DerDialogmann

🚨 $LLY FOUNDAYO: DISASTROUS PHASE 3 RESULTS IN JAPAN. The numbers are brutal. Eli Lilly’s oral obesity drug is delivering roughly HALF the weight loss of $NVO’s oral semaglutide, while suffering massive treatment discontinuation at its highest dose. ATTAIN-J Phase 3 — 72 weeks, 36 mg: 🔴 Just 7.9% weight loss (treatment-regimen estimand). 🔴 33.3% discontinued treatment at the highest dose. ONE IN THREE patients! Versus 15% on placebo. 🔴 Only 58.8% achieved even 5% weight loss. 🔴 Increasing the dose from 12 mg to 36 mg actually produced WORSE average results: 8.7% vs 7.9%. Now compare that with $NVO’s oral semaglutide 50 mg in the East Asian OASIS 2 trial: 🟢 14.3% weight loss at 68 weeks. 🟢 84.3% achieved at least 5% weight loss. 🟢 Just 4.5% discontinued because of adverse events. These are separate trials, not a head-to-head comparison, but the contrast is extraordinary. Foundayo delivered only 55% of semaglutide’s reported weight-loss efficacy, despite using its highest tested dose. And the discontinuation numbers raise serious questions about long-term tolerability and commercial persistence. This is supposed to be Lilly’s next global oral obesity blockbuster? If these results are replicated across international populations, the commercial implications could be enormous. The narrative that Lilly will dominate the global oral obesity market deserves serious reconsideration. A major competitive warning for $LLY. A potentially significant opportunity for $NVO. $NVO $LLY $VKTX

🚨 这就是比特币此刻不停暴跌至7万美元以下的原因 如果你仍然认为$BTC像一种由供需决定的资产那样交易，你务必仔细阅读这篇内容。 因为那个市场已经根本不复存在了。 你此刻看到的并不是正常的价格走势。 这不只是AI股票抛售潮。 这不只是一次偏高的通胀数据。 而且这绝对不是散户恐慌性抛售。 大多数人完全没有意识到正在发生什么。 而等到一切变得显而易见时，损害已经造成了。 这轮走势并不是今天才开始的。 多年来它一直在表面之下悄然酝酿。 而现在它正在加速。 真相是： 一旦比特币敞口可以在纸面上被创造出来，2100万枚的上限就不再决定价格。 而当纸面决定价格时，比特币就会跟随杠杆和被迫抛售。 这正是比特币身上发生的事情。 而这与早已冲击过以下市场的断裂如出一辙： → 黄金 → 白银 → 石油 → 股票 一旦衍生品占据主导，真正的买家就失去了控制权。 比特币最初的投资逻辑已经崩塌。 比特币的价值建立在两个理念之上： → 2100万枚币的硬上限 → 没有任何一枚币被借出两次 华尔街在其之上搭建起以下这些的那一刻，这一框架就死了： → 以现金而非币结算的期货 → 永续合约 → 期权 → ETF基金 → 经纪商贷款、封装BTC和互换交易 从那时起，纸面比特币实际上变得毫无上限。 不是在链上。 而是在决定价格的市场中，而这才是真正重要的。 清算。 解释一切的那一个指标。 24小时内超过16亿美元的杠杆押注被清空。8.7亿美元冲击了比特币多头。现货比特币ETF本月流出18.8亿美元。 一旦纸面抛售压倒真正的买家，价格就不再对需求作出反应。 它对仓位、对冲和连环清算作出反应。 华尔街现在可以向比特币抛售。 他们并不是在猜方向。 他们正在做他们在每一个由衍生品驱动的市场中都会做的事： 1⃣ 创造纸面BTC 2⃣ 逢反弹做空 3⃣ 迫使清算 4⃣ 在更低位平仓 5⃣ 重复 这不是“押注”。 这是库存制造。 一枚真实的BTC现在可以被计入： → 一份ETF份额 → 一份期货合约 → 一份永续合约 → 一笔经纪商贷款 全部都在同一时间。 这就是一枚币上的四项索取权。 那不是自由市场。 那是一个戴着比特币面具的华尔街定价体系。 你想无视也可以，但别假装没人警告过你。 $BTC报68,658美元，24小时内下跌4.28%，为8月以来最低水平，较126,200美元的高点低45.6%。若失守65,000美元，交易员接下来将关注62,500美元。 整个周末，清算数据和ETF资金流向都会一直显示在我们的屏幕上。关注我们，第一时间获取经确认的数据。

$NBIS (Nebius) #earnings are out:

People deserve to have access to the most innovative treatments. That’s why we work with leaders across the industry, and starting today, that includes @EliLillyandCo. When innovators work together, it’s better for everyone. Customers can access more personal care, providers have a well-rounded picture of how their patients are doing, and drugmakers can be confident that the people who need their medications the most will be able to get their hands on it and stick to it. Lilly is one of the most innovative companies in the world, and we share a commitment to reaching real people with real impact. Working together means we can combine some of the world’s best medicines with our powerful platform to help more people feel great. Read more, including important info: news.hims.com/newsroom/lilly…

🚨 $IREN's >35 GW Pipeline They FINALLY did it.... I can't believe $IREN finally revealed the size of their massive pipeline. For years investors were begging management to reveal the size of their power pipeline. It only took the stock to crash 58% YTD for them to reveal this very relevant piece of info. But honestly, wow. No other neocloud, or colo provider for that matter, even comes close to 35 GW...