Holder vault

Gated notes & roundups

Research roundups, field notes, and dinner transcripts that don't make it to the public feed.

• essay · Observer

  The metabolic pandemic nobody wants to underwrite

  Insurers, pharma, and wellness brands all profit from different stages of the same disease. None of them are incentivized to fix stage zero.

• roundup · Protocol

  Field notes: an underground peptide clinic in Panama

  What a six-hour intake at an unlicensed longevity clinic actually looks like, and what it says about regulatory arbitrage in wellness.

• essay · Protocol

  Why every fertility startup pitch sounds the same

  A pattern-matching exercise across a dozen fertility-tech decks, and what it reveals about who VCs think the customer is.

• video · Inner Circle

  Longevity OS: the unedited dinner transcript

  The full, unfiltered conversation from the last founders' dinner, not the sanitized recap.