“I'm up a lot of money on Zcash, but it's crypto, so it is what it is.”
ThreadGuy holds Zcash as 60% of his net worth and is up 200%, with a narrative thesis built on privacy plus quantum resistance leading any alt season. He repeatedly frames it as the one coin where the asset actually matters.
“by the way, how low does Coinbase stock go? I am... I want Brian in the stream, so I'll refrain.”
ThreadGuy questions how low Coinbase goes after calling it the worst earnings ever and says he sees no reason to hold the exchange stocks except IBKR. That is a bearish lean on COIN.
“Pavel Durov did come out and tweet about the TON price, which is unbelievable. I will say unbelievable that, that happened.”
Durov tweeting TON price is a billionaire-CEO catalyst; Telegram's billion users is uncapped optionality
“Bitcoin dominance, which is my bet by the way for this cycle, is if there is a new crypto cycle Bitcoin dominance goes down only.”
Host's cycle bet: BTC dominance down-only, BTC ranges while alts rip on its worst-ever narrative
“Hims earnings on Monday is up 10%, painting a pretty chart, cannot lie.”
First earnings since the lawsuit, 34% short, down from $72 to $26: squeeze setup on Monday print
“It's like $800 billion right now. I think a multi-trillion-dollar Micron is a possibility.”
Memory is the AI bottleneck: sold out a year, raised guide $10B, $100B profit run-rate eyeing $1T+ cap