This is it.
Everything learned spending millions on longevity.
From: Your Immortal Unc and Auntie.
To: Our Immortal nieces and nephews.
0. Sleep is the world's most powerful drug.
1. Be in your bed for 8 hours
2. Same bedtime every night, any time before midnight
3. Don’t eat right before bed
4. Calm foods for dinner
5. No screens 1 hour before bed
6. Avoid added sugar (be aware it’s in everything)
7. Avoid all things in an American convenience store
8. Avoid fried foods
9. Shoes off at the door
10. Eat whole foods, particularly veggies fruits nuts legumes berries
11. Walk a little after meals or air squats
12. Get your heart rate high routinely
13. Lift heavy things
14. Stretch daily
15. Water pik, floss, brush, tongue scrape, morning and night
16. Make an effort to drink water
17. Get sunlight when you wake up (UV is low)
18. Protect skin in midday sun
19. Stand up straight
20. See at least one friend once a week
21. Avoid plastic where you can (in all things)
22. Circulate air in rooms
23. When stressed, breathe, learn to calm your body
24. Go to the dentist
25. Avoid sitting for long times
26. Protect your hearing, the world is too loud
27. Alcohol is bad for you
28. Finish coffee before noon
29. Avoid bright lights after sunset
30. If obese, look into a GLP
31. Sleep in a cold room
32. Texting while driving is dangerous
33. Turn off all notifications
34. Limit social media use
35. Don’t smoke anything
36. If you struggle to sleep, read a physical book before bed
37. 1 hour before bed have a calm wind down routine: bath, read, light walk, listen to music
38. The body is a clock and loves routine. Have a daily morning and evening schedule.
39. Avoid long distance travel where you can
40. Baby steps first: incorporate new things slowly
41. Do less… most things don’t work.
Bonus points if you get your blood checked.
Start here, it will change your life.
Someone is selling this house in Tuscany for €690k. A perspective: it's 2035, your humanoid robots are helping you on the farm. Your car self-drives you to the nearest city, one hour away, while you read, work, or have a coffee.
The geography of real estate will be repriced. Proximity will still matter, progressively less.
What does it mean in practice? Take Tuscany. Hundreds of tiny villages steeped in culture and history, between Florence and Siena. The same story in Umbria and almost every region in Italy.
Today they look isolated. But you can buy a beautiful house for €400k, a decent one for €200k, and a generational mansion for €1M+. Look at the construction quality of this house. It's timeless and frankly has more chances to still be there, beautiful, in 50 years than modern condos.
Some of these villages are also far from dead. I have direct contacts. Second generations, after years in Milan, are going back, opening restaurants, or simply seeking a higher quality of life.
Are there trade-offs? Absolutely. You'd need to be comfortable with a quieter pace and fewer services nearby. But I think this is directionally important and a conversation worth having.
Will small villages make a comeback? What's your take?
Have a great weekend 🫡
Positivity Rant:
I was in Cabo with this guy who had just sold his company for $900M.
He offered me a trade:
"Let's swap lives." I'd get his private jet, his house in Cabo, and his billionaire status.
He'd get to be me - 27, with his whole life ahead of him, & another chance to play the game of life.
I realized I had it better. It made me realize 2 things that changed my life:
1) If you're young, you have the most valuable thing of all: your whole life ahead of you. You still get to play the game.
2) Life is all a big game. Imagine if someone life swapped with you...how would they be playing your character better than you are? What would they be doing differently? How much more fun would they be having?
This was hands down one of the best thoughts I've ever had. I discuss:
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$GRAB
GRAB IS EXPANDING TO TAIWAN.
They are scooping up FoodPanda’s delivery business in the region for $600M with the deal expected to close in H2 2026.
Okay, I really like this. Here’s why:
1. The company has $6B in cash. We have been waiting for them to start using it in more strategic ways and this is one of the first expansions outside of SEA that makes sense given how synergistic the acquisition is to Grab’s overall business of delivery. Spending the cash pile they have on growth and expansion, especially if they can get discounted deals, is very good.
2. $UBER tried to buy this business for $1.25B last year. Regulators didn’t allow it. Grab is getting a 50% discount.
3. FoodPanda Taiwan did around $1.8B in GMV and is also profitable on an adjusted. EBITDA basis from last year. $GRAB did $14.2B of GMV last year so for $600M, they are adding 12% of GMV to the business in a profitable way. I really, really like this use of cash.
Ultimately, I own $GRAB for the broader thesis around the SuperApp becoming much bigger and more entrenched in different parts of the world. They have the cash, are guiding for 20% topline and 40% ebitda growth for the next 3 years, and can use these deals to consolidate within various regions to create continued operating leverage. Their fintech business is going to begin showing significant leverage this year as well which should compound the overall growth. At these prices, I do think the stock is intrinsically undervalued BUT it is not in the thematic of drones/nuclear/energy/etc and the rising oil prices have been a very ugly headwind for them.
Probably better opportunities out there short term but long term, these are the types of moves that continue to give me confidence as a shareholder.
TRUMP:
- GENIUS ACT BEING THREATENED BY THE BANKS
- IF WE DON'T GET THE CLARITY ACT DONE, CHINA WILL BE MORE POWERFUL IN CRYPTO
first time he's discussed crypto in a while, looks like he's positioning the Big Banks as the enemy now...
$BTC $ETH $HOOD $MSTR $BMNR $COIN
Whenever we hit a platform shift like AI, application software gets thrown into the “too hard” bucket because FCF feels harder to model.
That’s how you end up with an indiscriminate reset across the entire software space.
I’ve been adding a ton of AI security this past week.
TRUMP:
- SOUTH KOREA IS NOT LIVING UP TO THEIR SIDE OF OUR TRADE DEAL
- UNTIL THEY DO, I AM INCREASING TARIFFS ON AUTOS, PHARMA & LUMBER, FROM 15% TO 25%
here we go again
Current situation:
1. Stocks = Record high
2. Gold = Record high
3. Silver = Record high
4. Home Prices = Record high
5. Copper = Record high
6. Platinum = Record high
7. Money Market Funds = Record high
8. US Debt = Record high
9. Deficit Spending = Record high
10. Household Debt = Record high
When everything hits a record high at the same exact time, it's not a coincidence.
Fiat currencies are depreciating.
Jack Mallers is really eloquent when talking about Bitcoin
He talks about volatility and how all things with fast growth are volatile
Have you ever let your grass grow for a few months without cutting it? It’s extremely volatile
Most other financial products have a bunch of work added so that they stay trimmed and are more acceptable for the general population
Volatility is required for growth though
For those asking, go to Google AI Studio, select Nano Banana Pro, upload a selfie, and use the prompt below.
"Make a miniature, full-body, isometric, realistic figurine of this person, wearing ABC, doing XYZ, on a white background, minimal, 4K resolution."
The Venezuela plot thickens:
While Venezuela holds 303 BILLION barrels of oil reserves, much of this is HEAVY crude oil.
Texas and Louisiana also *happen* to have 6 of the LARGEST HEAVY crude oil refineries in the world.
What does this mean? Let us explain.
(a thread)