“But I must admit, the Bitcoin chart looks pretty good to me... This, this to me is a long. I don't know, I, I am long.”
ThreadGuy is long Bitcoin with size and a tight stop, saying the chart looks good and he will sit in the trade even while admitting no high-conviction edge.
“I haven't sold a single coin. Um, I have not sold a single coin of Zcash yet. Low time frame kind of ugly. High time frame is, is gross. Good gross in a good…”
ThreadGuy holds Zcash as his highest-conviction trade of the year, has not sold a single coin, and reads the high time frame chart as constructive despite the pullback. He frames it as his core position.
“It kind of feels like we're gonna just go up only during Trump admin for the next 2 years.”
ThreadGuy explicitly rejects Burry's top call, positions himself as a long-biased trader who refuses to short, and argues the retail wealth effect sustains the bull market for years.
“Micron SVP Jeremy Werner said reality on the circuit that agentic AI is causing context length to grow 30x a year. That is insane. 30x a year.”
Memory re-rates like Nvidia did: AI context length growing 30x/yr makes Micron a growth story not a cycle
“I don't think Saylor selling Bitcoin is bearish. I think it's bullish. I think more net Bitcoin will be bought by Saylor, the more he can imbue Stretch with…”
Hoffman is a fan of Saylor's Strategy/Stretch model, holds the product, and reads Saylor selling Bitcoin to fund dividends as bullish because it drives more net Bitcoin buying.
“the investment case for Zcash is like robust and thorough... The Zcash story is a really good story and I'm compelled by the story.”
Hoffman sold his CryptoPunk to rotate into Zcash, wrote the bull thesis article, and is TWAPing his real capital in, citing a robust investment case and an eventual ETF/asset-manager handoff to boomers.
“Monero, when it gets delisted from exchanges and it's like criminal coin and institutions can't touch it, versus the Zcash thesis... Bitwise and other asset…”
Better privacy but no moneyness: Monero gets delisted, can't be sold to boomers like Zcash can
“But I don't know, maybe we'll fucking trade it. Like, I'm down, I'm down to rip some longs into that thing. Why not?”
ThreadGuy says he is down to rip longs into the Cerebras IPO, citing 20x oversubscription and upsized pricing as the strongest AI-chip IPO demand signal yet.