i go live at 8:30am est. working on @counterpartytv | @phantom @polymarket
Joined August 2021
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- Following16.4K
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threadguy retweeted
> If you want a picture of the future, imagine a boot stamping on a human face— forever
"The greatest battle is playing out over the next 20 years. There’s a world in which Orwell is right, but I do think we have a path to avoid it. If you are talented and are working toward centralization of power, quit your job and figure out how to work toward decentralization. There’s no such thing as centralization of power for good, even if you are good someone evil will eventually take the reins of whatever you built. The idea is never to build the reins in the first place. Nothing in this world is worth the eternal boot. Not your apartment, not your car, not your status, and not your travel. Nothing. And don’t be so stupid as to think you’ll be one wearing the boot. You won’t. Please stop."
threadguy retweeted
if today is any indication of the pace, markets are not nearly pricing in the rate at which banks/healthcare/etc are going to have to merge to acquire enough scale to defend against ai driven security vulnerabilities
threadguy retweeted
Threadguy says people like Kimchi have completely ruined dating by flying girls around on private jets
“Honestly people like Kimchi ruined this. ‘Oh, I'll take you out on my private jet.’ It's like, what? Private jet? What are you talking about?”
“I love tricking but I know what I'm working with. We could go out and have some fun but the jet is like, it's like $40,000 to fly in a jet”
“The other thing is one, you gotta swipe up with financial means and then number two is you’re DMing 5 girls”
“You’re right Ansem it's hitting the group chat of like five. Five people are reading it”
“You're solo squads and the odds are not in your favor”
threadguy retweeted
Threadguy refuses to hate on the Kimchi vlog because it was simply too tuff
"I love to hate on some shit. I'll hate on whoever. Uncs, plumbers, zoomers. I'm down to pocket watching and hate. But, it was tough. I don't know what to tell you"
"The jet was tough. The Rari was tough. The custom Bottega was tough. Now is it me? No. Would it be me if I was walking around mid eight figs? Maybe. Hard to say. I guess we'll never know... until we know"
threadguy retweeted
fwiw Ken Griffin basically said the same thing yday
Based16z shares his advice for young people looking to achieve financial freedom
“I've been spending a lot of time right now working on Whop. I think that's really interesting and also embodies a lot of how you might describe the set of options for someone with the goal of achieving things in an economic sense”
“I think that's a goal for a lot of people and was definitely a goal for me, to get my own economic freedom because I always felt somewhat hamstrung by it”
“My parents could be like, ‘Hey, you can't do this. We're not going to support this or we can't afford this,’ or whatever”
“If you have that as a goal then I think it's good to not go into a traditional job and try to do something on the internet for yourself and build equity in it or build skill in it or build specific knowledge”
“What that is, is just so changing and I'm probably too old even to understand what the coolest one is. Maybe it's building Roblox games now right? There's some kids going insane on that”
“Part of the Whop thesis is just like hey the smartest and most motivated people in the world are going to try to figure out their own things to do and it's going to be ever changing and an ever evolving meta”
“It's even beyond crypto. I wouldn't tell someone, ‘Hey, go into crypto trading.’ If you had a real passion for that, I'm sure you can still do well starting from nothing”
“You can make it doing anything as long as you love it”
“You gotta work on something that's interesting to you, that's working for yourself, that's probably a little bit new and is hard to explain to old people and that you're going to have fun with”
threadguy retweeted
there's this conocial moment in more money than god where greenspan raises rates to get ahead of inflation in 1994? I think? and the market reacts unexpectadly with leverage panic selling us bonds (yields rip higher) AND a euro/japan bond selloff as well (yields rip crazy)
And there's this revelation of holy fuck assets no longer trade in a silo, hedge funds are big enough to transmit shocks across markets and they trade everything. They run this now. that's why if say gold is supposed to act as a risk off hedge inversely correlated with risk, if nvda has a terrible miss and dumps -15% gold is going down with it bc people need to sell to cover
so zooming out over the last couple weeks we've watched the ai trade start to unravel - I know spy is -2% or whatever but i think it's fair to say Kospi -40%, Dram -43% etc an unraveling and bitcoin/crypto hasn't gone down, at all. Well it's because nobody fucking holds any. None of the biggest funds hold, literally any
The entire market has a coorelation of fucking 1 to AI and crypto is just standing there as the perfect hedge in the middle of once in a multi decade wealth generation event uniquely reserved for the demographic that understands it the most. I just don't think selling the few coins I like because dram might leg down another 10% makes a lot of sense as it hasn't been happening at all
So ya I bought some zcash
Also im sure a lot of my nuance in this take is wrong because im not a fucking macro larp but i'm reading the book now and it felt relevant good luck
threadguy retweeted
Need more threadguys in this space
there's this conocial moment in more money than god where greenspan raises rates to get ahead of inflation in 1994? I think? and the market reacts unexpectadly with leverage panic selling us bonds (yields rip higher) AND a euro/japan bond selloff as well (yields rip crazy)
And there's this revelation of holy fuck assets no longer trade in a silo, hedge funds are big enough to transmit shocks across markets and they trade everything. They run this now. that's why if say gold is supposed to act as a risk off hedge inversely correlated with risk, if nvda has a terrible miss and dumps -15% gold is going down with it bc people need to sell to cover
so zooming out over the last couple weeks we've watched the ai trade start to unravel - I know spy is -2% or whatever but i think it's fair to say Kospi -40%, Dram -43% etc an unraveling and bitcoin/crypto hasn't gone down, at all. Well it's because nobody fucking holds any. None of the biggest funds hold, literally any
The entire market has a coorelation of fucking 1 to AI and crypto is just standing there as the perfect hedge in the middle of once in a multi decade wealth generation event uniquely reserved for the demographic that understands it the most. I just don't think selling the few coins I like because dram might leg down another 10% makes a lot of sense as it hasn't been happening at all
So ya I bought some zcash
Also im sure a lot of my nuance in this take is wrong because im not a fucking macro larp but i'm reading the book now and it felt relevant good luck
threadguy retweeted
Being friends with thread is legit edge, the guy is a quant and can actually be pretty autistically tapped in with different spiritual frequencies that help him trade well
Rasmr calls Threadguy on stream and says he made a bag listening to his Zcash shill
“Last night we were chilling, and nobody was talking about coins. You made an extremely poignant effort to sit everyone down, shut everyone up, and explain to people why you think Bitcoin and Zcash are going up.”
“You ranted for like 15 minutes, like a schizophrenic, talking about weird book chapters and sh*t like that. I went home and longed it, and now I’m up.”
threadguy retweeted
Threadguy goes cryptic about the spooks and cuts himself off before he loses his platform
“I’m going to say a name and you tell me if it’s familiar. What does the name Hunter Beast mean to you? Does that name mean anything to anybody? Because I’ll tell you what he means to me. He means a string of knowledge. He connected me to a part of the world that I did not know existed. The spooks. Chat, do you know about the spooks?”
“Maybe you do, maybe you don’t. But you know what I know? They know about you. I believe that. They know about you, bro. That’s all I’m going to say before they fucking come for me. I can’t lose my platform so we’ve got to move on topics. But they know about you.”
threadguy retweeted
Best take i think ive ever read from threadguy.
Original and makes sense
there's this conocial moment in more money than god where greenspan raises rates to get ahead of inflation in 1994? I think? and the market reacts unexpectadly with leverage panic selling us bonds (yields rip higher) AND a euro/japan bond selloff as well (yields rip crazy)
And there's this revelation of holy fuck assets no longer trade in a silo, hedge funds are big enough to transmit shocks across markets and they trade everything. They run this now. that's why if say gold is supposed to act as a risk off hedge inversely correlated with risk, if nvda has a terrible miss and dumps -15% gold is going down with it bc people need to sell to cover
so zooming out over the last couple weeks we've watched the ai trade start to unravel - I know spy is -2% or whatever but i think it's fair to say Kospi -40%, Dram -43% etc an unraveling and bitcoin/crypto hasn't gone down, at all. Well it's because nobody fucking holds any. None of the biggest funds hold, literally any
The entire market has a coorelation of fucking 1 to AI and crypto is just standing there as the perfect hedge in the middle of once in a multi decade wealth generation event uniquely reserved for the demographic that understands it the most. I just don't think selling the few coins I like because dram might leg down another 10% makes a lot of sense as it hasn't been happening at all
So ya I bought some zcash
Also im sure a lot of my nuance in this take is wrong because im not a fucking macro larp but i'm reading the book now and it felt relevant good luck
threadguy retweeted
Based16z reveals the barbell strategy behind his biggest trades
“I keep roughly 70% of my portfolio in short-term Treasuries, then use everything else for large bets where I have extremely strong conviction.”
“If I blow up the entire high-conviction book, I still have 70% remaining to try again. I’ve always viewed my portfolio as a collection of bullets.”
“I may allocate a little toward real estate because renting has become annoying, but it would be a lifestyle decision. I’m not particularly bullish on the asset.”
threadguy retweeted
Based16z shares his advice for young people looking to achieve financial freedom
“I've been spending a lot of time right now working on Whop. I think that's really interesting and also embodies a lot of how you might describe the set of options for someone with the goal of achieving things in an economic sense”
“I think that's a goal for a lot of people and was definitely a goal for me, to get my own economic freedom because I always felt somewhat hamstrung by it”
“My parents could be like, ‘Hey, you can't do this. We're not going to support this or we can't afford this,’ or whatever”
“If you have that as a goal then I think it's good to not go into a traditional job and try to do something on the internet for yourself and build equity in it or build skill in it or build specific knowledge”
“What that is, is just so changing and I'm probably too old even to understand what the coolest one is. Maybe it's building Roblox games now right? There's some kids going insane on that”
“Part of the Whop thesis is just like hey the smartest and most motivated people in the world are going to try to figure out their own things to do and it's going to be ever changing and an ever evolving meta”
“It's even beyond crypto. I wouldn't tell someone, ‘Hey, go into crypto trading.’ If you had a real passion for that, I'm sure you can still do well starting from nothing”
“You can make it doing anything as long as you love it”
“You gotta work on something that's interesting to you, that's working for yourself, that's probably a little bit new and is hard to explain to old people and that you're going to have fun with”
threadguy retweeted
Based16z reveals his advice for anyone entering adulthood in 2026
“My goal was always to achieve economic freedom because I hated feeling limited by what my family could afford or support.”
“If economic freedom is your goal, don’t automatically enter a traditional job. Try doing something on the internet for yourself.”
“Build equity in what you create, develop valuable skills or acquire specific knowledge.”
threadguy retweeted
Threadguy reveals he was struggling to fight the urge to enter a three story gacha arcade while on a date
"I was on a date this weekend. I walked by this place on the way to the restaurant and it was a 3-story gacha arcade. So, I kinda poked my head around to see inside and I just felt this surge of dopamine grab me. It was a bunch of bright lights, colors and dollar signs"
"My date sees me and says 'we can go in if you want' and at this point I'm growling saying, 'I don't wanna go in'. I opened my phone and went on Tradingview just to feel something."
"It's crazy because I could go in there with $1,000 or $500 and there's no way I could have an impactful economic outcome when I leave. There's no way I could make enough from a $2 spin to make money that seriously matters and I'm still fighting the urge to go in"
"I'm not even a gambler bro, you could lock me into a casino in Vegas and I'm like whatever but for some reason when I see the gacha I'm like one of those cartoon characters following the pie smell. That's my problem with the cards trade... this gacha sh*t is just so bad for the world"
threadguy retweeted
been clocking into @notthreadguy streams like it's a 9 to 5
