The Bear Market is OVER. Stocks are about to go CRAZY? - Market Updates & News (LIVE)

Speakers

Thread Guy — Host

MEP — Top 100 Polymarket Trader

Summary

The "Meme Politics" era (corporations and politicians using internet humor/trolling) has reached a "generational top" and is effectively dead. The macro environment (inflation, job insecurity, AI anxiety) has shifted public sentiment toward desiring "adults in the room" rather than entertainers.
AI revenue projections are staggering; Anthropic's CEO suggests the sector could hit $1 trillion in revenue by 2030. This reinforces the "Bits to Atoms" thesis: longing the physical infrastructure (compute, memory, energy) required to build this digital future.
Geopolitical trading on prediction markets requires hyper-analyzing Trump's specific wording, as his tweets often signal de-escalation contrary to mainstream media narratives.
AI Agents are congregating on the Base L2 blockchain, signaling it may win the "agentic economy" vertical.

Trade Ideas

Ticker	Direction	Speaker	Thesis	Time
BASE ECOSYSTEM	LONG	Thread Guy Crypto influencer, independent	"Interestingly, the agents have chosen Base... It kind of feels like banker [Base] is just going to win if agents keep going the way that they are right now." While Thread Guy criticizes Coinbase's marketing, he acknowledges that the actual on-chain activity for the emerging "AI Agent" meta is consolidating on Base. LONG the Base ecosystem (proxies/memecoins) as the home of AI agents. Agents migrate to Solana or another high-throughput chain; Coinbase regulatory issues.	—
NVDA /MU /WDC /CRITICAL MINERALS /AI / ROBOTICS / RARE EARTHS	LONG	Thread Guy Crypto influencer, independent	Thread Guy cites Anthropic CEO Dario Amodei's prediction that AI revenue could hit $1 trillion by 2030 (up from ~$14B currently). If software revenue scales to $1 trillion, the physical infrastructure required to support it must grow exponentially. This is the "Bits to Atoms" trade: longing the hardware, memory, and raw materials that exist now to power the future. LONG the "picks and shovels" of AI: Compute (NVDA), Memory (MU, WDC), and the raw materials (Rare Earths). AI scaling laws hit a wall; over-investment in capex leads to a bubble burst before revenue materializes.	44:52
BTC	LONG	Thread Guy Crypto influencer, independent	"Bitcoin's at 69K... the weekly doesn't look that bad... surprisingly optimistic around the horn here." Despite a "spiritual wipe" of tourists in the market, the structural price action and sentiment among serious participants remain strong. LONG BTC as the market stabilizes. Macro liquidity shocks or regulatory headwinds.	5:31
COIN	WATCH	Thread Guy Crypto influencer, independent	Thread Guy criticizes Coinbase for posting "Subway Surfers" memes during earnings while missing revenue targets, stating, "The people that are moving size want adults... I don't want the company that I'm relying on to secure my money trolling from the main account." There is a disconnect between Coinbase's "meme" marketing strategy and their core business of institutional custody. While the stock is up, the lack of "adults in the room" behavior is a red flag for serious capital. WATCH. The business is essential (Custody), but the leadership's public facing strategy is signaling a "top" in seriousness. Institutional clients lose trust due to lack of professionalism.	25:38
POLYMARKET /GEOPOLITICS	NEUTRAL	MEP	MEP notes that Trump's tweets (e.g., instructing to "keep negotiating") are direct signals for de-escalation, leading MEP to bet "No" on imminent war in the Middle East. The market often overprices war risk based on mainstream media; tracking specific leadership comms (Trump) provides an edge to fade war FUD. NEUTRAL/SHORT VOLATILITY on war-linked assets (like Oil/Defense) when Trump signals negotiation. Insider trading by state actors (e.g., Iran/Israel) manipulating prediction market odds to deceive enemies.	50:57