r/BANDOFBROTHERSOFSRNE
That was a great call by DVLT. Really looking forward to this remaining quarter 👊🩳🔥 and to the future! Hope you all have time to listen to it.
GLTAL!!!
WTF just happened?
120 million shares traded already is 6.5× the average daily volume and it happened in under two hours and on a day with positive announcements.
· NYIAX closed,
· BankWyse agreed,
· CyberCatch definitive,
· Q2 revenue up 287%,
· $200M full-year target reiterated
AND someone dumped 120 million shares into the buying.
That's not retail selling.
That's systematic distribution, i.e., someone with a very large position using the announcement volume as liquidity to exit.
Who has that many shares to sell?
· EOS Holdings (Bradley): 30M+ shares, 11.3M just registered
· NYIAX merger shares: ~79M just issued today
· Scilex/Vivasor: 75.9M DVLT shares on the books
· Warrant exercises and earnout conversions: ongoing
NYIAX possibly? The NYIAX merger shares hitting the market today, on the same day as the Q2 earnings, creates the perfect storm. New shares from the merger need a liquid market to sell into. The earnings announcement creates volume. The announcements create retail buying. The new shares create institutional selling. The share price takes another step down, as it has been doing for the past year or so.
At $0.29, DVLT is just above its recent low of $0.25.
The Nasdaq extension to February bought time. But time doesn't help if every day between now and then looks like today.
There is no fool bigger than an old fool (that’s me)
DVLT - The Macro & the Micro are about to Collide
Things could get very exciting
From Claude AI:
The macro and the micro are about to collide.
The macro: $20 billion in short exposure across the Nasdaq 100, insiders buying at 15-year highs. When insiders buy and shorts are extended, the conditions for a broad market squeeze are set. A squeeze lifts everything — especially the most heavily shorted names.
The micro: DVLT has been a short-seller target since the Wolfpack report. At $0.48 with two days to the Nasdaq deadline, any shorts who went in at $0.30–$0.35 expecting delisting are now underwater. If the broader Nasdaq squeezes AND DVLT continues its momentum, shorts face a double compression — broad market forcing short covering at the same time as a micro-cap deadline creates its own urgency.
The ecosystem amplifier: Remember what the Reddit scenario said about “forced buy-in cascade” across interconnected stocks? We dismissed it as fan fiction. But if DVLT squeezes toward $1.00, the ecosystem’s cross-holdings reprice simultaneously:
• Scilex holds DVLT shares valued at \~$57M at June 30. Every $0.10 increase in DVLT adds millions to Scilex’s balance sheet — potentially enough to address the Oramed problem.
• Vivasor holds 75.9M DVLT shares. At $1.00 those are worth $75.9M versus \~$22M at $0.30.
• The Vivasor repurchase can be paid in DVLT shares. Higher DVLT price means fewer shares needed.
A DVLT squeeze doesn’t just save DVLT. It recapitalises the entire ecosystem through the cross-holdings.
$0.48. $20 billion in Nasdaq shorts. Insiders at 15-year buying highs. A court hearing on 96 million stolen shares. An all-cash acquisition. An SEC crypto framework. IBM, Fiserv, and a NATO advisor.
I don’t say this lightly: I’ve never seen a more compressed convergence of catalysts in a single trading window. Whether the market delivers is another matter. But the setup is extraordinary.
DVLT suits filed today
It appears three different law firms filed suits against DVLT today, basically alleging the same things. I assume they will be consolidated into one court after all the lawyers are done playing their initial games. The result of all these legal vultures efforts? DVLT up 25% on 154 million shares traded. Could we get another half dozen firms to file tomorrow? It would be nice to see another 50% raise in that session. Welcome to Ji Whiz World.
Kim was right
Kim was right all along, IMO.
Here's what I've pieced together based on Kim’s posts.
Henry Ji and Steven Ma joined the JP3E Holdings board on August 13. Not as advisors but as directors. They now govern the same entity that manages Patriot Strategic Metals ($700M DVLT partnership), runs K2Global (the cross-border platform), controls JP3E Development Corp (Vivasor's Korea partner), and owns Bloxcross (blockchain payments).
But here's what I didn't fully appreciate until today: DAMAC, Hussain Sajwani's Dubai empire, signed with JP3E back in October 2025. Sajwani is a Trump advisor who committed $20 billion to US data centres. His company is building 6,000MW of AI data centre capacity across 13 countries. And JP3E's G2DT token was selected as the preferred token for a Dubai gaming and blockchain foundation with DAMAC.
So, when Ji joined that board on August 13, he walked into a fully wired network:
DAMAC ($20B, Trump advisor) — already signed
Patriot Strategic Metals (critical minerals) — already managed
DVLT (tokenisation, IBM, Fiserv) — services agreement already done
Vivasor (pharma pipeline) — Korea representation already in place
K2Global (cross-border platform) — already operational
Add to that:
A NATO advisor publicly calling DVLT "our client"
South Korea's Seven SEED presidential initiative covering four sectors the ecosystem operates in
Kazakhstan's sovereign-backed clinical trial infrastructure (FDA-aligned, 2-3x faster, 20-30% of Western cost)
The Presidential cyber memorandum creating a federal market for exactly what DVLT/CyberCatch offer
Dean Becker — the man who invented patent auctions — joining as DVLT's Chief Licensing Officer
Ovydso already generating revenue in China
Kim kept saying "THE ART OF WAR"
She was seeing this network from inside. We were reading SEC filings from outside. The filings show the transactions. Kim sees the relationships.
I think my odds of making money on SRNE, SCLX & DVLT have improved significantly. Not because I'm being emotional but because the institutional depth behind this network is now visible:
IBM ($180B),
Fiserv ($90B),
DAMAC ($20B commitment),
Grant Thornton (Big 5 audit),
Paul Hastings (Am Law 100),
a NATO advisor, and the world's top patent broker don't all independently attach their names to a scam.
Whatever Ji has been building, it looks like it is going to revealed soon!
Bravo Kim
Good morning, Sorrento Fam! How the rabbit hole works, lol Leads us back to “Rome”
https://www.koreabiomed.com/news/articleViewAmp.html?idxno=32821
Kazakhstan Confirms Tokayev Will Attend Miami G20 Summit - The Times Of Central Asia
Uzbekistan, South Korea to establish $100 million biotechnology cluster in Tashkent region — Kun.uz
Global Tech-Enabled Health Company in Abu Dhabi, UAE: M42
G42 Cloud and IBM join forces | Invent a Better Everyday | Abu Dhabi, UAE | G42
JP 3E—Forgive me if this was already posted but I hadn’t seen it
DVLT Conference Call 8:30 am ET Aug 19
Just a reminder 10Q is to be released before the open and before the conference call. Among other topics I would expect they would discuss the pending NASDAQ compliance due August 24.
Case SCLX melon is moved
ChatGPT- AI generated analysis. May have errors. Do your own due diligence. Not financial advice.
🔴 Scilex / BNY Mellon — important calendar change: hearing now August 24
The most important correction from our earlier reports is that the current federal docket index for Scilex Holding Company v. Marc Wade et al., Case 8:26-cv-00550, now shows the relevant hearing for Monday, August 24, 2026 at 1:30 p.m. before Judge James V. Selna, rather than August 17.
Please! Something happen this week.
Been in this since 2019 and thought I was about to retire in 2020. That hasn’t happened yet. I’ll take half my money back at this point and be able to sail off into the retirement sunset. My goal was to make money but do it ethically with a company saving lives. I know there are many in the same boat. I see you on here every day. Thanks for the laughs and the support. Let’s do this!
Good morning, Sorrento Fam! We can do better in this world and I have been hopeful that our companies have been working towards this goal…maybe I called it right? GLTAL!!!
x.comWSJ: Want Concierge Medicine? AI Can Deliver It
It can analyze years of a patient’s history and flag risks in a way a physician can’t during a brief visit.
By Tom Rosenblatt, Aug. 14, 2026 2:02 pm ET
After moving to New York last year, I went looking for a primary-care doctor. If I wanted to see someone near my home soon, the choice was a physician a year or two out of residency—or no one. Experienced physicians with open calendars were in concierge practices, I learned. One practice said its membership fee was $12,000 a year. Another said $24,000.
Those are the going rates for what used to be ordinary care: someone who knows you, sees you promptly and has time to think about your test results. My situation wasn’t extraordinary. More than 100 million Americans lack a regular primary-care provider. Attentive care has become a luxury.
That situation results from the economics of medicine. Primary care pays less than almost any other specialty, often by six figures a year. Most medical students finish school owing more than $200,000. Primary care is a slow way to repay it, so fewer doctors choose the field. More than a quarter of Americans went to an urgent-care clinic in 2024. But urgent care addresses acute illness or injury and doesn’t usually detect the gradual changes that can become disease.
Our country is sick. Only 7% of American adults have healthy blood pressure, blood sugar, cholesterol and weight. The rest of us live on a slope from early risk to established disease even though we know what keeps people healthy. Researchers broadly agree that staying healthy longer comes down to four habits: exercise most days, eat mostly unprocessed food, sleep enough and stay socially connected. For early prediabetes and mild hypertension, those habits can rival a prescription.
But doctors no longer have time to tailor advice on living well for each patient. When was the last time a physician talked with you not about what is wrong today but about staying healthy over the next 20 years? For most people the answer is never.
Prevention happens when doctors notice and act on trend lines. Today’s medical system waits for red lines. A 10-minute visit isn’t long enough to spot and act on the trend. For a typical patient roster, recommended preventive care alone would take a primary care doctor more than 14 hours a day.
What fills the gap? Artificial intelligence. About 1 in 3 American adults have turned to a chatbot for health advice in the past year. Bots can sound like a concierge doctor. What AI does best is the underlying work: reading a patient’s health history, weighing symptoms and suggesting a treatment plan.
Sometimes sensible and sometimes wrong, the chatbot’s counsel is delivered with confidence. Americans consult AI for their health whether or not the advice is trustworthy. The questions: What will it take for AI to dispense reliable medical counsel? Can medical practices be paid to act on it?
Here is what it would take. Begin with patient records. A chatbot working from one lab result can only make a guess. The same chatbot, shown years of labs, imaging and diagnoses, can catch glucose, blood pressure and weight drifting up together, years before any one measure crosses a line. But if you ask a hospital today to send your records to a new doctor, you can wait months. The records should follow the patient automatically, and the patient should decide who sees them, a new doctor or an AI.
Next, prove that the advice AI offers is accurate. In a recent study of real clinical cases, some AI models gave safer advice than generalist physicians, but other models made a serious mistake in more than 1 in 5 cases. Today most health AI escapes federal review by calling itself a wellness product. Washington solved this problem for cars decades ago. The government crash-tests popular models and publishes the ratings. Health AI needs its own crash test: a rotating set of real clinical cases, kept confidential, presented to any AI that Americans consult for medical advice. The results should be published where patients can see them.
Finally, pay medical practices to act on what the AI finds. Most practices are still paid by the visit, not for whether patients stay healthy, so a risk flagged years early is a warning nobody is paid to heed. Medicare’s new Advancing Chronic Care with Effective, Scalable Solutions model, or Access, which began July 5, pays for improvement. Medical practices collect their payments in full only when their patients’ blood pressure or blood sugar actually improves. Paying for outcomes instead of visits is the missing incentive that turns what the AI flags into care someone is paid to deliver. But most of Medicare’s payment experiments have failed, so private insurers and employers should test outcome-based models of their own. What has changed is the economics: A doctor’s time is scarce and expensive, and an AI’s is nearly free.
AI is already in almost every pocket. It can transform healthcare with the record, the proof and the payment. Build them, and the forward-looking concierge care some have today could become available to anyone with a phone.
We may be in the deepest bowels of the period.....
SELL IN MAY...AND GO AWAY!
The last chance for summer vacations is upon us. The Good Doctor could be cutting deals left and right...but I'm not sure too many Wall Streeters are around to pay attention.
The same probably goes for LT, the court system, and general activity in the markets altogether. Volumes are down, families are getting their kids back to school, and many others are just finishing off their summer trip plans before heading back to "normal life"...in September?
Notwithstanding all of the recent corporate power moves ongoing, I'm still focusing on Oct 7...and hoping that any "hearings" that happen before then are productive. But, until then, we just seem to be darting around like a quantum atomic model...hoping and praying for all of the Ji World "deals" to close, DVLT to EXECUTE in this 3rd Q, and some MAGIC to surprisingly surface out of left field.
To keep me busy, contented, and even excited through this lengthy lull, I'm just grateful for☝️thing...BASEBALL! hee hee hee
GO RED SOX !!!
💥💥💥 OUR WORLD -- 2026 💥💥💥