Mert reveals he bought Palo Alto Networks when AI started taking off in 2023 and the stock has since surged over 300% “When AI first came out, 2023-2024, I just loaded up on cybersecurity stocks” “The particular one that I did was Palo Alto Networks which has done very well since then” “Indian CEO etc, I was like, okay, this is not going to fail me. I know this is going to work”
Eric explains why he believes Hyperliquid and Lighter are just getting started as Wall Street moves toward 24/7 stock trading “Stanley Druckenmiller is a legend. I mean my whole thesis on the perp trade the last two years now has been that it's inevitable that this is coming to the US and it's inevitable that Wall Street wants 24/7 stock trading” “People will say, well, does it need a blockchain? I think it does because it opens up so much just composability, the user experience is a lot better, instant global reach” “So I'm not surprised they're seeing TradFi legends kind of step into this. I mean the Hyperliquid team, they're just quiet about these things and then like a major announcement drops” “I feel like a lot of people are starting to get sidelined. I started seeing some like bearish HYPE stuff the last few weeks and price was bleeding and then you wake up and you get a 15% candle” “I think this is just the beginning. I think there's going to be multiple players in the space. Obviously it's pretty known that I'm long Lighter as well. I kind of have this HYPE and LIT and chill thesis” “Lighter is kind of taking a little bit different approach to things than Hyperliquid but there's not going to just be one winner here”
Tristan Thompson reveals he wants to invest a good amount of money in OpenAI “You know what I'm gonna do? I'm gonna go buy a good amount of allocation in OpenAI. Tokenize it. Everybody go have fun with it” “Alon, I’m gonna call you about that one” https://t.co/VmBgQbqPwu
Threadguy says even holding cash feels scary because he always wants to make more money “At least when you’re risk on fully, at least you can like make more” “Cash you're just like, this is the number. It’s kind of haunting. I'm looking at the number, it’s like it's not big enough dude”
Mando reveals he considered moving everything into cash but says moments like these are often periods of incredible opportunity “I was in a taxi today just thinking to myself like should I just take everything out and put it into cash?” “Part of me did just think, well, the moments where it feels like that are also normally periods of just incredible opportunity” “So I'm gonna hold it in for now and just see if there's like good opportunities that happen over the next few weeks and I reckon there will be”
Threadguy questions how anyone who looks up to legendary investor Stanley Druckenmiller could ignore HYPE after today's news “You're telling me that you run a hedge fund. You're 37 years old. Your idol is Stanley Druckenmiller” “You know his entire story. You know everything he's ever done, every trade. You've read every 13F. You know about all the big moments” “You worship Stanley Druckenmiller. You know everything about him and he just made his first tweet about an asset that's like well under $100B and you don't hold the only thing he's ever shilled?” “So I did what any self-loving, responsible young man in New York City would do and I clicked the long bro”
Tristan Thompson believes Bitcoin can hit $1,000,000 and explains why he views it as digital gold and a long-term savings account “I think it's the digital gold. I think from the 2008 crisis we realized that the banking system had a chink in their armor and there was a lot of loose ends and you can tell that, that system can fail you” “I think digital assets are becoming much more valuable. Also the way I look at Bitcoin is kind of like your digital 401k. What I tell guys is just keep stacking them and store it” “I think it's another form of savings account”
Threadguy can't believe how much money Kimchi has after realizing $400,000 is only a Kimcent “That's 0.01 Kimchi? Man a Kimchi is a monster unit. That is an unfathomable unit of measurement” “$400K is a Kimcent is just hard to even process what that means exactly” https://t.co/qVev4vmo68
Tyler reveals major companies including Microsoft, Google and Goldman Sachs are pushing back against having their stocks tokenized “I think there is a real problem in the tokenized stock narrative right now that not a whole lot of folks are talking about” “A lot of these major companies don't want their stock traded as tokenized stocks. Now another seven have come out and objected to having their shares traded” “It's not just mom and pop shops. This is Microsoft, Google, and Goldman Sachs joining this list, along with Qualcomm, Caterpillar, McDonald's” “At some point, if you're not going to have the giants like what are you going to have? This is where the demand is. So this becomes a problem”
