SHOW DIRECTORY
Thread Guy
Thread Guy interviews traders, investors, founders, and market operators about crypto, public markets, technology, and trading.
SOURCE DESCRIPTION · YouTube
Why a16z Doubled Down on Crypto - Guy Wuollet
a16z’s $2.2 billion fifth crypto fund is a countercyclical bet that stablecoin adoption, better infrastructure, the GENIUS Act, possible CLARITY passage, and positive movement around perps signal an on-chain finance inflection point.With talent shifting toward distribution and product design, Hyperliquid’s RWA perps and tokenized stocks show speculation concentrating in recognizable exposures, while stablecoin-funded vaults and AI-linked markets could test crypto’s durability as 24/7 financial infrastructure.
How Bittensor (TAO) is Tokenizing Intelligence (Mark Jeffrey)
Bittensor is framed as Bitcoin’s programmable mining layer, with TAO subsidizing AI and digital-commodity subnets.Templar subnet 3 claims decentralized training of a 72-billion-parameter frontier model; Ridges reportedly built a Claude-and-Cursor competitor for $1 million-$2 million at $29 monthly, while regulation, hacks, and protocol design remain risks.
How He Raised $650M During Crypto’s Biggest Crash (ft. Haseeb)
Dragonfly raised a $650 million fourth fund amid crypto’s “extinction-level” VC downturn, targeting durable financial infrastructure.Haseeb says Bitcoin, Ethereum, DeFi, and stablecoins reflect real monetary demand, unlike the industry’s “fever dream” of games, DAOs, and metaverse projects.Agentic payments remain tiny, leaving model improvement and autonomous commerce as unresolved catalysts.