LEOPOLD LIQUIDATED LIVE: Ken Griffin is The Grim Reaper, Uniswap V4 Hooks, and a Postmortem

Summary

Thread Guy discusses the near-collapse of Leopold Ashen Brener's AI-focused hedge fund due to margin calls and forced liquidation, spinning a conspiracy theory about Ken Griffin's Citadel buying the book. He then pivots to a bullish crypto outlook, arguing animal spirits are returning, Bitcoin is showing relative strength, Uniswap V4 is a catalyst, and AI stock traders will rotate into memecoins like Serenity, Bubble Boy, and Cash Cat.

• Leopold's hedge fund suffered devastating losses on levered AI bets and liquidated its entire public equities book to a single buyer.
• Thread Guy speculates Ken Griffin's rate-hike comments and Citadel orchestrated the squeeze, buying the book at the bottom.
• Crypto is waking up: Bitcoin relative strength vs DRAM/NASDAQ, Uniswap V4 summer catalyst, and memecoin rotation from AI traders.
• Cash Cat emerged as a notable memecoin after Robinhood's CEO showed it as the only searched coin on an earnings call.
• AI stocks like Bloom Energy, Nebius, and SK hynix rebounded sharply post-liquidation, but Thread Guy does not advocate for them.
• The overall tone is highly excited about onchain crypto and memecoin trading opportunities.