Threadguy reveals that not a single person at the crypto cabal dinner owns PUMP "I went to a cabal dinner last night with 10 really sharp people. We went around the room and asked what's your best trade idea right now. 3 said HYPE, a couple said Zcash, 2 said bio stocks, but not a single person at this dinner owned PUMP. Everyone thought I was semi-nuts when I started talking about it, and I basically spent an hour and a half speaking over everybody about why I'm bullish on-chain and social trading." "The consensus was that nobody believes the revenue is real. We ended up on this conclusion that it's a barbell, either this ends with a RICO case or it's the most undervalued asset in the history of markets, one of the two. Jail or retired. And then at 8 PM the Pumpfun website updated fees and I stopped the whole dinner, I asked every person individually what do you think they made today, and everyone said it's definitely less than yesterday. I cracked my neck and said $2.9M. There was an audible gasp."

Threadguy explains why Flock is proof he's right about the privacy trade "One of my theses for a while has been that privacy is the most mispriced narrative of the next decade, and it is hyper-accelerating right now. You look at what's happening with Flock in particular, and I think these privacy coins are going to get rerated so ridiculously high. It's going to be a lockout decade trend." "But nobody uses Zcash. Nobody does. And Monero can't go up. So what do you do? What are you supposed to do? I don't know. You'll use it when you're forced to, I guess."

spx is only 3% off all time highs btw

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

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."

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."

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

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"

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

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"

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?"

the stock market open shows are talking about fartcoin again btw

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

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

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

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”

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

can finally short LA beyond just moving to new york

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

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

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

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

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

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

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

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

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

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

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

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”

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

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

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

> sidelined bears discussing this ath as the last leg

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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”