forecaster, make veblen goods in LA + Miami @ondastu
Miami, FL
Joined May 2009
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"JUNO" for my daughter June Hake.
sold some chrome hearts and bought a PIECE. A real solid gold PIECE from a GUY. (IG of guy: maisonraksha)
what does it mean when I say "everything is everything" ? is it some hippy bullshit? yes and no
It means that EVERYTHING is both surface level and extremely deep.
Everything can be meaningless and full of meaning. Any time all the time. Take for example my job on @ondastu
the "work" part of my life is focused on making money to make clothes that eventually will make me enough money to keep going.
I don't know if I will get rich by making clothing, in 3 years I've "spent" or "lost" about half a million. That was 100% my own money I made from trading.
That money is meaningful to me, it could buy my family a bigger house, buy me more freedom from jobs.
Should I continue?
I spend all day making clothing that you could buy from another brand.
And it is in fact, JUST clothing. It's a shirt you wear and eventually gets thrown to goodwill or in the trash years later during a phase of marie kondo shit.
So it's not deep.
But it can be super deep too:
For me it is the art I do every day. A creative act Im legally obligated to partake in by my society. Creating a fit.
What do I wear when nobody is looking at me, what do I wear in the world when people are?
What watch? What car? All these pointless material objects say something about who you are a person.
My whole life I think a lot about these decisions. what to buy, what socks do I wear and why.
People always have said my style is wrong and weird my entire life.
I agree, I actually don't care much for fashion. Internally I KNEW I was weird and wrong, thats why I dress this way.
It's my armor and simultaneously the truest expression of myself. Every day it is, when I look like shit I usually feel like shit, or I'm trying to compensate for feeling like shit by going the other direction.
it's all deep but it's also pointless.
I make clothing for people that are like me though^...
if that's you, weird and wrong people are the coolest. what you "should" do any moment does not exist at all. onwards
moon dat
been researching $LLY lately. The simple thesis: retatrutide will blow out the current (high) expectations.
Wanted to share 2 more bullish aspects of $LLY that i uncovered during my rabbit hole. This is not a full thesis, just some alternative bull feed w/out bearish consideration yet.
2 Alternative Bullish Factors for Your Consideration:
1) "Lillypod" + NVIDIA Linkup:
LLY has 9k petaFLOPs of their own compute AND are spending $1B to build a lab with Nvidia. That's somewhat bullish on it's own, but idk if LLY will discover new drugs.
HOWEVER there's an interesting sentiment setup re: data center buildouts:
a) multiple surveys show 40-50% of americans think AI does harm and don't trust the hyperscaler buildouts
b) imo the #1 narrative counterpoint that silicon valley must shill is the "AI will cure diseases"... It's much more effective than "The SWEs with generous salaries can now code faster" narrative. There are real signals that looping agents help significantly with drug discovery.
c) There is so much incentive to push this narrative. Think about the pile of people + money who want AI to be cool + loved. Now 10x that. YUUGE incentive
d) when this narrative gets more mindshare, $LLY is an obvious beneficiary as people will scramble to bid "Pharma with compute"
There's virtually 0 financial publications covering Lillypod and I think it's a setup for a spike in LLY awareness in next 1-2 yrs.
2) Retatrutide for treating addiction/alcoholism: There are 0 publish human trials on these drugs for addiction treatment. But there's a body of anecdotal reports where people take Reta for their weight and end up getting sober, quitting nicotine, gambling less, etc..
It lines up with that rumor that circulated earlier this year that hedge funds ban traders from taking Reta bc it nerfs your "instinct".
There's enough evidence that LLY is developing brenipatide, a monthly-dose variant for treating alcoholism, opioid addiction, and mood disorders.
I believe the research around GLP-1 agonists will spawn a breakthrough treatment for addiction... My own experience has been profound. Massive reduction in impulsive thoughts + behaviors. Like a sudden calming of my mind.
trademark underrated move I’ve decided to open source:
exaggerated performative dust on the scumbag 5-panel cap
+
niche timepiece so illiquid that you are forced to be a longterm community member and brand cheerleader
