“I think there's going to be a couple alts that really matter. That are going to catch flows in this narrative, one of them being Zcash. It has the quantum, it…”
Despite booking his trade today, ThreadGuy explicitly maintains ZEC will get flows and make a new all-time high, and says he re-enters on a reclaim above $640-650. His forward view is still long, just waiting for confirmation.
“You watch Trump tell you to buy Dell and Dell 2, 3x's.”
ThreadGuy repeatedly flags Dell as the cleanest tail-Trump trade, now compounded by a $10B Pentagon contract and a monster post-earnings beat up 10% after hours.
“the problem with the local AI thing, I think the best exposure is probably Apple, just like everything's ATH.”
ThreadGuy is fired up on the local/on-device AI trend and names Apple as the best public-equity exposure to it, with a probable future data-breach catalyst pushing privacy/local AI.
“Hyperliquid, I think, looks really good. This is the one coin which we'll talk about a lot during Ryan Watkins' interview as well, which if anything was going…”
ThreadGuy calls HYPE the single coin that goes if anything in crypto does, citing the consolidation right under all-time high and its role as the price-discovery venue. He stayed long hype while exiting other alts.
“Palantir is one of the only Trump stocks that hasn't really gotten a pump. Right?... it's actually the only stock that he tweeted the ticker.”
ThreadGuy frames Palantir as the only Trump stock that hasn't pumped yet, the lone ticker Trump literally tweeted, and a close-your-eyes government/defense proxy.
“It's actually a decent bull case, I'm not gonna lie. This is a decent bull case... you have an entire generation that's now growing up like banking with…”
After initial skepticism, ThreadGuy talks himself into the Trump-accounts bull case: $14.5B+ baseline platform assets (4%+ of total) plus a generation locked into Robinhood, and flags above $100 as the trigger.
“there's this asset called Hype, which we think is one of the best assets in all asset classes, not just in crypto. We think this could be a stud in equities.”
Watkins (Syncrasy) is heavily concentrated in HYPE, framing it as a 99%-margin money machine disrupting the global brokerage and CFD market with TradFi inflows not yet priced in. Long-term hold thesis.