Threadguy says XPL is a wife-changing coin in the sense that you will get divorced “This is a wife-changing coin, as in you get divorced. This really is a divorce coin. And unless that changes, I don’t think you wanna be the hero to step in. This is a single man coin.”

Mando explains why Zcash is the only coin he thinks could legitimately 10x “Privacy is a very strong trend in society, and if I had to bet, I could get very bullish on things around that. With Zcash, I buy into the idea that it could go 10x." "It's the only coin out of all the coins I mentioned where people don’t talk about it like, ‘This can go 2x.’ With NEAR, there’s a lot of, ‘This can go to eight or ten.’ With VVV, it’s like, ‘This can maybe do a 3x to 4x.’ With Zcash, people say, ‘This can do a 20x’” “I like Zcash as a coin, so having it as your biggest bag makes sense as the coin of the cycle”

Tulip King explains why Zcash is destined to go to $10,000+ “I think it’s an ascendant coin. Money is gold, seashells, whatever it is. Bitcoin has some flaws, like quantum and privacy, that were able to push Zcash to a certain point. But the funniest thing about money is that price is the product. This is something Bitcoin OGs were good at pushing. BTC becomes an easier hold as the price goes up” “We’re starting to enter the reflexive price loop for Zcash. Maybe your timeline is 10 years. It hit $1,000. It has the potential to hit $10,000. Does anybody think private money will be less important in 10 years than it is now?”

Threadguy says Zoomers understand crypto in a way that millennials never could “In 2021, when I was explaining to people my age or older than me what crypto was, it was like a foreign idea. It just made no sense” “Now in 2026, every person under 25, even if they’ve never interacted with crypto, just gets it off the rip” “The age range of Zoomers is 14 to 29, which is crazy. If you’re in the younger half of Zoomers, you’re part of the Fortnite and Roblox generation. You understand coins, Fortnite skins, and NFTs. It just makes sense” “At this stage, there’s no longer going to be onboarding into crypto. It’s not going to be something that requires conscious thought. They just get it”

Rasmr gets mogged on stream when Cupsey accidentally doxxes himself Rasmr: “Yo, fuck, dude. I’m sorry, bro. I don’t know what to do. We gotta delete the VOD, bro.” Cupsey: “How many viewers saw?” Rasmr: “Like a couple thousand, but I’m deleting the VOD” Cupsey: “Delete that shit, bro!”

Rasmr says he’s pushed his body to the brink through working, trading, going to the gym, and sleep deprivation, but refuses to take a vacation “I got the sniffles, bro. I’ve been pushing my body to the brink, pushing my body to the limits. At the gym, not vlogging, working, trading. My body is just fried. Sleep deprivation, all of it” “You need a little vacation” “Never”

Threadguy says uPnL clout lasts for life even if you round trip to zero “If Unipcs round-tripped every fomo trade he has right now from being up $15 million to zero, and tomorrow he was like, ‘I’m going to launch a paid group,’ he’d make mid-seven figures or eight figures from his paid group until the day he dies. It’s Michael Burry mode” “The uPnL number is the number. Rasmr made $1 million on MEME. Unipcs made $10 million on PONS. That’s just what it is, and you get the clout from it”

LONG founder says tokenized stocks are the LAST meta of crypto before we finally break out “I think this is going to be the last meta for crypto. We’ve been talking about when crypto will finally break out and become something else, not just crypto. I think stock pairs combine stablecoins, RWAs, prediction markets, and memetics. We are trying to build something completely new.”

Rasmr explains why he decided to take the majority of his $750,000 profit from marscoin-4:native “I held Marscoin because I thought it was the best stock meme that could ever be created. It’s Marscoin, SpaceX, Elon, CZ, and it’s listed on Binance Spot” “Then a $MEME came out and invalidated my thesis. I think $MEME is the best stock meme on the market, and I don’t think a better one could be created. MEME has the perfect setup, so that’s why I sold”

AJC reveals how he ran up a $3,000,000 PnL on Robinhood Chain “I missed the initial Robinhood Chain run-up because Messari had just been acquired by Blockworks, and I wasn’t trading much. Then Vlad followed Cashcat, and everything changed.” “When Noxa shut down, I looked at the launchpads and saw that Pons had the most traction. It ran to an $18M market cap before dropping 80% in one day. I believed the top launchpad on Robinhood Chain was worth nine figures, and Pons was the leader at $4M. The opportunity was too good to pass up.” “Pons ran to $60M and then fell back to $10M, but I didn’t sell. Over the last two weeks, it has been repricing as my thesis plays out. The hard work is already done. Now I’m just watching the piggy bank grow.”

Threadguy explains why he bet $20,000 on no Fed rate hike in September “Warsh is hawkish or pretending to be hawkish, Trump is begging for cuts, and Bessent is in complete panic over yields being too expensive." "My understanding is that they’re financing government debt through short-term bonds so they can eventually roll it into longer-term bonds and lock in a cheaper rate. Warsh hiking would throw that whole plan into turmoil.” “Bessent and Warsh are boys, and there’s this huge oil supply shock making inflation worse. Bessent said, ‘Traditionally, you don’t raise rates into a supply shock,’ and that he and Warsh are on the same page on bonds." "If Warsh comes out and hikes, it's probably the right move, but the US is in panic. If Warsh doesn't come out and hike, he loses all credibility on his ability to be an independent thinker." "If I were Fed chair and knew that hiking would completely destroy the Treasury’s plan, would I do it? Probably not.”

Threadguy says video games are now unplayable because of GenZ's short attention span “Fortnite introduced the idea of double stimulation. You’re playing Fortnite, listening to a podcast or music, and talking to somebody at the same time. It set this new standard where I can’t play a game without listening to something else.” “When I’m playing a story game, every cutscene and every bit of dialogue is an excuse to doomscroll. Getting into a game like Elden Ring, which requires complete immersion in the story, is almost impossible, despite how good it is. I think Rockstar might be a little too late. I don’t think I have the ability to do that anymore because I’m completely fried.”

Insentos reveals he held $CASHCAT down $1.5M before flipping to $2M in profit “After it got listed on Robinhood, the number of holders was increasing by 10% to 15% every day. That’s when the coin had this insane run-up. I sold around 30% of my position, but since I believe in the narrative and saw the vision, I’m now up close to $2 million in total.” “At $30 million marketcap, I was down maybe $1.5 million. If my first instinct wasn’t to sell at the top, then I shouldn’t sell at the bottom. I already held it through the highs, so I knew I had to hold it through the lows. You have to follow your original thesis to the end.”

Threadguy says $ANSEM going higher would be good for the entire crypto market “This coin going really high would do a lot for crypto and build confidence in the market. In a lot of ways, the underlying thesis of this cycle is the social-trading narrative: 100 million users trading onchain” “You need $ANSEM to go really high. Whether this coin reaches a billion-dollar valuation could make or break the retail activity that flows in. It would get ridiculous if it went to $1B+, and it looks like it’s on its way”

Tulip King says VCs will get called out by their LPs if they don’t buy good, revenue-generating coins “They’ll say, ‘You invested in Aave, but it made no money,’ or, ‘The team kept all the money for itself and threw parties at Token2049. You invested in a team that was just enriching itself.’” “They’ll ask, ‘What about this $PONS thing? It ran up to $100 million and bought back 30% of the supply.’ I’m excited for these projects to either suffer until they fix their behavior and start accruing value, or suffer enough that the capital reroutes into good projects.” “If the bad coins go down, the good coins can go so high because they’re so under-owned. I’m making up numbers, but I bet three-fourths of the institutional and professional capital in crypto is completely offside. They’re exposed to the wrong class of vomitous crap”

Threadguy says the next marginal onchain trader is a Robinhood user “I really believe this goes a long way for the coins. If we want to get these people onboard, where is the next marginal trader for onchain specifically going to come from? Bro, they’re actually Robinhood users.”” “Vlad taking this thing seriously and not as a complete gimmick is a big deal. They have really thought about this, how they’re going to do it, what they’re going to do, and how it’s going to work.”

goodalexander explains why this is the perfect crypto bull market setup “If we can break through $80K on a sustained basis, people on IBIT aren’t underwater anymore. When we were going lower, it could have entered a death spiral. If we broke through $60K, everyone was underwater and felt like idiots.” “Right now we’re in positive reflexivity. People are sidelined. Michael Saylor is fine. Everyone’s tired of it. Nobody’s getting rich. Now we have to print money. G10s are trading like emerging markets, pumping Hyperliquid, loosening SEC regulations.” “This is like a perfect crypto bull market during a point of absolute despair. From a price perspective, I think we’re at a great positive inflection.”

Fejau explains why gold and Bitcoin are the cleanest debasement trades “Gold is super clean as an exposure because it’s not as exposed to cross-border capital flows. It’s not like buying the QQQ, where they’re priced in dollars and then you have to wonder about currency hedging. It’s just like, I’m buying gold. Bitcoin’s on its way to that as well.” “I have higher confidence in gold tracking one-to-one, but I still think it’s worth a punt on Bitcoin as well, especially because the market’s just so washed out. The market structure side of things is just like, yeah, there are no more sellers.”

Threadguy says Rasmr’s $HYPE trade was iconic even though he sold a day before the Trump mention “The Rasmr trade was one of the sickest trades I’ve seen with HYPE. He was one of the only ones in our squad that held it at the size he did and told everyone for so long, ‘Buy HYPE, buy HYPE, buy HYPE’” “There’s no other way to say it than just bad luck. He fucking binked the trade. It was kind of an iconic one. A lot of people were angry that they had to associate Rasmr with HYPE because he was so loud about it, and he was very right” “You’re not gonna have perfect execution. You’re gonna sell, then it’s gonna go really high. You’re gonna buy, then it’s gonna go really low. This is what comes with trading in public”

Threadguy says nobody has any clue what the Fed is going to do anymore “There's $130 million bet on this, and a lot of money is on the line.” “For years, the actual rate decision announced at every FOMC meeting didn't matter because it was already priced into the market weeks in advance through forward guidance. The market reaction was driven by what the Fed signaled about the future, not by the decision itself.” “Now we're entering a regime where what the Fed actually decides at each meeting will be the marginal market driver again. The Fed won't be spelling it out for us anymore, and it's now up to rate speculators to analyze the economic data and come to their own conclusions. Expect higher rate volatility and the next few meetings to be true 50/50 toss-ups.”