“Zcash is definitely the strongest out of the group. We're definitely not out of the woods yet, but as you know, I have sold zero Zcash tokens. I think it's…”
ThreadGuy is heavily long Zcash, sold zero tokens, and calls it the strongest coin in the group on a privacy-in-the-age-of-AI thesis. He repeatedly stakes conviction on it going higher.
“ETH, terrible, hyper liquid, unbelievable. And between Cerebris, SpaceX pre-IPO, which is awesome, And then the way this thing just fully V-shaped recovered…”
ThreadGuy is structurally bullish Hyperliquid, arguing the SEC tokenized-stock exemption and pre-IPO perps make it the standout crypto product that should re-rate higher. He repeatedly calls it the best thing in crypto.
“I actually clicked semi memory name for the first time. I clicked Micron just a little bit. I threw out a little feeler. I have no alpha on this stock,…”
ThreadGuy opened a long feeler on Micron as a momentum trade after a 20% drop, says it has the most juice of the memory names, and would add into strength.
“the one I keep seeing everywhere is Uber. Uber, Uber, Uber, Uber. I see everybody talking about Uber... Everyone's filing Uber.”
Everyone is filing Uber: Calacanis floats it as an M&A target at $250B, a big premium to ~$150B
“SEC said to lean toward allowing third-party tokenized stocks without issuer consent. Is that Hyper could go up on that? Wow, what a fucking announcement.…”
SEC innovation exemption legalizing tokenized stocks is a structural win for crypto trading rails
“he opened a brand new put on Infosys, and that means he thinks AI eats Indian IT outsourcing. Coding agents replace the offshore dev shop”
Coding agents eat the offshore dev shop: Aschenbrenner new put on Infosys, shorting AI's labor side