Kevin O’Leary says he wept when Rolex gave him a watch even its own staff had never seen.
“Grown men weep just looking at pictures of this mystical beast. Does it exist? I got on my knees and begged for it.”
“The morning before the Oscars, the phone rings. They gave me an address and said, ‘Be there.’ And there it was.”
“The entire Rolex staff had never seen it. All the dealers from around LA came to see it.”
“For an hour we looked at it. We didn’t touch it. We just looked at it and said, ‘It’s real.’”
“I did, and I wore it. I was weeping. It was mine. I own it. Do you know how many people have that piece? Maybe nobody.”
Threadguy says the lack of a price target is what makes meme coins so exciting
“An asset you look at and say, ‘There is absolutely no way to value this’ that’s why meme coins are so much fun. You can pick an arbitrary number, start bull posting, and watch the momentum build.
On the way up, there’s no clear target. It isn’t capped by a story about revenue or tailwinds, and that makes it the most fun type of asset to trade.”
Threadguy says every signal tells him to sell crypto but he still wants to own it
“If you’re buying crypto right now, you’re playing the hardest possible game. The only three things that intrigue me are Zcash, Monero, and Bitcoin.
My trading style and the market structure tell me I should be all cash. But when I think about where the world is going, I still want to own crypto. It represents things I believe in.”
Threadguy says Crypto Twitter is dead and thinks that’s a good thing
“I do think crypto Twitter is dead. It had a prime, roughly from 2017 to January 17, 2025, when there was a constant flow of new people coming in and learning about crypto.
Now, almost everyone has heard of Bitcoin. The people who were going to join and contribute to crypto Twitter have largely done so. In a lot of ways, it’s over and I think that’s a good thing.”
Rasmr says some plumbers got rich in crypto because they were early, not better traders
“An under-discussed part of success in crypto is how old you are. I was in college during the 2021 cycle, and I was broke right after college for the 2024 cycle.
A lot of people don’t want to admit that a major reason they made more money isn’t that they’re smarter traders. They entered crypto with a stable income when Bitcoin was $12K”
Rasmr says his brain unlocked after he quit weed
“Quitting weed is probably one of the best decisions I’ve ever made in my life. It actually might be the best decision I ever made.”
“Ever since I quit, it’s like my brain unlocked. I can have ideas, think again, reason, and be productive. It’s crazy how drastic the difference is.”
Rasmr says Clavicular is the most important Zoomer in America because he convinced young men their looks matter
“About a year ago, I wrote an article saying Clavicular was going to be important. It’s probably my best prediction ever. If only I could’ve bought Clavicular stock.
The reason he’s important is simple: he convinced young men that the way they look matters. People are getting surgeries and taking medications because of him. That’s a level of influence you don’t see from most people.”
Threadguy says Crypto Twitter is the ultimate end game that nobody can ever truly leave
“People say you can finally leave crypto Twitter. I don’t think they understand this is the endgame. You can put it away for a while, but you come back to the alternative financial system when you need an escape hatch.
Crypto Twitter feels overrun right now. If we want to protect it, we have to make it niche again and put some friction between the culture and people who only want to exploit it.”
Threadguy says the worst meme coin narrative ever is calling something the next WIF or the next TRUMP coin
“When a memecoin’s pitch is ‘the next WIF’ or ‘the next Trump coin,’ you’ve already given it a ceiling. You’re measuring it against something that came before instead of asking whether it can stand on its own.
I think that applies beyond markets. Being better than a worse alternative isn’t much of an ideal. You want to be the thing everyone else compares themselves to not ‘the next’ anything.”
Rasmr says you have to be a psychopath to build or entertain in crypto because of how toxic the culture has become
“People say TJR is minus EV for the ecosystem, but I’d argue the opposite. His streams and challenges make the trenches more fun to trade. People enjoy watching them, and entertainment has value.
There isn’t much fun content in crypto because anyone who tries to entertain gets attacked. The same thing happens to founders. Crypto Twitter has created a culture where people get an unusual amount of hate just for trying to contribute.”