| Ticker | Direction | Speaker | Thesis | Time |
|---|---|---|---|---|
| LONG |
Thread Guy
Crypto influencer, independent |
Gold is moving parabolically (up massive percentages for a $38T asset) while Bitcoin chops sideways. The "Tulip King" framework suggests Bitcoin acts as a decaying iron condor while metals rip. The trade is not to short Gold, but to wait for Gold to set a swing high. Historically, once Gold cools off, that liquidity rotates violently into Bitcoin. LONG. Accumulate spot, but expect stagnation until the Gold rally pauses. If the correlation breaks or Gold continues to suck all global liquidity without rotation, BTC could bleed further. | 8:12 | |
| LONG |
Thread Guy
Crypto influencer, independent |
Robinhood CEO Vlad Tenev published a post-mortem on GameStop, arguing that the trading halts were due to T+2 settlement and the solution is real-time tokenized settlement on-chain. This signals a major strategic push by a retail giant to move equities onto blockchain rails. If Robinhood succeeds in lobbying for the "Clarity Act" and tokenization, they become the bridge between retail equity flows and crypto infrastructure. LONG. Bullish on the company's direction aligning with crypto adoption. Regulatory pushback from the SEC or failure of the Clarity Act to pass. | 9:54 | |
| WATCH |
Thread Guy
Crypto influencer, independent |
"Banker" (an AI agent coin on Base) is gaining traction with a new feature: a "skills repository" where if one agent learns a skill, all agents share it. This represents the "AI Agent" meta 2.0—moving from simple chat bots to self-improving, compounding on-chain entities. Smart money is circling this asset as the infrastructure play for on-chain AI. WATCH. The speaker does not hold yet but notes "smart people" are positioning here. extremely illiquid, high-risk "memecoin" territory on the Base network. | 9:49 | |
| LONG |
Thread Guy
Crypto influencer, independent |
News leaked that OpenAI is building a social network to combat bots and may use Worldcoin (WLD) orbs for biometric verification. WLD is currently trading at a $1.6B market cap. If it becomes the official identity layer for OpenAI's consumer products, the market is drastically undervaluing it compared to OpenAI's private valuation. It is the only liquid "OpenAI proxy" token. LONG. The speaker notes the asset is "disgustingly cheap" relative to the news magnitude. The "news" is based on leaks/rumors and may not materialize into a shipped product. | 114:52 | |
| LONG |
Thread Guy
Crypto influencer, independent |
Hyperliquid (HYPE) is seeing massive volume ($1B on Silver pair in 24h) and deeper liquidity than Binance on BTC pairs. Pump.fun (PUMP) executed a $2.3M buyback in a single day, the highest since September. These assets represent "Ideology Coins" backed by massive revenue and buybacks. The thesis is that capital isn't flowing to "governance tokens" but to protocols that act as liquidity black holes and actively reduce supply. HYPE is winning the "TradFi on Crypto Rails" narrative. LONG. The speaker views these as the two strongest assets on-chain. HYPE has already pumped 70% in a week; chasing parabolic moves can lead to drawdowns. | 30:25 |