Buzzberg Cup Live

MARKET OPEN: South Korea Crashes the Stock Market, Elon vs Sam Altman, Robinhood is Saving Crypto?

Watch on YouTube ↗  |  July 13, 2026 at 15:38  |  2:56:16  |  Thread Guy
Speakers
Thread Guy — Crypto influencer, independent

Summary

Thread Guy opens with market reactions to South Korea's stock crash and memory selloff, then discusses war/oil dynamics, his IRL thesis on sports teams, the StubHub CEO scalping scandal, SpaceX near deal price, crypto rotation hopes, AI model rivalries, and a bearish stance on UFC and Take-Two. He reveals long positions in Solana and bullishness on sports team stocks while watching SpaceX and avoiding StubHub and Take-Two.

  • South Korea's KOSPI and SK Hynix crash, memory stocks plunge globally
  • Oil prices remain low despite ongoing Iran conflict and Strait of Hormuz closure
  • StubHub CEO runs hedge fund scalping tickets, creating fraud risk for stock
  • SpaceX trades near $135 IPO deal price, a key level for potential bounce or cascade
  • UFC lacks star power, making TKO unattractive
  • Publicly traded sports teams (Braves, Knicks, Man United) seen as 'up only' assets
  • Solana long held on crypto rotation hope; Shaw long cut as too weak
  • Take-Two at risk from microtransaction protests ahead of GTA 6
Ideas
Thread Guy Crypto influencer, independent 11:24
Sports team stocks will keep rising
Sports teams are only going up in value, as shown by the Seahawks selling for $10B. Publicly traded teams like the Braves, Knicks, and Manchester United have charts that look insane and should continue appreciating.
BATRK MSGS MANU MED
Thread Guy Crypto influencer, independent 14:19
UFC lacks stars and casual appeal
The UFC has no stars anymore. The most famous fighters are retired or washed, and the current face is a controversial brand risk. This limits casual fan growth, making the company unattractive.
TKO MED
Thread Guy Crypto influencer, independent 31:26
StubHub scandal could crush the stock
StubHub's CEO runs a hedge fund that scalps tickets on its own platform, creating a massive conflict of interest and potential legal jeopardy. This scandal could cause the stock to drop 80-90% from current levels.
STUB HIGH
Thread Guy Crypto influencer, independent 55:19
Solana long for crypto rotation
Solana is a key altcoin that could benefit from a crypto rotation as equities sell off. He is holding a long position, impressed by crypto's relative strength against the memory-led stock selloff.
SOL MED
Thread Guy Crypto influencer, independent 72:27
Take-Two faces microtransaction backlash risk
The successful protest against microtransactions in EA's NCAA game sets a dangerous precedent for Take-Two Interactive, which is heavily reliant on microtransaction revenue from GTA 6. Future player backlash could hurt the stock.
TTWO MED
Thread Guy Crypto influencer, independent 87:26
Watch SpaceX at $135 deal price
SpaceX is near its IPO deal price of $135. Historically, deal price acts as a support level, but a break could trigger forced selling from institutional investors. This is an important level to monitor for a potential bounce or further decline.
SPCX MED
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This Thread Guy video, published July 13, 2026, features Thread Guy discussing BATRK, MSGS, MANU, TKO, STUB, SOL, TTWO, SPCX. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Thread Guy  · Tickers: BATRK, MSGS, MANU, TKO, STUB, SOL, TTWO, SPCX