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@The__Jumas
"$BTBT is quietly maturing while most are either distracted or unaware"
X Link @The__Jumas 2025-10-14T22:45Z 1410 followers, 1682 engagements
"Rough Friday close across the board. Big green intraday moves flipped red fast catching many off guard. After Hours action isnt looking great either. Gotta love Fuckery Fridays. Ill be breaking down what actually happened how the weekly candles closed and more importantly what this means for the setups going forward. Conviction is still HIGH My focus: $CLSK $BTBT $BMNR $CAN If theres a specific name you want me to dig into drop it below π"
X Link @The__Jumas 2025-10-10T22:08Z 1316 followers, 2215 engagements
"Bear market cancelled. V-shape pump inbound"
X Link @The__Jumas 2025-10-12T17:12Z 1391 followers, 1471 engagements
"$LLY and $NVO dominate the GLP-1 niche. Their scale manufacturing contracts and regulatory lead give them moats. And theyre not standing still: both are advancing next-gen dual and triple agonists positioning themselves to dominate the next wave of metabolic therapies. This isnt Ozempic XXX. I believe its the foundation of an entire therapeutic empire"
X Link @The__Jumas 2025-10-13T18:22Z 1410 followers, 3925 engagements
"$CAN looks way more mixed compared to leaders like $CLSK & $BTBT"
X Link @The__Jumas 2025-10-13T07:58Z 1391 followers, 2050 engagements
"$BTBT weekly is just now starting to show its hand. π· Tango Blue Diamond has been holding strong since May 27th. Basically the backbone of the structure. And look at Mountain pane only now starting to rise steeply & on the verge of flipping green. This is the kind of early structural momentum that precedes the real moves. Welcome to Impulsive Price Action #BTBT $BTBT"
X Link @The__Jumas 2025-10-10T13:54Z 1323 followers, 1746 engagements
"The fundamentals are dialed in technical structure is clean momentum is real. $CLSK"
X Link @The__Jumas 2025-10-14T23:07Z 1410 followers, 1773 engagements
"Heres how I see the landscape breaking down: X. Leaders $LLY $NVO $PFE Already printing billions own the GLP-1 space. X. Specialists $ASND $RYTM $ZEAL $CRNX High-growth mid-caps with focused pipelines. X. Infrastructure (Picks & Shovels) $BANB $PPGN Capacity bottlenecks = pricing power. X. Moonshots AI design startups novel oral delivery plays. Asymmetric upside binary risk (Will keep these to myself for now)"
X Link @The__Jumas 2025-10-13T18:22Z 1410 followers, 4396 engagements
"Some potential specialist plays: $ASND (Ascendis): depot technologies endocrinology. $CRNX (Crinetics): oral peptides for rare endocrine disorders. $RYTM (Rhythm): obesity syndromes. $ZEAL: rare disease peptide plays. High growth high volatility concentrated pipelines"
X Link @The__Jumas 2025-10-13T18:22Z 1410 followers, 3224 engagements
"$CLSK just wicked to $XXXXX and this makes perfect sense. The fundamentals have been screaming the charts have been whispering & now the markets finally catching on $CLSK is quietly building one of the strongest Bitcoin + AI optionality plays in the sector. A deep-dive π"
X Link @The__Jumas 2025-10-06T19:16Z 1405 followers, 35.2K engagements
"Were not bullish enough on $BTBT. The majority of people are still underestimating what it means for a public company to be playing the $ETH treasury + staking game with this level of precision. 150000+ ETH at a $3063 avg. Staking. Accumulating. Positioning. This is the $MSTR playbook but WITH yield. π· Ive written more in-depth posts like the one quoted below in my highlights. My full $BTBT thesis is laid out in there"
X Link @The__Jumas 2025-10-10T07:26Z 1329 followers, 2104 engagements
"Potential infrastructure plays: Bachem $BANB is the worlds largest pure-play peptide manufacturer. - 4-5 year order backlog - Massive capex expansion - Strategic partner to $LLY & $NVO $PPGN PolyPeptide is #2. These currently are the semicap suppliers of the peptide world"
X Link @The__Jumas 2025-10-13T18:22Z 1410 followers, 3057 engagements
"A full breakdown of why I am BULLISH on $CLSK in case you missed it. $CLSK currently trades at $XXXXX which is +$5.30 (+30.6%) since writing the thread. More upside INBOUND TICK TOCK"
X Link @The__Jumas 2025-10-14T19:23Z 1410 followers, 1202 engagements
"Insane relative strength shown by $BTBT despite $ETH currently trading below $4000"
X Link @The__Jumas 2025-10-14T14:28Z 1408 followers, 1077 engagements
"$CAN Weekly chart update Technically this setup looks way more mixed compared to leaders like $CLSK and $BTBT. π· A Weekly Tango Blue Diamond remains in place which matters structurally. But the Mountain pane is still completely black signaling no clear directional dominance yet. Theres also no notable whale flow to speak of. On the Daily two pink diamonds have appeared in Echo and Tango while flow has started to taper β¦ The Mountain pane here also flipped from green back to grey. Its important to view this through the lens of last Fridays historic $20B crypto liquidation event. This was one"
X Link @The__Jumas 2025-10-12T18:41Z 1410 followers, 5671 engagements
"The Oct XX meltdown was historic: a $20B crypto liquidity sweep triggered by Trumps XXX% China tariff announcement. $BTC flash-crashed XX% in an hour $ETH -XX% and equities erased $2T in value. One of the most SEVERE single-day deleveraging events EVER. And yet $CLSK weekly structure barely flinched IMO. π· All three Blue Diamonds (Echo Bravo Tango) on the Weekly remain firmly intact. π· Mountain pane flipped green this week which is a major structural development IMO. π· Despite extreme intraday volatility price closed strong. Zooming into the Daily: the Bravo + Tango Blue Diamonds from Sept"
X Link @The__Jumas 2025-10-12T18:06Z 1395 followers, 2730 engagements
"Seeing a lot of Green on my Pre-Market screen. $CLSK $BTBT $BMNR $BITF $UNH"
X Link @The__Jumas 2025-10-13T08:54Z 1409 followers, 5027 engagements
"Pfizer was hoping to be a major player here with danuglipron. But after a single liver injury incident in Phase III theyve officially scrapped the program. A major setback in the race for oral GLP-1 dominance. Others are still pushing ahead but this highlights both the difficulty and the upside: whoever cracks oral peptide delivery reliably will own an enormous TAM"
X Link @The__Jumas 2025-10-13T18:22Z 1408 followers, 3522 engagements
"This setup is eerily reminiscent of semiconductors in 2019 for me: X. Explosive latent demand X. Few suppliers capable of scaling X. Multi-year backlogs Infrastructure players could offer some of the BEST risk-adjusted exposure to the entire peptide wave without having to pick clinical winners π"
X Link @The__Jumas 2025-10-13T18:22Z 1410 followers, 3704 engagements
"Oral peptide delivery has long been the bottleneck for mass-market adoption. Its what could take GLP-1s (and beyond) from blockbuster to trillion-dollar scale by unlocking true mainstream accessibility"
X Link @The__Jumas 2025-10-13T18:22Z 1408 followers, 3457 engagements
"Okay but what even are peptides Think of them as the Goldilocks zone between traditional small molecules and complex proteins: β
Highly specific β
Lower toxicity β
Easier to engineer This makes them perfect for precision medicine. Especially when treating diabetes obesity cancer and other more rare diseases"
X Link @The__Jumas 2025-10-13T18:22Z 1409 followers, 4575 engagements
"@Compounding1985 @TheLongInvest Yeah $HIMS is definitely one to keep an eye on"
X Link @The__Jumas 2025-10-14T05:44Z 1410 followers, XXX engagements
"BTC & ETH Miners PRICE TARGETS MOVING FORWARDπ· $CLSK $31-37 $BTBT $12-14 $BITF $8-9 $MARA $30-35 $RIOT $25-28 $IREN $70-75 $CIFR $21-25 $WULF $15-18 $BMNR $75-100 $HIVE $12-15 $HUT $14-17 $CAN $3.50-4 $BTC $143.000+ $ETH $6000+ These are aggressive targets no doubt. Wall Street consensus sits way lower (in some cases 50%+). However euphorias rising liquiditys flowing back in and both $BTC & $ETH are set to reach new ATH's. $BTC already hit new ATH's the last few days. These levels arent so much about prediction theyre more about positioning. The blend of technical structure + fundamentals"
X Link @The__Jumas 2025-10-06T08:32Z 1395 followers, 35.7K engagements
"Agreed. $BTBT isnt just riding $ETH price action. Their entire model is differentiated. Theyre building one of the largest institutional ETH-native platforms: Treasury + staking strategy Institutional-grade custody Active governance & yield optimization Ive covered this in earlier posts but the key is structural alignment with $ETH growth and not just exposure to it. Thats why I also lean much heavier into $BTBT over tickets like $BMNR here"
X Link @The__Jumas 2025-10-03T16:16Z 1260 followers, 1774 engagements
"$BTBT conviction not budged"
X Link @The__Jumas 2025-10-13T07:57Z 1408 followers, 1063 engagements
"$BTBT just invalidated an inverted triangle on the daily. A less powerful shape than the stacked combo we saw invalidated on $CLSK yesterday but make no mistake its still a MEANINGFUL signal. With this invalidation the path toward the Voila resistance around $XXXX lies wide open for me. My read: were seeing an inverted triangle here because unlike $CLSK this ticker isnt riding the upper Voila resistance band which is a strong resistance level. And when we do get there I still see a clean 23x from that level toward my previously set price target in the $1214 zone. And dont forget: weve got"
X Link @The__Jumas 2025-10-09T07:08Z 1262 followers, 1938 engagements
"The Oct XX liquidity sweep was one of the harshest deleveraging events in history but $BTBT barely flinched structurally. π· Tango Blue Diamond on the weekly (since May 27) is still firmly in place. π· Daily Blue Diamond (Sept 10) held through the flush. π· A local top Square appeared on the daily but price closed Friday right back at the Oct X open. No structural damage. π· Daily Mountain flipped grey from green but imo this often precedes a swift re-acceleration if trend structure remains aligned. π· Weekly Mountain is still purpleindicative of early trend developmentbut a pivot to grey and"
X Link @The__Jumas 2025-10-12T19:03Z 1409 followers, 2846 engagements
"Another thing to take note of is that right now theres no ETF capturing this space cleanly. Existing ETFs that might include peptide companies are built around much broader themes. Once one launches capital flows could SURGE into this under-owned growth theme"
X Link @The__Jumas 2025-10-13T18:22Z 1397 followers, 1701 engagements
"The Market Setup: - Current market size: $52B (2025) - Projected size: $81$260B by 20302034 - Growth: XXX% to XXXX% CAGR depending on segment - Patient base: 1B+ (diabetes obesity cancer rare diseases) MASSIVE total addressable market (TAM) + accelerating adoption"
X Link @The__Jumas 2025-10-13T18:22Z 1409 followers, 3948 engagements
"I do want to stress a bit that this is still biotech where: X. Clinical risk is real X. Regulation matters X. Dilution happens X. Volatility is high The core peptide trend however isnt a single-company story. Its one of structure. That's the key thing to remember here. When you eventually do size in and open positions make sure to do it right by focussing on leaders + critical infra. The upside potential from that combination could be MASSIVE imo"
X Link @The__Jumas 2025-10-13T18:22Z 1395 followers, 1855 engagements
"$BTBT is quietly setting up for something bigger. The signals are lining up. π· Monthly Echo Blue Diamond since August + Whale Flow starting to tick up. π· Bravo Blue Diamond printed in September. π· Bullish hammer candles on both Daily & Weekly after last weeks $20B cypto & 2T equity liquidity flush. Price shrugged it off & closed strong at $X. Next upside $BTBT target for me: $XXXX. Thats the 1D Voila Resistance level. Flipping that to a new support is KEY. While most were shaken out during the flash crash Suite structure never broke. Were still EARLY"
X Link @The__Jumas 2025-10-14T07:15Z 1410 followers, 3384 engagements
"When @TheLongInvest tweeted this it stuck with me. I started digging. And what I found is one of the most under-the-radar secular growth stories of the decade. Hardly anyones positioned (including me). Heres why Peptide Therapeutics may be the next AI-scale waveπ§΅π"
X Link @The__Jumas 2025-10-13T18:22Z 1410 followers, 116K engagements
"$BTBT Daily Close Update Steady climb since the Oct X π· Bravo Blue Diamond. While many names got wrecked in last Fridays liquidity sweep this one barely flinched. Structure held. Price kept pushing higher in a controlled way. Still waiting on that REAL impulsive move. .and when it comes it could open the way to double digits with relative ease IMO. Furthermore in just the past XX days Bit Digital has: X Raised $150M through an upsized convertible notes offering at a XX% premium. X Acquired 31000+ ETH boosting its total treasury to 150244 ETH ($675M) one of the largest institutional $ETH"
X Link @The__Jumas 2025-10-14T22:38Z 1410 followers, 3103 engagements
"Ironically as demand accelerates manufacturing capacity is emerging as another bottleneck. Bachem PolyPeptide & CordenPharma DOMINATE global peptide production. Their order books stretch years out and pricing power is already showing. In other words: the picks & shovels of the peptide boom are already scarce"
X Link @The__Jumas 2025-10-13T18:22Z 1407 followers, 3405 engagements
"Peptide therapeutics are hitting the perfect intersection of: X. Exploding disease prevalence (diabetes obesity oncology) X. Technological unlocks (AI oral delivery CDMOs) X. Market validation (Ozempic effect) X. Under-owned institutional exposure (no ETF yet) This is what early-stage secular GROWTH looks like IMO"
X Link @The__Jumas 2025-10-13T18:22Z 1410 followers, 2934 engagements
"$CLSK Daily Chart Update π· Bravo & Tango Blue Diamonds locked in since Sept X π· Echo Blue Diamond triggered Oct X π· Whale Flow is at MAX since Oct X which shows sustained strength While the broader market has been volatile these past days. . $CLSK is up +9.68% since yesterdays close (even wicked to $22.66) And this isnt just a Daily Chart story. Weekly & Monthly both show Full Suite alignment. Triple Blue Diamonds across the board π·π·π· On the Monthly Echo & Bravo fired back in June and Tango pane followed in September. Whale Flow is steadily ramping on that higher monthly timeframe now"
X Link @The__Jumas 2025-10-14T23:07Z 1410 followers, 6739 engagements