Saylor Sold Again, China Gates Its AI, Trump is at War with Burry and Ansem-Mania
Speakers
Thread Guy
— Crypto influencer, independent
Summary
Thread Guy returns from a Hamptons trip and covers a chaotic market open. He highlights Ansem memecoin mania as a sign of life in crypto, analyzes Michael Sailor's Bitcoin sale and the market's resilient reaction, and dives into the memory trade meltdown. He also discusses China gating its AI models, Trump's public beef with Michael Burry, and a bizarre Tony Robbins AI agent story.
- Ansemcoin rallied from $165M to $410M market cap, showing onchain speculation is not dead.
- Michael Sailor sold $216M in Bitcoin at $60K; the sale was absorbed and BTC held, marking a potential local bottom.
- The memory trade (DRAM) is getting crushed, down ~30%, despite Micron and Samsung posting historic earnings.
- Thread Guy turned long Solana, bought at $81 anticipating a breakout above $100.
- China is considering restricting overseas access to cutting-edge AI models, mirroring US export controls.
- Trump publicly threatened short sellers, calling it 'anti-American', and Michael Burry responded with a deleted tweet.
- Tony Robbins claimed his AI agent autonomously sold NFTs and bought a robot dog, a story Thread Guy dismisses as fabricated.
- Dell was praised by Trump as a 'buy' recommendation, making it a perceived Trump trade.
Ideas
Bitcoin absorbed twin bearish narratives, key juncture.
The two most feared bearish catalysts for Bitcoin (Michael Sailor finally selling and stocks declining) have both occurred at the same time, yet Bitcoin has held up and even bounced. Sailor's $216M sell was absorbed and marked a local bottom. This is a 'significant spot' that could define the next move; it's time to pay attention to crypto again, though he's not declaring the market back yet.
Solana resurgence as on-chain activity explodes.
Solana is showing early signs of a resurgence: on-chain activity is exploding (Ansemcoin mania, Hyperliquid, Lighter, Pump Fun), the two biggest Bitcoin bear narratives (Sailor selling and stocks dropping) happened simultaneously but crypto held up. He bid SOL at $81 based on a favorite pattern (fake breakdown reclaim) and believes a break above $100 would be 'go time'. The ingredients for a Solana run are present for the first time in a while.
New all-time high, chart is very strong.
Take-Two Interactive just made a new all-time high and the chart looks very strong. He explicitly says 'If you're not long, take two. You're trolling yourself.'
Trump endorsed buying Dell, chart looks good.
Dell is one of the most direct 'Trump stocks' after the former president publicly said 'go out and buy a Dell computer'. The stock is consolidating and the chart looks pretty good over the past month. Fading Trump's stock endorsements has been hard, making a long bias attractive.
Memory ETF deeply oversold with historic fundamentals.
DRAM (memory chip ETF) is getting crushed, down ~30%, while the three main holdings (Samsung, Micron, SK Hynix) are posting historic earnings: Micron had its greatest earnings beat ever, Samsung's profit surged 19x YoY making it the most profitable company in the world, and SK Hynix's IPO is heavily oversubscribed with a premium bid from Leopold Ashenbrenner. He calls these the three best companies in the world and says 'if we're buying anything, we're buying this'. He wants to bid DRAM at these deeply oversold levels.
Up Next
This Thread Guy video, published July 07, 2026, features Thread Guy discussing BTC, SOL, TTWO, DELL, DRAM. 5 trade ideas extracted by AI with direction and confidence scoring.