• Toccata fork in weeks: buy the rumour still applies here, if it pumps post-fork that's sell territory, but pre-fork positioning makes sense
• Supply cliff: emissions going to near zero by late 2026 removes the miner sell pressure
• No Binance/Coinbase: the listing optionality is enormous
• PoW legitimacy: in an altcycle narrative rotation, PoW L1s with real fundamentals tend to get caught up in the "digital commodity" narrative alongside BTC
• Already ranked #61 with $933M cap, it has institutional visibility

Putting aside the Hantavirus for a moment, A few genuine candidates:

1. Personalised cancer vaccines (V940/intismeran autogene) This is the most Ozempic-like candidate. If the melanoma data holds and it gets approved, you're talking about a fundamentally new category of medicine,,where a vaccine personalised to your tumour's mutations, manufactured in weeks. There's no ceiling on that market. Every solid tumour becomes a potential indication. This is the one that could redefine Moderna into a mag-7 adjacent stock the way GLP-1 redefined Lilly.
2. CMV vaccine Cytomegalovirus is massively underappreciated publicly but enormous medically, it's the leading infectious cause of birth defects, causes serious disease in immunocompromised patients, and has no approved vaccine despite decades of attempts. Moderna's candidate is the most advanced ever. Not as flashy as cancer vaccines but potentially a $10-15B annual market with no competition.
3. Moderna's mRNA synthesis and delivery platform. If they become the infrastructure for personalised medicine broadly, cancer, rare disease, autoimmune , then the platform itself becomes the moat, not any single product.

It's worth remembering, analysts were way too conservative on NVDA for years, and LLY underperformed despite the fact it had GLP-1 research 15 years before Ozempic became a thing. Thank you for reading

Putting aside the Hantavirus for a moment, A few genuine candidates:

1. Personalised cancer vaccines (V940/intismeran autogene) This is the most Ozempic-like candidate. If the melanoma data holds and it gets approved, you're talking about a fundamentally new category of medicine,,where a vaccine personalised to your tumour's mutations, manufactured in weeks. There's no ceiling on that market. Every solid tumour becomes a potential indication. This is the one that could redefine Moderna into a mag-7 adjacent stock the way GLP-1 redefined Lilly.

2. CMV vaccine Cytomegalovirus is massively underappreciated publicly but enormous medically, it's the leading infectious cause of birth defects, causes serious disease in immunocompromised patients, and has no approved vaccine despite decades of attempts. Moderna's candidate is the most advanced ever. Not as flashy as cancer vaccines but potentially a $10-15B annual market with no competition.

3. Moderna's mRNA synthesis and delivery platform. If they become the infrastructure for personalised medicine broadly, cancer, rare disease, autoimmune , then the platform itself becomes the moat, not any single product.

It's worth remembering, analysts were way too conservative on NVDA for years, and LLY underperformed despite the fact it had GLP-1 research 15 years before Ozempic became a thing. Thank you for reading

US-based pharmaceutical company Moderna confirmed that it has been working on the development of hantavirus vaccines in collaboration with the Vaccine Innovation Center of Korea University College of Medicine (VIC-K). This comes after an outbreak of hantavirus occurred on a Dutch cruise ship that sailed from Argentina and disembarked its passengers and crew in the Canary Islands on May 10. At least three people aboard the MV Hondius died, and several cases were reported as serious.

Moderna is the Cambridge, Massachusetts-based biotechnology company that perfected messenger RNA (mRNA) vaccines during the Covid-19 pandemic. Following the announcement that Moderna was developing a hantavirus vaccine using this same technology, the drugmaker's stock rose from $49 on May 7 to $55 the next day. But it is important to note that Moderna did not begin work on immunization in the wake of the outbreak at MV Hondius. In fact, the drugmaker undertook this collaborative project with VIC-K in 2023.

The Fight for a Vaccine

The hantavirus outbreak on the high seas has been one of the big international events of recent weeks, which means that many people around the world have only just learned of the existence of this virus—but it is not a newcomer. In fact, hantavirus has been a known pathogen for decades. Transmitted mainly through exposure to the droppings, urine, or saliva of infected rodents, it can cause hemorrhagic fever with renal syndrome (prevalent in Asia or Europe) or hantavirus pulmonary syndrome (more common in the Americas). The wife of actor Gene Hackman may be one of the best known recent people to have died from the latter disease, but it is far from being an exceptional phenomenon. Overall, hantaviruses cause around 50,000 serious and often fatal infections worldwide each year. The so-called New World hantaviruses, such as Andean hantavirus (ANDV), are mostly found in South America and can reach a case fatality rate of up to 40 percent; ANDV is the only hantavirus with documented human-to-human transmission, and just the variant that the World Health Organization identified in MV Hondius.

There are many reasons why it's obvious he did it, watch Leaving Neverland and if you're a victim of abuse you will relate with many parts of it.

Even more crazy is some of the children he abused were esseentially "golden children" and protected Michael in court. After that he discarded them like trash and eventually they came forward after having their lives destroyed with anxiety, depression, and all the usual suspects that come from being abused as a child.

1. You would never ever sleep with a child in your bed, one of the agreed upon facts from the trial was that Wade Robson had slept in his bed for 31 days strait at one point, without anyone else in the room.
2. The sheer volume of allegations and witnesses. It wasn't only children 'making up claims'. Former housekeepers, security, associates described suspicios behavior. Dozens of overlapping allegations over decades is not a coincedence. It was abuse.
3. The PATTERN. Multiple unrelated accusers across decades, being singled out as special. Isolation from parents. Intense emotional bonding. Sleeping in the same bed. Secrecy. Eventual emotional abandonment.
4. He paid $50m in settlements in the 90s. Absolute shit ton of money. You aren't paying settlements for cases you're going to win.
5. Prosecutors found books containing nude images of boys in Jackson's possession. He argued they were 'art'. They were nudist books and magazines. It's not art.

Michael had the perfect excuse for everything: They're just after money. And his carefully curated public persona of being one of the greatest humans ever was part of the defense. You know, he was so nice and donated to the children and sick and poor, how could he ever be a bad person? Well, us with narc parents know how this goes.

I can personally relate because I protected my abuser when I was asked by police, only to regret this and finally cooperate with law enforcement nearly 20 years later. The Michael case is very similar to my own in many ways.

His music was good. He was a monster. People who are still defending him aren't abuse/trauma informed.