The Hims marketcap is $6B. Amc is $2.3B. For context, Doge is worth almost 2x more than both combined. Crypto participants deeply underestimate how much capital and social influence they control over markets

Boner (meme) Thesis TL;DR: The memecoin of a cycle is the symbol of financial nihilism in that moment, the memetic expression of the zeitgeist. With stocks being the zeitgeist, the best memetic equivalent of it is the one that’s the most absurd, yet with a mission that’s achievable. First cycle: Dogecoin (coin of a dog) Second cycle: Fartcoin (coin about farts) This cycle: Boner (coin about getting hard) (1) Each cycle, more crude than the previous. Why? Absurdity. Crudeness on the same level as the one prior wouldn’t be newsworthy. A fartcoin derivative isn’t newsworthy. A dogecoin derivative isn’t newsworthy. Each needs to be far more absurd than the previous to seem strange enough to be spoken about. (2) Each cycle, more novel than the previous. What? The ability to prove what a memecoin can do, one level above: With Dogecoin, it was “a memecoin can have a valuation”. With Fartcoin, it was “a memecoin shilled by AI”. With Boner, it’s “a memecoin can squeeze a stock” (3) Each cycle, with a mission of its own. How? With primitives letting us attach memes to stocks, we can rally people together towards a certain mission linked to the underlying asset. Hims is in a sweetspot where its meme can actually have an impact on its stock, <$10B (similar to gamestop, amc, etc.) + its stock community is large enough to accept it (100k+ people on reddit and twitter) With trillion dollar companies, such missions become a bit harder. Points: - Funniest meme of the meta - Novelty - meme/stock pair - Crude enough to be newsworthy - Hims sweetspot (sub-10b company) - Confluence (veterans that came out of retirement for this) - The jokes write themselves

I don't think people understand how crazy things will get once news media start talking about a coin called $BONER doing significant volume on $HIMS stock - things can get very silly if that happens. Hard money.

Wall Street can short a stock, but they can’t short an internet punchline. HIMS has the analysts, BONER has the degen morale. Different venues, same confidence problem—this is cultural correlation, not a corporate connection.

Decentralised/permission-less AI is one of the most important use cases but so is proof systems. Eventually everything will have to be verified, a bit similar to Blade runner. News outlets will be forced to use software where users can authenticate the video material to make sure its real and many more. We already cant distinguish AI vs non AI videos. Same as i want to be certain my humanoid is not teleoperated, i want to be able to verify these actions are powered by the model its running on. I think there will be a lot of demand for something like ZKP's once its economical viable.