our stream today in 27 minutes 0:36 Leopold aftermath 3:32 muscle memory 7:27 "very expensive scars" 10:12 narrative violation 14:25 10/10 all over again 17:54 rotation to BTC and gold 22:45 the @ChrisCamillo story 25:03 you can just get a job

Flood says Leopold was a top 5 trader alive and could have been the best if he flipped short "He's definitely top 5 traders alive pre blow up just because he went from $500M to $45B, that is a tremendous increase" "If he had the ability to derisk his book at the top during this last memory squeeze when we saw Micron blowout earnings, this guy probably would've been the best trader of all time because he would've been sitting on $30B worth of cash and then been able to buy the blood"

No glaze but @notthreadguy podcast is one of the few podcasts about finance, tech and culture I actually find entertaining More than MTS or TBPN You can see how much he’s leveled up his knowledge over the last year so he can ask genuinely good questions and give good personal takes Wish I could long @counterpartytv

my full interview with @ThinkingUSD: what happened to Leopold Aschenbrenner 1:18 hedge fund leverage 101 3:18 the Leopold thesis 7:39 Ken the Grim Reaper 11:31 greatest trader ever ? 15:37 how a margin call works 23:53 Citadel FUDs the market 27:11 leverage is the killer 35:33 who's left to buy ? 40:00 show me the money 42:38 why short HYPE?

our stream today in 26 minutes 0:57 animal spirits waking up 2:51 Leopold needs cash? 8:21 Vlad's soft shill 15:12 Leopold dumps Anthropic 19:07 target on his back 20:23 the Dwarkesh bailout? 22:58 Ken Griffin hunted him...

I never watch live streams but this @notthreadguy stream was an actual movie. Tuned in for 3 minutes when he was talking about $PUMP and ended up watching the full 3 hours. The whole story around how Situational Awareness imploded is absolutely wild. Probs the best stream I have ever watched.

My main point is that you have significant influence over the market. Posters run the world. The most important money managers religiously watch everything you put out. The financial media is now a collection of individual X accounts and you have earned your spot at the top of the hierarchy by creating exceptional content. To think otherwise would be discounting your influence. Not here to gravedance or celebrate anyone's downfall, I'm just covering the market and trying to connect dots live.

Ansem says traders are the only celebrities who can show you how to make $40M “People love celebrities because they’re really good at their jobs and they’re rich. Traders are the only demographic where they made a lot of money from trading, and they can also teach you how to be a trader.” “LeBron cannot tell you how to be LeBron. Leonardo cannot tell you how to be Leonardo.” “Kimchi can tell you how he made his money trading. He can tell you what he was doing and what he was looking at.” “People who use technical analysis, trade low caps, and trade onchain can literally teach you how they made $40 million in a couple years.”

our stream today in 34 minutes 1:49 only gambling ads left 5:55 everything is collectibles 8:04 paid $400 for some art 12:10 praying for pipedog to zero 15:48 oil wakes up again? 19:46 no more forward guidance 26:24 financing chicken nuggets 32:04 you will own nothing

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.”

How Fake World Assets works ft. FWA creator @Rhynotic 2:00 you can be the house 3:44 pricing NFTs without oracles 6:04 where do the fees go? 9:33 verified random numbers 11:13 an unsolved game 17:07 killing dead projects 18:16 why you can't buy $FWA 19:34 28,000 purchases in 3 days

our stream today in 42 minutes 1:03 Polymarket win streak 5:01 Korea's leverage wipeout 8:25 war & oil Groundhog Day 16:24 SpaceX nears the rage sell 21:47 Apple wins by doing nothing 25:11 guardian of the Hormuz Strait 32:00 the AI gap is getting bigger 38:01 is this the Crypto bottom?