Tom | Moose Mode🫎

Peptides are moving towards approval. This is the first domino in a vastly consequential chain of events that ends with $HIMS being worth $2,000 per share intrinsically by 2030. 1/ BPC-157 and other generic peptides get approved. Millions of people try them. They see results. And then they ask the obvious question: what else can I take? 2/ They ask that question on the platform that already serves them. $HIMS is one of the largest D2C healthcare platforms on Earth, with a vertically integrated supply chain. Vertical integration wins on price. Price wins the customer. 3/ Every customer becomes a source of biomarker data. And that data gets deeper and more exhaustive every year: more patients, more panels, more longitudinal measurements, more before-and-after pairs. Every new customer makes the machine smarter. Every improvement in the machine attracts more customers. 4/ Eventually, the dataset becomes so exhaustive that $HIMS AI can design personalised peptides for virtually anyone. The objective: optimal patient outcomes at a fraction of the cost of competing solutions. Healthcare stops being about prescribing the same molecule to millions of people. It becomes about designing the optimal intervention for each individual. 5/ This is the scenario that takes $HIMS to $2,000 in intrinsic value per share by 2030. In everyone's eyes, it becomes the platform that unlocks an entirely new AI scaling law: life extension per token. It turns the pharmaceutical industry upside down. Traditional drug discovery becomes increasingly obsolete as value migrates towards the AI trained on the largest, deepest and highest-quality longitudinal biomarker dataset. The molecule becomes the output. The intelligence that designs it becomes the asset. 6/ This sends everyone into a race to build or access that intelligence. If you don't own the AI, you're increasingly forced to depend on it. As a pharmaceutical supplier, because competitors using it can design better interventions at lower costs. As a customer, because people using it may achieve better health outcomes and ultimately live longer than those who don't. 7/$HIMS becomes the most valuable subscription service on Earth as its AI grows increasingly predictive. Just as operating without $PLTR can create a massive competitive disadvantage, increasingly comparable to operating without electricity, living outside the $HIMS OS could mean losing access to the most consequential value creation machine in healthcare. Except this time, the output isn't just productivity or economic efficiency. It's additional years of human life.

Monad is quietly killing it on the lending side, specifically for tokenized assets deposits. At over $300M in tokenized asset lending deposits, it is currently ranked 3rd behind Ethereum and Solana. Watch this space. Blockworks Data Everywhere.

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winning does not feel nearly as good as you think it will it's years of animalistic chase followed by like 30 minutes of euphoria then the comedown is worse than molly. what happens after you get your first big win really shows what type of person you are; you either realize this and get depressed and nihilistic, or accept it as a reality and start chasing the next trophy because you understand it's all about the love of the game no goal is really about the goal. it's about giving meaning to struggle and pain by tying it to an outcome. the struggle and pain was what you wanted all along