SHOW DIRECTORY
Thread Guy
Thread Guy interviews traders, investors, founders, and market operators about crypto, public markets, technology, and trading.
SOURCE DESCRIPTION · YouTube
AI Traders, Legal Perps & Tokenized Stocks - Lighter Founder Vlad Novakovski
Lighter’s unified balance would let spot, perps, and options share collateral, extending multi-asset access beyond hedge funds while AI expands research bandwidth without replacing judgment.Tokenized spot trails perps because it requires inventory, custody, issuers, and regulatory answers despite a “tens of trillions of dollars” opportunity.Execution now hinges on licensing, options, agent tools, and LIT value transfer.
$15B Crypto Asset Manager Explains Why Bitcoin is Undervalued (Matt Hougan)
Matt Hougan sees institution-led Bitcoin demand as a buy over the next year, with persistent allocations potentially driving new highs in the first half of 2026 despite supply near $100,000.The thesis rests on fixed supply, Bitcoin’s self-custodied wealth-storage service, and ETF purchases exceeding issuance, while the Clarity Act, privacy assets, and fading four-year-cycle mechanisms remain key catalysts and risks.
Duca: How To Pay Crypto Taxes, Saving Money, Big Beautiful Bill and More | TG Podcast
An LLC does not erase short-term crypto gains; the clearest savings lever is realizing losses before year-end, enabled by crypto’s lack of a wash-sale rule.Misparsed Photon and Axiom fees—potentially 1%, with some users reportedly paying $250,000—can materially overstate taxable profits, while Awaken’s wallet parsing and alerts point toward continuous tax risk management.Borrowing against BTC adds liquidity but retains interest, repayment and liquidation risk.