Name: This Stock Just BROKE Wall Street... [Stream Recap]
Uploaded: 2026-06-17T01:12:05+00:00
Duration: 3079 s

Speakers

Thread Guy — Crypto influencer, independent

Summary

Thread Guy recaps a wild market day centered on SpaceX's IPO, which he sees as a historic moment breaking traditional valuation frameworks and signaling the cryptofication of stocks. He shares trading ideas around SpaceX, Hyperlid, AMC, copper, oil, Snap, and MicroStrategy, while previewing the first FOMC meeting under Kevin Warsh. The stream emphasizes how a crypto-native education gives traders an edge in narrative-driven, retail-dominated markets.

SpaceX IPO with low float and high retail demand shatters DCF-based valuation, with Thread Guy going long.
Hyperlid token hits new all-time high and record market share, viewed as a core crypto trade.
AMC trade works well ahead of the upcoming movie 'Odyssey' release.
Copper chart looks interesting, setting up a potential entry watch.
Oil market collapses, making it one of the worst trades for bulls; Snap and MicroStrategy show strong bearish signals.
Upcoming FOMC meeting with Kevin Warsh presents a possible dovish asymmetric trade opportunity.
The stream argues that crypto-native experience provides a unique advantage in current retail-driven stock markets.

Ideas

Thread Guy Crypto influencer, independent 14:14

Low-float SpaceX breaks valuation models, go long.

SpaceX IPO launched with a 4-5% float, creating a low-float, high-FTD, highly reflexivity setup similar to crypto meme coins. The stock broke traditional DCF valuation models, showing that narrative-driven retail flows can dominate institutional frameworks. With Elon Musk's storytelling, the potential for the stock to flip Nvidia, and the crypto-native crowd understanding the float tokenomics, it's a long play. He bought at 186 average and added at 205 and 215, expecting further upside.

Thread Guy Crypto influencer, independent 35:28

Oil crashing, avoid, worst trade for bulls.

Crude and Brent oil have collapsed to multi-month lows, with oil bulls suffering one of the worst trades ever. He states he will never long oil, emphasizing a bearish outlook.

Thread Guy Crypto influencer, independent 36:14

Record market share, all-time high, long Hyperlid.

Hyperlid hit a new all-time high with record 8.4% share of aggregate open interest for centralized exchanges. Volume is crazy, and it's the main story in crypto. The Coinbase tokenized stocks program provides a tailwind. He bought at $52 before the SpaceX IPO and saw a 47% move, and remains bullish on the token.

Thread Guy Crypto influencer, independent 38:54

Copper chart looks interesting, watching for entry.

Copper looks very interesting on the chart, and it's about to reach his level. He frequently talks about copper but is not yet a buyer, making it a strong watch setup.

Thread Guy Crypto influencer, independent 41:31

AMC good trade ahead of Odyssey release.

AMC has turned into a really good trade, up 27% since he bought, with the movie 'Odyssey' releasing soon acting as a catalyst.

Thread Guy Crypto influencer, independent 42:12

MicroStrategy chart dying, avoid.

MicroStrategy is down 7% and looks ready to die. The chart signals an imminent breakdown, making it a clear avoid or short candidate.

Thread Guy Crypto influencer, independent 49:13

Snap glasses terrible, stock down sharply, avoid.

Snap announced $2,195 smart glasses, which he finds creepy and terrible. The stock dropped 12.5% on the news. He thinks the product is ridiculous and no one will buy it.

This Stock Just BROKE Wall Street... [Stream Recap]

Summary

Ideas

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