THREAD (1/5): Manchester is a UK triumph of private enterprise. My article for @FT: If Britain is to grow faster, it will need real “Manchesterism”— not the version Burnham supporters appear to think he represents.

Threadguy says Michael Saylor selling Bitcoin has completely reversed demand from buyers "Every Bitcoin bought by Michael Saylor is now also a Bitcoin that can be sold. Before there was liquidity to frontrun because you knew he would buy a lot and not sell. Now, it's like a gift from the heavens to get out of Bitcoin now, it really is"

Threadguy thinks Bitcoin’s biggest problem right now is opportunity cost “I don't have anything optimistic to say about Bitcoin right now. I still hold. I still think Bitcoin is the greatest asset of all time but I think more than anything, the reason for these outflows in Bitcoin is opportunity cost” “If you are not in a stock or in an asset that's making new highs, you're looking at all the ones that are and you feel terrible”

Threadguy explains how YouTubers are completely taking over Hollywood "Hollywood’s formula for the last 50 years was that people only want familiar franchises like Disney and Star Wars. I strongly disagree. The proof is YouTube. People watch new creators, new streamers, new videos every day just because they're interesting" "The social feed killed the subscriber. You don't really subscribe to people anymore. You just see content on your feed that you want to watch" "I haven't seen a single ad for Obsession. I don't even watch horror movies, but I'm desperate to see it. It was made by a YouTuber for under $1 million"

Threadguy reveals his theory for why Victoria's Secret stock is up 40% today “There is the looksmaxing trend and there's also GLP-1s. Everybody's skinny now” “Interesting double side effect of looksmaxing I'd never thought about. Everybody's skinny again” “Think about it. Everyone is skinny. Everyone's in good shape. Everyone is like ready to like rock underwear. I did not really consider this at all. Everyone takes Ozempic bro”