threadguy

My full conversation with @ChrisCamillo 1:20 How I discovered Chris Camillo 0:33 World's first narrative trader 8:05 Why you need to call your trades 10:13 Making 70% a year for 20 years 14:03 The Michelle Obama dress trade 17:00 Trading Damn Daniel 21:34 What hedge funds get Wrong 33:15 IRL trade research 49:01 Trading the iPhone launch 56:36 The female edge in trading 1:02:19 Trading the Swatch AP 1:16:38 Chris's worst trade 1:26:20 Crypto traders can crush the stock market 1:37:33 Not selling Amazon

@seyong wow let’s go

long overdue but this is THE best trading interview of the year

we’re treating bitcoin like oil it genuinely does not matter if it goes up down or sideways because everything else is ripping regardless

“if bitcoin cooperates just this one time”

@ThreadGuy can i have your username please

RV Skirting Out here year round making the best skirting available! 🇺🇸 970-290-6817 #colorado #rvlife #familybusiness

@alexjmingolla @0xLawl i’m at least getting 3 shots up

@0xLawl Genuinely think TG puts up more points out there in 33 mins

Chet holmgren with the game on the line

@alexjmingolla 😭😭😭😭😭

@based16z we got spacex at 2t and cerebras

@undoxxedwzrd x.com/urkle91/status…

@notthreadguy He won’t be this good for 16 more years

wemby was deadass built in a lab by god and donald trump to bring glory back to the nba

@gainzy222 okc needs you unc. get in the corner we need a three

I’m being outperformed by Tristan Thompson and Kyle Kuzma at the one thing I’ve dedicated my life to Time to suit up and hit the NBA at 37 to return the favor I guess

motion on my digital vaporware

@izebel_eth something something sneakers

@notthreadguy also i implore everyone to sell every card thats not a 1st ed/base/shadowless 1999 charizard into this gatcha pump mids will never see this sort of liquidity ever again

just thought about how jez has been posting “charizards” as 25%++ of his portfolio for idk over two years? some of the best traders in the world casually hangout and post all of their ideas on this app for free. movie

@CookerFlips @izebel_eth if this is true or not true i will believe it to be true

@notthreadguy Lmfao @izebel_eth when u gonna tell em

@izebel_eth wow. good post

i remember dec '23 i got rekt shorting sol on that move from 70->90 because i wasn't onchain on sol and didn't understand it, so i thought the move was bs imagine that'll happen here to a bunch of tourists/naysayers who don't understand whats happening, i see a lot of bad takes

it is silly to abide by the existing framework of laws around how financial exchanges work when we are creating a completely new system from the ground up @HyperliquidX would not exist if they attempted to fit into the existing system, neither would many other crypto protocols, there is a reason that they have to come up with new definitions in the Clarity Act for protocols that previously they did not have the sufficient regulatory definitions for, makes more sense to believe that the new laws will be structured to best accommodate the most successful crypto startups, of which Hyperliquid is clearly at the forefront, Jeff & co have said that they have had ongoing conversations with US lawmakers and continue to be surprised with how much they are learning how Hyperliquid works, the ICE has also made similar comments that have been positive yes they are closed source, and yes they started with a small colocated validator set, but it is objectively true that they would not have been able to have as much success as they have so far without those core decisions at the beginning, it also is not as if they are not attempting to move to a more permissionless and decentralized construction as they've added more validators to the valset that did not exist when they first started that are not directly a part of the Hyperliquid team, i believe it's around ~25? but i know it isn't all from just their team and there are other people running validators what people are underdiscussing currently with the future optimistic case regarding Hyperliquid, is that for the first time we have a pro-crypto president and a pro-crypto admin who both understand the importance of being early and supportive of these technologies but also understand how much money can be made if it is architected properly, now if you look at how Hyperliquid is designed with builder codes and HIP-3 it will benefit from a large # of exchanges and frontends being built on top of its core infrastructure and utilizing the deep liquidity and work that they've done creating a top of class exchange, the reason this should be important to Trump and the US govt if they understand it properly: if Hyperliquid is successful and they become the AWS of liquidity for financial exchanges supporting perpetual futures, while USDC is the underlying stablecoin on the exchange, by default they will be creating a huge amount of demand for USD and extending the dominance of the dollar hegemony globally they want everyone using US dollars, and the future state of the world a lot of that is going to be digital, the reason Clarity Act has been able to actually get support in Congress is because they understand the importance of stablecoins in the future and how they will continue to become more popular, in the same way that Trump has been outwardly supportive of companies that he believes are doing great innovative work in their respective industries like Dell, Ford, Intel etc. it is very likely that he will be as supportive with crypto companies if they are able to convey the value prop of Hyperliquid doing well effectively, I have confidence in @chameleon_jeff & @HyperliquidPC to correctly illustrate this opportunity to lawmakers if I can see this thesis clearly for how building a decentralized perps exchange that many other countries and regions can build their own perps exchanges on top of that ALL use USD-based stablecoins underneath the hood, then i imagine it will be just as easy for others to see as well, we've already seen Trump support similar financial infrastructure with the Trump accounts through Robinhood, so not that farfetched IMO

@cmsholdings lmao

@apewoodx this is actually a movie lol

honestly this is all just proving the @notthreadguy thesis incredibly incredibly right