spx is only 3% off all time highs btw

Name & Symbol: SPX6900 ($SPX)
Address: 0xe0f63a424a4439cbe457d80e4f4b51ad25b2c56c

Joining @notthreadguy stream at 11am est. Will be going through the $PUMP thesis. Tune in.

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Threadguy says the only way he can stay bullish on PUMP is if he ignores the trenches "I watched the $CashCat to $brian to $index rotation happen in like 20 minutes. It was so bad I opened my Hyperliquid account and stared at my pump position with my finger hovering over the sell button. I genuinely had no idea how brutal the rotations had become." "I've kind of come to the conclusion that the only way I can stay bullish on PUMP long term is if I don't look at pump coins at all. With instant cross-chain swaps, money can flood into the next narrative in seconds, and these rotations have become unbelievably violent."

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Threadguy says the PUMP airdrop would be the ultimate catalyst for Pumpfun "If they announce an airdrop, I think there's gonna be an explosion of on-chain volume. I think the airdrop announcement would be bullish." "I'm not worried about waking up with PUMP down 20% because of an airdrop. I actually think the announcement is gonna make the price go up because nobody is trading pumpfun anymore just to farm an airdrop. I don't believe there's a single person doing that anymore."

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

alright hear me out remember a month ago when spx was down 10% and trump was threatening to nuke kharg island at the bottom? everyone was convinced he was going to do it and flipped giga bearish. the bears victory lapped and the last bull capitulated. in hindsight that was the definition of peak fear. sure it was POSSIBLE, maybe < 5%, but the right tail of trump not doing it was severely underpriced; cc the market going up in a straight line to new highs what if we’re in a similar spot with bitcoin and michael saylor? the entire market is fully convinced saylor has to “blow up.” i’m not sure most fully understand what that means? the saylor overhang has been priced in by institutions for months evident in btc/spx & btc/gold. it has been absolutely destroyed during a generational bull market. i refuse to accept everyone is JUST NOW realizing the saylor problem. maybe a lot of us on crypto twitter are but we don’t control the flows. no idea how saylor wiggles his way out of this jam and i must admit an emphatic deleveraging into strategy blowing up with a final dat cleansing seems like a fitting bottom but when do we ever get a well predicted fitting bottom on schedule all im saying is feels pretty fucking fearful right now

Name & Symbol: SPX6900 ($SPX)
Address: 0xe0f63a424a4439cbe457d80e4f4b51ad25b2c56c

Threadguy says Solana’s next run will not be driven by memecoins "My take is that the bull case for solana:So11111111111111111111111111111111111111112 making a new ATH cannot be the resurgence of memecoins. It can help, it can add some market cap, but it’s not sustainable" "Solana has been pushing tokenized stocks, perps, and RWAs really hard. If there’s going to be a narrative to rip the coin back to ATHs, it has to be that. It can’t be memecoins" "I don’t think memes will ever die, they’ll get hot then get quiet over and over again. In order for me to bid Solana, the coin, I need to see up-and-to-the-right tokenized stocks, or perps volume, or ETF inflows, at least for me"

Name & Symbol: Wrapped SOL ($SOL)
Address: So11111111111111111111111111111111111111112

Threadguy is now LIVE with @rektmando https://t.co/zfr1iVorPK https://t.co/gqIWBhpGMV

Name & Symbol: Rekt ($REKT)
Address: 0x20482b0b4d9d8f60d3ab432b92f4c4b901a0d10c

Threadguy says SpaceX is the closest a stock has ever been to Fartcoin "The bull and bear case for SpaceX is that it's the closest we've ever seen a stock to Fartcoin. It's basically pure reflexivity. It has nothing to do with Mars colonies or rockets, it has everything to do with being a mockery of the system" "SpaceX is the price. It's really good when it goes up and really bad when it goes down, and if it can recover after going down, it becomes extremely reflexive"

Name & Symbol: Fartcoin ($Fartcoin)
Address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump

Threadguy reveals his accountant was genuinely impressed with his trading ability “My accountant's looking at my trades and he’s like, you made this much on TRUMP? You were long UniSwap in 2025 and that’s what you pulled out?!” “You made money on PUMP, but it says you did it through Hyperliquid? You trade perps? Wait, you made this much on Zcash in a bear market?” “You flew to Mexico every time you executed one of these trades on Hyperliquid? So that’s what these tickets are, that's why you took 88 flights in 2025?"

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

the stock market open shows are talking about fartcoin again btw

Name & Symbol: Fartcoin ($Fartcoin)
Address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump

is nobody gonna mention how degen spartan came out of the most aura idolized retirement in the history of ct to shill… stable?

Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed

is nobody gonna mention how degen spartan came out of the most aura idolized retirement in the history of ct to shill… stable?

Name & Symbol: Stable ($STABLE)
Address: 0x011ebe7d75e2c9d1e0bd0be0bef5c36f0a90075f

stream today 330pm est - i am so sick bro - onchain vibe shift - hype? - the penguin story - how some kid stole $40m - i longed pump idk GUEST LIST: 445pm: @HadickM (dragonfly) PULL UP. https://t.co/lcLhHOgP77

Name & Symbol: Nietzschean Penguin ($PENGUIN)
Address: 8Jx8AAHj86wbQgUTjGuj6GTTL5Ps3cqxKRTvpaJApump

Threadguy admits losing $1,000,000 on GOAT was one of the top three best moments of his life “I would live for another 10 lifetimes just to have a one off chance to feel the way I felt when I first saw GOAT. I would live infinite lifetimes just to feel it one more time” “I don’t have any kids, and I know everyone says the moment they see their child for the first time is like the best moment of their life. There’s 3 best moments of my life and 2 of the 3 are when I tripped for the first time and the first time I saw Goatseus Maximus coin and I genuinely mean that”

Name & Symbol: Goatseus Maximus ($GOAT)
Address: CzLSujWBLFsSjncfkh59rUFqvafWcY5tzedWJSuypump

spent two days trying to fix the token equity problem and instead longed fartcoin and closed my computer fuck this

Name & Symbol: Fartcoin ($Fartcoin)
Address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump

can finally short LA beyond just moving to new york

Name & Symbol: Lagrange ($LA)
Address: 0x389ad4bb96d0d6ee5b6ef0efaf4b7db0ba2e02a0

entering the period where it'll payout the most to be optimistic because crypto is so heavily driven by speculation & retail participation, the boom/bust cycles are extremely exaggerated. combine that with 2020-21 cycle's covid-zirp mania + cambrian explosion of interest in defi for the first time and we have overhang of infra investments that went a lot higher than they should have so even though we have meaningful successes this cycle with: • breakout applications competing with top apps globally (hyperliquid, polymarket, pump, axiom, ethena) • real improvements on the regulatory front with GENIUS act & complete sentiment shift on public usage of crypto • meaningful trends in increased usage of defi applications & stablecoin usage globally the general sentiment has been poor because most CT natives did not make as much money as previous cycles, and a lot of newer participants lost money on memecoins + underwater on ETH from last cycle -- although the group of big winners is always smaller than losers in markets, this cycle it was extremely exaggerated as the sharps made a lot of the money & overall holding crypto was demonstrably worse than holding tech stocks like nvda/pltr/hood etc (even more so since 2024) crypto is competing with AI for attention & even though the thesis around crypto being a transformative technology has been proven, we are also competing with tech megacorps realizing this and devoting their orgs to also using this technology the best they see fit -- so we are transitioning from the infra supercycle to the application supercycle, and your 1000x return period for just being early to crypto is over which everyone is realizing at the same time -- although this is true it's apparent that now is a better time to be building apps utilizing crypto rails moreso than any other time in its history, but since crypto's success has been so closely tied to how much number go up, that isn't evidently clear to retail who is down 80% on TRUMP & 90% on berabaddies coin

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

OSF explains how the REKT liquidation cascade unfolded “IMF allows for the borrowing and lending of memecoins, at one point 5% of the REKT supply was used as collateral. As soon as one liquidation hit, it created a liquidation cascade” https://t.co/PGLyebcjip

Name & Symbol: Rekt ($REKT)
Address: 0x20482b0b4d9d8f60d3ab432b92f4c4b901a0d10c

stream today 130pm pst - pump? - zcash uhh - metadao? meteora? - what happens with Uni? - prizepicks x polymarket GUEST LIST: 215pm: @seanlippel (uni/defi) 315pm: @cryptopunk7213 (everything ai) PULL UP. https://t.co/KlFpQ4mvsk

Name & Symbol: Meteora ($MET)
Address: METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL

Threadguy explains why he’s getting bullish on PUMP again “Pump buys back $1M of the token everyday no matter what. I just think they need a bit of a narrative cleanse and a few ICM launch runners and you legitimately get a mean reversion on PUMP sentiment” https://t.co/gOpQMfBhwY

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Threadguy explains why he wants to take high conviction trades like PUMP & ZEC “Why can’t we do this over and over again? Just interview every founder and trader in Crypto, take no positions until we find the God spot and then just sit there” https://t.co/fS9iuhZJhY

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

EasyEats reveals he made over $900K from ASTER and bought a house https://t.co/Cq8OmIZj7H

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

Dan Romero explains why he feels better as a builder with a liquid token “It feels like I’m in the main arena, for a while it felt like I was at the kids table” “If you’re building in Crypto but not on the token side, it’s not the most motivating thing in the world" https://t.co/Nlu7cH97Ao

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

Dan Romero reveals Farcaster hit 125K DAU after acquiring CLANKER “We’re back to ATH usage, over 125K DAU and this time people are funding wallets. The momentum is there for us to keep executing and a lot of this is from CLANKER” https://t.co/BaUFpxhJPH

Name & Symbol: tokenbot ($CLANKER)
Address: 0x1bc0c42215582d5a085795f4badbac3ff36d1bcb

Dan Romero explains why Farcaster acquired Clanker “We thought, what if we bring in Clanker and vertically integrate it with the Farcaster wallet experience and put interesting new app coins in front of people that want things to trade” https://t.co/KWrVxhEMGm

Name & Symbol: tokenbot ($CLANKER)
Address: 0x1bc0c42215582d5a085795f4badbac3ff36d1bcb

one of those wow the market is boring and ct is dead but it's impossible to not be increasingly optimistic about the open and permissionless capital market we are building from the ground up days

Name & Symbol: OpenLedger ($OPEN)
Address: 0xa227cc36938f0c9e09ce0e64dfab226cad739447

TOMORROW. the CZ interview. live on Twitch, X and Binance Square https://t.co/vOPL5Rk6o0

Name & Symbol: TaleX ($X)
Address: 0x0510101ec6c49d24ed911f0011e22a0d697ee776

DefiLlama's Head of Growth explains why they delisted Aster perps volume “Aster’s trading volume exploded, some pairs had a 0.95 correlation with Binance" "There’s no way to track Aster data onchain, it's tracked through their API. Our team made the decision to remove all volume until we know what’s going on”

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

stream today 130pm pst - new ath - alt SZN? - nfts are back? - pump lagging - update on my port GUEST LIST: 2pm: @Rhynotic (punk strategy / nft strategy) 3pm: @patfscott (defillama) PULL UP: https://t.co/lcLhHOhmWF

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

stream today 130pm pst - new ath - alt SZN? - nfts are back? - pump lagging - update on my port GUEST LIST: 2pm: @Rhynotic (punk strategy / nft strategy) 3pm: @patfscott (defillama) PULL UP: https://t.co/lcLhHOhmWF

Name & Symbol: Aethir Token ($ATH)
Address: 0xbe0ed4138121ecfc5c0e56b40517da27e6c5226b

not what i want to see after bullposting ath resistance 🫩 https://t.co/Q7dNwgMF65

Name & Symbol: Aethir Token ($ATH)
Address: 0xbe0ed4138121ecfc5c0e56b40517da27e6c5226b

> sidelined bears discussing this ath as the last leg

Name & Symbol: Aethir Token ($ATH)
Address: 0xbe0ed4138121ecfc5c0e56b40517da27e6c5226b

I've been trying to reconnect with my degen/defi side lately. my biggest surprise so far is how legit @notthreadguy is. watch his show - it's fun, engaging, entertaining, and educational. a content masterclass. @phantom should be paying his tax bill tbh

Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed

XPL AND ALT DUMP? Taxes suck? Pump Back?? INTERVIEWING @big_duca (115pm pst) AND @0xcryptosam (145pm pst) PULL UP https://t.co/ZKqNGrJvFw

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

hype explains how he turned $10k into $750k in 3 weeks “I put $10k in a little side wallet. I longed PUMP then went backpacking for 3 days, and I sold at the perfect top” “I was up $750k before the XPL dump yesterday, my port is still up $480k right now” https://t.co/8lkwimfg9A

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

hype explains how he turned $10k into $750k in 3 weeks “I put $10k in a little side wallet. I longed PUMP then went backpacking for 3 days, and I sold at the perfect top” “I was up $750k before the XPL dump yesterday, my port is still up $480k right now” https://t.co/8lkwimfg9A

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

my plasma trade. Eric trump declared the bull market BACK ON. Top trades of the week and crypto hot seat with @RASMR_ETH (215 pm pst) https://t.co/3u12YrKqxo

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

plasma tge. crypto HOT SEAT. top trades of the week. PULL UP https://t.co/GbaEjyKHoo

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

saw someone ask why aster wouldn’t flip hyperliquid and the entire market dumped 10%

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

Threadguy explains why he still holds the majority of his PUMP “I’m trading the fundamentals of PUMP and they haven’t changed” https://t.co/jbzbG1zf76

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Cooker reveals he’s up $7,500,000 on ASTER https://t.co/VwjxRKNKs8

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

Cooker reveals he hasn’t sold any ASTER “I sold 0, I bought 400k more this morning” “I have no targets, just like HYPE. The invalidation would be if CZ said he’s supporting a bunch of different perp DEXs on BNB chain” https://t.co/eZlna83DFr

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

stream today 130pm pst - was ansem right? - my updated pump thesis - wtf aster guest list 215pm: @CookerFlips (aster GOAT?) PULL UP. https://t.co/lcLhHOhmWF

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

oh my days the constant pings of cupsey buying and selling a coin at 15k while looking at the aster chart is driving me insane. i cant take this anymore i might actually buy a small piece of land in the woods (small because i missed aster) and just live a self sufficient life without internet access.

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

Threadguy explains why he sold 35% of his PUMP bag “The main reason I sold is because when I first bought, there was nobody that was publicly bullish on PUMP at the lows. PUMP transitioned from the most hated coin to the most consensus narrative that I’ve ever seen on CT” https://t.co/tS6UewYlE9

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Threadguy explains why he started closing his PUMP position “I started selling when people started calling me to congratulate me on my PUMP trade.” https://t.co/nN6cjz9RvK

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

stream today 130pm PST - is ccm finally over? - binance cabal sending coins - im still holding pump GUEST LIST: 2pm: @RyanWatkins_ + @defi_monk (syncracy capital) 3pm: @cryptunez + @intern (monad) PULL UP https://t.co/lcLhHOgP77

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Qwerty explains how the market is STILL overlooking PUMP buybacks “Pump is buying back more than 0.1% of the supply every day. In the past 2 weeks, they’ve maintained the amount they’ve bought back, not in USD terms but in percentage terms as the price has increased over 2x” “Pump just crossed 9 figures in buybacks today. Every buyer is wondering who’s buying after them, you have a 99% TWAP buying back 7 figures every single day, that’s who’s buying after you”

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

pump is ripping and threadguy is 2-0 in our fantasy league

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

I talked a bit about his guests as well but but it’s not in here. Threadguy has brought on: - Best traders to talk markets i.e Jez & others - Toly & Ansem in one stream - Zora founders where it proceeded to do a 1000x after - Spoke with trump, tate, etc Could go on all day. His network is simply smarter than 98% of you. If you’ve watched his streams you would have nailed every single move from Zora, pump, streamer coins, TCG, etc. Threadguy hate is overblown. I think @pumpdotfun should drop the bag cause he’s one of the only niggas that can talk infrastructure with the biggest in the space and not sound like a fruity nerd No glaze, facts are facts

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn