HIMS pumped 7.3% last night, perp open interest stacked up to 14,900 contracts, and funding rates stayed flat. Both bulls and bears are holding off on paying the protection fee, and consensus hasn't formed yet—this is the most comfortable entry window. Inflation data came in dovish, and the market is starting to bet on rate cuts; the dollar is soft, risk appetite has increased a bit but hasn’t hit FOMO levels yet—money is looking for undervalued spots.

The gears of sector rotation are already grinding.

Trading tag: #TradFi #链上美股 #HIMS

Is the macro environment a bullish or bearish signal for HIMS? Share your thoughts.