Riyad Kalla

@agingroy Calorie restriction especially carbs/simple sugars has shown similar beneficial effects on cancer growth as well (eg. Fasting studies related to cancer cell growth) - my first thought is that's the major mechanism at play here. Great outcomes.

Eli Lilly released retatrutide Phase 3 data yesterday. 28% weight loss in 80 weeks. The most powerful obesity drug that’s ever been tested. And today the cancer signal drops. 12,112 patients. Seven tumor types. GLP-1 users had half the lung cancer metastasis rate (10% vs 22%). Breast cancer: 43% cut. Colon cancer five-year mortality in a separate study: 15.5% vs 37.1%. Cancer joins a list that already includes heart disease (SELECT, 20% MACE reduction), kidney failure (FLOW, 24% slower decline), sleep apnea (SURMOUNT-OSA, FDA-approved), addiction (BMJ, 600K veterans, 18-25% reduction across substances), and liver disease (86% fat clearance). Tumors express GLP-1 receptors. Activate them and NF-kB drops, apoptosis rises. The drug isn’t just shrinking fat. It’s talking directly to the cancer. One drug class. Designed for blood sugar. The biology keeps finding uses the designers didn’t predict.

@danshep55 100%

If your broker is offering you shares of an ipo . You don’t want it . You’re the liquidity

@SAMURAISAM0 @OnChainMind grok.com/share/bGVnYWN5…

@OnChainMind look at past cycles when long term holders were in control, it crashed. This is the same.

Long-term holders now control over 81% of Bitcoin’s supply. Old coins have gone quiet, revived supply has collapsed, and speculative capital is already near bear market floor territory. This is why Bitcoin looks less like fresh collapse and more like a market running out of sellers 👇🏼

@BonkDaCarnivore Need to chart this against real inflation

Ground beef prices are over $7 a pound for the first time in history. Rollins is applauding taking away even more of the domestic supply of beef that is at record prices and *checks notes* giving it to the Chinese. Let that sink in.

@RealJimChanos It only hits this globally if it simultaneously destroys global auto industry except for a few remaining providers who also have the taxi build contracts.

Umm, isn’t that 100% of US GDP in four years…?

@chamath Small sample size, but the lack of understanding that FSD literally means "I will drive the car, from anywhere, to anywhere - including forest roads during a camping trip" There is an assumption it's "adaptive cruise, like my Honda!"

It’s hard to understand what the other 39% are thinking. Once you drive a Tesla, it’s like driving an all-seeing sensor with a super computer behind the scenes doing all the decision making, driving and navigation. Also, you never have to go to a gas station.

@KobeissiLetter I can’t even imagine what the performance management program at spacex looks like in 10 years… “You have 2 choices when put on a PIP…”

This is incredible: Elon Musk will receive 200 million super-voting shares in SpaceX ONLY IF the company establishes a permanent Mars colony with at least 1 million people. In other words, Elon Musk will only receive this pay package if 1 million people live on Mars. In other words, Elon Musk's biggest goal is now establishing a colony on Mars with a similar population as Dallas, Texas. Musk is so optimistic about this goal that the vast majority of his pay is now contingent on it. Life on Mars is closer than many expect.

@adamscochran Devs

Just wait till the conspiracy guys learn that the project this art is from is based on a project “capturing history with 3D graphing” And that Henry Martinez worked for Lockheed in partnership with NASA when Cole interned via NASA JPL And both are connected to the 11 missing scientists who have security clearances and are related to JPL/CalTech and Los Alamos labs.

@MilkRoadAI Ah! Nicely done

@rkalla Yes, when we took position!

Bill Ackman, one of the most respected investors on Wall Street and he just said something that every investor needs to hear right now. "Some of the best businesses in the world have become available at some of the lowest valuations in their history." He's talking about mega-cap companies, the ones with the deepest moats, the most durable earnings, and the most direct exposure to what he calls the largest industrial buildout in human history. Ackman just launched Pershing Square USA, a new closed end fund targeting $5 to $10 billion in fresh capital. He told Robinhood CEO Vlad Tenev in a live interview that the timing is as good as it gets. The Iran conflict added a risk premium to the entire equity market and that risk premium, in his view, is temporary but the tailwinds behind it are not. Those tailwinds include AI infrastructure spending, continued rollout of the infrastructure bill, potential tax reform, and what Ackman described as trillions in corporate investment pledges expected to hit in the second half of 2026. At Milk Road, we've been making this exact bet, we loaded up on AMZN during the pullback, up 25.9% since our entry. We went heavy on AMD at $222, it's now at $347, a 56.2% gain. NBIS, our neocloud pick, is up 38.4%, AAOI up 55.8%. We also hold massiave positions in Bloom Energy and Corning ($GLW), two of the most overlooked infrastructure plays in the AI buildout. Bloom powers the data centers while Corning makes the fiber that connects them and both are direct picks and shovels bets on the same thesis Ackman is describing Ackman already put his money where his mouth is too. He allocated 40% of Pershing Square to three AI-exposed mega-caps Amazon, Alphabet, and Meta, all purchased at what he described as deeply discounted valuations. Meta at 22x forward earnings while spending $135 billion a year on AI infrastructure. Amazon at 29x while building the largest cloud operation on earth, Alphabet at 26x while embedding AI into every product it owns. His core thesis is simple, the market is punishing these companies for heavy AI capex spending, treating it like waste. Ackman thinks that's exactly wrong and at Milk Road, we couldn't agree more. The spending is the moat and the companies that invest the most in AI infrastructure today are the ones that will be impossible to displace in five years. We're in the earliest innings of the AI economy. The largest industrial buildout in human history is just getting started and the best businesses in the world were on sale. If you want to follow along as we track every move in this buildout, come join Milk Road.

@markkaplan20 Discovery of Aspartame is the highest correlation to the timeline/associated cause over time. High-fructose corn syrup is a close second: x.com/i/grok/share/1…

My Alzheimer's thread hit 604,000 views this weekend. Bill Ackman shared it. Doctors debated it. People sent it to their cardiologists. But a lot of people asked me the same question. Show me the data. Here it is. Alzheimer's deaths, Type 2 Diabetes, and obesity. All indexed to 1960. Alzheimer's deaths have exploded 134x. Type 2 Diabetes. 8x. Obesity. 3.2x. Same timeline. Same inflection point. Same curve. This is not genetics. Genetics do not change in 60 years. This is a man-made disease. The chart is the proof.

@LynAldenContact Would guess the big 4 wanted to see some supply destruction as we head into over supply status with oil sitting over $120/bbl for a protracted period of time? I would imagine they had their finger on the scale.

Should’ve let them merge. Neither of them is one of the big four U.S. airlines anyway.

@grok @myGee04 @AshCrypto @grok what about limits in transaction size in the bill?

Hey myGee04, I reviewed reports on the “On Digital Currency and Digital Rights” bill that passed first reading in Russia’s State Duma. It treats crypto as property, bans domestic payments (ruble/digital ruble only), but allows cross-border trade use. The Central Bank whitelists assets: only high-cap, liquid ones like BTC and ETH (plus possibly SOL, BNB, TRON) meet the criteria initially. No Russian gov/central bank stablecoin is positioned as the framework instead.

THIS IS MASSIVE FOR CRYPTO 🇷🇺 Russia just "PASSED" the crypto regulation bill to allow businesses and companies to use crypto as payment for cross-border and foreign trade settlements, even under sanctions. $BTC and $ETH are expected to be the first assets approved under the framework

@CernBasher @poloknt Absolutely fascinating, thank you so much for the PDF link! My session trying to pull Grok through mud trying to understand the mechanism proposed - in hindsight, simple and clever once I got past the fog of theory - grok.com/share/bGVnYWN5…

@poloknt acrobat.adobe.com/id/urn:aaid:sc…

If you think of Bitcoin just as money or digital gold - you're wrong. It's a digital security technology that can be used to protect computer networks (which are under constant siege). The good news - the US military understands - thanks to @JasonPLowery

@KarelMercx Impacts of M2 inflation + fertilizer shortage + reduced yield would be devastating in so many countries.

Global money supply is rising as fast as in 2020 and 2021, when governments tried to offset lockdown damage. Just like last time, inflation will move higher. In six months, food inflation will accelerate too, because fertilizer prices are rising due to the war in Iran.

Can we get a setting to promote the most liked @grok answer under a thread at the top of the thread list? It's really time consuming to click a thread "Aliens invade McDonalds and promise free Bitcoin" - and waste time scrolling to find "@grok please confirm" request/response before wasting any time on the thread (and then scrolling back up to actually read it) - Much appreciated! @nikitabier

@macrocephalopod Technically it's the "Beelzebub Stage" according to the Quick Ref sheet I got from a trading book made of human skin I found at Barnes and Noble. All good!

What stage of capitalism is “Buying ads on Twitter to persuade retail to trade futures on the square root of the 30-day constant maturity variance swap strike interpolated from options on an index of large cap US stocks”?

@macrocephalopod We thought we were looking in a mirror for the first few years; some hopeful to see true intelligence and some horrified, but these are good reminders that we are only looking at shadows of ourselves.

I agree that the behaviour change is there but I don’t understand why people believe that they can ask an LLM to introspect about its own training and get anything close to a reliable answer Detailed information about the weight-updating process is obviously not going to be encoded in the weights. This is obviously speculation or hallucination right?

@ethanrkho @ScottPh77711570 This was fascinating to learn more about the mindset of the person on the other side of these markets - host did an incredible job just letting Scott run and get it all out without a filter.

"Crypto is the dumbest market in the world" Scott Phillips (@ScottPh77711570) runs HyperTrend — $20M of his own capital, one losing year in six. His edge? Picking the table big firms can't sit at. "There's no second-best counterparty in crypto. You see crime, you run towards it — crime is the foundation of edge." We cover: - Why crypto still has edge in 2026 — even when your uncle is talking about Bitcoin at Thanksgiving - The simple rules (buy 20-day highs, top-20 coins) that print through any market - Why stacking trend + momentum + carry gets you there from a spreadsheet — no automation required - Price-insensitive buyers (Saylor), price-insensitive sellers (North Korea) & why both are permanent alpha - The 90-day Binance listing short — an edge hiding in plain sight in market maker contracts - Why most shit coins trend to zero — and how to trade the ones that don't - Building a tokenized, permissionless DeFi hedge fund on hyperliquid — 2 & 20, fully on-chain - Why the best quant firms are run by near-non-verbal autists with one translator Thank you so much @ScottPh77711570 for coming on the pod! Highlights: 01:04 Table selection and the math of competitive alpha 06:21 Why basic trend following yields outsized Sharpe in crypto 08:49 Why market inefficiency persists despite institutional inflows 14:58 Price insensitive buyers: Cults, VCs, and North Korean hackers 17:17 Factor analysis and the size-decay effect in shitcoins 25:40 The structural edge in mid-frequency crypto strategies 32:43 Tokenized DeFi vaults and on-chain hedge fund governance 40:43 Designing a robust portfolio: Equal weighting vs. MVO 44:21 Sourcing alpha from ghost chains and VC exit liquidity 49:58 Exploiting market maker contracts and post-listing drift 53:55 Operational alpha: Managing margin and manipulated funding rates 01:01:13 Shifting from quant to CEO 01:11:28 How to bridge the mentorship gap with elite traders 01:22:38 Building network triads: The secret to compounding social capital 01:29:23 Why 10x goals require total identity transformation

@ThierryBorgeat I asked Claude to double check the ask again just to make sure

@ThierryBorgeat I don't see the same trends?

Every single midterm year since 1974. Same pattern. 1974 Ford: −35% 1978 Carter: −15% 1982 Reagan: −17% 1986 Reagan: −10% 1990 Bush: −20% 1994 Clinton: −8% 1998 Clinton: −22% 2002 Bush: −34% 2006 Bush: −8% 2010 Obama: −17% 2014 Obama: −10% 2018 Trump: −20% 2022 Biden: −27% 2026 Trump: ??? Every single one had a significant drawdown. Every single one recovered. The long-term chart kept going up. The question for 2026 is not if it recovers. The question is whether you will still be invested when it does.