← ThreadGuyTrade on Hyperliquid →Trade on Hyperliquid →
watchLONG
“privacy is the most underpriced narrative in the next 10 years. I believe this wholeheartedly. [...] I love to trade Zcash because I think it is just so reflexive and it moves so aggressively that it ”
@ThreadGuy
Investors are hoarding over 30% of Zcash in hidden accounts, triggering a massive supply squeeze that ignites the forgotten privacy narrative.
ZECLONG@ $555.22
$456.13-17.85%
since call Jul 16
peak +1.2%
“And so rather than, oh my god, Palantir is too expensive at 100x forward PE, it has to go down. It's almost like, no, no, no, Palantir is more valuable at 100x PE because they can raise a fuck ton of ”
@ThreadGuy
Palantir's massive 100x price-to-earnings ratio is actually a weapon, letting them print expensive stock to swallow up real cash-flowing companies.
PLTRLONG@ $133.57
EXIT$132.66-0.68%
since call Jul 16
peak +2.2%
flipped Jul 21 · held 5d · record frozen at -0.68%
Trade on Robinhood →162:03LONG
“My god, if it's an airdrop, I think. A trust premium will be applied. Revenue numbers are so disgusting. Half of this thinks they're faking it... All I'm trying to say is that pump funds numbers are f”
@ThreadGuy
Pump.fun prints $440 million in annualized revenue but lacks community trust, so buy the token before an upcoming airdrop unlocks a massive valuation re-rate.
PUMPLONG@ $0.00
$0.00+15.40%
since call Jul 16
peak +22.7%
TIMESTAMPS
watch
138:50
162:03