Archive - ASAP Drew

Why Micron Is Down 31% After Its Best Quarter Ever — HBM, TurboQuant, and Whether It Comes Back

Analyzing the forces behind Micron's recent selloff.

Apr 1 • ASAP Drew

Why AI and Automation Destroy the Case for Mass Immigration

Cheap labor suppresses productivity, the fiscal math is devastating, the gaps don't close, and the political damage is already locked in.

Apr 1 • ASAP Drew

March 2026

3 Biomedical Industries That Don't Exist (But Should)

Disease treatment is the only biomedical paradigm that exists. While human capital deteriorates, three untapped industries worth trillions sit at…

Mar 30 • ASAP Drew

Asteroid Mining in 2026: Who is Closest?

In tech circles, “asteroid mining” has been pitched for more than a decade as a civilization-level moonshot.

Mar 25 • ASAP Drew

BPC-157: Miracle Peptide or Expensive Placebo?

A Croatian Chemist, a Gray Market, and a Placebo Effect Walk Into a Syringe.

Mar 24 • ASAP Drew

Bitcoin as a Global Liquidity Barometer in 2026: The Correlation Is Real, But the Lag Shifts

The Lyn Alden thesis still holds up. What four years of G4 broad money data say about where BTC goes next.

Mar 17 • ASAP Drew

Anthropic's "AI Mass Surveillance" Stand Doesn't Survive Scrutiny

Anthropic is already mass surveilling Americans to improve their models and "mass surveillance" isn't what you think.

Mar 17 • ASAP Drew

The Case for 1 Bitcoin

The hardest money in existence.

Mar 15 • ASAP Drew

Trump’s Pentagon Bans Anthropic’s Claude: Hegseth vs. Dario Amodei

Hegseth and Trump don't want a leash from Dario Amodei.

Mar 1 • ASAP Drew

February 2026

Why Test Scores Are Dropping in Developed Countries: Demographics, Not AI or Cell Phones

Woke intellectuals will tell you what you want to hear: worse teachers, cell phones, COVID, and AI; these have modest impacts compared to the real-time…

Feb 24 • ASAP Drew

Alysa Liu's Father Used Egg Donors and Surrogates to Engineer an Olympic Gold Medalist. The 2026 Embryo Selection Playbook.

Arthur Liu had high IQ instincts. You can do better now: egg donors, embryo selection, PGT-P screening, surrogates; the step-by-step playbook in 2026.

Feb 22 • ASAP Drew

USA vs Canada 2026 Olympic Hockey Gold Medal Game Prediction

The closest best-on-best gold medal matchup in a generation.

Feb 22 • ASAP Drew

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