SHOW DIRECTORY
Thread Guy
Thread Guy interviews traders, investors, founders, and market operators about crypto, public markets, technology, and trading.
SOURCE DESCRIPTION · YouTube
China just K*LLED Claude AI.. - GoodAlexander & David Choi
Chinese open-source models reportedly approach Opus or Sonnet performance on roughly $10,000 GPUs, while Qwen 3.6-class compute costs about $2 per hour.That 40-80x gap supports local inference and crypto-financed compute, but USD.AI’s $1 billion GPU-loan target, reference rate, and CHIP model remain unproven.
We Predicted Crypto's FUTURE in 2026 (The Giver)
Bitcoin’s fall from roughly $126K to $67K looks like a demand hangover after ETFs and price-agnostic treasury companies pulled 12–18 months of buying forward.Kevin Warsh’s lower-rates, shrinking-balance-sheet framework could challenge Bitcoin’s role as the “sponge for excess dollars,” while AI adoption, generalist labor, and durable non-Bitcoin demand remain unresolved.