Threadguy Live

Tayvano, one of crypto's most trusted security researchers, joins at 7am her time, the morning after AI-assisted researchers found two remote code execution bugs in PHP, the language behind most of the web. She breaks...

Thread makes the case that crypto, built in a dark forest of nonstop hacker attacks for 16 years, is better prepared for the AI hacking wave than the rest of the internet. He reads Dan Robinson's "Ethereum is a Dark...

Threadguy tells the story of Amaranth, the 2006 hedge fund that bet a third of its book on one natural gas trader, and how Ken Griffin turned its collapse into a billion dollars. Then the PHP exploit found with AI, what...

Threadguy is officially back on the winning team. After a night of commencement speeches and More Money Than God, he lays out why the AI unwind hasn't dragged crypto down, the faked chart behind the greatest trade of...

Threadguy is back from the long weekend and revisits Black Monday 1987 after the internet spent three days predicting a sequel. Then the $1M FedEx heist of PSA graded Pokemon cards, who is actually guarding the card...

Thread pulls an all nighter on AI slop Pokemon games and makes the case that AI video and gaming are just good. Then the Tesla demo where Elon made the Roadster fly and Thread somehow still lost money on the trade, plus...

Leaked Anthropic Q3 numbers, a hot CPI print and the CoreWeave debt panic send everything AI into a tailspin, and Threadguy watches it from 100% cash. He gets into what the slowdown really says about the frontier labs...

Based16z, the trader who farmed Hyperliquid full time before it became the most profitable airdrop ever, sits down with Threadguy for his first interview since 2024. They get into how he nearly fumbled the airdrop, what...

After Justin Drake's bunker mode post and OpenAI's math results sent crypto into a cryptography panic, Threadguy sits down with Mert, NEAR founder Illia Polosukhin and cryptographer ZK Dragon to find out how worried we...

Threadguy comes back from three days off sold on the AI gaming renaissance, then breaks down the $86M Ledger supply chain hack and what it means for cold storage. After the Justin Drake post got crypto labeled an AI...

Rhino has been trading full time since 2019, counts a full market cycle as the only real test, and has done one interview in years. He walks through how he started, why longevity beats any single trade, the ball tingle...

Solana Doomer is an anonymous momentum trader with 2,000 followers, a day job, and a public Hyperliquid PnL that says he is up $25 million this year. He walks through the run from $30K of T-bills to eight figures, the...

Justin Drake's bunker mode post lands the morning after OpenAI drops 400 open math problems, and Threadguy opens by working through what the AI cryptography scare actually means for crypto, why both the longs and the...

Threadguy opens on the AI game-modding renaissance, then the Russian plague story he refuses to believe, a pandemic denier until he is coughing up blood and the one bear case that has actually shaken him. After market...

Threadguy walks through closing his second largest perp trade ever, a $315K Zcash win, and why selling was the right call with the wrong execution. The forced-seller trap on leverage, why this cycle's alts can run...