🕯️

chasing shiny objects | Equities | Crypto | Startups

[🕯️ @sixcart]

@zach_yadegari @floraai

[Ethan @0xEthan]

"You lost how much money this week?"

[Anish Moonka @anishmoonka]

Toru Miyazaki gave 11 cats with advanced kidney disease an experimental injection. 15 others didn’t get it. A year later, 9 of the 11 treated cats were alive. Only 3 of the 15 untreated cats survived. He just filed for approval, and the drug fixes a defect only cats have.

Most cats die from one thing: their kidneys fail. By age 10, 4 in 10 cats already have chronic kidney disease, and by age 15, the rate doubles to 8 in 10. Once diagnosed, a cat has about 2 years left.

The reason kidney disease hits cats so hard is a broken protein in their blood. All mammals carry a protein that helps the kidneys clean out waste. In humans and dogs, the protein floats freely and goes to work when the kidneys are in trouble. In cats, it stays stuck to another protein and can’t get loose. So the waste piles up, and the kidneys eventually give out.

Miyazaki originally found the protein in 1999, back when he was at the University of Tokyo. He figured out the cat-specific glitch in 2015. The paper he published in the Veterinary Journal in February laid out the trial. The injection is a working version of the missing protein. His company, the Institute for AIM Medicine, filed the approval paperwork with Japan’s Ministry of Agriculture on April 24, 2026. If the review clears, the drug goes on sale in spring 2027.

The 30-year lifespan figure in the tweet is Miyazaki’s own projection of what cats could reach without kidney disease. The trial only ran a year, and the average cat today lives 15. Most die from the same disease this injection treats.

The research almost died in 2020. After running out of funding during COVID, Miyazaki went public. Cat owners across Japan responded by sending in 300 million yen, around 2 million dollars total. He resigned from the University of Tokyo and worked on the drug full time. The treatment in front of regulators today exists because cat lovers refused to let the research die.

[kirbycrypto @kirbyongeo]

Digging deeper, here's the full picture from the 13F

$PURR Q1 2026 top 10
1. D1 Capital - $40.7M / $25B AUM
2. Paradigm (@paradigm ) - $29.1M / $12.7B AUM
3. State Street (@StateStreet )- $16.0M / $4.7T AUM
4. Pantera (@PanteraCapital ) - $13.8M / $4.7B AUM
5. Geode - $7.5M / $1.6T AUM
6. PEAK6 - $7.1M
7. Vanguard (@Vanguard_Group ) - $7.1M / $10T AUM
8. Arrington (@Arrington_Cap ) - $6.2M
9. Citadel (@Citadel ) - $5.8M / $67B AUM
10. Galaxy Digital (@galaxyhq )- $4.6M / $15B

$16T+ in combined AUM sits behind the top 10.

Some details worth flagging
• D1 (@dsundheim) leading the pack
• Citadel filed shares + calls + puts
• Geode = @Fidelity's index sub-advisor
• TradFi banks holding: @GoldmanSachs , @UBS , @BNPParibas, @Barclays , @Citi , @RBC

Beyond the top 10
• Brevan Howard (Alan Howard) - known crypto whale, now in the equity
• XTX Topco - one of the world's largest quant MMs
• Susquehanna (SIG) - elite options/prop shop
• BlueCrest (Mike Platt) - legendary macro
• L/S hedge funds: Marshall Wace, Maplelane, Aristeia, Saba (Boaz)
• BIT Capital (Jan Beckers) - German crypto-native
• Asian institutions: E Fund, Mirae Asset, Caitong

One underrated signal
• OMERS - Ontario public pension fund. Just $166K to start, but clearing pension compliance + IC means they see $PURR seriously.

Hyperliquid.

Source: https://t.co/UpKFhNIvdf

[🕯️ @sixcart]

@Schoen_xyz Good shit

[🕯️ @sixcart]

@Evan_ss6 Long hims

[🕯️ @sixcart]

Imagine the Claude code leak was just an April fools prank and a cracked marketing play.

[🕯️ @sixcart]

Imagine the Claude code leak was just an April fools prank and a cracked marketing play.

[Ginza @Ginzacrypto]

Guy whose wealth originated from an airdrop says he manages a "family office"

[WSJ Markets @WSJmarkets]

The owner of the S&P 500 index is licensing the world’s most tracked stock index for the launch of a derivative contract that trades around the clock on the crypto exchange Hyperliquid https://t.co/2naz9XWGoK

[Citrini @citrini]

This is kind of a big deal. SPX officially trading 24/7 on hyperliquid. Markets are evolving.

[jeff.hl @chameleon_jeff]

Huge congratulations to TradeXYZ and S&P for this historic partnership. I'm honored that these teams choose to build on Hyperliquid.

Seeing official S&P500 perpetual futures launch exclusively on Hyperliquid is a validation of everyone's past years of hard work: global access to decentralized finance, perpetual futures as 24/7 price discovery, and Hyperliquid upgrading the existing financial stack to house all of finance.

The S&P500 is synonymous with "the market," a single number that captures the essence of the largest economy in the world. Looking forward to tracking the world's most important financial gauge 24/7 on the most liquid permissionless markets.

[🕯️ @sixcart]

@TraderMercury That is poverty

[Young Thug ひ @youngthug]

🤔

[Bloomberg @business]

Crypto traders flocked to the Hyperliquid exchange to hedge commodities as the conflict between the US, Israel and Iran erupted https://t.co/qelCgeERhP

[🕯️ @sixcart]

@LandseerEnga Done

[🕯️ @sixcart]

Polymarket supremacy, big up @mustafap0ly @shayne_coplan

[Mustafa Aljadery @mustafap0ly]

@sixcart @Polymarket Ability to cancel is now live

[🕯️ @sixcart]

@Polymarket The Sponsor Rewards flow needs a major transparency update. "Locked" usually means you can eventually unlock it. Nowhere does it explicitly say "Non-Refundable" or "Permanent Contribution." Real lack of clarity regarding the risks before pushing a feature like this.

[🕯️ @sixcart]

hello ive accidentally added 70k in rewards to the jesus market can anyone at @polymarket help ty and god bless

[🕯️ @sixcart]

@Polymarket @mustafap0ly @shayne_coplan @HugoMartingale

[🕯️ @sixcart]

hello ive accidentally added 70k in rewards to the jesus market can anyone at @polymarket help ty and god bless