Paul ❇️

Three exciting longevity results came back from my first dose of mushrooms: >35% decrease in inflammation, a deeply relaxed state and neuroprotective effects. Inflammation (hsCRP) My systematic inflammation levels dropped from elite to undetectable. This decrease is significant, aligning with clinical reports of reduced inflammation markers (CRP, TNF-alpha, and IL6) seven days post high dose psilocybin. + pre-mushrooms: 0.23mg/dL + post-mushrooms: < detection limit 0.15mg/dL + >35% decrease Deep low stress state (HPA Axis) My cortisol and DHEA-S dropped by 42% and 45%, respectively, suggesting a profound inhibition of the Hypothalamus-Pituitary-Adrenal (HPA) axis, which corresponds with the "after-glow" effect. + DHEA-S: 287µg/dL to 157 µg/dL + morning cortisol: 10.3 µg/dL to 5.9 µg/dL While cortisol spikes acutely during the trip, the post-session drop indicates a shift from sympathetic to parasympathetic dominance. This aligns with my sustained relaxed and joyful state. Neuroprotection (Estradiol) Estradiol increased 3x (11.3 to 36 pg/ml). This may be due to peripheral activation of 5HT2A receptors stimulating aromatase activity, the enzyme that converts testosterone to estradiol. A study has shown 5HT2A stimulation in human placental cells can drive aromatase gene expression and activity. My testosterone levels remained unchanged, indicating my body compensated for the minor conversion to estradiol. The increase is within the normal male range and is generally positive, as estradiol provides anti-inflammatory, neuroprotective and cardiovascular protective effects. Conclusion Taken together, these data suggest that a single high dose psilocybin experience can transiently push my biology into a low inflammation, low stress configuration that is theoretically favorable for longevity. Measurement window: 4 days before vs. 5 days post-dose

Princeton about to get their Flow State Mojo on! Impressive stash at PBC! ✨✨✨

when we started building on polygon testnet in early 2021, we made the “contrarian” decision to go all in on @solana truly surreal that we’ve now got solana trading on the NYSE

I have said $PI (Impinj) in interviews earlier this year could have the best growth profile of any tech company over the next 5-10 years. Currently about half their revenues come from the apparel market that is an ~80 billion unit a year market. My belief was based on them entering the food & beverages category which has over 1 trillion units. $WMT (Walmart) and $KR (Kroger) are now publicly announced as rolling this out. Impinj did beat revs and EPS in Q3 and guided above the street consensus for Q4. The sell the news price action of the stock which declined 15% today was after a huge YTD gain of +67% leading into results driven recently by the announcement of Walmart and Kroger as customers in food. But I wanted to point out something that I think many have overlooked on the earnings conference call last night. Arthur Valdez joined the board at Impinj. Looking at his Linkedin profile, he worked for 16 years at $AMZN as VP World Wide Operations till 2016. This was not mentioned on the Impinj conference call. I find it interesting that the CEO of Impinj yesterday said he “intentionally” mentioned e-commerce for the first time as an opportunity just as Arthur joins the board but does not mention his background at Amazon. Amazon used Impinj at their Just Walk Out store inside the Seattle Kraken hockey stadium back in 2023. Both Impinj and Amazon are headquartered in Seattle and Amazon seems to have admitted by their actions that their version of walkout tech without RFID for their stores is not adequate. It makes me wonder if Amazon becomes a broader Impinj RFID customer in 2026 after this opportunity in e-commerce is mentioned in 2025 by Impinj. To be clear, this stock is very volatile and risky. NOTHING may come of this given Amazon and Impinj have been talking to each other for a very long time. It also may not be Amazon that Impinj is talking to today and I have put these pieces together incorrectly. Impinj also has a high PE multiple which many potentially high growth tech stocks do which increases the risk if there is a disappointment. The stock as a reminder was down 75% from its intraday peak in October of 2024 to its intra-day low in April of 2025 on the tariff threats and the disruption to its business caused by an inventory correction by customers. But to me, given RFID is now entering the trillion unit market of food & beverages and logistics companies like FedEx and UPS are also end-customers, this would make logical sense for RFID to end up in e-commerce. With also the push to robot automation and AI by Amazon, tracking all items more efficiently is a logical step as well. Impinj mentioning e-commerce as an opportunity for the first time on this call is like them mentioning the food opportunity in 2024. And now in 2025, that opportunity hits with Walmart and Krogers both publicly announced and ramping late next year. This is the section from the conference call where the company talks about the e-commerce opportunity in reply to a question. Impinj CEO: “Then turning to e-commerce, I use that word intentionally. Yeah. I don't want you to read too much into it right now, but we are seeing two significant trends. One is an interest across many of our customers -- enterprise end-customers for a direct from DC or warehouse to consumer, and that's in the retail space, in supply chain and logistics and other areas. And the second one is 3PL opportunities. And so, these enterprises acting as 3PLs for other enterprises. The net of those I'm using is a broader e-commerce term. You are correct, it's the first time I've meaningfully used that term, and it was intentional, and expect us to push forward hard into that e-commerce and attempt to expand and grow there.”