LIVE: Bitcoin’s Over $81K! Crypto is HOT..?! Stocks are RIPPING & War is still going??

Summary

Thread Guy covers market close with indices up, discusses Ryan Cohen's interview on his $55B bid for eBay and plans for cost cuts and collectibles. He then shares his high-conviction long positions in Bitcoin, Zcash, and Hyperliquid based on a wealth-effect spillover thesis, and a separate privacy-driven Zcash thesis. He also warns against buying Robinhood given Hyperliquid's superiority.

• Market close: SPY up ~1%, QQQ up 1.3%, semiconductor ETF up 5%.
• Ryan Cohen interviewed about taking eBay private at $125/share, half cash half stock; sees massive cost-cutting and innovation potential.
• a16z announces $2.2 billion crypto fund; Dragonfly and Juan also raised funds recently.
• Thread Guy is long Bitcoin, Zcash, and Hyperliquid, calling them the three best crypto assets that haven't moved yet despite stock euphoria.
• Zcash thesis also includes privacy as a hedge against California's proposed wealth tax.
• Thread Guy advises avoiding Robinhood because Hyperliquid offers a better trading platform.
• He expresses caution: crypto is not out of the woods yet, and longs may face volatile candles.
• Upcoming guests: Robert Leser, Chris Camilillo.