GTA 6 Is About To Make BILLIONS... [Stream Recap]
Speakers
Thread Guy
— Crypto influencer, independent
Summary
Thread Guy discusses the potential death spiral of Strategy (MSTR) as Michael Sailor's Bitcoin-backed structure unravels, the massive GTA 6 catalyst for Take-Two Interactive, and Butterfly Network's pump on a Midjourney medical scanner deal. He also covers his bullish stance on US stocks due to Trump's pro-market focus, his AMC and SpaceX trades, and Bitcoin's current dead zone.
- Strategy (MSTR) and Stretch preferred stock face a death spiral after Sailor sold Bitcoin, destroying confidence in the Bitcoin-per-share value proposition
- GTA 6 launches November 19 and is expected to break all pre-sale records, historically a strong catalyst for Take-Two Interactive (TTWO) shares
- Butterfly Network (BFLY) surged 56% on news its ultrasound chip technology is being licensed for Midjourney's new full-body medical scanner
- SpaceX has a real floor at 175 with index buying imminent and limited float; above 200 it could go parabolic
- AMC has outperformed Bitcoin as a hedge trade and continues grinding higher
- The Fed removed forward guidance, adding uncertainty but also more honesty to market pricing
- Trump is presented as the ultimate bullish catalyst—he only cares about stocks going up and takes credit for market gains
- Bitcoin is in a dead zone; no interest until 82 is breached, and all-time highs require breaking above 98
Ideas
AMC outperforming Bitcoin as a hedge trade.
AMC is acting as a strong hedge and has outperformed seven years of Bitcoin price action. He entered a spot trade on his Robinhood account and is up 45% with conviction. The position feels good because when it goes down, he does not really care—he knows it is going to go up. He wishes he had more size but sized it appropriately. The stock continues to grind higher and has turned into a 'monster' trade.
Strategy death spiral unfolding, avoid or short.
Strategy (MSTR) and its Stretch preferred stock are in a death spiral. Michael Sailor sold 32 Bitcoin, which nuked BTC 10-15% and destroyed the Bitcoin-per-share value that was the only reason people held. Stretch must offer higher yields to attract buyers back to its $100 peg, forcing more MSTR share sales or BTC sales, further destroying Bitcoin per share in a vicious cycle. The consensus is Sailor must sell $5-10 billion of Bitcoin immediately and lock up the rest for four years, or the market will fire him. The clip of Sailor saying he designed these products with AI chatting back and forth undermines confidence.
GTA 6 will break all pre-sale records.
Take-Two Interactive (TTWO) will benefit massively from the GTA 6 release on November 19th. Historically, Take-Two equity has delivered strong positive returns around major game releases: GTA 4 up 66% two years after release, GTA 5 up 30% a year and 10 months after, Red Dead Redemption 2 up 200% in 2 years. GTA 6 is already up 48% since announcement. Pre-sales will break every record—total number, revenue, and amount—and will likely crush the current record held by Cyberpunk 2077. The game will be 'incomprehensively big.'
Butterfly Network chips power Midjourney medical scanner.
Butterfly Network (BFLY) builds the ultrasound-on-chip technology that packs thousands of transducer elements into a single semiconductor die. Midjourney just launched a full-body medical scanner and is licensing Butterfly's technology and buying its chips. The deal gives Butterfly three revenue streams: a fixed license ($15M upfront plus $10M/year over 5 years), chip sales (the real volume lever—each scanner uses a dense multi-row ring of chips, potentially 15-50 thousand in silicon per unit), and a revenue share tied to hardware. Revenue would land about 10-70% above today's level. The stock pumped 56% on the announcement.
Bitcoin dead zone until 82 breached.
Bitcoin is in a complete dead zone. He is not interested in Bitcoin until it breaches certain key levels. Above 67 is 'fine' but not actionable. Above 82 is worth talking about. Above 98 is when things get interesting and all-time highs are back in play. Until any of those levels are meaningfully smashed, Bitcoin is in absolute no man's land. The Sailor overhang and the Stretch death spiral add to the bearish pressure.
SpaceX has parabolic setup above 200.
SpaceX has a real floor at 175, the indexes are about to start buying, there is almost no float available, and they need to keep the price above 175 to unlock 10% of supply (5 out of 10 trading days before earnings, likely late July or August). If SpaceX gets back above 200, it has another parabolic move in it. The setup is compelling—limited shares, index buying imminent, and a strong technical floor. He previously made a 3:1 trade on it based on event-driven edge.
HIMS chart looks great above 35.
Hims & Hers (HIMS) chart is starting to look really good above the 35 level. The stock looks great and is setting up for a potential breakout. He highlights it as one of the standout consumer names of the day with strong momentum.
Trump cares only about stocks going up.
There are infinite reasons to be bearish—extended PEs, hawkish Fed, wars, energy crisis, potential token crisis from cheap Chinese AI models—but there are two reasons to be bullish. First, we are building superintelligence, the greatest technological innovation in history. Second and way more important, the President is Donald Trump, who cares about nothing other than making stocks go up. Trump posts about Intel, Nvidia, and Apple building chips in America, takes credit for adding half a trillion in market cap, and says the stock market shot up every time peace was discussed. The President is a de facto put on the stock market.
