Threadguy is an American Web3 analyst and social media personality known for his in-depth Twitter threads dissecting the NFT market.
describes the static nature of holding cash as a haunting number that just feels insufficiently large. He contrasts this with the active potential of being fully invested in risk, noting at least when you're risk on…
Threadguy Counterparty podcast moment
There are moments in time where you look back and think it is time to be a hero. There are moments where that is the case and you sit down and just go for it. It doesn't feel like that right now. I don't know how to…
Threadguy on crypto caution
Threadguy reveals a company's stock dropped nearly 15% around the time it cut ties with Kylian Mbappé over his answer to a question about his favorite meme The company was valued at roughly $12,000,000,000 before the…
E-Astrok stock drops after Mbappé
Threadguy reveals his plan for doomsday “My preparation for doomsday and the reason we're not gonna do any more doomsday streams is I'm raising cash. I love saying that. I'm raising cash and I'm prepared to buy the 80%…
Threadguy exits doomsday streaming
That $400K is a Kimcent, and honestly it's just hard to even process what that means exactly. Threadguy can't believe the monetary value tied to Kimchi when he realizes a single unit is this massive. The speaker calls it…
Threadguy reacts to Kimchi valuation
Threadguy loses his mind watching a guy eat a 40 year old ready to eat meal after realizing he might have to do the same if doomsday comes
Threadguy doomsday meal reaction
Threadguy relays a specific constraint from Kyle Soska on how to handle position sizing once leverage enters the equation. The core rule is that your single best idea should never exceed roughly 30%, perhaps stretching…
Kyle Soska leverage limits
The comparison Kyle Soska keeps landing on starts with Circle, and it's less about the company than about what fund managers were forced to buy. His point, as Threadguy relays it, is that Circle's IPO dropped right when…
Kyle Soska on Anthropic and Circle IPO
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? Threadguy loves tricking but knows what he's working with. We could go out and…
Threadguy on Kimchi and private jets
Shipping million-dollar products with no escort, nothing is a fatal flaw. Threadguy describes the current method as crazy when you consider the stakes involved in moving high-value Pokémon cards without any security…
Threadguy PSA Brinks Trucks Pokémon
Threadguy explains why sliding into girls Instagram DMs has become almost impossible compared to a few years ago “There was like three years where the method was IG swipe up. Exclusively IG swipe up” “Now if you're…
Threadguy on IG Swipe Up Difficulty
Based16z reveals he's been profitable every year in crypto with a 25% to 30% win rate and keeps 70% of his liquid book in an account he can't touch Based16z: “Historically, I've been profitable every year in crypto and…
Based16z Crypto Risk Management
Who would you rather drink a Guinness with, Dario or Zuck? The answer is not even close. Mark Zuckerberg showed up to his Cheeky Pint interview carrying a keg of the beer, stating he brought it for the occasion to get…
Mark Zuckerberg brings keg to Cheeky Pint
Ryan Cohen's negative take on eBay makes buying the stock feel tough, even if the trading thesis behind it holds water. Threadguy heard a solid argument for going long into earnings because Pokémon card sales growth…
eBay NASDAQ trading analysis
Threadguy just dropped a comparison that flips the script on history's worst market days. October 10th, 2025 saw the total crypto market cap drop by 20%, wiping out approximately $800 billion in value overnight. When you…
Threadguy compares 10/10 crypto crash to Black Monday
