Cameron Sepahi

Interested in all things Real Estate, Macro, AI, and Crypto.

Tweets are NFA and my opinions only. ALWAYS do your own research.

[Cameron Sepahi @CameronSepahi]

People make the mistake in analogizing Ethereum to operating systems.

Instead, it should be analogized to protocols, like TCP/IP.

[Cameron Sepahi @CameronSepahi]

@yianisz It's during times like these where you want to stay grounded.

[Yiannis Zourmpanos @yianisz]

The selloff may have removed the biggest overhang.

The market has now largely priced out Fed cuts for 2026. That’s not new information anymore.

The next real catalyst is CPI on June 11.

If inflation comes in at or below the 3.8% consensus, the market suddenly has room to focus on what actually matters: explosive AI demand, record capex, and supply-constrained infrastructure.

That’s why I bought the dip. $SPY $QQQ

[Anagen💈 @anagenxyz]

MINX MINI and MINX LITE are now live.

A lot of people want to try oral minoxidil.

They just don’t want to start at 5 mg.

So we built lower-dose versions:

MINX MINI 1.25 mg
MINX LITE 2.5 mg

Same MINX delivery vehicle.

Start smaller.

MINX MINI → https://t.co/tEA5Jbj0KA

MINX LITE → https://t.co/UX5kmC8Jan

[Mitchell Martan | TLI @MitchMartan98]

Genuinely dont know how she still has a fund

[Cameron Sepahi @CameronSepahi]

$BOT is up on the day.

Just saying.. @AviFelman @Rewkang

[Cameron Sepahi @CameronSepahi]

$BOT is up on the day.

Just saying.. @AviFelman @Rewkang

[Cameron Sepahi @CameronSepahi]

Bought more Sandisk

[Doug Colkitt @0xdoug]

The crazy thing is the ZCash bug was public on Github 4 days ago. And market didn't notice until today.

Seems like there'd be a lot of alpha setting up agents that do nothing but watch the Githubs commits and PRs of major crypto projects.

[Cameron Sepahi @CameronSepahi]

@1000xPod @AviFelman @Rewkang You guys should really take the time to listen to this podcast..

Insane amounts of alpha in a ~1 hour video.

[Dr. Shelby @shelbynewsad]

truly impressive work and you can buy this slow release minoxidil today at @anagenxyz 🪮

[Anagen💈 @anagenxyz]

Hold us accountable. Your hair will thank you.

$50 credit or next eligible treatment covered.

Start with baseline photos or a free hair scan, then send follow-up photos after at least 16 weeks of consistent use.

If your photos show visible progress, we’ll give you a $50 credit toward your next order.

If you do not see visible progress, we’ll cover an eligible next treatment, subject to clinician review.

Results vary. Treatment decisions are made by licensed clinicians. Credits are not cash, are limited to one per patient, and cannot be used with government-reimbursed care. Photos submitted for review will not be used in marketing without separate written authorization.

Upload or book your free hair scan here: https://t.co/SaCKj8seGz

Or email photos to [email protected]

[Cameron Sepahi @CameronSepahi]

@scaling01 We all know this isn’t going to happen because of something called “adversaries” and “national security”.

[Anthropic @AnthropicAI]

Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor.

It’s happening faster than we thought, and the implications deserve greater attention. https://t.co/OVVPJO7VQx

[1000x @1000xPod]

New episode with @AviFelman sitting down with @Rewkang on the next mega bubble.

The total market cap of all private robotics companies is $200B.

XRP is $100B.

Pokémon trading cards are $50B.

This is going to be a $10 TRILLION industry.

We discuss:
• VCs are pivoting from software → physical AI
• The GPT-3 moment for robotics
• Why you can't just hook Claude up to a robot
• How @Rewkang built @RoboStrategy ($BOT)
• Portfolio: Figure, Apptronik, Standard Bots, Dyna, Dexmate

OUT NOW on @YouTube & @Spotify 👇

[Anagen💈 @anagenxyz]

Can an internet anon cure hair loss?

We are testing TWIST1, a transcription factor linked to dermal papilla biology, androgenetic alopecia datasets, fibrosis, and hair-cycle regulation.

The hypothesis took @hairypapasmurf around five years to develop.

We just completed the first gating experiment. Before screening the TWIST1 inhibiting molecules, we needed to know the target is actually measurable.

Not all cells express TWIST1.

Our BT-549 screening line passed.

TWIST1 came in at Cq 21.30–21.91 across baseline samples.

That is far below our internal Cq ~30 adequacy line, meaning there is enough baseline transcript to measure real knockdown.

The true TWIST1 signal also sat ~14–16 cycles ahead of background controls.

This does not prove hair growth. It does not prove safety. It does not mean TWIST1 is ready for patients.

But it means the program is now assay-ready.

The next step is ASO screening.

Can we reliably knock down TWIST1, and does that shift hair-relevant biology in the right direction?

Full report here → https://t.co/Cum74rSosc

[Cameron Sepahi @CameronSepahi]

@Big_Pharmai How about HAIR? @anagenxyz

[Cameron Sepahi @CameronSepahi]

@AviFelman @Rewkang @RoboStrategy Savages.

[Anagen💈 @anagenxyz]

A lot of people want to try oral minoxidil.

They just don’t want to start at 5 mg.

So this Friday, we’re launching:

MINX MINI - 1.25 mg.
MINX LITE - 2.5 mg.

Same MINX delivery vehicle. Start smaller.

MINX MINI Waitlist → https://t.co/tEA5JbisV2

MINX LITE Waitlist → https://t.co/UX5kmC8bkP

[The Account Formerly Known as HairDAO @HairDAO_]

@anagenxyz .@pmarca restore American dominance and your hairline

[Cameron Sepahi @CameronSepahi]

I think retail is especially susceptible to the idea that equity prices are binary - one way up, one way down (e.g., that MRVL pop or the next model-company IPO will mark the top of AI). But equities are fundamentally asynchronous.

What this misses is that each company rises or falls on its own merits: its performance, revenue growth, multiples, and underlying fundamentals. Yes, funding is concentrated in a handful of players (the hyperscalers and the AI data-center buildout), but you still have to evaluate each company individually and ask what value it actually provides.

I suspect this binary mindset is a holdover from crypto, where a lot of retail cut its teeth before moving into equities (crypto is a very correlated asset class). Interesting phenomenon to observe.