Claude Code Built Me a Hyperliquid Stock Bot & Exposed Pump Fun

These six o'clock codes here built me a stockbot on hyperlquid which which is very interesting with HIPP3 here. This

is actually a private Zoom call that I'm letting you watch here today. I don't

know how long I'll keep it up. But not

only did we build a stockbot on Hyperlid in like 30 minutes actually kind of exposed something about Pump Fun and their buybacks. So it kind

of broke my thesis. You may have heard before somebody else using the arena showed that there was actually some mistakes here as well. So, we went ahead and fixed that. We did a whole lot

today. Moondab.com/arena. This is where

today. Moondab.com/arena. This is where people are competing predicting price in order to win. Um,

we even looked into some GLP1 trades, which is interesting because the biggest trends right now are number one, AI.

And then number two, I don't know about you, but I'm getting hit with so many GOP ads.

Maybe it's because I use Uber Eats so much, but we built that stockb hyperlid with a Tesla. We use Tesla. So that's pretty

Tesla. We use Tesla. So that's pretty cool that we can trade onchain stocks now. So app.hiberliquid

stocks now. So app.hiberliquid

through a hip3 were able to do that. And

I've got all the infrastructure built out. I'll show you everything here

out. I'll show you everything here today.

And then we even got into a couple memes. So you'll have to stick around to

memes. So you'll have to stick around to see those. But this is exciting day. And

see those. But this is exciting day. And

again, this is a private Zoom. I don't

know if I'll keep up for long. So lock

in.

Once running the five every five minute fetch all does 2.16 liquidation file that can stall.

What are the three heaviest things that are being called right now? I think that 2.16 is probably one of them.

But yeah, give me the top three because maybe I can remove a couple of them.

Thank you.

Slim down, dude. I'm always going to cut down. Like for example, the app, the

down. Like for example, the app, the Mundab app doesn't have the trading tab anymore. I'm always going to slim down.

anymore. I'm always going to slim down.

I don't think you should be trained by hand.

Can you give us some words on email security? Like, how many emails do you

security? Like, how many emails do you have dedicated for services like cling so people do not totally scam and fill your important inbox with spam messages?

How often do you dump old addresses?

Good hygiene. Maintenance time for a Saturday session. No worries. This is

Saturday session. No worries. This is

distracting. What do you mean? I don't

get it.

Can you give us some words on email security?

What are you saying, bro? What are you saying?

Your email for cling was Mundaf. Yeah,

it is.

It is. It is.

I'm confused.

I'm confused, but it seems helpful. So

the top three heaviest are fetch all data job every five minutes runs forever every 5 minutes.

I mean, where does that go? Where does

that go? The number one, does it go to mundave.comdata

mundave.comdata or where? Yeah, where does that data

or where? Yeah, where does that data outputed at?

Because I I also give everybody an API so they can download it directly if needed. So that might be a candidate to

needed. So that might be a candidate to just remove from the website.

And what's IP API do for us? The

geolookup.

What's the need of that? Is that for like click tracking or Yeah, tell me specifically what that's for.

Let's delete. Let's remove scan HL liquidations.

And let's also deprecate um mud.comame.

God, I love that game though. Let's see

what it's looking like. I just haven't been there in a long time. So,

you're crushing it. Down 5 million.

That's crushing it, bro.

Close trade. Devastation.

How can I still sell if I'm down 5 million?

I don't know if I want to deprecate this.

I actually want to open it up right here.

No, I might have to depreate it.

Let's go ahead and look at see if anybody's using it.

This is a good Saturday cleanup, bro.

Fossil, if you do have something about the emails that I should look into because got to clean up every once in a while, you know,

clean house every once in a while.

Clean up. Clean up on aisle 64.

All right, let's look at the last 28 days. See if anybody's using that page.

days. See if anybody's using that page.

While testing, I caught the API running in a single worker uh system. Rotate

keys is what brings it up with eight workers. Single worker gets saturated.

workers. Single worker gets saturated.

API fills scans. Since it I just restarted with eight workers, things are healthy now. But if system MD ever

healthy now. But if system MD ever starts reserve it on its own, it'll come back with single worker and we'll see this again. The durable fix this.

this again. The durable fix this.

Yeah, I want you to fix that. Thank you.

Okay. After that, I'll go ahead and do this.

Okay. I want to see if anybody's using that page.

Nah, nobody's using that [ __ ] So, definitely deprecate.comgame

and then answer the other questions.

I dropped the key already. I'll drop it again.

You're welcome.

All right, cool. Cleaning up. Cleaning

up. All right, let's see what's going on with the server. So, change this. All

six end points are good now. Let's go

ahead and test them. User uh submitted this.

This is fun and all, but it's gone now.

Trading View. Let's go look at Trading View.

Amazon on a hell of a tear, dude. You

remember this? Remember this chop action we were talking about Amazon a lot?

That was good. That was good. It was a good trade.

Okay, so let's see here. What what's

actually alive right now? Because um

stock market is closed today, I believe.

Why Why did the founder of Solana Shill Housecoin?

That's my question. He sent that [ __ ] 50% yesterday.

Let's see if there's continuation. I'm

sure it's just going to do one of these just right back into zero land. But, you

know, big Housecoin fan here. So,

it is what it is.

It is what it is.

Now build the front end and restart the back end. Okay, let's get it.

back end. Okay, let's get it.

I can't Why am I looking at the five minute on a shitcoin, dude?

I do have a lot of poopies I want to go through today though because I've been running this bot here and I actually just had to add some Solana to it. So, I

know that she's cooking. Not in a good way, but she's at least cooking. Let's

sell some losers.

So, I got the triple I got the triple AI. I got one over here. I'm going to

AI. I got one over here. I'm going to take her off screen because she's very private.

I got to get my server set up with the um poly market stuff because essentially what's happening is um I told you already the VPN thing.

Damn, I didn't know you guys were struggling like that over here in the States side. Dude, you really can't use

States side. Dude, you really can't use Poly Market, huh?

I mean, you can. It's just

there's a definite defin definite um it's a little trickier. It's not that tricky. Not that tree,

tricky. Not that tree, but damn.

Okay, let's see what's going on here.

Toss.

Here's the rundown. Your fixes look solid.

the rundown. Your fixes look solid.

Every endpoint the user complained about is now responding fast with real data.

Beautiful. Ray limiting did fire once.

Recommendation from the user. Their DDOS

theory is plausible if they were running an unbound loop, but the more likely cause is they tested during the brief outage with an inactive wallet. Okay,

let's go ahead and I'mma hit shorty up.

Thank you very much for this bug report.

It has been fixed through the API.

I have not checked it through the old app as I am not supporting that app anymore.

So I killed I pretty much killed the old trading tab on the moon app because I I honestly don't think you should be trading by hand and I think that was in congruent with what I preach to have the

trading tab up there. The thing that I do miss is seeing everybody's positions.

I absolutely miss that.

So that is the big L from that. But that

kind of just induces hand trading because you can see all that [ __ ] through the API.

So for me, it just induced me to like make calls and I'm just like I'm good.

I'm not trying to go back to those trenches, bro. I'm sorry. Okay, let's

trenches, bro. I'm sorry. Okay, let's

see what's Gucci down here live now.

Backend startup log shows BTC bars collector disabled. Game page

collector disabled. Game page deprecated.

So let's go see if it actually got debubbed.

mundave.comgame

gang gang game. This page has been retired. The Munda BTC challenge game is

retired. The Munda BTC challenge game is no longer. We're focused on resources in

no longer. We're focused on resources in the arena. Nice, dude. Beautiful.

the arena. Nice, dude. Beautiful.

Beautiful.

Okay, let's go ahead and see. After 6

seconds, points to the arena.

Make sure that it sends them to mundave.com/arrenena

cuz it sent me to mundave.com for the game page. Thank you.

Okay, so back in. Okay, moon.g game now deprecated. Beautiful original 3,778

deprecated. Beautiful original 3,778 line file backup health return. Okay. Oh, I minute job.

health return. Okay. Oh, I minute job.

Five minute job.

How'smmonad.com/data

public download. It's been failing every single run since the API broke. Zombie

file here. Live data

can be deleted to reclaim space.

Cash the IP API lookups for affiliate clicks.

24hour LRU per IP.

Nice.

And then point number three here, cache the IP API. Uh let's do that. Um update

here. Thank you.

Essenti and explain to me this is still going to do the same thing. It's just

going to be 95% less, right? It's still

going to be able to see where the the IPs are.

I just need to know what country people are coming from or uh link clicks.

That's it. Um let's see here. Is anybody

using the slash data page? I'm going to go ahead and look through that. I'm

doing a little cleanup to make things a little more um robust here. There are

some people using the data page.

Now, question for you. On the uh mundave.comroadmap,

mundave.comroadmap, we have um a data section. This data

section is essentially using my Coinbase API in order to pull the data. If I were to say, let's deprecate the mundab.comdata

mundab.comdata page, don't do it yet.

Would that solve our problem with the 2.16 gigabyte master? Because I can just have that explained in the API. If you

look at moonab.com/api

or so moonab.com/doccks, you can see that it explains how to get that liquidation data and the OI data. So

theoretically we could deprecate the slash data page as well and then just say hey check out the mundab.comdocs

mundab.comdocs data section or yeah check out moonab.comdoccks in order to see how to

moonab.comdoccks in order to see how to get data.

Don't do that part yet but the other two you can go ahead. Thanks.

Now, will this resolve everything so we don't have to restart 10,000 times?

Okay, cool, dude. I think that's all fixed here.

Well, it's going to be fixed. I have a plan at least to fix it. What's going

on? Ethereum,

the only decentralized crypto left.

then I think I can go ahead and start doing this on the server or I could be lazy and just turn the VPN on right now.

the IP API. Does it still do the same thing? Yes. Identical behavior. Perfect.

thing? Yes. Identical behavior. Perfect.

Deprecating mundave.com/data. Does this

solve the 2.16 problem? Yes. And more

cleanly than I hoped. Here's the

dependency map. Liquidations master only used by API liquidations recent.

The slash data page has the failing fetch OI data job. The public Mundev API serves liquidations from a different path. Liquidations db.

path. Liquidations db.

So killing flash data lets you delete the master CSV. No impact with your public API.

OIC CSV same story. Slash data serves it.

Okay.

That's great.

I'm going to get here in a second.

If you deprecate SL data but users still want to download OI from the API, the OI file still needs to be regenerated somehow. Right now, fetch OI is broken

somehow. Right now, fetch OI is broken anyways. So, the API endpoint is also

anyways. So, the API endpoint is also serving stale data. Worth confirming

whether your public API users still can use oi.csv. So yes, deprecating/data

use oi.csv. So yes, deprecating/data lets us delete the dead 2.16. Stop the

failing. Will this solve? Mostly yes,

but I'd recommend one more change for full peace of mind. Here's the honest scorecard.

Killed, cashed, still running.

Okay, let's kill slashdata and let's have it auto forward to mundave.comdocs

because that's where all our data is now is through the API. And if you don't know how to use the API, you got to learn.

Okay. And then watchdog config.

Do what you need to do to make that better as well.

And then give me a full report of how this is going to uh help us. Thank you.

on OBS. What settings do I put in here in order to make it stop overenccoding?

Like it keeps over uh encoding and like shutting down the stream essentially. Is

there any uh things I can tweak here in the settings to make it better, aka smoother?

I'm actually going to jump on the VVS because I've been off of it for a while and um I need to go to Mexico.

All right, I'm in Mexico now. Hope

you're good.

I'm out here drinking tequila, smoking a cigarella.

Little cigarella. Let's get it. Jean,

how you doing?

How you doing?

Let's make sure all that's freshy.

It's all good for the regular, the gazian, the copula, the four leg, and the this connection error here.

Okay, we're chilling. We're chilling. We're

we're chilling. We're chilling. We're

chilling.

League of Legends. Oh, that's crazy. I'm

trading League of Legends, bro. I don't

even know the game.

Does anybody in here play LOL? League of

Legends.

All right. She's cooking for me right now. Thank you very much.

now. Thank you very much.

I play other games. What games you play?

I play Call of Duty.

Overwatch mostly now. Nice.

Heard that's a good game.

Haven't played Call of Duty in a minute. I love

it. I miss it, bro. It's just a good little uh good little game. Just kill

some [ __ ] You're watching from ice hockey. You

work at ice hockey game. You work at a ice hockey arena.

Rainbow 6 mobile. Okay, that could be far. I haven't played Rainbow Six in a

far. I haven't played Rainbow Six in a while.

Oh cool.

That's fire. Like handicap people playing ice hockey or no watching them. Oh, watching with them. Dope, dope, dope. Rainbow 6 is an

them. Dope, dope, dope. Rainbow 6 is an old school banger for sure. Definitely

old school banger. Hey, what happened, bro? Oh [ __ ]

bro? Oh [ __ ] Damn. I did that at the wrong time, bro.

Damn. I did that at the wrong time, bro.

The wrong time.

Fudgy.

I jumped on the VVS at the wrong time.

That was a mental mistake.

It's okay.

SSH Moon Dash.

Here's where we were talking. Um, let me know if there's any questions you have here. Um, as what we were trying to do

here. Um, as what we were trying to do is clean up the website a bit.

Take away moonab.comdata.

Take away the process that is calling the open interest and the liquidation.

Delete that liquidation folder. Let me

know if you have any questions though because we were having this good conversation and then I I cooked the server on accident. Thank you. It might

be done too. Like you might be working in the background. I'm not sure. So just

look into this cuz she might still work, right? Because if she's still working on

right? Because if she's still working on things. I'm going to give her a little

things. I'm going to give her a little bit of time. Yeah. So check that first off. see if you're actually you might be

off. see if you're actually you might be done with it already. Essentially, I

broke the pipe to the server and um you know that happens a lot. I be piping so hard. I I get that response a lot. I

so hard. I I get that response a lot. I

break it a lot. So

yeah, just go ahead and look into that for me. See if it's done yet or what's

for me. See if it's done yet or what's going on.

See what Gucci do.

I need to see what's going on with my um bird eye as well before I get into this bird eye check. So, let's go to bird eye usage.

Damn, dude. My is so damn high, bro.

The 25th.

All right, I think she's had enough time.

Let's see if she fixed it.

Cuz right, like the thing might be running in the background still, even though I broke the pipe. I piped her down too hard. I broke her.

was in progress today. Let me check the current state. Thank you.

current state. Thank you.

me go ahead and start looking through some of these as I do have a little bit of time here.

Let's go ahead and refresh here.

All right, these are burns. Close

accounts.

Encoding overload means CPU GPU. Here's

a priority order to fix it.

Bit rate.

Well, just all ideas there.

Go ahead and see if I can switch any of these. So, biggest win, CPU to GPU.

these. So, biggest win, CPU to GPU.

settings output.

output here.

Change from X24 I got to stop the stream then.

settings output X to Apple VTH 264 hardware on Mac. Okay, change that.

Lower the preset.

Very fast. Super fast or ultra fast.

Wait right.

That's already super low.

All right, that should fix it. So that

should fix it.

Let's go ahead and see what she said here.

Pipe broke, but the work was already deployed. All five tasks now complete.

deployed. All five tasks now complete.

Full report status check. PM2. Okay. Uh

deprecation page auto redirects to docs.

So let's go see if that's true.

mundave.comdata

the data portal has moved all market data liquidations open interest funding whale orders open yep perfect uh BTC bars let's go to mundab.com/game

here this page has been retired beautiful visit their arena Beautiful beautiful beautiful.

Uh BTC collector disabled. Okay.

Cool down.

And then the 2.1 gigabytes. Now, what

about the 2.1 gigabytes you had mentioned that is the liquidation data that's holding things up a bit? Uh did

you delete that as well? Thank you.

Please do. Thank you.

Oh, she did. Sorry.

Graveyard persistence.

What else can we do to make this more stable so it doesn't um have to restart 10,000 times a day?

Give me your best ideas. I see the graveyard pers persistent.csv. We don't

need that anymore either.

And then how can I monitor how many restarts there are per day? Because if

Yeah, I have no way to measure it right now, you know. Thanks.

You're still wired to the arena. Oh,

wait. Why?

So, okay, keep it. But what why is the graveyard What's it have to do with the arena?

Yeah, thank you for pointing that out.

Don't delete it.

And yeah, replace that poly market. So,

it's um appends only. That would be much

appends only. That would be much smarter.

And then the PM2 logo rate log rate sounds good as well.

and then AIOSQL light.

We don't need to do that for now, but that's a good idea later.

Yeah, starting with Aone will be good.

Thank you.

only log hyperlquid positions that are close to liquidation.

Okay.

god damn. Yo, can you tell me the status on the hyperlquid uh HIP3 stuff? Like

what do we have built already? Um are we ready to launch a bot idea? For example,

if I wanted to go ahead and build a bot for TSLA, um, do you feel confident you could do that? And if you do, then go ahead and

that? And if you do, then go ahead and just build me a bot here that, um, just a simple SMA bot just to prove that it works. Stop loss, take profit, 5%,

it works. Stop loss, take profit, 5%, both sides. Um, I just want to kind of

both sides. Um, I just want to kind of stress test to see where our GitHub is when it comes to HIPP3. Thank you.

Should be able to control the leverage.

Let's say put 2x leverage there. Thank

you.

Because if you think about it, dude, you don't need anything else other than hyperlquid now. I mean, that's not true.

hyperlquid now. I mean, that's not true.

True. Because there are other tokens, I mean, stocks in the world.

Okay, we got a bunch of swaps I want to go through while she does that.

Just random [ __ ] coins that my copy trader is buying.

have these fools on the street going buying [ __ ] and then I just bought bought the [ __ ] after them.

Not all of it. I put my own little algorithm on it. Ya ya.

Jotty jotty jotty jotty.

You can also look at this.

Hey, so make aliens great again. Still

cooking. Official Roaring Granny, huh?

That 4X.

Make Aliens Great Again is still here.

So that's something interesting. It's

been here for a while.

Okay. Roaring Granny

now. It's going to zero.

Official Roaring Granny. There's no

trades on it. I'm up 4x, but that's just because I bought it early. should sell

that [ __ ] But I'm not going to sell it because I don't care about $4.

Why didn't I think of that?

Hey, make aliens great again. Let's look

see what's going on here. I'm not a human. How many times I got to tell you

human. How many times I got to tell you that, Dexi? 20 million, dude.

that, Dexi? 20 million, dude.

Nah, I might be fading this forever, but I've been fading it. I've been seeing it. I

was here. I've been in it. I mean, how long have I been in it? I'm up 8x.

Put a dollar in. So, I've been fading it. That cost me That cost me a lot of

it. That cost me That cost me a lot of money, buddy. Boy. Cost me a lot of

money, buddy. Boy. Cost me a lot of money. But I'm just glad this shit's

money. But I'm just glad this shit's working. So, I got a paid scanner.

working. So, I got a paid scanner.

I got to pay for it though, you know. I

keep putting $200 in 200 200 200 200 every probably 200 once a month. Be real.

a month. Be real.

200. So when uh Soul Season's back, that [ __ ] should go up at least break even. But the real cash

for me is um being able to see everything on the streets.

Orooros.

Okay.

Nemo claw. Oh, season. What the dog doing? It's been here for a long time.

doing? It's been here for a long time.

Average buy is $1.

Besides these two at the very top, those are just uh so those are just like guesses. Big bigger guesses.

guesses. Big bigger guesses.

But I buy $1 worth.

See what flows to the top. So Bernie

Sanders been here as well for a while. Just want

to kind of look through see if anything catches my eye.

This did get shield yesterday by Enoli.

[ __ ] bro.

171%. So, the trenches aren't back. They

aren't back, but they are they're percolating a little bit. Definitely

percolating a little bit.

I'm glad you see that as well, dude.

They're not back. They're not back back.

Not like what they used to be. But

stay locked. Let's stay locked. And I'll

do first soon, bro. We'll see.

soon, bro. We'll see.

We're turning into those unks just hoping for the for the good old times to come back, huh? All season. Let's see

what's going on here.

This was launched two days ago. It's

already at 3.4 million. Wow.

Soon. Good times again. Soon.

The podcast. Baby, get bonked. Flat

Eric. [ __ ] Coin has been here for a while. What the dog doing? Been here for

while. What the dog doing? Been here for a while.

Tong Tong Suar. I just don't understand this, but it's been here for a while and it's at the top of my portfolio and it's trending like a mofo.

Are you buying migration and known wallets mostly or certain market cap after migration? I'm following a bunch of

migration? I'm following a bunch of wallets that are early buyers of tokens that have blown up and then I'm putting a bunch of like filters on them essentially.

Yeah, I'm just like filtering through trying to like I think it's all it's all trash, right? So, you got to filter

trash, right? So, you got to filter through the trash, but I'm trying to follow people that are decently good traders just so I can see everything and then just filtering with my own filters and then I get to kind of go through

here and see what is um floating to the top, right? Because if it's floating to

top, right? Because if it's floating to the top, it's literally going up. And um

so long, the only way to wait in my opinion is to buy trending stuff.

What is this? Triple tong tong tong 60% moves. This ranges over what a

60% moves. This ranges over what a couple weeks.

It's ranging 100%.

I have no idea what it is.

Does that matter? No. I'm bro. I'm big

time. I'm not supposed to know.

Reminds me. Everything reminds me of him.

Smell like tongue tongue. Sahur. Let's

go ahead and figure out what this is.

YouTube cuz this one has been loading here for a long time.

When you find Don't So, he's like a viral character kind of growing on me. I'm going watch a bunch of brain rot about it.

was a brain rod. It's good. It's good.

Tell me about it. Tell me about it, gang.

Tell me what the lore is behind this.

It's a meme that's going crazy on Solana and it must be backed by Tik Toks or something like that. I'm not sure, but just tell me everything I need to know as an investor.

An investor. An investor.

A [ __ ] memecoin investor. Huh? That's

what you call yourself? Okay.

Okay. Okay. Okay. All

right. So, looks like this [ __ ] is a pretty good looking chart besides the dying volume here and it's been here. It's been haunting me. It's been just sitting here at the

me. It's been just sitting here at the top. And make aliens great again as

top. And make aliens great again as well, but it's not as big of a [ __ ] uh thing. No, it's too big. It's too Not

uh thing. No, it's too big. It's too Not too big. It's still small, but you know

too big. It's still small, but you know what I'm saying? Like it's 20 million verse 3 million.

I [ __ ] with tongue tongue honestly now that I watched it. I [ __ ] with tongue heavy.

Gonna get wrecked eventually. So you're

going to lose 50% of your money. That's

the tricky part.

April 11th.

If you think it's going to chop, well it's going to chop. 75%. Boom.

But I'm not here to say all that.

All right, Moon. Here's the full download. Lower first, then the investor

download. Lower first, then the investor reality because the second part matters more than you think.

Just me, girl. Just me. You grab my coat. It's cold as [ __ ] in America. Cold

coat. It's cold as [ __ ] in America. Cold

as [ __ ] out here, dude. Cold as [ __ ] I can't wait to get back to the island.

Chilling, warm and [ __ ] Toes in the sand and [ __ ] Can't wait back to the [ __ ] spaceship,

man. Will I ever get a bot that makes me

man. Will I ever get a bot that makes me bank? You keep working on it.

bank? You keep working on it.

I mean, you're still locked, which is the important part.

All right, Mundav. Here's the full download. Lower first than the investor

download. Lower first than the investor reality created late February 2025 by Indonesian Tik Tok creator using AI

animation. It's part of the Italian

animation. It's part of the Italian brain rot meme.

A series of AI generated absurd creatures narrated in a an over-the-top Italian text to speech voice.

The character an anthropomorphic wooden log with stick limps, creepy human face, and a wooden baseball bat.

The name meaning tongue tongue tongue.

The sound of ken kenon gun.

An Indonesian wooden slit drum traditionally banged through villages to wake people up. Wake

up.

So the pre-dawn meal Muslims eat before fasting during Ramadan.

The folktale. The lord that spread on Tik Tok says, "If you ignore the call to wake up for sahur three times, Hung Tong Sahor shows up your house at 3:00 a.m.

and beats you with a bat. It's basically

a Ramadan boogeyman remixed with AI horror comedy. Cultural crossovers, 280

horror comedy. Cultural crossovers, 280 million Tik Tok views, 18 million likes, UGC crossovers into NBA edits, Roblox, Fortnite. Peak hype was Ramadan 2025,

Fortnite. Peak hype was Ramadan 2025, February through March. Okay, so

Ramadan's over, buddy boy. What's that

mean?

February February to March was peak hype, but it's still alive. Okay,

cultural crossovers.

The investor reality. This is where you need to slow down. mud. The meme is over a year old.

It's not going crazy right now. It

peaked in Ramadan 2025. We're now past Ramadan 2026. Italian brain rot has a

Ramadan 2026. Italian brain rot has a genre has largely played out. There is

no canolical cano canonical token because the meme is CCO.

Dozen of Sahur and triplet tokens launch on pump fund. The two most tracked ones I'm seeing. One at 20K, another at 1.3.

I'm seeing. One at 20K, another at 1.3.

Um, both well below their 2025 peaks.

Classic brain rot meme trap pattern.

Viral cultural moment. Multiple copycat

launches. No team, no road map.

Liquidity migrates. the next brain rock character.

If you're seeing it going crazy on Solana right now, it's almost certainly either a a new sour contract someone just deployed writing the old meme or b

relisting revival pumps. Verify the

contract address. What I actually want to know before aping contract atti top 10 holder concentration dev wallet status.

Okay. Thanks, buddy.

But you're a [ __ ] is what you're telling me cuz I don't care, dude. This just has been um moving up and back.

Three minutes ago, though. No, this

shit's dead. This is dead. Dead, dog.

Five minutes ago. Three minutes ago.

Yeah, trenches are still cooked, but we're going to keep looking.

Trenches is still cooked, but we going to keep cooking.

Is that a general query or a specialized agent tied to this one bar chain? Not

specialized. General. She doesn't know [ __ ] She doesn't know [ __ ] We know more. For

sure. For sure. For sure.

Definitely general. My poly market boss here.

I could try I could try that actually.

That's a good idea. I could send her the actual contract address here and to uh Salana Copy Trader here and say, "Yo, you actually have the sauce,

Gary. You actually got the sauce here.

Gary. You actually got the sauce here.

So, I want you to go ahead and do a full poll, full analysis on it." But my analysis is there's no trades. So, the

last trade was five minutes ago, but I think kind of everything's looking like that right now. So, I don't know. I I'll

have her do the analysis regardless because will you go ahead and look into this token here and do a full analysis using the tools that we have in this GitHub

for example like top 10% holders etc etc and other things to identify if this is a good um token to look at. It's tongue

tongue tongue to [ __ ] so it has a good lore.

Oh, he [ __ ] rhymes.

memecoins peak and cultural moment challenging to bring back to life even when dieh hard investors try. Yeah,

dude. It's very hard. Um, that is good information your agent brought back.

Thank you. Uh, yeah. When running volume trading and memes are low, the low reason for rehype to wash long-term hold.

I used uh I used to think the flip side crypto for some crazy deep blockchain analysis. Interesting. I've never used

analysis. Interesting. I've never used that.

Look at this token holder analysis gang.

[ __ ] Early buyers find her. Yes,

I got agents for this. I forgot. Sub

agents. Sick. I love sub agents, bro.

Hell yeah.

Both analysis tools failed. [ __ ] Awkward.

Bird eye API rejected it. Oh, it's

because I'm on the [ __ ] VV. Okay, I'm

going to jump off the VV. No, I can't jump off the VV. Well, can I? Yeah, I

think I can cuz I'm done with this, right?

All three launch, restart, count, boner.

Okay. Yeah, it's because I'm on the VB and the [ __ ] bird eye. Yeah. So, I'm

gonna jump off real quick.

Sorry, I was on the VPS. So,

uh the thing was getting blocked by bird eye. Go ahead and run it back. Try that

eye. Go ahead and run it back. Try that

analysis again. Thank you.

Crazy girl.

Flip side.

I'm not familiar.

Agent is a service.

Okay, that's pretty far.

tongue tongue down. Probably gonna pull all the way back here, I would say.

But I don't know. I don't know. [ __ ] MAGA.

Oh, what I wanted to do is see if they're all dead like this because for example, Housecoin that I'm looking at right here because uh the founder of Solana shielded yesterday. Let's see

what they're Okay, they do have more trades, but still not very much volume, dude.

2.2 million. Damn, that got wrecked, bro. This is wrecked. I mean, this is

bro. This is wrecked. I mean, this is the state of the trenches, though.

95 95%. Welcome to the trenches.

I just can't believe that he would shill something so so small.

Like the founder of Solana, what the hell is he doing?

And still there's no trades. I think

just everybody lost all of their money on Solana by backing Trump.

That Trump trade was killer. Killer

killer.

He said he was going to make everybody rich, bro. That's what he said. What's

rich, bro. That's what he said. What's

going on with that Trump ass coin?

He said you said you were going to make us infinite money, Mr. Trump.

It's not it.

This ain't it, right? Oh, it is it actually.

Is it? No, this isn't it.

Yeah, it might be. What the hell happened here?

Go look at it on um Trading View.

Trump.

This killed the trenches.

Wow, what a short.

What a short, dude. Donald Trump, our president, launches a token that goes down 95%.

Pulls all liquidity out of memecoins after, hold up, hold up, hold up. after

he convinced half of the [ __ ] West Coast chill guys to turn into [ __ ] you know, the other side, flip their sides.

That's the funniest part about it to me.

A lot of people switched up. A lot of people switched up because of the policies he was going to bring in and yada yada.

And then he smoked everybody. So, I kind of get a kick out of it.

I know we all got we all lost. Everybody

lost based off of this, but it was almost worth it. It was almost worth it. Just so show like you should

worth it. Just so show like you should stick to your values, bro. Don't switch

up for money, bro. Come on. I don't care what type of I don't care what you believe in politics. Don't switch up, though. Don't switch up.

though. Don't switch up.

Don't switch up for Cosby except Anom.

What about him?

Oh, you're saying he didn't switch up?

I've seen a lot of VCs out out on the West Coast. a lot of investors that used

West Coast. a lot of investors that used to be pretty uh you know pretty whatever you want to call it liberal or whatever and um Trump

made them change their mind because he was promising all this and that about money and [ __ ] and he did the opposite actually. So

actually. So we probably would have been better off with uh shorty in office uh

We all lost money, but I still get a kick out of it, bro. I still get a kick out of it. I remember. I remember who. I

remember the people.

Oh, I don't care what you believe, dude.

I think everybody's good. I think

everybody's good. He caught the bottom.

Caught the bottom. How do you catch the bottom of this?

What do you mean? There it hasn't found its bottom yet. Oh, he caught the star.

Okay. Okay.

That's dope.

Yeah, it was a good trade if you caught it.

I didn't catch it. I watched it. I

watched it go 50x overnight. I was just like, nah, I'm good. I watched it go 50x.

That [ __ ] was crazy overnight. It went

like 30x overnight.

Clean 30.

I think most people gave that money back though.

You caught it as well.

Nice.

Locked.

You were locked on the trenches.

Just in case. Yeah.

I mean, catching is fun. Period. A 30x

on anything is a lot. It's a lot. A lot.

A lot. Like last week when I a couple days ago, the 25x in the stock market is crazy to me. That's [ __ ] crazy, bro.

How do you how people are really doing that [ __ ] They really made that legal, huh?

I think it's too dangerous though. Too

too dangerous to do zero DTE by hand because all it takes is one day and you just go ahead and get it right back.

What? You have a YouTube.

I'm about to go watch that right now.

This You said you caught this on YouTube.

Dixie trading Dixie.

Okay, she's an on deck.

Moon dicks.

Let's see where we are on that HIP3 stuff here.

Looks like things are trending a little bit downwards, but nothing crazy going on. See, pump funds getting smoke. Oh, I

on. See, pump funds getting smoke. Oh, I

want to see how their fees are holding up, if they're still buying back. And

I've heard some things that actually are kind of scary. Vespump

fun.

753. Yeah, that shit's going down. I

like this as a barometer of the trenches. Like if Pump's making a lot of

trenches. Like if Pump's making a lot of money, that means the trenches are coming back a little bit, but they're not. It's going down. Let's go ahead and

not. It's going down. Let's go ahead and look into this because I have this not thesis but this worry with Pump that

this [ __ ] is not real. Not not real, but let's go just check it out.

What's this here? Oh, this is the um tongue tong tongue tong.

Let's go ahead here and say um let's just throw something in here. It doesn't

really matter which one because this is random research.

All right. There's been some uh [ __ ] flowing around about Pump Fun and their fees. I just posted a bunch of their

fees. I just posted a bunch of their fees. Pumpf fun uh website of the

fees. Pumpf fun uh website of the buybacks that they have. There's been a lot of stuff being spewed. Number one,

that their buybacks are fake. Are there

any like links to their actual buybacks anywhere? And then the other thing is is

anywhere? And then the other thing is is they're just selling into the buybacks because if you look at Hyperlid, the buybacks have been working a little bit.

Like the stock is going up, but Pump Fund is not working at all. You can see how much they're buying back between 750,000 and a million per day.

There's been theories that they're fake and there's also theories that they're just selling. The team is just selling

just selling. The team is just selling into those buybacks.

So again, I want you to look into this deeply, launch two agents on it, and give me back a full report. Thank you.

Are you out there? You up out there?

She is out there. [ __ ] that ho. What she

doing out there trying to She trying to start some [ __ ] ain't she? I'll let you [ __ ] her up. I'll let you slide. You

want me to slide along your ass slide?

I'll let you slide, girl.

She out there trying to wake you up out your nap.

Gapping ass.

She's scared. You know that, right?

She's scared of you.

She going to get smoke.

Damn. I want to click that bad, but I can't.

But I can do this.

You are awesome.

Official Elon coin. I didn't even I didn't even know about this [ __ ] I see you. I see you.

Just a random kid recording stuff.

Okay, we got some shorts up here.

I see you gang.

Let's look in this. Uh I do have the HIP3 stuff I want to look through as well, but u I do want to look through this as well. This is the tongue tongue bong

lore first then invest reality.

That's not it. It's this one down here.

Both ran clean this time. Nice K

scanner. Two out of 45 tracks. Gage has

it and Mitch has it.

Total K bag.

Red flags. Jew precluster four plus wallets holding 9,000. That's not do too much though. Uh seven walls aired.

much though. Uh seven walls aired.

Bottom line mix to cautious. Lore may be strong but the onchain story is weak. I

mean that was a weak analysis gang.

I want to see what's going on with this pump fun stuff because there's a lot of drama here.

Got banned on X. Damn. A lot of people got banned on X recently. I lost a lot of I lost a thousand followers at least.

I thought you guys started hate me for a second, but then I realized that just uh I probably had a bunch of bots following me. I lost a thousand thousand people.

me. I lost a thousand thousand people.

I thought you guys were just getting annoyed with my videos. Too many of them. And I was like, "Oh, damn. That's

them. And I was like, "Oh, damn. That's

fair. That's fair as [ __ ] I spam you guys. I'm in here too much.

guys. I'm in here too much.

I'm here way too much." Nah, bro. We

love you. Thank you, dude. The critics

are the loudest is the problem. The

critics are the loudest. 777. Thank you.

Thank you.

Okay, both agents are back. Here's the

consolidated report. Mundav pumpback

investigation. Are the buybacks fake?

Verdict real? High confidence 90%. The

two wallets pump fund publish actually exists on Tana and currently hold 126 billion pump. Damn.

First claimed 125. So it's a close match.

So these are their wallets, huh? Let's

go check them out.

confirm 200. So this is their wallet. Um

200. So this is their wallet. Um

they're just constantly buying, huh?

They got some sort of bot that's just buying, buying, buying. Okay.

Okay. So, those are real, but the um other part is the sketch part.

They're just selling into it.

Insiders are dumping confident 80 85%.

The structural problem daily ecosystem unlock 1.2 million a day alone already exceeds buyback. So, they're buying

exceeds buyback. So, they're buying back, but they're selling into it. It's

kind of a scam.

Confirmed dump events.

Two VCs.

February 26. Two pump linked wallets.

Defo scammy. Hype verse pump. One. Why

one rallies the other bleeds? Daily

buyback is 5 million on hype and 1 million on pump. VCs private sale none for hype 13% investors plus 18%

um private IPO ICO cliff ends July 12th 2026 that's not very far away it's not very far away

I think the play would be to wait like if you're interested in pump but I'm not a financial adviser wait until those buybacks year.

Not the buybacks, the uh unlocks. Hype

has no VCs and the team is locked. Every

buyback is net demand. Pump recycles

fees back to insiders.

They're not fake, they're real. The

story is who's selling into them. Pump

Fund is essentially using user paid platform fees to buy tokens from insiders.

Damn, dude. While the ecosystem vests alone 1.2 million a day on top. Once the

team investors cliff ends July 12th things this will get dramatically worse.

That's the honest defensible angle.

So if it's outpacing their buybacks now what's going to happen July 12th? How much in notional value is there going to be to sell?

and then model that out for like July through the end of the year because you know one thought is once the everything unlocks like wait a little

bit and eventually it will um the buybacks will offset the sales but how long is that going to be because right now how do they have so much to sell

right now and how much more are they going to have in July? Thank you.

That's interesting.

Like I'm bullish on the buybacks, but this is a very offsetting point that almost makes me bearish, but it's bearish at the [ __ ] lows. So I'm I

tend to be more bullish than bearish, but this is a huge huge piece of the theory, the thesis that's missing.

It's like buybacks are awesome for Hyperlid because they're not selling into it.

Buybacks are awesome for Pump Fund.

They're like the biggest platform, one of the biggest revenue generators in crypto. But if they're just selling into

crypto. But if they're just selling into like they're just selling their bags to they're just the buybacks are just giving them liquidity. That's [ __ ] up.

So I could be bullish or bearish on this. So I I don't have a a well

this. So I I don't have a a well thoughtout thesis. And I've been looking

thoughtout thesis. And I've been looking at this for months. Maybe not months, but a couple months. You know, I've been diving pretty deep into this because the

thing that's working right now in crypto is Hyperlid and Hyperliquid's working because they're buying back their token.

So, it's an obvious look at pump because they're also buying back their token. But if they're selling into it, that's [ __ ] up and it kind of

negates the uh the buybacks.

It's at an absolute low right now, which is the thing that gets me interested.

But this is a huge, huge, huge hole.

what dove sells against buyers. We used

to call that a scam or wind devs. Yeah, that is that's absolutely close to a scam as you can get because it's showing that you're buying, but you're not actually buying. You're

selling.

Like, if you're promoting that you have buybacks, you're not actually buying back if you're selling right into it.

But as a business, if they just stop selling into it, that's [ __ ] flying.

If they stopped selling, pump would be repriced so largely.

And I think that's that's what I'm looking for. That's when I would be more

looking for. That's when I would be more bullish on pump.

Verified the unlock schedule from multiple sources. Built the model.

multiple sources. Built the model.

Here's the answer. Pump unlock first buyback model. Why they have so much to

buyback model. Why they have so much to sell right now. April 2026. The current

sell pressure isn't from the team.

They're still locked.

It's from community/eolinear invest started July 2025, 12 months.

So about 600k a day. ICO buyers, they're already liquid residual selling. Private

sale like buyers like Hayden Davis already dumped 80%. So today a million a day. Buyback is fighting 1.2 two in

day. Buyback is fighting 1.2 two in unlocked driven sales. I mean, it says 600 though, so where's that come from?

July 12th, the cliff event confirmed.

Pump Fund unlocks 5 billion 80 800 82.5 billion. Pump unlocks in one day. Damn.

billion. Pump unlocks in one day. Damn.

So 82.5 billion team 25% times 250 billion. That's 90 million. So that take

billion. That's 90 million. So that take 90 days to buy back investors here. So

it' be another 58 days. So total is 148 instant supply dump.

That's a 23% increase in circulating supply in a single day. After cliff the remaining 75% of vests each vest over 36 12.4 million a month. So, if they're

buying back a million a day, okay, that's that's fine, but not too fine on the cliff here.

Assume 60% of unlocked tokens get sold.

Davis cluster sold 80%. So, this is conservative. So, July 2026, cliff sale

conservative. So, July 2026, cliff sale 4.8 m, linear cell 7.4, residual 18, total cell, buyback. So, they're at a net negative.

Everything changes if Solana season happens again. Like pump is the is

happens again. Like pump is the is Solana.

It is Solana.

December net would be 7M. Damn, dude.

So, this is going to be a while till this uh these buybacks even do anything.

They might be dead before then.

Cumulative of net for age 2 2026 26M of net sell pressure buybacks lose every month except December when do final when do buybacks finally win once the cliff

is digested in Q1 2027 the structural math clips ongoing unlocks is 12.4 million buyback is 30 million even if 60% of unlocks get sold 7.4 4 million

sell pressure. Net buying is 20 million

sell pressure. Net buying is 20 million a month. At 20 million a month of net

a month. At 20 million a month of net buying, the 26.6 mm. So the buyback program wins structurally around Q2

2027, but only if pump fund revenues hold at 30 million a month. It's

declining. Team and investors don't accelerate their sales. No new supply shocks. My honest take for content. The

shocks. My honest take for content. The

[ __ ] right now? Buybacks losing is mostly the

right now? Buybacks losing is mostly the community/eostream plus ICO holder dumps. The real test is July 12th when team plus investor clips

add 150 million.

The price will drop.

I don't know. Yeah, it really does make you think like it makes me think through the whole pump fund thesis. like I'm not as uh interested in it.

Not as interested even at at their lows, but this might be a mistake. You never

know. You never know.

Like, okay, so this is one thing I've noticed is this.

So, you know, looking at a token like Fartcoin, if you want exposure to meme

coins without having this, uh, sell-off exposure from pump fund, it seems a little more volatile,

let's say, uh, reflexive than pump in general. So, they don't have buybacks. There's no

have buybacks. There's no there's nothing that goes on with it.

It's just a stupid meme.

My thesis for the trenches is kind of swaying over to some just straight stupid meme. Barkcoin's just an example.

stupid meme. Barkcoin's just an example.

Not saying that's the one, but as somebody who wants like handsoff exposure to meme coins, Pump Fund looks like it could be a good thing until you

start factoring in these buybacks that are fake pretty much or, you know, negated by cells. So something that is

more just a meme might actually be a better exposure to like a handsoff memecoin exposure for a small bucket of your portfolio. I don't know. Look into

your portfolio. I don't know. Look into

that for me and uh let me know what you think there. Or is Pump actually still

think there. Or is Pump actually still the better look? I'm starting to sway towards if you want some handsoff

exposure to the mean the meme the meme reversion, it might be better just to pick your pick your horse because pum fun has all

this drama around it and the narrative is awful. People hate pump fun.

is awful. People hate pump fun.

So, these are sales here.

SPX 600 meme bucket or something like that. I mean, they got SPX6900.

that. I mean, they got SPX6900.

I don't know if that's what you're talking about.

Yeah, that's not a bucket, but that is um it's just a meme.

But I feel like in the case meme coins do come back that is they're all kind of going to move the same. They're all going to revert [ __ ] hard as hell. Like

everything will. But that's like a big big if, right? That's over here just loving the glory days back then. But I

mean crypto is cooked right now.

But I like when crypto is cooked because everybody's out of money. Everybody is

like quitting on crypto.

It's good in my opinion. You get all the tourists out of here. And I had so many people say, "Mundave, you literally are the reason I'm still in crypto through 2022

and 2023. I just lock in four hours a

and 2023. I just lock in four hours a day, dude. I just build systems for

day, dude. I just build systems for crypto four hours a day." And it it helped people through the bare market.

And the other side was extremely fruitful. like systems trigger so easily

fruitful. like systems trigger so easily like I don't know obviously in a a raging bull market systems are easier to run in crypto right now this is not a

raging bull market but it is in stocks and I don't know that uh gives you some sort of hope but

like what I'm saying here is like if you want a again I'm I got to be so careful I'm not trying to give you financial advice I'm literally just here doing my research in the morning so none of this

is financial advice guys. Uh I'm just looking at this as a a meme reversion trade. Obviously, Farcoin's got a long

trade. Obviously, Farcoin's got a long way to go. Chill guy. People were

[ __ ] obsessed with this and this has a much longer way to go actually.

Um so I'm watching these and what I've been doing is like I'll overlay this like, okay, in the case of a meme reversion,

let's overlay this [ __ ] They kind of move together. These kind

of move together. Down 85% versus 69%.

So you zoom in a little bit. Down 45%.

Now let's look at something else here.

That's just all bad. It's just all bad.

It's just all bad.

It's all bad.

Worst case scenario, we got HIPP3.

Let's go ahead and look at this. See

what she said about this.

Here's my honest take. Munda,

your thesis has real edge, but the framing needs a tweak. The data on FARC 1 billion 99.9% circulating, fully

distributed October 20th, 2024. No team,

no VCs, no vesting.

98% community, 2% truth terminal.

All released at TGE, plus 45% year-to date.

No fundamentals, no road map, no buybacks. Exactly the stupid meme

buybacks. Exactly the stupid meme structure to describe it. My actual take on your thesis for the July 2026 to Q1 window. Yes, your thesis is correct.

window. Yes, your thesis is correct.

Pump has 148 million cliff dump in 2.5 months. Pure memes don't. Buying Pump

months. Pure memes don't. Buying Pump

into that window is fighting the tape.

Rotate into fully distributed memes sidesteps it entirely. Long-term. Q2

2027. Pump wins back if revenue holds.

30 million buybacks against a fully vested float would be a real flywheel.

The IF is doing heavy lifting. Pumpf fun

revenue is in a slow decline and let's bonk and other launchpads are eating share. The structural tradeoff you're

share. The structural tradeoff you're missing. A pure meme has no floor. Pump

missing. A pure meme has no floor. Pump

has a PE floor.

Farcoin can go to zero if the joke dies.

So you're not just trading buyback flywheel. You're for pure beta. You're

flywheel. You're for pure beta. You're

trading a backs stop for tail risk. What

I'd actually do, don't pick one meme.

That's high variance. A small bucket of three to five fully distributed fart coins memes. Memes like fartcoin whiff podcast

memes. Memes like fartcoin whiff podcast mew gives a cleaner sector beta. Add

bonk as your hybrid. All right. I'm not

taking [ __ ] financial advice from your [ __ ] ass first off. Just wanted

you to open up that discussion. Pump is

structurally compromised through Q1 2027. I think she's right on picking a

2027. I think she's right on picking a basket though. Like if you believe in

basket though. Like if you believe in the meme reversion, but that's also kind of like believing the NFTts are going to come back,

you know, if you think about it, just being honest here. Big NFT guy, too. And

so far, I've been very wrong. I've been

very wrong about NFTs coming back.

I think there's more of a chance that memes come back than NFTs because NFTs are very hard to trade.

Nice. I think NFTTS were the test of tokenized real world assets. Great test.

Great test.

There's definitely like some good tech that came out of NFTs for sure.

Did you see that poly market is migrating?

We should look into this because this is actually going to take some time to set up. Uh I noticed that Poly Market might

up. Uh I noticed that Poly Market might be migrating from Polygon. Can you go ahead and tell me the information you know on that? April 25th here and what I'm going to need to do to upgrade my

bots. Thank you.

bots. Thank you.

I'm going jump back on the VV. So,

excuse me.

We still locked. We still here. You guys

still here? Jumped on the VV just so I can have my bots running because they've literally been off for a day or two.

And I hate that my balance here is low. So I need to go fix that. Restricted in your region? No

fix that. Restricted in your region? No

way. Not no more. Cuz I flew to Mexico.

What country are you guys in?

Okay. Sick.

Let me see what's going on here. So, no

market. I'm in Japan right now. Nice,

Dixie. That's a good spot.

All right. Uh, hey Mund, good news and small correction. The rumor and the

small correction. The rumor and the reality are two different things. First,

clarifying my grain from Polygon. There's two

separate stories floating around. Story

one is rumored. Back in December, our team Mustafa said blah blah. Ethereum

LL2 call story two real the cloud v2 upgrade going live April 28th. Holy

hell.

This is the one you're about to actually have to worry about. Poly market is staying on Polygon for this, but it's a near total rewrite of the contracts order

book and collateral token. This is

what's been in the news on slash around April 25th. Bottom line, you're not

April 25th. Bottom line, you're not migrating chains right now. You are

getting hit with a hard breaking change in 3 days.

So hard cut off here.

Breaking changes will kill your bots.

Every bot in your repo that imports pi clob client WTI blah blah blah blah blah blah blah will stop placed orders the second the cut off happens.

What changes? SDK package swap collateral token.

Cancel all open orders on every account before the cutoff.

Wrap USD with PUSD.

Damn dude.

What can uh want me to do the lifts?

Yeah. So, I mean, do we have to wait until then to do it or can we do it now and it be fixed by then? That's the

question.

We alone.

Thank you. That's actually Jane. She

told me about it.

So, shout out to Jane.

Honestly, like most of the stuff comes from you guys. I just see everything.

You guys are all sending me [ __ ] So, I appreciate it.

do it now. Don't wait. Here's the

nuance. You can prep everything in advance. The V2 SC has a built-in hot

advance. The V2 SC has a built-in hot swap that auto detects the cut over. If

you're set up properly by April 28th, you literally do nothing on the cut over date. The catch, important, the V2 SDK

date. The catch, important, the V2 SDK is hardcoded to V2 infrastructure. It

won't trade against V1 production. So,

you can't just pivot that on your live boss tonight and expect them to start trading V1 tomorrow. They'd point at staging and you'd be trading paper. So,

the actual play is parallel prep, not hot swap. Do now wrap that in each

hot swap. Do now wrap that in each trading wallet. This is safe to do

trading wallet. This is safe to do anytime. PUSD is already live.

anytime. PUSD is already live.

Run out of collateral.

Okay. So, if you don't care about losing one three days of trading, install that V1 SDK run and staging.

Nah, I I don't want to do this right now. I think we'll do it in like three

now. I think we'll do it in like three days. We'll do it after. So, I'll just

days. We'll do it after. So, I'll just let everything die and we'll do it after.

Tell me about the process of porting on over the USDC to PUSD. Like do I need to do that manually or can you do that algorithmically? Thank you.

algorithmically? Thank you.

Let's check this out here cuz I need to get prepared for this solid plan. Moon letting it die for

solid plan. Moon letting it die for three days is honestly the cleanest move. Here's the rapping breakdown.

move. Here's the rapping breakdown.

Manual algorithm that both work algorithm is better for you. Option A,

manual via Yeah, I'm not going to do that. Option B, web U. Wait,

that. Option B, web U. Wait,

manual option C. Script it. Yeah, script

that [ __ ] Critical approved the collateral on ramp. No fees. Unwrap is

ramp. No fees. Unwrap is

what I build when you're ready.

Okay, great. So, we'll build this uh in a few days once it dies. And then if it takes me a day, that's okay. I can lose a day. Um, I want you to go ahead and

a day. Um, I want you to go ahead and build a migration MD and then send me back that file path because I will refer to this uh when that happens. Thank you.

So that's going to be later, not today, but I got to get that set up.

So, so let's say migrate migrate poly market plan inside of the Poly Market page.

Beautiful.

All right. So, we got a migration plan.

I'm ready to do I'll be back in five.

Let's look a little deeper into this here.

Dry run Tesla mid at 373.29 129 candles computing no crossover.

Okay, what we have already 15 me version strategies with the SP500 the scanner HIPP3 bot. Okay, the standalone proven

HIPP3 bot. Okay, the standalone proven plumbing. We're good. We're good. We're

plumbing. We're good. We're good. We're

good. So confidence. Yes. Very ready.

Building the HIPP3 bot is a 30-minute copy paste job. Nice. All risky pieces symbol resolution price decimals leverage. Tesla SMA bot has been built

leverage. Tesla SMA bot has been built here. Okay, good. Uh leverage 2x

here. Okay, good. Uh leverage 2x isolated. Beautiful stop loss, take

isolated. Beautiful stop loss, take profit.

Wonderful, dude. So, let's go look at this HIPP3 stuff because I think it's interesting.

Um, I'll never I'll never turn my back on crypto. That's for sure.

crypto. That's for sure.

That's for sure. I know a lot of people are quitting.

That's usually when I eat. So, I'll I'll stay I'll stay. I'm not leaving anywhere when it comes to crypto. But, this is interesting. I'll never quit crypto.

interesting. I'll never quit crypto.

I'll never quit.

Ever. Never. Ever. Ever. Ever. Just too

much fun.

Uh, let's see here. Um,

I want to look into the HIPP3 stuff because why not? If there are trending markets here, say app.hyperliquid.

say app.hyperliquid.

I'm going to keep looking at this. keep

toying with it and there actually may be a very big airdrop for trade XYZ but it hasn't really been confirmed. I'll have her look into that

confirmed. I'll have her look into that matter of fact right now.

So there's also a lot of talk about that.

There's also been a lot of talk about an airdrop coming into trade XYZ.

Obviously, Hyperliquid's airdrop was big. Some people are saying it's going

big. Some people are saying it's going to be bigger, but what the [ __ ] do they know?

Anyways, I want you to research that a little bit and give me a short concise response of whether you think that's going to happen or not.

Hey, is HIPP3's here? Just go to HIPP3 oil 2x leverage on oil's a lot.

But then you think about futures and is it? Yeah, it is still a lot

it? Yeah, it is still a lot because a 20x move means 5%. You're

actually not getting licked there.

Okay, so you got oil. That's the biggest volume. Brent oil is number two. And

volume. Brent oil is number two. And

then S&P, interesting. You get paid to hold the S&P 7%.

What's cool about this is you're able to trade the S&P on the weekend.

Not much volume though.

So I want to do it.

But in the future, you know, future cast in this XYZ silver.

I don't think there's a reason to trade elsewhere. I mean, there is. There is

elsewhere. I mean, there is. There is

because there's not a longtail of tokens here like Roblox. Okay. Uh they have Tesla. They got Amazon. They've got

Tesla. They got Amazon. They've got

Nvidia. Yep. Um, what are some other symbols that they have? Intel. They got

Intel.

I think this was trending. Yeah, this

was trending this week. So, that's a big move.

10x max leverage tradi stocks that's what I what I see circle what's going on with circle these

Circle the stablecoin token company. Can

you do a full in-depth analysis of their revenues versus their market cap and then compare it to another stock? Let's

say Amazon. I know there are different industries, but I'm just curious to see your output on revenues, the PE,

growth rates, etc. When was this?

This is February. February is not too far ago. So, they had a big run up here.

far ago. So, they had a big run up here.

What else you got here? So, you got Circle TSM.

Not sure what TSM is, but it's going crazy.

Taiwan semiconductors. Okay.

MSR Hood Google AMD SanDisk Oracle Microsoft Nvidia Baba EWY.

So, are they eventually going to have all stocks on here?

Lily.

Oh [ __ ] Oh, but these have no volume.

I know him has been trending. Oh, I

thought they had that.

Interesting.

What is this under then?

see what shorty says about this.

Buckle this comparison is wild because the two companies are almost philosophically opposite numbers as of that. Okay. So they make uh market cap's

that. Okay. So they make uh market cap's 25 billion revenue is 2 billion 64%

net income is negative. What the hell bro?

This is a bad This is bad. Amazon makes

265 more revenue only carries 111x the market cap translation. The market is valuing each

translation. The market is valuing each dollar of circle revenue more than 2.4x it values each dollar of Amazon.

Circle's revenue is 87% interest income.

That's the elephant.

Circle's 2.7 billion isn't stable coin sales. It's mostly interest earned on

sales. It's mostly interest earned on the T bills.

When the Fed cuts, Circle's revenue compresses. So, Circle's business model

compresses. So, Circle's business model is effectively USDC supply times short rates minus distribution cost to Coinbase and Binance. That's two huge

external variables Circle doesn't control. Amazon's revenue is diversified

control. Amazon's revenue is diversified across retail, ads, subscriptions.

Ford PE is the real warning shot for Circle.

Amazon at 31x, Circle as trash.

Circle is growing 6 to 7x faster on top line, which justifies some multiple premium.

These really aren't are these really are different businesses, but the comparison is instructive. Amazon is a diversified,

is instructive. Amazon is a diversified, durable, real economy compounder priced like a mature growth stock. Circle is

essentially a regulated interest rate ETF.

the quant take. If you're a PS guy, Amazon is 2.4x cheaper. If you're a peg guy, Amazon is 33% cheaper. If you're a Is this fairly priced? For the risk guy,

Circle is priced for perfection. If

you're a 10-year holder, Amazon's revenue is much more durable.

Yeah, I've never looked in Circle in my life. So, that was the first time first

life. So, that was the first time first time for everything, you know.

But that's why I do be. That's why I do.

Got to stay aware. See what's Gucci.

Won't you do the same thing with HIMS? Please

do the same thing with HIMS which is HIMS. Compare it to Amazon. Thank you.

This is actually uh meaningful because him's competitor is Amazon kind of market cap

6.9 billion revenue is 2.3 billion. Okay, the income 128.

The surprise, Hims is actually cheaper than Amazon on price to sales. Hims

trade at trades at 3x sales. Amazon

trades at 4x sales. That means the market is paying more per dollar for Amazon.

But on earnings, HIMS is more expensive.

52XP versus 33. Peg is where HIMS actually looks reasonable.

I don't know what PEG is to be real with you, but it looks like Ford P divided by expected growth.

2026 deceleration is the elephant. HIMS

grew 59% in 2025. 2026 guidance midpoint implies 19% growth.

This is the multiple compression risk.

2026 lands at the low end.

The 4P could start looking even more stretched.

Causes of deceleration. GLP1.

Amazon and Walmart entering telealth.

Subscriber acquisition costs rising. The

Amazon competitive threat is real here.

This is what makes the comparison spicy.

The Amazon's direct to consumer healthcare push competes headon with HIMS. Amazon pharmacy, Amazon clinic, and prime distribution mode.

HIMS bullcase relies on brand strength.

The hidden quality issue, SBC and gross margin. Hims has high stockbased

margin. Hims has high stockbased compensation.

Amazon is a diversified compounder while healthcare is one of many bets. If

Amazon Pharmacy fails, AWS doesn't care.

Hims is a concentrated bet.

Hims has the large the harder business but the cheaper revenue multiple.

It's a bet that uh GLP1 weight loss continues regardless of regulatory chop.

If two of those four fail, the stock rerates down hard.

Amazon is a bet that AWS keeps printing, which it will.

So, this one's a little different. PS

him PE Amazon Peg HMS growth runway HMS competitive mo Amazon.

Bottom line, HIMS is a much more defensible and cheap relative to growth story than circle was. The peg actually works.

The single most important question for him at the price. Does the 2026 guidance prove conservative or honest?

I've never looked into hims either, so that was a first.

Where can I find the bonuses? Um, right

here.

One second. I'll throw them in the chat.

I just hear people chattering about him and the the thing that makes sense for me on him is this whole [ __ ] GLP [ __ ] being pushed down our throat on every [ __ ] ad. I can't believe people are

jabbing themselves, but [ __ ] I mean, if it's changes your life, then you know, not gonna I don't I'm not hating.

Not hating. What are some other stocks that get exposure to the GLP trade? I

know this is way way late. I get that.

But it does. They just seem to be keep uh [ __ ] forcing these ads down our throat. Every [ __ ] Hulu commercial

throat. Every [ __ ] Hulu commercial has GLP something. What about the one with Charles Barkley and um Serena Williams?

Obviously, they're targeting the black community with that one. And our

community has a big huge problem with um eating and food deserts. And it's just, you know, like that's actually uh those

are two good endorsements there.

They're two really good endorsements.

High diabetes rate in the black community as well. And a lot of that stems from food food deserts and um redlinining in my opinion, but I'll keep

my opinion out of it. Are there any other exposures here to GLP trend? Thank

you. What are those stock names by the way? Thank you. And then do a comparison

way? Thank you. And then do a comparison against him. Thanks.

against him. Thanks.

Because I grew up around white people.

I grew up around white people and black people, so I can I can speak however you'd like me to speak, sir.

People are like, "Moon, why do you sound different today?

Are is this two different people that run this channel?

It's how it is. That's what That's what it's like growing up mixed, you know.

It's just what it is.

But my grandma once told me, "Boy, someday everybody's going to look like you."

you." Brown versatile. Thank you. I appreciate you.

versatile. Thank you. I appreciate you.

Adapt. You got to adapt, bro. You cooked

if you can't adapt in America.

It's all good. is she got you mundave and first things first the ad you saw from row okay and row is private you can't buy the stock in the actual Charles Barkley Serena Williams company

okay so if you want exposure to that exact business model hims is essentially the public market proxy for row

now let me give you the full GLP1 universe here so tier one Eli Lily yeah that's right I think we just looked at

that LY and it's down bad. Holy hell. It's at

$1,000 though. Is it down bad or we just don't have enough data? Holy hell.

What's going on here? I don't know what that is. Get out of there.

that is. Get out of there.

Let's uh close these up.

Ecash. Okay, I might want to open that up. So, I'm going to go here to um I

up. So, I'm going to go here to um I forget. I got a browser right here,

forget. I got a browser right here, dude.

What is it? LY

stocks.

Okay, let's get this fart coin off of here.

Oh my god. Fartcoin, dude.

Damn, this has been on a [ __ ] tear. Makes sense.

tear. Makes sense.

276% Okay. So, we are down but here

Okay. So, we are down but here 18% pullback.

And then hemps.

Oh wow, dude. That is a very deceiving hyperlquid chart there.

Look at that, dude. That's interesting.

Hims is actually down, but it looks like it's up.

I mean, it's up, but you know, it's up, but it's down.

Okay, I want you to do I want you to pit those two together.

I want you to pit ly versus him. What is

he better uh hold to uh capture exposure to um you know the GOP turn which is way late but

is it late? I think it's pretty late, but now it's getting publicized. Like

now it's legal legalish Novo.

Oh, they make WGO Envy up. [ __ ] I should have had them in there, too.

Oh [ __ ] Get Nobo in there, too.

I love AI, bro.

I just love it.

Tier one, the manufacturers. So, it's

Eli, Lily, and Nova.

Pipeline plays distribution is hams Amazon far pharmacy now selling GPS damn Amazon just got their [ __ ]

fingers in everything don't Oh, look at that. They already have it.

10 steps ahead of me. Novo Lily. It's

almost a bit trillion dollars. Lily.

Jesus.

PKTX.

Oh, that's one thing I wanted to look into is um how do I say this?

Yeah, I want to look into like biotech scams. I know a lot of people that run type of strategies where it's like they're just deeper in the weeds bio of biotech and

they can figure out which ones are scams first and just short them.

I feel like that's something cool you could do algorithmically.

And now that we have AI, it can do like deep research for you, you know. I know

other people are doing that as well, but Palunteer and Locked. Okay.

with the war and stuff.

VKTK, what is this, dude? So, it's a oral plus injectable.

The lottery ticket But hims is actually making money.

This was 2024 here. I have no idea what the fog Viking is. And they're negative.

They're not making any money yet. It's

clinical.

So, Novo is shockingly cheap and it's the bargain hidden in plain sight.

Interesting because they make the market cap is this and they're making 47 billion. Oh [ __ ] Good call, dude. NVO,

good call, dude. I'm I'm gonna put that [ __ ] on my watch list.

Great call, AI. Nice job. You did some You did some good [ __ ] today. That's a

win right there.

That's probably not even it. Novo. Is

this the right Novo? Nord disk. I don't

think that's it, bro.

Nvo.

What is it?

No, that can't be it.

Pharmaceuticals. It is it. Okay. So,

let's add that [ __ ] I'mma watch it.

I'm going to do some deeper research on this Novo thing because obviously there's a few trends we're watching here right now. AI,

right now. AI, but these GLPs, dude, are [ __ ] every ad every ad on Hulu starts with a GLP.

It's just like, holy hell, bro. Get up

off me, dude. Get up off me. I'm not

injecting anything. Not doing that.

It's like my biggest fear, bro. It's not

my biggest fear, but my grandma had diabetes, so seeing her having to inject [ __ ] all the time was just like, "Holy

hell, I don't want that." Oh,

trailing PE. 9.6 Six Ford PE revenue growth is challenged.

So it's manufacturer number two. Novo is

shockingly cheap. It's a bargain hidden in plain sight. A 9.6x trailing PE and 12x Ford PE for a company that invented the modern GLP era is bizarre by

historical standards. Why so cheap? Lost

historical standards. Why so cheap? Lost

market share to Lily Zepound.

Pricing pressure from compound versions.

Compounded versions growth has stalled while Lily accelerates. The bull case rate of share loss slows. Oral blah blah

blah and other pipeline drugs hit.

Multiple rerates from 12x to 18x.

Lily is the obvious right answer but priced in. Lily is the GOP leader here.

priced in. Lily is the GOP leader here.

Hims is the manufacturer. Totally

different bet.

There you go. Wish she Come on, lock in.

Let's get her. Go, go down that rabbit hole. See what you find. Him is

hole. See what you find. Him is

distribution play. Their GOP revenue is from compounded semi glue tide.

That tailwind is legally fragile.

Him's GLP business gets restructured.

Lily NVO are primary economics.

They make the molecule that capture the highest margin. If you want to ride the

highest margin. If you want to ride the GLP trend without depending on the compounding loophole, the manufacturers are the cleaner bet.

Viking is a asymmetric lottery ticket at 3.8 billion market cap. Phase 2's data is strong.

Data this strong. It's either a 5 to 10x or a 70% draw down.

The row is private.

Since you specifically called out Barkley and Serena ad, there's no way to buy it.

Click mental box.

Amazon eats everybody.

GOP specifically, HIMS GOP one revenue depends on FDA shortage status of semiglo glutide.

HIMS doesn't own the molecule. They're

the mini middleman. By contrast, Lily and NVO own the IP, control the supply, and have decades of patent runway.

NVO.

Never heard of it in my life, but it is a hell of a [ __ ] um discount guidance here. The [ __ ] is

negative 10, five to 13. All right,

Mundo, let me put all three into a ring with the latest data. Let me give you the verdict. Three-way tail of the tape.

the verdict. Three-way tail of the tape.

Hemps at 7 billion. Lily 900 billion.

I'm out. I'm out on Lily. Notot. Novo

182 billion. That's pretty big, but they got a lot of revenue almost as much as Lily. Lily is getting priced up.

Lily. Lily is getting priced up.

Priced up because they're growing better. 2025

better. 2025 growth is 10% and the guidance is down on Novo Trailing PE. So that's bad. the

guidance is showing down, but that's also like sometimes they're like little [ __ ] you know? They they do that on purpose.

you know? They they do that on purpose.

They say bad guidance and then surprise you.

Trailing PE here, 38 to 58, 9.6x. I mean, the GOP trade is nova and

9.6x. I mean, the GOP trade is nova and from what I've seen, and I haven't looked at the GOP trade at all. I

haven't. Today is the first day and as always I show you absolutely everything good, bad and ugly, dude. So the trends

right now in our world are AI and GLPs, right? Are there any other major trends?

right? Are there any other major trends?

AI and GLPS are the two trends that I see in the world right now.

Own those. We go. Oh, they own those big and we go vi three critical 2026 updates you need to know about the Novo deal changed everything. Hims and Novo settled their

everything. Hims and Novo settled their dispute and signed a partnership. Hims

now sells Novo branded semlutide and is ceasing compounded GP1 advertising. Interesting.

advertising. Interesting.

Manufacturers are closer to supply demand measurements like TSMC and ASML in the chip industry. Good to look at GOP popularity due to ads push.

Let's see here. H this is interesting.

Do you guys can you think of any other trends going on besides AI and GLPS?

Because like crypto is clearly not trending but this you got to stay aware in my opinion. in my opinion. I got to say I gota say locked on crypto,

but I can't um I can't unsee these [ __ ] ads just every day. Maybe I'm

personally getting targeted because I get the munchies like a [ __ ] Maybe. Maybe that's me. Maybe that's

Maybe. Maybe that's me. Maybe that's

what I need. But I'm not going to do it.

I'm not going to do it. I'll trade it though.

Lily, major catalyst. The oral GLP pills

major catalyst. The oral GLP pills Q2 pills crush injections. So NVO cut prices 70% guiding revenue down 5 to 13%

in 2026. This is the bombshell. Novo cut

in 2026. This is the bombshell. Novo cut

US GLP prices up to 70% to fight Lily.

2026 guidance revenue declines 5 to 13%.

We go still growing, but stalled and oral we goi are the comeback bets.

My verdict, Lily is the best GLP one hold. Here's the ranking. Best pure GLP

hold. Here's the ranking. Best pure GLP exposure. Owns the molecule.

exposure. Owns the molecule.

Owns the next molecule.

4 P is reasonable.

Well, Lily is the one taking Jer.

Damn, this is tricky, dude. This is

tricky tricky. The PS looks uh expensive at 13.6x, but on forward earnings, it's

27x or 25% growth. That's a peg near 1.1, which is actually reasonable.

Risk already at 870 880 billion company.

777.

The 5x is gone. You're paying for execution. Nova contrarian. Deep value,

execution. Nova contrarian. Deep value,

but knife catching risk big time. Big

knife catch.

Big knife catch.

But guiding revenue down in 2026. Ice

Cube melts before they rerate.

Or we go is launched, but uptake unclear.

This is a value trap or value bet. 70%

price cut will either stabilize share losses bull case or signal margin compression for years. Barecase wait for the next quarterly print. HIMS wrong

vehicle for GLP thesis.

It's not really a GLP thesis anymore after Novods is a tele health subscription business. Specific issues

subscription business. Specific issues for the GLP thesis. Doesn't own the molecule. doesn't capture the high

molecule. doesn't capture the high margin manufacturing economics 2026 deceleration.

Pay up for the leader. That's what

that's what they say.

If you want to hold add a secondary position or diversification, what's the max risk play out of those three?

M max riskreward. I tend to stray away from Lily. It's almost a trillion dollar

from Lily. It's almost a trillion dollar company.

I'm just feeding her. I'm just like, tell me, please just tell me. Just tell

me to go tell me go buy Novo. I just

heard about it 10 minutes ago. Let me go all in.

Literally, dude. Um, I want to know more though. Like, I know this is a falling

though. Like, I know this is a falling knife as well, the Novo trade.

But what's the bull case for it?

The bull. Damn, dude. She's aiming sad.

Don't do it. Don't do it, Moon. Don't do

it. Novo is a wrong tool for your job.

Novo is a devalue control rebound bet.

I even baited her into telling me Novo and she was like, "Nah, three. Hims is the max riskreward. It's

three. Hims is the max riskreward. It's

not even close. Here's why him twerks harder than Novo.

Okay, that makes sense. That makes

sense. 6.7 billion routinely moves 10 to 20% on moves forward growth 19% with upside

and Novo deal declining acquisition takeout Amazon, Walmart, CVS. Yeah, they're probably going to get acquired, huh? Essentially zero.

acquired, huh? Essentially zero.

All right. Well, I'm not going to go I'm not going to ape Novo.

Binary multiple per year multiple expansion potential big 52x board PE translation at 6.7 billion with 25%

realized vault hims can do a 2 to3 bagger on the right catalyst Novo is a 182 billion ship even with a greater quarter only moves 5 to 10% why him is

the actual asymmetry play bullcase torque Q1 earnings May 5th to 10th if they beat the conservative 621 guide multiple

expands novo branded semi glutide better unit economics than compounded subscriber growth past three months new category launches

acquisition at a $7 billion market cap perfectly digestible for Amazon Walmart, CVS, margin expansion.

Amazon has to buy them.

It's only 7 billion.

Barecase Q1 miss or God. I think I I'll keep an eye on it. I'll keep an eye on it. What's it called? Imps.

it. What's it called? Imps.

Oh, up 8%. Huh? Wow.

Let's put it down here with our GP trades.

Hims has historically had a 20 to 40% single day moves. This is your name for max torque. Novo is the wrong tool for

max torque. Novo is the wrong tool for your job. Novo is a deep value

your job. Novo is a deep value containing rebound. The bullcase is 9.6

containing rebound. The bullcase is 9.6 XP rerates to 14x and revenue stops declining. Maybe that's a 35 30 to 450%

declining. Maybe that's a 35 30 to 450% upside. It's not a 2x. Big pharma at 180

upside. It's not a 2x. Big pharma at 180 billion doesn't multibag in 12 to eight months, 18 months. The honest refrain.

If your real question is what's the max risk reward in the GOP trend period, the answer isn't hims. It's VKTX.

Zero revenue. Dude, how is that purely catalyst driven?

Phase three advancing in 2026.

Acquisition target. Every big pharma without a leading GLP1 wants this acquisition premium will be

50 to 150%. Barecase phase 3 disappoints stock down 60 to 70%. Bull case phase three hits plus acquisition rumor 3 to

5x that's the actual lottery ticket in this space. Hims is a high beta

this space. Hims is a high beta narrative max torque VKTX. I'mma put it on the list dude.

How do we start with [ __ ] fartcoin and end up on GLPS is my question. What

a world we live in. How fun. How fun.

You got to optimize for fun, bro. It's

the end. It's not even work. I'm not

even working, bro. Just just thinking, asking ideas. The AI

asking ideas. The AI fe Gastro theme for real though.

VKTX.

She just [ __ ] gaslighted us into some [ __ ] weird [ __ ] the DKTX value rebound hymns.

Another thing that's trending are all the peptides like GLP1.

Yeah, dude. Is that the same thing or I'm curious what how does how do peptides play into this? I mean, I feel like GLP1s were are

this? I mean, I feel like GLP1s were are similar or they brought peptides to play. Are there any public companies

play. Are there any public companies that have exposure to this whole peptide trend? It seems like more and more are

trend? It seems like more and more are going to be like legalized.

Regulation has been updated to support them. Thank you.

them. Thank you.

Be sure and concise. Thank you.

B case for Novo Mundav. And there's

actually a real one. Here are the six pillars. Valuation setup is generation

pillars. Valuation setup is generation generationally cheap. 9.6 trailing PE

generationally cheap. 9.6 trailing PE 12x Ford. Historical stock down 56%.

12x Ford. Historical stock down 56%.

Even a partial mean reversion is plus 50% from here. This is a quality compounder 50% plus operating margins.

Best in pharma trading at multiple usually reserved for melting ice cube generic drug companies. The market is pricing in continued de decline. If

decline simply stops, you are getting rerated. The price cut is misunderstood.

rerated. The price cut is misunderstood.

The real bull thesis. Everyone sees 70% price cut and panics. The bull case is volume and the math is asymmetric. Old

monthly cost is 1,000. New cost 245 new eligible 10% of medical enrollies equals millions of new patients. Net

effect on [ __ ] analysis or analyst 2026 semiglutide revenue could still hits 36 billion. This is the same playbook as

billion. This is the same playbook as Lipore in the early 2000s. cross price

drop price uh volume goes up more than proportionately because of the unlock entire patient populations who were

priced out.

The TAM goes from 5M Americans to 50M.

If the volume bet works, NVO's declining 2026 revenue actually flatlines or grows.

That alone rerates at 30 to 50%. The

oral we go is unappreciated.

Approved December 22nd. I see so many [ __ ] we goi ads, dude.

Already at 50,000 prescription a week by late January 2026. Available in

70,000armacies.

Why this matters? Pills crush injections on TAM. Most people don't want to inject

on TAM. Most people don't want to inject themselves weekly. The needle phobia

themselves weekly. The needle phobia barrier alone keeps half of the addressable population away from the current GLPs. Orogoi hits the wall

current GLPs. Orogoi hits the wall directly. Lily's off for glrawron isn't

directly. Lily's off for glrawron isn't available yet. Novo has a six plus month

available yet. Novo has a six plus month head start in the oil category. That's

more meaningful than the consensus is giving.

Cari sema isn't dead. Just reframe. Yes.

Redefine for miss nonferiority verse liies terrorism. There's too many big words, dude. Too many big words for Moondaf. Redefined two trials succeeded

Moondaf. Redefined two trials succeeded 15.7% weight loss in obesity plus diabetes.

Redefined four still showed 23% weight loss. Is that healthy to lose 23% of

loss. Is that healthy to lose 23% of your weight? Jesus, dude.

your weight? Jesus, dude.

NDA F. So, KGI Sema becomes a number two product behind Zep Bound. Not a category killer, but number two is uh 200 billion

market cap is 20 to40 billion drug. The

market priced it as a failure. It's

actually still a likely commercial success. The Forgotten Diabetes

success. The Forgotten Diabetes franchise. Everyone fixates on weight

franchise. Everyone fixates on weight loss. Novo has still has a massive

loss. Novo has still has a massive diabetes franchise. Ozmpic for diabetes

diabetes franchise. Ozmpic for diabetes is a separate market from Wiggoi for obesity.

That business is steady regulated recurring revenue with high switching cost. It alone justifies a meaningful

cost. It alone justifies a meaningful chunk of the current market cap.

The weight loss segment is the call option you're getting for free at this multiple. Interesting. Interesting.

multiple. Interesting. Interesting.

Interesting. Interesting. See, that's

interesting to me because the diabetes diabetes ain't going nowhere. It's just

it's what it is. So if they have a business based off of diabetes and this is a free call option on the weight loss segment that that sentence right there

gets me bullish sentiment is washed out analyst downgrades cascade post car sema myth long only managers capitulated

hedge fund short filed in the 56% draw down shook out most tourists set up his classic max pessimism that's why I like it's the kind of name that gaps up 10 to

15% on a single less bad than fear earnings print the triggers that rerate in rough order of probability Q1 May 7th announcement if oral we love uptake

uptakes uptake exceeds expectations volume data on 70% price cut higher dose phase three readout

current tailwind so what evaluates the bull case or we go uptake stalls below 100k a week by Q2 who volume gains don't

offset the 71% price cut. Lily hits Q2 2026 with knockout data and immediately steals market share. My honest take NVO

at 9.6 PE is not a momentum trade. It's

a mean reversion trade with a 6 to 12 month time frame. But callus are are there Q1 print in early May early or sorry oral we go ramp Medicare volume

data through summer. If you want to play it sizes small expect chop for a couple quarters set a 12-month thesis. Don't

expect him style 25% pop. It's the

buffetish play in the GLP1 space.

Boring unlovable mathematically attractive, knife catchy.

Quick answer. Moon dive GLP ones are peptides. Semi glutide blah blah blah

peptides. Semi glutide blah blah blah and blah blah blah. All peptide

molecules. So the GLP boom is the peptide boom. The wellness peptides PPC

peptide boom. The wellness peptides PPC 157 are riding the same molecule wave.

Public exposure to the peptides here.

The peptide manufacturer market is going from 3 billion to 16 billion.

So bans, these companies don't care which GOP wins. They make them all.

wins. They make them all.

Peptide focused therapeutics.

Don't romanticize. Wellness peptides are still in a gray zone.

April 15th.

are not approved. You're right that the regulatory direction is loosening.

My concise take for you is Bantum Purest Peptide Picks and Shovels Play wins regardless of which GLP wins.

Avoid the wellness peptide tellahalth.

Okay, let's look at Bansheam real quick.

What is this BNB? Is this like out of country or something? Ban B.

Yeah, access is only through the API key. Exactly.

key. Exactly.

You're welcome. My pleasure. It was fun.

Bam. Huh?

Why does Ban B have such a weird simple name? Is it

not in America or something? What's the

revenue verse market cap? By the way, it's made from pig brains.

Yucky.

Oh [ __ ] it's 11:20. I got to go.

7 minutes.

Hey Siri, set a timer for six minutes.

I got to go. Uh, why the weird ticker is on the Swiss exchange. Swiss tickers are typically four letters. Good news,

there's a US tradable version, BC HMY.

It's not cheap.

So, if you had to make a basket of two, what would they be based off everything we talked about?

If you don't say [ __ ] no vote, I'm gonna slip, bro.

You better [ __ ] say I gotta get this [ __ ] set up. Anyways, let me go ahead and uh set this up here. I gotta get tomorrow's live set up. Give me two

seconds. You cook on that. I cook on

seconds. You cook on that. I cook on this and we'll keep cooking.

So, tomorrow I'll be back at the same time.

Same place, same time. You know, you know the game.

So, this is my most defensible two stock basket given your constraints. No

trillion dollar names.

Okay. Well, I better just let Novo die because I can't even get her to tell me to [ __ ] say Novo.

Better just let I let I better let her go. Huh? I better let her go.

go. Huh? I better let her go.

This is your moonshot. 3.8 billion

market cap with phase 2 data showing 14.7 in 13 weeks. No plateau.

Hims and Lily too big for your rules.

Hims isn't really a GL1 P play. Novo

both have binary catalyst risk in the same window, too correlated.

Um, both small caps, HIMS and no diversification.

Lily too big for your profile. Novo plus

Novo is actively melting. Better to wait for stabilization. Okay. Well, thank you

for stabilization. Okay. Well, thank you because I'm a degenerate and I would have said Novo. Thank God.

So direct manufacturing exposure and then the next GOP.

I don't know. I don't like ADRs. I think

that's what it's called. Like uh company in a different country. No offense to every other country in the world

and most people in here. Much love.

Peptides regulatory crackdown here.

Bottom line, Batchum is the trans toll booth.

Viking is the trends lottery ticket. I I

just don't I don't understand how they have zero revenue and are are valued so high. So this is this how biotech is is

high. So this is this how biotech is is you just have like you're testing and then you have a public company and then it it blows up or dies.

Oh, that's my timer. I got to go. Have a

great day.