Coca-Cola, airlines), and the ability to buy distressed assets in a market crash, it trades as an inverse to high-beta tech. If the market rolls over, Berkshire’s safe-haven status and dry powder make it attractive.
Best model post-Fable, one-tenth valuation of peers.
Zhipu AI (Zoo/ZPU) is a Chinese public company that just released GLM 5.2, now considered the best available model after Fable was hit with export controls and banned. It has a market cap around $100 billion vs. Anthropic’s ~$1 trillion, making it one-tenth the valuation while temporarily holding the frontier. The event-driven re-rating already started, and the company could continue to gain as open-source AI leader without U.S. competition in the near term.
Up Next
This Thread Guy video, published June 17, 2026, features Thread Guy discussing SPCX, STRETCH, MSTR, SNAP, HYPE, ZEC, COPPER, AMC, BRK.B, Zoo. 9 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Thread Guy · Tickers: SPCX, STRETCH, MSTR, SNAP, HYPE, ZEC, COPPER, AMC, BRK.B, Zoo