steve, great to see you, get your perspective on everything. steve eisman. i don't know if you want to talk trades or upenn, you are certainly active there. >> yeah, i guess i would rather talk trades, but -- no, i -- i like the infrastructure trade. i get such a kick out of happy steve, you know? >> novel, right? >> well, now it's sort of been a year or two or -- >> happiness. >> yeah. i'm jewish, but now i'm just long? long only? >> i was born jewish, but i've converted to long only. >> it's made all the difference. >> it's a good line. >> all right, coming up, mainland mounjaro. eli lilly's drug clearing a key hurdle in china, as the weight loss drug wars rage on. what it means for that market next. >>> plus, bitcoin etfs, but could there be another crypto-currency to follow suit? more on that when "fast money" returns. >>> this is "fast money" with melissa lee, right here on cnbce oh, not the fries! where's the ball? -anybody see it? oh wait, there it is! -back into play and... aw no, it's in the water. wait a minute... -alligator. are you kidding me? yo