WLa Radio

Interviews & conversations | partnered with @counterpartytv and @polymarket

[WLa Radio @wla_radio]

@SHAHEEDx69 @pullbattle Hey! Reaching out from counterparty tv. We're producing a story series on Polymarket players and would like to feature you. 15 min, can stay private. Available?

[Kalshi Crypto @Kalshi_Crypto]

JUST IN: Sharplink buys $15M worth of Ethereum

[Counterparty @counterpartytv]

our stream today in 40 minutes ft. @goodalexander

7:06 Druckenmiller's worst trade ever
11:04 I would buy Brian Johnson pills
22:32 did we top for the summer?
23:30 entering the IRL trade
28:26 inflation hit escape velocity
33:00 goodalexander on the SpaceX IPO

[Jack @Jackkk]

Jack Schwager shares what trading was like in the 1970s

“Traders have access to virtually anything right now. All the data, all the information”

“When I started my career there were no PCs, no chart screens. We had giant boards with changing prices and it would click every time the price changed”

“If you wanted charts, you basically got a weekly printed chart and had to make a special effort to get it delivered over the weekend. You would have to keep it updated by hand on a daily basis”

[Counterparty @counterpartytv]

our stream today in 39 minutes

2:02 movies are back
5:32 @frankdegods made https://t.co/RA4hlRFF5f (it's super cool)
11:57 retiring the Saylor intro
17:35 the space stocks fakeout
20:31 SpaceX vs low float memes
29:44 the most consensus trade ever

[Jack @Jackkk]

Threadguy explains why the SpaceX trade was obvious

“Every person said SpaceX is the top of the market. It’s the most expensive stock of all time, IPOs ended the dotcom bubble...”

“The reason that I got excited about SpaceX was, it's the crypto strategy that we know all too well. It's low float, high FDV on the greatest narrative of all time by the greatest bull poster of all time”

“If they launch this thing, fully diluted and everybody's unlocked on day one, obviously you're not touching it. But we watched in real time how Elon has structured it to push float super low at the beginning and lockups down the line”

“Every 401k in the world is gonna be forced to TWAP this thing because of their indexes. Retail has no choice but to buy the top. Then last but not least is everybody wanted shares and nobody got them”

[Counterparty @counterpartytv]

yesterday's stream in 51 minutes

1:43 the crypto education
8:11 soccer fame hits different
11:46 everybody hates AI
25:35 SpaceX broke wallstreet
33:01 cryptofication of stocks
43:00 betting on dovish Warsh
49:45 snapchat glasses suck

[Counterparty @counterpartytv]

today's stream in 44 minutes

4:24 the Warsh fed era begins
10:55 good ideas bad execution
13:02 Saylor's STRC death spiral
17:26 snapchat's $2,200 glasses
24:37 Hyperliquid changes everything
32:52 AMC beat a year of BTC gains
37:25 Chinese AI could pop the bubble

[Counterparty @counterpartytv]

our stream today in 53 minutes

4:12 bodegas selling peptides
6:02 the end of MSTR?
16:03 $500 for GTA 6
22:06 Midjourney MRI killer
30:53 I’m a stocks guy now
36:38 Zhipu up Anthropic down
40:11 two reasons to be bullish
49:53 mourning the Fable ban

[Counterparty @counterpartytv]

Polymarket odds on OpenAI IPOing this year are down to 20% from over 75%. OpenAI alluded to delaying the IPO yesterday, and today the government imposed a delay on the release of GPT5.6.

If the government starts requiring approval on all AI models, Anthropic could pull even further ahead of OpenAI. Anthropic just overtook OpenAI in valuation and is on track for its first profitable quarter, while OpenAI is pushing back its IPO.

"Odds were as high as 77%, now it’s down to 21%. I think OpenAI is just getting mogged by Anthropic right now. They’re not that far off in terms of model strength, but the worst part of this is talent leaving to Anthropic, which will IPO faster."

"4 people left Google for Anthropic and the stock is getting crushed. If that happens to OpenAI, it would be catastrophic. Anthropic is just gobbling up everybody."

[Counterparty @counterpartytv]

our stream today in 33 minutes

1:38 year of the AMC long
3:08 the Europe AC crisis
6:20 celebs are the best VCS
9:51 government controlled AI
17:18 did Anthropic win?
23:59 the BTC slow bleed

[Counterparty @counterpartytv]

Polymarket gives Retatrutide a 12% chance of FDA approval this year. This isn't necessarily bearish for $LLY as their core business is exceptionally strong and the push to 2027 may have more to do with regulatory timelines than safety issues.

In addition to weight loss, Eli Lilly is running Phase 3 Retatrutide trials in type 2 diabetes, sleep apnea, knee pain, chronic low back pain, cardiovascular/renal outcomes, and liver disease. If successful, the commercial opportunity extends well beyond weight loss. Evidence from the trial result readouts means more headlines and more attention on Retatrutide and Eli Lilly.

"Apparently, weight gain is the cause of most people's health problems. Your joints hurt, your sleep is bad, all because you're in terrible shape. So solving obesity is the holy grail, that and solving baldness."

[Counterparty @counterpartytv]

Polymarket has ChatGPT’s 5.6 launch being pushed back to mid July after the government told OpenAI to delay the release. This is the second government interference in frontier model releases in the last month.

“To me this is more significant than the Fable ban. When the government restricts 5.6, you realize that there will never be another model that just releases to the public. That will never happen again, these labs will work directly with the government and they will pick and choose who gets access”

“The gap between the models you can use and the models the government can use will widen exponentially. The government might be 3, 4, 5 models ahead. OpenAI, Anthropic and the government are going to pick their winners"

[WLa Radio @wla_radio]

@GuidoLange Putting together a series of interviews with active Polymarket players. Would love to get your take. 10 to 15 minutes over voice, anonymous if you prefer. You in?

[Counterparty @counterpartytv]

SK Hynix merch is becoming popular while luxury brands are falling off. You can see this cultural shift expressed in the price disparity of SKHynix and LVMH, with the former flipping and dominating the latter since late 2025.

The richest men in the world used to line up outside LVMH’s fashion houses, now they’re lining up in front of SK Hynix to buy memory. 

“The cool kids wear SK Hynix, Jane Street logo tees, FTX risk management merch in an ironic but serious way”

“Real luxury isn’t a handbag, real luxury is what are you working on. That’s the new status”

[Watcher.Guru @WatcherGuru]

JUST IN: Apple $AAPL falls 5% after announcing price hikes, erasing $215 billion from its market cap today.

[Kalshi @Kalshi]

BREAKING: Our traders forecast Bitcoin to reach a low of $45,000

[Cointelegraph @Cointelegraph]

🔥 TODAY: Tom Lee’s Bitmine staked another 160,480 $ETH worth $248.7M, bringing a total of 4.88M $ETH staked.

That’s 86% of its total holdings.

[WLa Radio @wla_radio]

@ferrellcode Would it be interesting for you to do an interview about your bets on polymarket for our blog? We noticed that you are an experienced shredder and we would be interested to talk to you.

[WLa Radio @wla_radio]

@BO0xTS Would it be interesting for you to do an interview about your bets on polymarket for our magazine?