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“I clicked a little bit on NEAR just for fun because I'm addicted to trading and I like to trade, and it, it's a pretty clean chart.”
@ThreadGuy
ThreadGuy bought NEAR on a clean chart with smart-money confluence, calling it the only green chart in alts alongside Zcash. It is an active long position.
NEARLONG@ $1.62
$1.66+2.97%
since call May 12
peak +29.7%
“I have yet to sell a Zcash token, and until further notice, we are in a weird spot with ZEC. We'll see. Um, higher time frame looks decent. Medium time frame…”
@ThreadGuy
ThreadGuy is holding a large unrealized winner in Zcash and explicitly refuses to sell, citing favorable risk-reward on the privacy-coin narrative. His invalidation is a break below the consolidation low.
ZECLONG@ $551.32
$456.19-17.26%
since call May 12
peak +6.4%
75:30LONG
“we have Cerebris IPO on Thursday... I think it's gonna be hyped on Thursday, man”
@ThreadGuy
Cerebras IPOs Thursday with an OpenAI backlog AND a live product (GPT-5.3 Codex Spark) behind it
CBRSLONG@ $298.29
$200.58-32.76%
since call May 12
“I will pick copper... We are still completely underestimating how short we are”
@ThreadGuy
Copper is the AI bottleneck: data centers, chips, weapons all need it and supply is structurally short to 2040
COPPERLONG@ $6.70
$6.49-3.19%
since call May 12
“We're bearish on the US dollar mainly because sort of the top of the historic range in terms of purchasing power, and foreigners are way, way overloaded in…”
@ThreadGuy
Dollar at top of purchasing-power range, foreigners overloaded, trade balance forces it lower
USDSHORT@ $94.39
$76.79+18.65%
since call May 12
peak +28.4%
TIMESTAMPS
49:18
51:15
75:30
82:11
85:30