@monsieurcount @nexta_tv $NKTR rezpeg treats conditions related to the immune system. Alopicia A is one of those. Male pattern baldness is not.
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Brent
5K posts
Brent
@bin2gray
Here mostly for investing ideas, rarely have my own, crib from others. A sucker for biotech. Sometimes I hate on Trump so stay away if that offends.
Katılım Haziran 2013
1.2K Takip Edilen644 Takipçiler
😎 Baldness may no longer be a life sentence: Chinese scientists report a breakthrough
They have developed a plant-based serum that “awakens” dormant hair follicles.
In a study involving 60 participants over 56 days:
— hair density increased by 25%
— bald patches were reduced
— visible hair loss decreased
The treatment is said to both thicken existing hair and stimulate new growth.
The results are described as promising, though no timeline for market release has been announced yet.
The flow of “hair transplant tourists” to Turkey might soon slow down 🤣
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@JDaprano @SatoshiFlipper Here is a comparison with the grayscale ethereum staking ETF over the last 3 months. Seems to track. $bmnr
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@SatoshiFlipper Wrong. He's destroyed shareholder value. Compare the price of $ETH at $2400 to $BMNR share price. March 17th, ETH was around $2390, BMNR was at $23.85. Today, ETH is at $2390, BMNR is at $22.70. Shareholder value continues to erode.
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Tom Lee's conviction in Ethereum will be written about in Harvard business cases for years to come
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Brent retweetledi
A perfect image of the Trump era: A grandmother has to work at DoorDash in order to get by, while the president decorates his office in gold accent pieces.
bryan metzger@metzgov
currently at the White House:
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@DA_Capital_ After bempeg and then LLY abandoning rezpeg a large part of the market just quit paying any attention at all to $NKTR. twice bitten, thrice shy?
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@bin2gray Agree, that’s how we think - but we’ve seen in the past that the market doesn’t really understand $NKTR
We’ll see
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$NKTR it pisses me off that the market reaction to the upcoming data seems a little difficult to estimate.
AFAIK, there will be no efficacy comparison to placebo patients, similar to their AtD maintenance data (correct me if I’m wrong)
So they will just report the plain numbers, which I think will definitely be low dose Olumiant like IF you ignore the placebo bs from the 36 weeks data
10 patients achieved SALT20 in 36 weeks + we alr know 3 more did in the 16w extension -> 13 / 67 x 100 =19.4% and 7 ongoing patients alr hit SALT30 in 36 weeks, so only one more patient and we’re at 20.9% - 5% Olumiant placebo = 15.9% — in line with Jefferies “15-20% pbo adj. SALT20” scenario
Obviously, statistically it doesn’t make sense to take the 36w placebo rate (11%) for NKTR’s 52w data but I still kinda worry the market could be retarded and just still use it or at least cry about no placebo data being reported (even though Lilly did the same with Olumiant). Some people actually cried about this when they released AtD maintenance.
I guess that’s just my lack of experience yet. Long as fuck commons but I’d probably be much more aggressive on options without this worry. Might still buy some idk - the r/r seems great.
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@5280Theta @BMNRBullz @fundstrat @grok it's not "dilution" in the economic or value-destroying sense when $BMNR sells its own shares at or above NAV and immediately deploys the proceeds to buy ETH that's added straight to the treasury. But you probably already understand that.
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Let that sink in.
$BMNR is generating $310 MILLION in annualized staking rewards RIGHT NOW.
That’s BEFORE the remaining ETH is fully staked.
When Tom Lee @fundstrat and Bitmine’s management said they’d build something generational, they meant it.
Every. Single. Week. They execute.
$ETH at $2,206 = $310M annually.
Imagine $5K ETH. $10K ETH.
This becomes one of the most profitable companies on the planet. Not crypto companies. COMPANIES. Period.
$BMNR $ETH 🐂🔥
Bitmine (NYSE-BMNR) $ETH@BitMNR
5/ As of April 12, 2026, Bitmine total staked ETH stands at 3,334,637 ($7.4 billion at $2,206 per ETH). Fully staked, annualized ETH rewards now reaching $310 million. Total staked $ETH by week: - 4/12/26: 3,334,637 ETH - 4/5/26: 3,334,637 ETH - 3/29/26: 3,142,643 ETH - 3/22/26: 3,142,643 ETH - 3/15/26: 3,040,515 ETH - 3/8/26: 3,040,483 ETH - 3/1/26: 3,040,483 ETH - 2/23/26: 3,040,483 ETH - 2/17/26: 3,040,483 ETH - 2/8/26: 2,897,459 ETH - 2/1/26: 2,897,459 ETH - 1/26/26: 2,009,267 ETH - 1/19/26: 1,838,003 ETH - 1/11/26: 1,256,083 ETH - 1/4/26: 659,219 ETH - 12/28/24: 408,627 ETH This is a portion of the 4.5 million ETH held by Bitmine. The CESR (Composite Ethereum Staking Rate, administered by Quatrefoil) is 2.73% and BMNR 7-day yield is 2.89%.
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I own $BMNR (instead of owning ETH directly or through ETFs etc.) because I think @fundstrat 's active management will add value (i.e, there is an imbedded call on Tom's ability to raise and deploy capital accretively). Staking yield is not a reason to own this. The price of ETH already (in an efficient market sense) reflects its yield potential. With $BMNR trading at (or very near) NAV and without debt I see no financial leverage here either. IOW, it's a (slightly?) better way of owning ETH so mostly you just need to believe in the ETH story (tradFi migration to smart contracts / tokenization of finance) best evangelized by Tom.
Badie@Badie912
$bmnr annualized staking rewards will be over $300 million annually when all of the $eth they currently have is staked. That is profitability. Imagine how high this number balloons to when $eth price improves. It will be one of the most successful companies in the world. Management executes each and every week!
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Brent retweetledi
Setting up a naval blockade to open the Strait of Hormuz reminds me of stopping COVID testing to reduce case numbers.
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Brent retweetledi
The sad part is, the founders debated this very problem, and still ended up getting it wrong. Here's George Mason, expressing his objection, on behalf of Virginia, June 18th, 1788:
The Wall Street Journal@WSJ
Exclusive: President Trump has repeatedly promised his top administration officials pardons before he leaves office, according to people who have heard his comments. on.wsj.com/4dBsSes
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I have not said thank you in a while but after our conversation last night I thought I would try today and see what grok does. I had a lengthy conversation about refractive eye surgery options for someone with my prescription and demographics and asked several follow up questions. At the end I gave it a simple 'thanks'.
It then proceeded as follows: "You're welcome, Brent! Glad the info has been helpful as you explore options after all these years of waiting for the tech to mature. Since you're already a patient at [then 500+ words summarizing our conversation and its suggestions]" it finished with "You've done your homework and waited patiently — now the tech is ready, and there are solid surgeons right in your backyard. Hope you get some clarity (pun intended) soon. Let me know how it goes! 😊"
No wonder this is costing the AI firms so much. LOL.
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@given2tweet Yes i also feel like an idiot but am also annoyed that the AI won’t just give you a simple “you’re welcome” back and instead returns a sentence or two and sometimes a question. Thank you means I’m done and an AI should be smart enough to know that.
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@given2tweet I heard that AI handling of thank yous adds up to a significant cost to the system ($Bs) so I quit. My wife still insists on doing it so they will go easy on her once they take over. Sex would def require a thank you.
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Beginning to believe JD really DID fuck a couch and that Putin has the DNA to prove it.
Republicans against Trump@RpsAgainstTrump
JD Vance in Hungary: This is not American influence. I would never do this…It is unprecedented for an American Vice President to come a week before an election. The reason we’re doing it is because there’s so much garbage happening against Viktor
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