Why Threadguy Trades Oil Now
About this episode
Threadguy discusses his journey in crypto media and macro trading, including insights on meme coins and market risks.
Threadguy joins us to talk about his evolution from dropping out of college to write NFT threads to leading the new generation of crypto media. We explore the "Believe" fiasco, the reflexivity of meme coin cycles, and his transition into high-conviction macro trading like his recent oil plays. Threadguy shares insights on the societal trend of taking risks online and whether the explosive manias of the past can ever truly be replicated in a maturing market. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Believe app peaked at a $400M market cap. • 60%+ of stock options are now zero-expiry. • The US SPR can only release 2M barrels daily. • Threadguy started his Twitter in August 2021. • He traded an Afterburn NFT for a Mutant Ape. • Believe went from zero to peak in three weeks. Timestamps: 00:00 Start 00:36 Where does "Threadguy" come from? 02:26 Favorite NFTs? 06:02 Solana meme memories 11:09 Are there any more crypto markets to try? 14:22 Believe 20:42 Did Believe founders make money? 21:55 Equities on Solana 32:32 Trading Oil 39:18 All markets will trade like crypto 42:47 Best accounts to follow 45:03 Survivorship bias? 48:31 Events leading up to…
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