Yassin Mobarak
29 posts

Yassin Mobarak
@YassMob
Investor, GP at Event Horizon Capital. Block-chained to my wife and daughters forever. Biased towards possibility.






Anthropic just published a support page that should terrify anyone holding its shares on the secondary market. "Any sale or transfer of Anthropic stock, or any interest in Anthropic stock, that has not been approved by our Board of Directors is void and will not be recognized on our books and records." Void. Not restricted. Not pending review. Void. That means if you bought Anthropic shares through Forge, Hiive, or any other secondary platform without board approval, you are not a stockholder. You have no stockholder rights. Your transaction is invalid. It gets worse. Anthropic says it does not permit SPVs to hold its stock. Any transfer to an SPV is void. Investment funds claiming to offer indirect exposure are "most likely relying on mechanisms that attempt to circumvent our transfer restrictions." Forward contracts, tokenized securities, synthetic exposure products, all of it potentially worthless. Their advice to investors: "Assume that it is invalid." There is a multi-billion dollar secondary market in Anthropic shares right now. Platforms are pricing the stock at $265-$1,400+ per share based on a $380 billion valuation. Real people have put real money into these positions. And Anthropic just told them none of it counts. This is the purest possible illustration of counterparty risk. You can buy a share of a company and have the company itself declare your ownership void because you bought it through the wrong channel.




🗺️🍕🥳 Bitcoin Pizza Day is in 3 weeks! Find your city's party at globalpizza.party. 🔍

Interesting how it works Elon puts up his own money, rounds up the absolute best AI talent on the planet, leverages every connection he has to secure serious resources, and launches OpenAI in 2015 as a pure non-profit explicitly created to develop AI for the benefit of humanity, with zero profit motive and open research Then the “team” decides they want the bag They push Elon out, take control, and quietly flip the entire thing into a for-profit machine All while preaching the same sanctimonious lines on repeat: “We’re still mission-driven!” “AI for the good of humanity!” “We’d never abandon our principles!” The ultimate betrayal: Elon got zero equity. Not a single share. He funded it. He built the foundation. He got nothing while they turned his non-profit into their personal cash cow This is the level of betrayal and hypocrisy we’re dealing with And for the record.... this lawsuit doesn’t put a single penny in Elon’s pocket. Any win goes straight back to the non-profit to restore the exact mission he founded


There is no shortage of the next shiny new thing in crypto- new narratives, new promises, new inevitabilities But there is a shortage of disciplined, obsessive teams building something together for a long time that is strong enough to survive belief itself Be long true scarcity

2026 might be the year we start aging backwards we're barely into Q2 and here's what's already happened: 1. Life Biosciences got FDA clearance for the first human trial to reverse cellular aging. Not slow it. Reverse it. Results expected by year end. 2. Kyverna filed for the first CAR-T approval for autoimmune disease. One injection. Every patient eliminated their immunosuppressant drugs. A single dose. 3. Retro Biosciences dosed the first humans with RTR242. A pill that reactivates the brain's cellular cleanup machinery to fight Alzheimer's. Phase 1 results expected Q3. 4. Baby KJ became the first human to receive a personalized in-body CRISPR edit. Custom therapy designed in 6 months. It worked. His doctors are now building the FDA pathway for bespoke gene therapies. 5. ClockBase Agent analyzed 2M+ molecular samples, tested 43,529 interventions, flagged 5,756 compounds that modify biological age, then validated the top candidate in old mice. The system gets sharper with every cycle. 6. The FDA just officially moved to reclassify a dozen restricted peptides. The ban is coming off. Stanford separately discovered a natural Ozempic with no side effects using AI. Peptides just became a regulated market. the pattern is clear - discovery timelines collapsed. years to weeks. - validation moved upstream. mice to humans. - the target expanded. single diseases to aging itself. first FDA-approved drug that demonstrably reverses biological age by end of 2026? bio/acc






