Government Controlled AI, the BTC Slow Bleed and Europe's AC Crisis - Threadguy: June 25th, 2026
Jun 29, 202654m
Hosted by Counterparty · 🇺🇸 US · EN-US · 117 episodes
Established thought leaders with verified media credentials.
Stocks, crypto, politics, culture, and the great financialization of everything. Threadguy is live every weekday from New York with analysis, commentary, and interviews with leading figures across the space of internet markets.
Counterparty hosts Threadguy Live, a business show with 117 episodes published.
Markets turn ugly with semis crushed, the South Korean KOSPI circuit-breaking 10% lower, and AMC diluting away the trade of the year right after its first rip in years. Threadguy digs into the accelerating anti-AI backla
Threadguy on why luxury is dying and being hot IRL is the new status symbol, the one trait separating traders who make it from those who lose it all, and how Crypto Jared's sandwich bot got sandwiched for $15 million. Pl
Market's closed, so Threadguy runs a rare casual Friday solo and just talks. He gets into the Jesse Livermore corn saga, why trading clout is the story and not the PnL, the AMC and StubHub catalyst plays, the free money
Threadguy watches Kevin Warsh's first FOMC presser live and comes away convinced the new Fed chair is no puppet, then runs the tape: why he's still long SpaceX into a parabolic move, the one flaw between him and an eight
Threadguy breaks down Strategy's STRC death spiral and why Michael Saylor is the most cornered he's ever been, then digs into Midjourney's new full-body medical scanner and the small-cap quietly powering it. Plus $500 GT
SpaceX rips to an all-time high and Threadguy makes the case that we just watched the great cryptification of the stock market, from Elon out-earning Warren Buffett's entire career in a day to a Cape Verde keeper out-fol
Anthropic's best model gets yanked by the US government four days after launch, SpaceX rips past its IPO, and the war finally ends, all over one weekend. Threadguy on why the SpaceX top everyone called never showed up, t
SpaceX IPO day: the largest IPO in history opens live on stream, space stocks get destroyed after pumping into it, and Elon officially becomes the world's first trillionaire. Plus movies are back, paste.trade grades ever
Jack Schwager, the Market Wizards author, joins Threadguy fresh off the launch of his new book, The Next Generation. He covers decades of market evolution from the pit era to AI, the Paul Tudor Jones cotton blowup, the s
Threadguy returns from the greatest Knicks game ever to a market ripping on the Iran peace deal, with oil crashing and every space stock front running tomorrow's SpaceX IPO. Plus the Kharg Island fakeout, the top signal
Good Alexander returns two days before the SpaceX IPO, this time in his new role as the show's resident IPO specialist. The ex-Palantir, ex-telecom analyst breaks down why the IPO wave is a liquidity event nobody can ign
Two days out from the SpaceX IPO, Threadguy preps for the Jack Schwager interview with Market Wizards lore and the Druckenmiller Black Monday story, reacts to Brian Johnson's new Rx platform, and enters two new positions
Thread returns from the Knicks street watch parties and opens with his case for a couple year era of peak American excellence. From there it's the robot trade nobody can actually buy, a hunt for the bottleneck stocks beh
Back from a family graduation to a Friday crash everyone already forgot, the Knicks ticket he fumbled by two minutes, and the case against Saylor's $2 billion Bitcoin sale. Then a pump.fun teardown, Jensen's full Korea p
Counterparty's own Tulip King joins Threadguy for the first interview on the new overlays to break down the Zcash exploit that rattled crypto: how a ZK-circuit bug let someone quietly mint phantom tokens, why the fix exp
Threadguy marks ten months and a full rebrand, suits and all, on one of the ugliest Bitcoin days yet: why every Saylor buy now reads as exit liquidity, ETH cratering since Hoffman sold, and the war-and-oil Groundhog Day
A dark day in Crypto with Bitcoin cliffing, but stocks are euphoric: Threadguy apes Marvell after Jensen calls it the next trillion dollar stock, Victoria's Secret rips 47%, and Google drops an $80 billion raise. Plus th
Good call, that was a 15-min gap. Adding 13:35 the software melt-up (ARM +90%, Dell +100%, Oracle/Snowflake/Salesforce all +10%, IGV ripping while defense sells off). It's the clean counterpoint to "nobody cares about Bi
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Threadguy Live is hosted by Counterparty. The show is categorised under business and has published 117 episodes.
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