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@notthreadguy This might be your best tweet!

hyperiquid went from wow i can long nvda onchain that’s cool to why the fuck isn’t the 3x leverage south sudan etf listed yet in like two weeks

I closed to early FML!

Honestly, this was a feel trade more than anything. We saw Vance leave Pakistan with nothing, Trump tweeting about blocking the Strait, that felt like max bad news that couldn't last. We're in a headline market. There was always going to be a headline to swing things back. The 20-year moratorium proposal was it. It just doesn’t feel like this agreement will last, just like the last ceasefire announcement. So there is probably going to be another headline that moves price against me, that’s why I’m closing now. Didn't get the full pump I was looking for, but the read was right for the most part. That's enough for me. 11x was too aggressive. Had me wanting to close earlier than I should've. Next time, lower leverage. I took this trade 10 hours ago, not bad.

@unusual_whales DoorDash up 4% man FML

Trump receives DoorDash McDonald's order and speaks with delivery driver: "I think you voted for me?" Delivery driver: "Maybe."

Not gonna pretend like I have some crazy 4D chess thesis. I just find some smart people on Twitter, watch the news, and try to muster up the confidence to take a trade. Vance left Pakistan with no deal. Trump just announced a full US blockade of the Strait of Hormuz. Nobody sustains a closed Hormuz forever. This felt like max bad news. Went long. Will update.

my mom showed me a YouTube video of some guy saying a crypto coin was going to pay for his vacation home I shorted it immediately +21% thanks mom (did zero research. don't know what the coin does. still not sure.)

Being long oil just feels weird. I'd see bad news and think "good for my trade." Also, Trump threatens to wipe out a civilization and oil is at $115?? If THAT'S the headline and we're not at $200, what's left to price in? sold last night. not always about the size of the gain.

@tulipking Every "buy the dip" expert has the same résumé. They've been right in the only market that never went to zero.

The historical average of every stock market is actually 0

@thiccyth0t The PhD quant isn't your competition anymore. The quant with the Bloomberg terminal lost to the guy who saw the tweet first. Citadel should hire a brain-rotted 20-year-old and see what happens.

research is now so commoditized that the game is less about esoteric information and more about execution, sizing, and trade expression crypto traders may have the best discretionary instincts in the world rn because of how many market cycle reps they've crammed in the past yrs

If you don't like your feed, you don't like yourself. Your timeline is a mirror.

@notthreadguy 4D chess play is our only hope.

what the fuck is even happening anymore i’m genuinely asking does anyone have a single clue about anything

@notthreadguy @MEPPonPM Shoulder update as well??

stream today 4pm est - oil sending - palantir sending - bitcoin is not - ww3 updates - anthropic ? - meta? - full situation monitoring GUEST LIST: 5pm et: @MEPPonPM (geopol expert) PULL UP. Twitch.tv/threadguy

@notthreadguy My goat!

@JacksonRay07 see you in 10 minutes

where is taiki

@notthreadguy This seems like the opposite of long degeneracy. Why do you think this changes?

the theme of 2026 is all in online or all in irl. 24/7 internet posting or terminally offline barbell performative is dead. half going out to post on instagram perma topped with lauren sanchez new years in: chalant trying really hard belief maxxing optimism maxxing non monetizeable hobbies pottery and painting and shit cigarettes dress shoes drugs books but not cringe (we done with atomic habits) beater suvs dive bars pool halls 90s movies yearning to grow up in prime nyc wife maxxing fire places & bonfires being patriotic politics financial / political streamers cash in person college red meat iron weights plants in the house bicycles religion idolizing 90s wall street trading but for real 60+ hour work weeks out: weed instagram reels instagram stories streetwear bed rotting vapes house music djs music festivals luxuary cars nike socks hoodies clubs sneaky links cold plunges self help advice long podcasts brain rot streamers fade haircuts online degrees cross fit / hyrox expensive dinners motorized scooters polyester peptides and steroids (already topped) ozempic day trading work life balance

@notthreadguy How many points you drop?

the cold hard blunt truth about winners is they simply win. it doesn’t matter about adversity, doubters or things not going their way. it’s an adverse world. winners find a way. at the end of the day anyone can make excuses. anyone can say i would have that or they should have this. anyone can blame variables. but when its all said and done theres either a W or an L in the win column. and thats ultimately what separates us. you from me. me and you. its the W. it’s not always the prettiest. it’s not always the smoothest. i don’t always look the best. but one thing you will always be able to say when you mention the name Threadguy is that there was a fucking W next to it. i’ve been paying extra attention recently since the market flipped bearish. observing the behavior of market participants. and my number one takeaway. frankly my only takeaway. is some of you don’t have what it takes to finish the job. everyone gets punched in the mouth. everyone gets hit in the face. that’s a given. but can you get the fuck back up and finish the job. clearly most of you can’t. it’s obvious in the whining and the bitching and the complaining, oh the market this, oh trump this, oh rate cuts that, oh but if powell would have jus-. SHUT THE FUCK UP. you think STANLEY DRUCKENMILLER was CRYING about the Uk pound looking terrible while FIGHTING for his life in the PITS in the 90s? COMPLAINING about a weak currency? NO. he fucking found a way to go not just 100 but 200% short and make THE BEST TRADE IN THE HISTORY OF MARKETS. there’s just a trait man. winners have it. losers don’t. maybe you’re born with it maybe you’re not. but if you have it - congratulations. if you don’t, i pray for you as my counterparty. see you in the orderbooks and the pickup basketball leagues. if given the choice you should really hope it’s pickup. and if it is you should pray to the heavens you’re guarding someone else. thank you to everyone that came on this journey with me, peace and love #13 out

@notthreadguy @hosseeb @santiagoroel this was amazing

DEBATE BETWEEN @hosseeb and @santiagoroel live in ONE MINUTE Twitch.tv/threadguy

I walked into a Starbucks today and it was filled with people on their laptops. There no way they are all working on something. And if they are, the level of importance has got to be very low. It felt so fake.

Expand your time horizon

There is always room for people to feel individualistic. Everything feels overdone, yet nothing truly ever is. The creative landscape is always expanding.