$hims at $34 is still compelling.
wouldn’t be surprised to see a final shakeout toward $25 — that level looks like strong support and a clean base for the next move higher.
telehealth is a secular trend, not a fad. convenience + cost + consumer behavior are irreversible.
$hims front-ran the shift — built brand, distribution, and scale before the market caught on.
glp-1s and peptide therapy are the inflection. $hims made them accessible at scale while others are still catching up.
short-term volatility doesn’t change the setup. execution + demand point higher
designers won’t be replaced by claude design.
everyone flips to max fear when a new feature drop.
it de-saturates the market.
good designers are irreplaceable — the eye for design is a skill. they’ll use it as leverage.
the aliexpress ones will lose their edge.
$hims at $34 is still compelling.
wouldn’t be surprised to see a final shakeout toward $25 — that level looks like strong support and a clean base for the next move higher.
telehealth is a secular trend, not a fad. convenience + cost + consumer behavior are irreversible.
$hims front-ran the shift — built brand, distribution, and scale before the market caught on.
glp-1s and peptide therapy are the inflection. $hims made them accessible at scale while others are still catching up.
short-term volatility doesn’t change the setup. execution + demand point higher
🚨THIS ONE FIRM IS CONNECTED TO EVERY MAJOR CRYPTO CRASHES
For about 6 months, Bitcoin was selling off around 10AM EST every single day.
Didn’t matter if the market was bullish or bearish. Same time. Same pattern. Like clockwork.
Then one lawsuit got filed against a firm called Jane Street.
Two days later the 10AM selloff stopped. BTC went from $62.5K to $69K.
Most people in crypto have never heard of Jane Street.
No CEO. No public face. $6.9 billion in profit per quarter. More than most banks make in a full year.
They handle 41% of all US bond ETF trading out of offices in New York, London, Hong Kong, and Singapore.
But it’s the connections that make this impossible to ignore.
SBF worked at Jane Street before he built FTX.
Caroline Ellison was there before she ran Alameda.
Brett Harrison was there before he became president of FTX US.
Three people. Same trading floor. Went on to run the biggest crypto fraud in history.
$8 billion gone. 25 year sentence.
Jane Street was never charged. But all three learned their craft in the same building.
Now Terra is suing Jane Street alleging they understood how UST’s depeg worked and profited from the LUNA collapse.
$60 billion wiped in 72 hours.
Alleged, not proven.
But combined with the 10AM selloff disappearing right after the filing, it’s hard to just shrug off.
India raised concerns too. SEBI alleged Jane Street used multiple entities to manipulate the Bank Nifty index.
One entity pumps stocks at open. Another holds derivatives that profit when they drop. First dumps. Second collects.
Jane Street called it standard arbitrage.
SEBI banned them from Indian markets.
Jane Street put $560 million into escrow just to request permission to trade again.
They also pay Robinhood over $60 million a month for order flow.
Legal. Standard. But it means they see retail trades before they execute. Across one of the biggest platforms on earth. In real time.
And the part that sounds made up. Co-founder Robert Granieri faced allegations of being connected to funding a coup attempt in South Sudan. No charges. But when someone at this level gets linked to regime change in a sovereign nation, it tells you what kind of power we’re talking about.
Some of this is confirmed. Some is alleged. Some is speculation. That matters.
But the bigger picture is simple.
There are firms in crypto that see more than you, move before you can react, and trade with capital that makes retail look like a rounding error.
Crypto was supposed to be the escape. Instead the same players followed us in with the same playbook.
The rules work exactly as designed. They’re just not designed for you.
just read it.
paints a perfect picture of the current state of consumer sentiment, institutional sell offs and the general index.
everyone should start explaining things without using flashy language.
@scaling_shields yea I’m sure you’re going to get a flaming hot lead reply with
info@
Hello@
Inquires@
i hope those aren’t the emails you’re sending to brother.