A Trillion-Dollar Robot Cycle, a Telehealth Land Grab, and Why We're Still Stacking Bitcoin

Founders Call Bitcoin Update: Slowly, Then Suddenly 

Bitcoin's been boring lately — and perhaps that's exactly the point.

In this week's Founders Call, Andy walks through why the most frustrating stretches have historically been the best times to build — and the one cheap hedge he's been quietly buying himself against quantum and privacy risk.

Watch the full call here.

A Telehealth Disruptor's Global Land Grab — and a Hidden Peptide Catalyst 

HIMS just closed another international acquisition, pushing the platform into ten countries and adding hundreds of thousands of customers overnight.

But the quieter story is the one we think matters more: a peptide catalyst tied to an FDA review the Street isn't modeling yet.

We break down both.

Read here.

ICYMI — LikeFolio.ai Posts from Last week

The Pentagon's Drone Dominance Push Lights a Fire Under Defense Tech 

Last week a Wall Street Journal report sent drone stocks ripping: the government is in active talks to take stakes in domestic drone makers, underwriting an entire industrial vertical.

The market's chasing the obvious hardware names — but we see bigger setups elsewhere. We lay out five ways to play it.

Read here.

Humanoid Robots Could Be One of the Biggest Wealth Events of the Decade 

Tesla is ripping out Model S/X lines in Fremont to build a humanoid factory — the clearest sign yet the build-out phase is here.

Every robot needs a brain, eyes, and a builder, and the cycle Musk is projecting runs into the trillions.

We name five stocks to watch across the stack.

Read here.