Yassin Mobarak

Investor, GP at Event Horizon Capital. Block-chained to my wife and daughters forever. Biased towards possibility.

[Yassin Mobarak @YassMob]

Hello X/Twitter world. This is my second act after a long break from this platform. Hopefully I'll apply the lessons learned from the previous act. Hope everyone stays healthy, safe, and fulfilled.

[Yassin Mobarak @YassMob]

@Team1USA_ @standwithcrypto @Pizza_DAO @VanHoVibes @spenceare Great event with great people.

[Yassin Mobarak @YassMob]

What a time to be alive.

[Brian Armstrong @brian_armstrong]

Aging is arguably the root cause of most major diseases (loss of function in our cells). Four years ago, we made a bet that aging was treatable, and NewLimit was born.

NewLimit now has a prototype drug that reverses the age of some human cells (restores function they had when they were younger), and a clinical trial scheduled for next year (with more drug candidates in the pipeline).

Grateful to Founders Fund, Thrive, Greenoaks, and the rest of the investors for this latest round. @jacobkimmel and the team are just getting started.

[Yassin Mobarak @YassMob]

$HYPE will be the winner of this crypto cycle.

[Coin Bureau @coinbureau]

⚡️JUST NOW: $HYPE broke a new all-time high at $66.7

[Yassin Mobarak @YassMob]

@kalash_old @PsiQuantum @SVDG_official @CommerceGov I'll take that too.

[Yassin Mobarak @YassMob]

@CryptoEQ @Pizza_DAO @standwithcrypto @EventHCapital @HoustonCryptox @htxblockchain @BitAngels @spenceare @Sashitales @Seb_Moriarty I was there last night. It was so much fun 😊

[Yassin Mobarak @YassMob]

PsiQuantum will be a big winner in the quantum computing field.

[PsiQuantum @PsiQuantum]

PsiQuantum is manufacturing America's quantum future.

Today, the company announced that we have signed a Letter of Intent with the U.S. Department of @CommerceGov for $100 million in proposed federal incentives under the CHIPS and Science Act to advance American quantum computing and semiconductor leadership.

With this planned funding, combined with PsiQuantum's existing U.S.-anchored supply chain, the company will accelerate the domestic manufacturability and performance of our state-of-the-art components, including Barium Titanate (BTO) for higher-performance optical switches, high-temperature single-photon detectors, and advanced packaging approaches. Learn more: https://t.co/OdyE7DkMAR

[Yassin Mobarak @YassMob]

Very interesting 🤔

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: Leopold Aschenbrenner just filed his Q1 2026 13F

Here's everything you need to know about his recent 13F

Top 10 positions:

1. VanEck Semiconductor ETF $SMH [Put] — $2.04B
2. Nvidia $NVDA [Put] — $1.57B
3. Oracle $ORCL [Put] — $1.07B
4. Broadcom $AVGO [Put] — $1.01B
5. Advanced Micro Devices $AMD [Put] — $969M
6. Bloom Energy $BE — $879M
7. SanDisk $SNDK — $724M
8. Micron $MU [Put] — $584M
9. CoreWeave $CRWV — $556M
10. Taiwan Semiconductor $TSM [Put] — $535M

New positions:

• $SMH, $NVDA, $ORCL, $AVGO, $AMD, $MU, $TSM, $ASML, $INTC, $GLW — all puts
• $MU [Call] — $422M
• $TSM [Call] — $355M
• $SNDK [Call] — $389M

Biggest adds:

• CleanSpark $CLSK: +648% shares
• Riot Platforms $RIOT: +87% shares

Biggest trims:

• CoreWeave $CRWV [Call]: -83% shares
• Bloom Energy $BE: -36% shares

Full exits:

• Intel $INTC [Call] — was $747M
• Lumentum $LITE — was $479M
• EQT Corp $EQT — was $133M
• Tower Semiconductor $TSEM — was $85M

Summary: He kept his AI infrastructure longs and opened $8.45B in new puts against tech and semiconductor

[Yassin Mobarak @YassMob]

The future is now.

[Brett Adcock @adcock_brett]

Watch a team of humanoid robots running a full 8-hr shift at human performance levels. This is fully autonomous running Helix-02 https://t.co/IdZR0T1F5I

[Mario Nawfal @MarioNawfal]

🇺🇸 590,000 people paid $100 deposits for Trump's $499 gold phone.

That's $59 million collected.

One year later, not a single phone has shipped.

And now the company quietly removed the guarantees on both delivery AND refunds.

Nearly 600,000 people handed over their money and the fine print no longer promises they get it back or ever get the phone.

At this point the gold phone is starting to sound like GTA 6.

Source: Fortune

[Yassin Mobarak @YassMob]

@InTheAssembly Well said.

[Yassin Mobarak @YassMob]

Hey @linqtoinc, can you comment on whether our Anthropic SPV shares are valid and are recognized in Anthropic's books.

[TFTC @TFTC21]

Anthropic just published a support page that should terrify anyone holding its shares on the secondary market.

"Any sale or transfer of Anthropic stock, or any interest in Anthropic stock, that has not been approved by our Board of Directors is void and will not be recognized on our books and records."

Void. Not restricted. Not pending review. Void.

That means if you bought Anthropic shares through Forge, Hiive, or any other secondary platform without board approval, you are not a stockholder. You have no stockholder rights. Your transaction is invalid.

It gets worse. Anthropic says it does not permit SPVs to hold its stock. Any transfer to an SPV is void. Investment funds claiming to offer indirect exposure are "most likely relying on mechanisms that attempt to circumvent our transfer restrictions." Forward contracts, tokenized securities, synthetic exposure products, all of it potentially worthless.

Their advice to investors: "Assume that it is invalid."

There is a multi-billion dollar secondary market in Anthropic shares right now. Platforms are pricing the stock at $265-$1,400+ per share based on a $380 billion valuation. Real people have put real money into these positions. And Anthropic just told them none of it counts.

This is the purest possible illustration of counterparty risk. You can buy a share of a company and have the company itself declare your ownership void because you bought it through the wrong channel.

[Yassin Mobarak @YassMob]

@HoustonCryptox I like it

[Yassin Mobarak @YassMob]

Amazing!

[@ZoAina_AI @AiwithZoaina]

🚨 SOMEONE JUST KILLED THE REAL ESTATE INDUSTRY

A guy scanned an entire house with his phone. Uploaded it.

Now anyone on Earth can walk through it in a browser tab. No app. No VR. No agent. No appointment.

Click → you’re inside. Every room. Every angle. Every shadow. Photoreal.

The numbers are insane:

- Agent fee on a $500k home: $15,000
- Cost to make this scan: ~$200
- Time to “tour” 50 houses: one evening
- File size: smaller than a TikTok

The science is wild too:

It’s called 3D Gaussian Splatting instead of polygons (how games render), it uses millions of tiny glowing “splats” of color and depth.

AI reconstructs reality from your photos. The result loads on a phone and looks like you’re THERE.

The grift opportunity is even wilder:

Freelancers are already charging $300–$800 per scan for realtors, Airbnbs, venues, car dealers, museums.

One person + one phone + one weekend = a business.

100% Open source. Built on PlayCanvas.

[David Sacks @DavidSacks]

Back-of-envelope numbers for 1 gigawatt data center:

All-in Capex: ~$50 bn
Enterprise revenue generated: ~$25-30 bn/year
Electricity cost: $1-2 bn/year

~2 year payback.

The boom is real.

[Yassin Mobarak @YassMob]

@KobeissiLetter The asymmetry dynamics here are exceptional

[Yassin Mobarak @YassMob]

Over time, moral standards will lead a person to the life he or she deserves. Without fail. The arc of time might sometimes feel too long to see that ending, but it is there and it will happen.

[Yassin Mobarak @YassMob]

👀

[Marjorie Taylor Greene 🇺🇸 @mtgreenee]

Supposedly this account only posted 4 times and this was one of them.

[Yassin Mobarak @YassMob]

@heygurisingh This is what I call a value add post.