The real real trade here is Eli Lilly $LLY . They are (and have been for a while) the most efficient company at: * buying & developing drugs with large outcomes * working drugs through the clinical process both fastest and cheapest * building regulatory moats & patent protections around their portfolio of drugs * manufacturing the drugs at scale In any world where AI commoditizes the discovery of drugs, the bottleneck will always be testing and validation. AI can scan zillions of proteins, it cannot "make the human body react faster" or "get the FDA to start working harder", those moats are just a part of why LLY is a multi-year home run

Strategy increases repurchase program to $3.0B; buys 267 BTC using $22.0M proceeds

This Nebraska-Oregon ending at 2:40 am ET after the most entertaining 15+ hours of college football I can ever remember. (The college football regular season will always be fun)

I have been warning of Bitcoin fatigue for many *years*, especially in my "post maximalism" essay (2018) Unfortunately, few heeded my warnings. Now, the disaster has come to pass. The fatigue is from: - bs politics - no soft fork upgrades - lying to ourselves, constantly about lightning (et all) - courting the NGU class (Saylor et al) - courting the "toxic" class whilst not having our own act together - hating on users (for example ordinals) The sad truth is: Bitcoin has, in fact, been dying the last 10 years. Not economically or technically -- but culturally. Will make a video on this ~tomorrow

We should consider that both old people and young people are "right" about their own experiences with the intolerable housing market. People who buy now are in a 2002-2005 housing bubble pricing environment. Though home prices weren't astronomical in the early 1980s, rates were, and we have to grant our elders this very real fact. One difference is we know in retrospect that the 1980-1982 buyers would subsequently go on to refinance at a lower rate, whereas today we do not yet know what the future holds for today's buyers.

For 27 days in the past century, time officially went backwards. Leap seconds kept atomic clocks in sync with Earth's wobbly rotation and crashed Cloudflare and Reddit along the way. This week, timekeepers vote to retire the mechanism entirely. The rush is the good part. Earth has been spinning a bit faster lately, so the next correction might be a negative leap second: time skipping forward, something no software has ever been tested against. Rather than find out, they will let clocks drift until they are an hour off, then reconcile it a thousand years from now. Software engineers won this argument the slow way. We outlasted the astronomers. Source: abc.net.au

Tokenized stocks just hit a record $3.9 billion market cap, per Token Terminal. Guys, this whole sector was under $1 billion in January. $BNB Chain, $ETH and $SOL now hold about 70% of it between them. Three chains. Most of the market. People are still debating whether Wall Street will ever really come onchain, right? The number grew 8.7x in a year while they argued. And it's still tiny. $3.9B next to a global stock market worth tens of trillions is a food truck parked outside a stadium. The line keeps getting longer though. When this hits $100B, which chain owns it? H/t @tokenterminal

Couldn't script a more Falcons ending than that: - Blow late lead - Penix hurt - Tua comes in - Immediately throws a pick - Falcons lose in OT

The Dallas Cowboys have opened as 1.5-point favorites for their Week 6 game on the road against the Green Bay Packers. Yes. Favorites. On the road. At Lambeau. Sunday Night Football. I don't get it either. (via @FanDuel)

What happened Bitcoin $BTC pushed above $84K today, then cooled off to around $83,600. Still above Friday's close near $82,600, but the weekly candle hasn't closed yet. Ethereum $ETH is hovering around $2,530. No major macro catalyst. Just a weekend move that may have squeezed some shorts on thin liquidity. Crypto Twitter is already calling it a Sunday pump and watching the weekly close. Above $84,200 at the weekly close: bullish follow-through gets more credible. Below $83,200: the move starts looking a lot less convincing. Let the candle close before writing the victory speech.

Cash App and Venmo are now on- and off-ramps for Senddy. Send USDC from Cash App or PYUSD from Venmo, and it lands in your private balance, earning yield. Cash out to either one the same way, in about a minute. No bank wire. No exchange account. Instructions below👇

My investment thesis is simple: abandon TradFi era equities for digital/crypto equivalents. My portfolio is: $BTC = Gold $LTC = Silver $ETH = Oil $SOL = NASDAQ $XRP = Banking Sector NFT/Memes = Art/collectibles I'll post updates mid-2027 when I'm a multimillionaire.

Bitcoin exchange reserves fall by about 700,000 $BTC in a year, from 3.1M to roughly 2.45M, per Coinglass.

Gold: $4,207 new ATH. Bitcoin: $83.8K, 33% below its record. DXY: 102.2 and softening. Two monetary assets diverging. What is crypto waiting for? $BTC

Aaron Rodgers' 80-yard touchdown pass to Jaylen Warren is the ninth 80-plus yard touchdown pass of his career tying him with Ben Roethlisberger for the most 80-plus yard touchdown passes in NFL history.

So for 3 weeks NY open lost green button (Literally 17 days in a row) Then we failed to move a inch higher of 87k for those same 3 weeks while Binance was selling non stop for 2 of those 3 Then we dumped in Asia session, which after US also could not press buy day after Then we kinda dropped to ,,somewhere., took out nothing on anything, fucked few small longs, nothing important ALTs while doin that lost all their decent structures Then now on this fine weekend (after Binance is now magically buying for 3 days) we are up while ALTs are blasting 10% candles Fine, delete industry, we are done here Nonsense PA wherever you look