Fath

ZDF 💤 VT Alum 🦃 wook, DO 🩺

[Jared @jwat_5]

https://t.co/fNliFk8lgH

[Dr Terry Simpson @drterrysimpson]

“Statins are toxic and LDL is protective” is not a contrarian insight—it’s the flat-earth theory of cardiology, dressed up with YouTube links and performative skepticism.

LDL (ApoB-containing lipoproteins) is causal in atherosclerotic cardiovascular disease. This is not inferred—it is demonstrated across independent lines of evidence:
• Genetics: familial hypercholesterolemia produces premature atherosclerosis in direct proportion to LDL exposure
• Mendelian randomization: lifelong lower LDL → lifelong lower event rates
• Randomized controlled trials: LDL lowering reduces MI, stroke, and mortality
• Dose–response: more LDL reduction = more risk reduction
• Imaging: LDL lowering leads to plaque stabilization and regression

You do not overturn this with vibes, metaphors, or timestamps.

Statins are among the most studied drugs in medical history. Across dozens of large outcome trials, they reduce heart attacks, strokes, and cardiovascular death. Claims of “toxicity” reliably evaporate the moment hard endpoints are introduced—which explains why endpoints are so carefully avoided.

As for the cited authorities: Nina Teicholz now holds a PhD in nutrition. That fact does not rescue the argument—it makes the persistence of error less excusable. Credentials do not negate randomized evidence, and narrative confidence is not a substitute for outcomes.

Georgia Ede operates outside cardiology and substitutes mechanistic speculation and anecdote for clinical endpoints. If LDL were protective and statins harmful, decades of trials would show it. They do not.

This is the standard con: invoke “Big Pharma,” dismiss randomized trials, elevate anecdotes, and then crown LDL—the particle found inside atherosclerotic plaques—as “protective.”

When someone tells you LDL does not cause heart disease, they are not misunderstood—they are wrong. And when they call statins “toxic,” what they really mean is: I don’t like evidence that contradicts my brand.

Representative evidence (not exhaustive):
– Scandinavian Simvastatin Survival Study (4S)
– Heart Protection Study (HPS)
– Cholesterol Treatment Trialists’ (CTT) meta-analyses
– Ference et al., JAMA / NEJM (Mendelian randomization)
– Nicholls et al., JAMA / Circulation (plaque imaging)

[Jake Scott, MD @jakescottMD]

Placebo-controlled trials exist. We have decades of them. The vast majority of childhood vaccines were tested in saline placebo-controlled trials. The Moderna and Pfizer COVID-19 trials used saline placebos in tens of thousands of participants. Long-term observational studies exist too. We just published a systematic review in the New England Journal on COVID, flu, and RSV vaccines. We screened over 17,000 studies and included 511. The vast majority were observational. That’s three vaccines. The studies she’s calling for have existed for decades. She just hasn’t looked. https://t.co/eWqT1Of3M3

[Fath @Dfath5]

@jwat_5 @CarpeNoctom look at that juicy weekly cloud E2E potential

[Fath @Dfath5]

@jwat_5 @grok give me some analysis on BKKT and connection to bitcoin Japan corporation

[Jared @jwat_5]

December Portfolio Update

Performance: 35% YTD, 63% 2Y, 127% 3Y
Benchmark $SPY: 19%, 48%, 87%

Entries
$VELO

Exits
N/A

Commentary
Here's why I bought into $VELO. Look at that weekly cloud, with an iHS plus bullish TK cross incoming.

As I've researched the fundamentals for Velo3D, I've developed a bit of a theory that I'll be monitoring in 2026.

As a partner/supplier for private SpaceX ($800B) and Anduril ($30.5B), if those companies go public this year, I don't think it's unrealistic for their 3D printing supplier to hit a $4.4B market cap, or $200/share, in a liquidity-driven euphoria phase — which would track with the technicals (cloud) and be a ~15x from the current share price.

Outside of my new position in $VELO, I'm continuing to allocate capital to $LYFT ($30 PT), $IREN ($126 PT), and $RIVN ($31 PT). I also feel extremely safe in $SCHW and $LRCX this year.

$BKKT seems to have minimal intelligent coverage here on FinX, so I've been trying to change that with recent posts:
- Bitcoin Japan Corporation (Bakkt Global) https://t.co/2MnfEiwm2e
- Oobit, Visa, and Bakkt collaboration https://t.co/cjJlGfpTGs
- "Missed 2025 Milestones" https://t.co/0NxtRpnBO3

I still think it's early innings for $BKKT, so I'm in accumulation phase in 1H26, then planning to shift my focus to re-accumulating $MBLY in 2H26 after tax loss harvesting in mid-December this past year.

Happy new year and thanks for reading!

[Fath @Dfath5]

@jwat_5 Where is VELO sir

[JD Vance @JDVance]

Fixed it

[Fath @Dfath5]

@MacroScope17 @CarpeNoctom

[Jared @jwat_5]

$BKKT — It still doesn't really seem like people understand or appreciate what Bakkt is building here.

Visa isn't going anywhere with their payment rails, Tether has a stranglehold on the stablecoin market, and Oobit has built what appears to be a cool B2C platform enabling buying with stablecoins directly from self-custody wallets.

But what's actually bridging the gap between TradFi titans and Defi disruptors?

Bakkt's digitally native, AI-powered technology stack and institutional grade infrastucture is what's powering it behind the scenes.

The CEO didn't just give you the playbook in the Q3'25 earnings call, he told you the script for Q4.

✅ Customer growth for Bakkt Markets
✅ Distribution partnerships for Bakkt Agent
✅ Expansion of Bakkt Global
✅ Further cost optimizations

There are announcements every week proving that the company is executing the playbook flawlessly, yet I still see mostly negativity from shareholders on X.

I don't understand it but I'll happily keep buying your shares.

[Jared @jwat_5]

$BKKT — I haven't seen anyone discuss the updated Business Plan for Bitcoin Japan Corporation, the first Bakkt Global company that has Phillip Lord as CEO/President and Akshay Naheta as Chairman of the Board.

As a reminder, Bakkt Global is one of Bakkt's three new business lines, along with Bakkt Markets and Bakkt Agent, which aims to leverage Bakkt’s technology, products and services into new geographies, starting with Japan.

Bakkt owns a 30% equity stake in Bitcoin Japan Corporation, formerly Marusho Hotta (founded in 1949), and expects to receive long-term recurring revenue as well as equity appreciation as part of the partnership.

Now, onto Bitcoin Japan Corporation's new and improved business strategy.

Vision: Powering the AI and Bitcoin Economy
Bitcoin Japan Corporation is building the foundation for Japan's leadership in the intelligence economy, combining AI infrastructure investments with a Bitcoin-anchored balance sheet.

Potentially unsurprising, considering @mikealfred is on the Board of Directors, Bakkt leadership appears to share the core thesis of $IREN and $CIFR that energy supply can't keep up with AI demand. Basically, they want to be long AI/HPC infrastructure.

Strategy: The 500MW Framework
Bitcoin Japan Corporation is planning to work with global operators that have secured power and land (sounds familiar) in key strategic locations across global markets, targeting an ROI above 12.5% per annum.

The company's investment focus will be in low Levelized Cost of Energy (low-LCOE) areas like Texas, Ohio, and Japan.

Bitcoin Treasury Income Model: Lending & Dividend Policy
Finally, Bitcoin Japan Corporation plans to round out the business by deploying a portion of BTC holdings into regulated lending and repo markets — enabling yield in a safe and consistent manner.

This strategy, certainly enabled by Bakkt's technology, aims to establish a disciplined, yield-backed shareholder policy while reinforcing institutional trust and Japanese market standards.

Conclusion
Akshay Naheta self-admittedly stepped away from an extremely lucrative position at Softbank, and after reading up on Bitcoin Japan Corporation's strategy, I'm starting to see the vision for Bakkt that he left to create.

At Softbank, Naheta was responsible for the company's investments in $NVDA and $ARM, and has spoken about the conversations that he had with Jensen Huang about where the industry was headed.

Masayoshi Son described Naheta as having “helped create significant value for shareholders."

I believe Bitcoin Japan Corporation is Naheta's first step in building his own version of Softbank — investing in visionary companies at the cutting edge of AI, HPC, and finance while building products and technology that allow the ecosystem to operate efficiently.

I don't own enough shares.

[Zeds Dead @zedsdead]

CHANNEL FLIPPING 2: ONLY YOU

[Fath @Dfath5]

@CarpeNoctom ☁️👑🐐

[CarpeNoctom @CarpeNoctom]

My favorite time of year is back, and I’m giving away four annual TradingView subscriptions.

Eligibility:
1️⃣Follow @CarpeNoctom
2️⃣RT this tweet

Winners will be selected on Wed night EST (11/26) and notified via DM

Good luck!

#ad #blackfriday

[Jared @jwat_5]

$LYFT — Q3 earnings projection

Analysts expecting 12% revenue growth makes no sense considering a conservative 13-17% guide on GB, partnership ramp (DashPass, Alaska/Hawaiian, Hilton, and BILT), two months of FreeNow, seasonally strong Q3 validated by $UBER, and new products like Price Lock, Lyft Silver, and Lyft Cash gaining momentum.

[Jared @jwat_5]

Just the beginning $LYFT

[Jared @jwat_5]

Still just the beginning $LYFT

As we continue to go higher, you’ll hear the kid analysts ask:
- Wow, buyout incoming?
- Why is Lyft going up while Uber isn’t?

They’ll be the same ones buying Lyft at IPO price ($72).

[Fath @Dfath5]

Throw me a waterbed Larry cmon

[Wasteland Capital @ecommerceshares]

IT’S OFFICIAL: Larry Ellison becomes the world’s Number 1 wealthiest person after $ORCL +40% surge today, which added +$105bn of wealth.

His total stands at $397bn.

Just keep compounding, and you can get there too at 81yo.

[Science girl @sciencegirl]

Artistic hair styles like sculptures
https://t.co/tSriNhSiRj

[Ink Blot @inkblotistan]

Amish Paradise