“it's the only other than Bitcoin, the only Trump ticker that is not just handling ATH. He also tweeted the ticker as well.”
ThreadGuy holds Palantir as a long to ride the Trump-endorsement and software/defense rotation, treating Trump as a KOL whose tweeted ticker and wartime backdrop support the name.
“I have a pretty large bag of Hyper Liquid at this point, and I'm pretty fucking at a loss for words at how, how well this looks.”
ThreadGuy's largest position and his central crypto thesis: Hyperliquid is the dominant perp DEX product that has decoupled from Bitcoin and keeps re-rating higher. He compares the skeptics to people who never used Solana in 2024.
“my second favorite coin right now... My second biggest position right now is VVV, which I think looks fucking unbelievable.”
ThreadGuy's second-biggest position, on a private/local AI inference thesis he believes will catch crypto-AI flows as HYPE leads the sector higher independent of Bitcoin.
“Third on the list is Zcash... I have a long open from $5.45 just because I closed the huge position... and then I'm down to add like $6.41.”
ThreadGuy holds a long in Zcash and has bids to add, framing it as privacy-arena 'rope insurance' even while admitting it is not the strongest coin.
“I think oil bulls have completely lost their fucking minds... There is a bull market in basically every sector of the world and you're trading meme coins and…”
ThreadGuy repeatedly mocks the oil-bull thesis as desperate and structurally fighting the world, arguing every Trump war headline resolves to de-escalation and oil fades.
“this to me is the stock people are going to be like foaming at the mouth to long... I think people are going to be foaming at the absolute mouth to get…”
On the confidential S-1 news, ThreadGuy expects Anthropic to be bid aggressively and structured like the SpaceX IPO so it is hard to go down, on top of explosive revenue growth.
“Trump bought $50,000, uh, worth of stock in the TKO... shortly before heavily promoting a UFC event at the White House.”
Trump-promoted UFC at the White House on June 14 is a megachurch catalyst for TKO