u/MemeSellasTo50Bucks

Went to a concert last night with a bunch of friends I haven't seen in a while. Really good time, had some drinks, caught up with people and listened to the show. We were chilling around toward the back between sets when one of my friends asked what I'd been meming lately.

I mentioned SLS and gave him the quick version of the story. Another guy overheard us and apparently knew a little about biotech so he joined in, and before long there were probably 6 or 7 of us talking about GPS, AML, REGAL and what the potential market would actually look like. One of the guys started doing math on his phone and said if this becomes standard of care you aren't talking about some little biotech anymore. I told him that's what people don't understand, everybody keeps thinking about SLS in terms of millions when they should be thinking in billions. He asked how many billions and before I could answer this absolutely enormous guy standing beside us turned around and said 40 billy.

It was Godzilla. I don't really know how else to explain this. Godzilla was at the concert wearing huge tennis shoes and a gold chain that said 40 BILLY. My friend looked at me, then looked at Godzilla and started doing the math again. Another guy pulled up the AML numbers on his phone and somebody else started talking about China lawsuits and that German article. At this point there were probably 15 people standing around and nobody was paying attention to the concert anymore because 40 Billy had started explaining the addressable market.

Somebody said $40 billion sounded ridiculous and Billy just looked at him for a couple seconds. The guy kind of backed off and said well maybe not ridiculous, I'm just saying that's a pretty big number. Billy held up four Godzilla fingers and said "40 billy" again. This was happening while there was either a guitar solo, somebody rapping or a massive bass drop going on behind us. Honestly I don't remember which because by then we were pretty deep into the SLS discussion.

People from other parts of the concert started coming over because apparently somebody told them there was important SLS information being discussed. One guy said he was a doctor and discovered SLS at a BBQ, Godzilla put his hand on his shoulder and told him millions were the old way, we're in 40 billy now.

By the end of the night there had to be 30 or 40 people standing around talking about SLS. I don't even know if we saw the last set. Godzilla eventually disappeared into the crowd but a bunch of us stayed around going through the numbers and talking about what happens if GPS really does become standard of care. Great concert overall and really good seeing everyone again. I think a lot of people walked out of there with a much better understanding of SLS and the opportunity in front of us. 40 billy.

After the recent move from approximately $8.50 to over $16, followed by the retracement into the $13 range and now relative recovery, I revisited the MRSPM framework to determine whether our original assumptions remained valid. Surprisingly, they do. What changed was not the model. What changed was the environment.

Reviewing the highest-velocity portion of the move revealed a previously unmodeled phenomenon that I now believe deserves its own designation: Meme Momentum Cascade Hypothesis (MMCH). Unlike traditional graphical reinforcement, MMCH occurs when multiple closely related graphical conviction artifacts are released in rapid succession. These are not independent observations but recursive derivatives of a common narrative construct—multiple caption variations, AI refinements, alternate edits, and callback expansions all released within a compressed time window.

Initially I viewed these as redundant. I now believe they function much more like synchronized wave interference. Individually, each artifact contributes only marginal signal density. Collectively, they generate what I can only describe as latent graphical momentum. This momentum is largely invisible while it is accumulating. However, once cumulative graphical density exceeds a critical threshold, recursive reinforcement becomes nonlinear and produces a Meme Momentum Cascade Event (MMCE), resulting in rapid community conviction expansion.

https://preview.redd.it/ooxitbvtq9bh1.png?width=1536&format=png&auto=webp&s=e84338c1b54a563c29143d8f4c48cd7d3a498497

Looking back, the timing aligns remarkably well with the recent appreciation from the mid-$8 range into the $16 area. Unfortunately, immediately following this period, an external variable entered the system. Graphical submissions began encountering increased moderation under Rule 8, reducing the observed rate of recursive graphical reinforcement. Whether intentional or simply an artifact of changing moderation practices is outside the scope of this analysis, but from a purely modeling perspective the effect is indistinguishable from an abrupt reduction in available signal input.

Within the MRSPM/MMCH framework, this does not destroy accumulated conviction mass. Instead, it interrupts the cascade before full saturation can occur. This would naturally be expected to produce exactly what we've observed: a flattening of momentum and partial retracement despite the underlying recursive signal reservoir remaining elevated. In other words, the model doesn't suggest conviction disappeared.

https://preview.redd.it/zxfj17ck1abh1.png?width=1536&format=png&auto=webp&s=108d59a4bc272aeb32dba89c03fcc9239062add6

It suggests the amplifier was unplugged. Let's plug it back in and crank to 11.

Future work will focus on quantifying what I'm tentatively calling the Graphical Suppression Coefficient (GSC)—a measure of how reductions in observable graphical reinforcement influence downstream Meme Momentum Cascade Events. My current hypothesis is that suppression delays saturation rather than preventing it, implying that accumulated latent signal may simply require a new catalyst before resuming recursive expansion.