$HIMS 24 hours up 6.171% to 28.73, with open interest at 33821.62 and funding rate at zero. If political and policy expectations—such as healthcare regulation—change, it will drive capital inflows into defensive healthcare stocks. Prices are rising but without leverage pressure; the buy-side is dominated by spot demand. The counterargument is that if the policy fails to materialize, the gains could be given back. The invalidation condition is if the price falls below 28.73 or if open interest declines. I will take a starter position when the price retraces.

Trading tag: #TradFi #链上美股 #HIMS

Where do you think this assessment is most likely to be wrong?