CryptoCondom

Many of the smartest people I've met in crypto over the past few years are actively looking for ways to pivot to other industries. Make of that what you will.

most people have no idea what is coming - genome sequencing just crossed $100, down from $100M in 25 years - peptides just went from felony to federal policy - psychedelics just got a presidential executive order - epigenetic reprogramming just entered human trials for the first time in history - embryo editing is no longer a thought experiment: it is a clinical conversation every single thing bio/acc has been bullish about for 2 years is breaking out simultaneously honestly not a trend anymore this is an inflection point the next 6-12 months will be the most important period in the history of human biology bio/acc

Trump post on Iran/shipping Countries from all over the World, almost all of which are not involved in the Middle Eastern dispute going on so visibly, and violently, for all to see, have asked the United States if we could help free up their Ships, which are locked up in the Strait of Hormuz, on something which they have absolutely nothing to do with — They are merely neutral and innocent bystanders! For the good of Iran, the Middle East, and the United States, we have told these Countries that we will guide their Ships safely out of these restricted Waterways, so that they can freely and ably get on with their business. Again, these are Ships from areas of the World that are not in any way involved with that which is currently taking place in the Middle East. I have told my Representatives to inform them that we will use best efforts to get their Ships and Crews safely out of the Strait. In all cases, they said they will not be returning until the area becomes safe for navigation, and everything else. This process, Project Freedom, will begin Monday morning, Middle East time. I am fully aware that my Representatives are having very positive discussions with the Country of Iran, and that these discussions could lead to something very positive for all. The Ship movement is merely meant to free up people, companies, and Countries that have done absolutely nothing wrong — They are victims of circumstance. This is a Humanitarian gesture on behalf of the United States, Middle Eastern Countries but, in particular, the Country of Iran. Many of these Ships are running low on food, and everything else necessary for largescale crews to stay on board in a healthy and sanitary manner. I think it would go a long way in showing Goodwill on behalf of all of those who have been fighting so strenuously over the last number of months. If, in any way, this Humanitarian process is interfered with, that interference will, unfortunately, have to be dealt with forcefully. Thank you for your attention to this matter! DONALD J. TRUMP PRESIDENT OF THE UNITED STATES OF AMERICA

$NOK (This is insane?) Market makers are seriously underpricing the potential move in Nokia this year. There’s real opportunity here. LEAP premiums still look way too cheap. January 2027 $20 calls were around $1 last week and nearly doubled this week with the stock moving less than $1 The next day January 2027 $25 calls opened near $1 and pushed 50% intraday Flow has stayed strong as $NOK pushes into a 16 year high. Here’s some notable short to medium term flow from this week $NOK 6/18 17c for about $700K $NOK 9/18 19c for about $3.7M $NOK 9/18 20c for about $500K A year ago this was a sub $5 telecom name that most people ignored Today Nokia is tied directly into the AI buildout from multiple angles Hyperscaler optical backbone through the Infinera deal with €2.4B in AI and cloud orders already lined up for 2025 AI RAN alongside Nvidia and T-Mobile with Blackwell GPUs pushing compute to the edge, what Jensen Huang calls robotic AI radio Now expanding into defense tech with Anduril Industries. The 5G Sentry Tower can deploy in under 3 hours with no infrastructure required $NVDA also holds a 2.9% stake in $NOK as of late 2025 Same ticker. Completely different story unfolding

Hormuz is being modeled by consensus as an oil shock. It is not. It is an input layer reset of the global manufacturing economy. The crude price move is the loudest signal but not the most consequential. The most consequential transmission is the slow repricing of the chemical, metal, and specialty input layer that sits underneath every physical product made on Earth. Each cascade has its own time signature. Oil moves in days. Fertilizer in weeks. Specialty chemicals in months. Capital goods and consumer durables in quarters. Sovereign wealth flows and reinsurance capital in years. So the impact rolls through markets in waves rather than a single shock. This is what makes it harder to model than a typical commodity event.