i go live at 8:30am est. working on @counterpartytv | @phantom @polymarket

Joined August 2021
My full conversation with @based16z 0:19 the Hyperliquid call 5:01 almost losing his $HYPE airdrop 8:27 life after life changing money 10:12 dating a billionaire's daughter 14:37 from online poker to Crypto 16:40 two trades made his year 20:56 the Snapchat trade 27:43 Sydney Sweeney $AEO trade 31:14 posters move markets 41:42 loot and rob 44:23 advice for a 20 year old 47:23 math lore 51:49 why he has no social media
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threadguy retweeted
flood and soska. undeniably world class
flood/soska best traders of this cycle and its not particularly close >hype since tge with max size + clear thesis >shorted memory top >longed btc bottom ~62k >called for recent equities/semis sell off the point of an X account posting trades isn’t to deliver you exact entries & exits or have 100% hitrate it’s simply to introduce you to potentially life changing trade ideas who cares about their shitposts or upbringing or personality are they posting genuine alpha or not? it’s so rare that the idea that randoms are dunking on the dude is wild
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threadguy retweeted
Threadguy thinks 15 minutes on his Instagram Reels could break Alexander the Great “You need to be mentally ill to use social media for more than 15 minutes. The only way you survive it is if you’re actually good at navigating it. Imagine handing an uncontacted tribe your FYP for 20 minutes with a Red Bull and some Skittles, it would just destroy them.” “I think you could break Alexander the Great with 15 minutes on my IG Reels. Hand the conqueror of the world a McRib and 15 minutes on my Instagram Reels and I think he would just break. Conquered the world at 16, and he would sit down and break, straight up.”
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why trade against druckenmiller when i can trade against shitcoiners
Surveillor on why he mostly avoids trading the majors: low-liquidity markets have less-skilled competitors "My whole view on markets is you should typically stay in the lowest-liquidity market that can accommodate your size, because that's where the median participant is least skilled." "I started with memecoins, and I'd recommend anyone who wants to get into trading with lower amounts of size start off with memecoins, because it's the easiest. And then you move to altcoins." "When you think about markets, obviously all the big sharks are in the bigger markets. So even now, in most cases I avoid majors and just focus on altcoins, until I get to a size where I'm forced to trade majors."
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threadguy retweeted
our full interview with @surveillor 1:22 trade the smallest market you can 3:29 why alts can still 5x 5:13 ignoring AI and quantum FUD 6:21 25% of his port in $CARDS 7:51 zero leverage, 25% max drawdown 9:43 buying the $LIT bottom 12:57 being contrarian is reta*ded 14:16 6 months holding CARDS 24:03 the PUMP and LIT bullcase 29:33 $2.5K Pikachu now worth $150K
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threadguy retweeted
Surveillor explains why he never uses leverage and what he does when he hits his max drawdown “I never use leverage. I just don't feel like you need it with altcoins, since they can easily move 10% plus a day. I have a strict max drawdown to prevent any crazy losses, around 20 to 25%. I don't remember the last time I hit it, but probably sometime last year. When it happens, I zero out everything in my portfolio. After that, I would probably just log off for a month and work on trading tooling”
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think im gonna log off now
BREAKING: The White House says Melania Trump has brokered a ceasefire between Russia and Ukraine "localised to the city of Oleshky". trib.al/XIIDIrN 📺 Sky 501, Virgin 602, Freeview 233 and YouTube
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MARKET OPEN: Anthropic Has LOST IT, Crypto is READY, Day 2 of the SECURITY PANIC, BLACK OCTOBER xitter.cf/i/broadcasts/1Xxygwdpa…
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hard agree -- simply, few people are more tapped in to this market than @notthreadguy & the @counterpartytv team
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checking in
you need to be mentally ill to be some sort of popular streamer or internet eceleb and it doesn’t bode well how much influence this class of people has on the future of politics
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threadguy retweeted
The Bitcoin security hysteria is hilarious. There is no technology on earth more battle tested than BTC. It has had a giant target on its back since day one because it holds actual money that can be stolen with no accountability. Every hacker on the planet has tried for 16 years. Nobody has cracked the protocol. Meanwhile, hacking everything else is getting cheaper and easier by the day. Your money is at far greater risk sitting in a bank or brokerage account. Someone wires it out and the bank says you authorized it. Now prove you didn’t. Good luck with that…🚀
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threadguy retweeted
Crypto grew up in the Dark Forest, and the entire world is about to find itself there
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this is an amazing episode thread really is a phenomenal host
Why you shouldn't panic about AI hacks: my full interview with cybersecurity expert @tayvano_ 0:37 how bad is the PHP bug? 2:33 PHP is 70% of the internet 6:59 a private key that was just "4" 9:04 crypto is safer than the internet 15:30 never panic, diversify 17:04 how Cloudflare saved the internet 18:49 Railway hack drained wallets 21:07 Monero & Zcash are most hardened 22:35 Bitcoin's real risk is its culture 27:02 hardware 2FA on everything
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threadguy retweeted
flood/soska best traders of this cycle and its not particularly close >hype since tge with max size + clear thesis >shorted memory top >longed btc bottom ~62k >called for recent equities/semis sell off the point of an X account posting trades isn’t to deliver you exact entries & exits or have 100% hitrate it’s simply to introduce you to potentially life changing trade ideas who cares about their shitposts or upbringing or personality are they posting genuine alpha or not? it’s so rare that the idea that randoms are dunking on the dude is wild
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threadguy retweeted
it is your responsibility to this world to publicly victory lap a winning trade
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threadguy retweeted
Qwerty reveals why he's happy when traders like @notthreadguy are in the same trade as he is. "Whatever you want to say about Threadguy, he gets on a stream every single morning, and across the last six months he's longed oil, he's long $ZEC, he might have even shorted the top of oil at one moment." "And he hits all these trades, and if Threadguy is in a trade with me, that makes me happy. That doesn't make me sad. I'm not one of those crypto ego people." - Qwerty "Those guys are absolutely insane. I've been fortunate enough to get to know TulipKing and Malcolm; they're just smart as hell and they're tapped in. They're here every day talking like they know exactly what's going on. They know exactly what's driving the market." - Krutzky
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threadguy retweeted
Replying to @tayvano_
@tayvano_ is the goat and this is an absolute must watch
Why you shouldn't panic about AI hacks: my full interview with cybersecurity expert @tayvano_ 0:37 how bad is the PHP bug? 2:33 PHP is 70% of the internet 6:59 a private key that was just "4" 9:04 crypto is safer than the internet 15:30 never panic, diversify 17:04 how Cloudflare saved the internet 18:49 Railway hack drained wallets 21:07 Monero & Zcash are most hardened 22:35 Bitcoin's real risk is its culture 27:02 hardware 2FA on everything
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Why you shouldn't panic about AI hacks: my full interview with cybersecurity expert @tayvano_ 0:37 how bad is the PHP bug? 2:33 PHP is 70% of the internet 6:59 a private key that was just "4" 9:04 crypto is safer than the internet 15:30 never panic, diversify 17:04 how Cloudflare saved the internet 18:49 Railway hack drained wallets 21:07 Monero & Zcash are most hardened 22:35 Bitcoin's real risk is its culture 27:02 hardware 2FA on everything
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Ansem praises Threadguy for overcoming negativity and shifting CT perception through consistent content “the solve is kind of just like pushing through the negativity, I think Threadguy has done this actually really well” “Threadguy got a lot of hate when all the Liber shit happened, got labeled as the Liber guy, had inside information, scammer, whatever” “he took a step back and came back, I'm just going to do this content, you're going to see that I am genuine in what I'm talking about, I'm going to get better than all of you at it” “he did it every day, over and over, you can see CT shift their perception on him in real time”
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most rational calm and optimistic anthropic employee comms
as bad as things have gotten in the past 4 days, they are going to get a lot worse before they get better. security leaders, never let a crisis go to waste: please go to your boards and ask for help right now. not for ai, for the basics. (we need to hold on for ~18 months.)
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