Threadguy on why Zcash is the All-In podcast coin for Silicon Valley billionaires afraid of surveillance "Zcash solidified itself with this buyer base of diehards that have nothing to do with bitcoin. It's sort of a tech adjacent, Silicon Valley adjacent, rich, lot of wealth, afraid of surveillance. Balaji being one of them, Chamath being one of them. To me it's the All-In podcast coin. Billionaire guys that have 9 figures to just fuck it, I'll put it in the private money." "The socialist drum is being pounded to the max right now. AOC odds #1# in the Democratic Party. Flock cameras take over the world. At the same time Bitcoin has gone max Trump admin proxy and institutionalized. And Zcash has this mythos, it's ironclad, hack resistant, it's just Lindy. It breaks a thousand and it's gone."

Threadguy explains why Bessent has backed the Fed into a corner where both options end in chaos "Oil is going parabolic, inflation has been over the Fed's 2% target for 65 months straight, we're fully at war, and what Waller is probably supposed to do is hike. But the problem is Bessent basically backed himself into a corner and said, if you hike, we're both fucked. If you do nothing, just you're fucked. Pick one." "And so if Waller doesn't hike, the market goes crazy because nobody can take him seriously, he's been talking this hawkish game the whole time. If he does hike, we're both fucked. FOMC is electric again, no one has any idea what's going to happen, and there hasn't been a Fed meeting that actually mattered since 2022. Every single one of them matters now."

Threadguy tells the story of a 101 year old restaurant owner who still works 7 days a week “And he had a heart attack when he was 70, okay? And his son was probably, like, 30, 35. And they thought he wasn't going to be able to work again. And it was finally going to be his son's time to, like, take over the restaurant. Bro, this dude said, fuck that. I'm not quitting.” “In the documentary, he's 85, still runs the restaurant. His son is, like, 50. Never got to take over the restaurant. And then I Googled it when I finished watching because the movie is, like, pretty old, 2011. I Googled it. He's 101 years old, and he still works seven days a week, bro.” “His son is 65 and can't take over the restaurant. 65 years old and still can't take over the restaurant because dad's working. He's 101.” “And they asked him, and they're, like, what's the key to living to be 101 and, like, being in shape? And he's, like, working all day.” w/ @notthreadguy

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”