You haven’t missed what I believe is the greatest GLP-1 trade in a $150 billion market.

I’m not talking about $LLY.

Or $NVO.

$VKTX.

Very promising early results around a monthly shot and a pill, the greatest obesity drug unlock.

I made the case for Viking Therapeutics on @yahoofinance.

Also including links to latest research in 🧵 🧵Viking’s obesity drug study results are ‘almost flawless’, says Oppenheimer’s Jay Olson: cnbc.com/video/2024/02/…

I haven’t yet done a 180 on bitcoin but I’m about 135.

I was early (even mined in 2013), then became enamored with smart contracts (still am).

2 factors that are making me revisit my old friend:

🧵 1 - The Lightning Network addresses the fundamental deficiency of bitcoin- requiring 6 blocks and taking an hour to process a payment. With Lightning it’s instant. And adoption is happening around the world, enabling peer to peer decentralized micro transactions.

🧵 The 4 questions you need to ask yourself before going all in on your wildest dreams:

👇 1/ What’s the absolute worst outcome of going all in?

We all catastrophize and think disaster will befall us. Looking at the worst possible outcome in the eye, instead of ignoring it and hoping it goes away, actually helps alleviate the anxieties we have.

I think AI, deep fakes, whatever hodgepodge of terms are tossed around interchangeably, is our salvation because counterintuitively it raises the stakes so dramatically for a problem that actually does threaten our very civilization:

Lying is respectable. The truth has become so cheapened that the ability to manipulate it is seen as a virtue - at least politically.

But deep fakes threaten the liar as much as the lied to.

Everyone will soon have a common interest in figuring out what’s real.