“But on a serious note, Hyperliquid looks unbelievable. It hit 67 and some change today. And the best part about the Hyperliquid pump, it is it up, uh, on the…”
ThreadGuy is openly long HYPE with high conviction, citing decoupling from Bitcoin, CFTC clearing of US perps, NYSE-parent ICE praise, and Russell index inclusion as catalysts. He frames Hyperliquid as the best consumer trading product and an eventual US-legal perp winner.
“the worst coin ever, the IGV, the software iShares Expanded Tech Software Sector ETF, ETF is up 6.25% today... it's printing some gnarly charts.”
ThreadGuy calls today the likely start of a SaaS/software rotation and a broader everything rally, with IGV up 6%+ while semis are red, and frames it as the bullish TradFi signal for crypto.
“And then the other alt, I guess two alts that have been interesting is one VVV, which I like a lot. By the way, I'm pretty hired, uh, fired up about this…”
ThreadGuy is fired up about the private/local AI model trade and identifies VVV as the cleanest crypto expression of it, saying he is now interested in taking a position.
“First and foremost, crude oil, $87, the lowest it's been since early April. Brent oil, $91 a barrel, the lowest it's been since early April. Everything energy…”
ThreadGuy argues oil bulls are fighting governments determined to push prices down and that the trend has clearly broken to the downside, framing long oil as a losing, fading trade.
“Um, Oracle up 11%. Um, back end of SaaS, you absolutely love to see that.”
ThreadGuy says Oracle looks good and is ripping into imminent earnings, and reminds that he had wanted to be long it, reinforcing a current bullish lean within the SaaS rotation.
“Second, Hood. Amit is investing ass stock Robinhood with a fucking sick day. Sick day back to back on Robinhood. Huge volume pop. I think this thing looks…”
ThreadGuy thinks Robinhood looks very strong, citing back-to-back big volume days and the new Trump Accounts adding a bare-minimum ~4.75% to assets plus sticky lifelong customers acquired young.
“Unity actually is cool. Let's see, Unity is really cool... holds 70% of market share in mobile game creation software and seen as the leader in automated…”
ThreadGuy warms to Unity on its 70% mobile game-engine market share and leadership in interactive software plus a post-layoff turnaround, explicitly saying he likes it and wants to add it.
“What is a leading cybersecurity stock? Should we just be buying this on Mythos announcement? Why did we not? It is Palo Alto Networks.”
ThreadGuy realizes the Anthropic Mythos scare made every cybersecurity name rip and concludes the sector is the trade to be paying attention to, naming Palo Alto Networks as the leading cybersecurity stock.
“This morning, the CFTC took historic action to permit the listing of a true Bitcoin perpetual contract by a CFTC-registered exchange”
CFTC just cleared the first US Bitcoin perp and Coinbase is the registered venue to list it
“Quantinuum is weighing raising the number of shares offered in IPO as well as increasing its share price range by about 10%.”
Quantinuum hiking its IPO price 10% on hot demand, and Honeywell owns half of it