[원문 유형] Tele-news 주요채널 텔레그램 원문 묶음 [범위] Tele-news 주요채널 [묶음 주기] 10분 [통합 구간] 2026-10-08T16:30:00+00:00 ~ 2026-10-08T16:40:00+00:00 [작성 기준] 아래 글은 서로 다른 채널·작성자의 독립 원문을 수송 편의상 하나의 시간 구간으로 묶은 것이다. 서로 다른 출처의 사실·판단·전망을 하나의 합의나 결론으로 합치지 말고 채널별 귀속을 보존한다. 같은 사건을 다루더라도 공통 이슈 키만 재사용하고, 출처별 사실·해석·반응·전망은 각각 남긴다. 외부 링크와 첨부는 실제 원문으로 사용하고, 텔레그램 문구는 발견 경로·보조 설명으로 구분한다. 시간흐름순 정리는 원문 게시 순서와 각 출처의 판단 강도·조건을 보존한다. ===== 통합 원문 1 / 6 ===== [채널] 트릴리온 [게시일시] 2026.10.09 01:32:17 [텔레그램 게시물] https://t.me/Trillion_labs/10213 [원문 수집 기준] 외부 링크가 있으면 링크를 따라 확보한 실제 본문·첨부 파일이 주 분석 원문이다. 텔레그램 게시물은 발견 경로와 보조 설명으로 보존하며 외부 원문과 구분해 반영한다. [현재 텔레그램 게시물 본문] #bhvn 아시아(중국 제외) 지역에서 IgG 분해제에 대한 라이선스를 오노파마에 제공하여 자금을 조달 선불금 8천만 달러, 단기 마일스톤 지급액 2천만 달러, 로열티 20% 잘팔았네 생각보다 무용한 파이프라인일텐데 IgG제거율이 경쟁사 대비 엄청 깊은것도 아니고 만들기도 어렵고 더군다나 태생적 하자가 있는 제품임 IgG3외에 1,2,4만 선택적으로 분해한다고 적어서 의도적인것처럼 보이나.... 자면역 질환의 많은 부분은 병인에 관여하는 IgG아형이 IgG3가 많은 부분을 차지하고 있음. 따라서 태생적인 적응증 확대의 한계를 지니고 있어서 붙어볼곳이 병인 아형이 주로 IgG1에서 있는 그레이브스를 제외하고는 마땅히 없음. 안전성 문제 역시도 IgG3 vs IgG2인데 둘다 부작용면에서는 누가 우위라고 할수없음 오히려 장기 감염 안전성에서 IgG2가 더 취약할수있다는점을 감안하면야 결론 요즘 선급금 잔뜩 받아서 폭탄 주는거 잘해서 마음에 든다. BHVN의 많은 파이프라인들중에서 알짜를 개발할수있는 돈들이 들어오는중 ===== 통합 원문 2 / 6 ===== [채널] Mint Business News - Official Channel [게시일시] 2026.10.09 01:33:17 [텔레그램 게시물] https://t.me/livemint/23085 [원문 수집 기준] 외부 링크가 있으면 링크를 따라 확보한 실제 본문·첨부 파일이 주 분석 원문이다. 텔레그램 게시물은 발견 경로와 보조 설명으로 보존하며 외부 원문과 구분해 반영한다. [현재 텔레그램 게시물 본문] India’s biggest-ever IPO Jio Platforms IPO is likely to hit the primary market on 21 October and likely to be priced around ₹1,300– ₹1,450 per share, according to media reports. The proposed issue size of around ₹37,700 crore could make the Jio Platforms IPO one of India’s largest public offerings. Watch! https://www.youtube.com/watch?v=mrC5Nt5pVEY [What Jio IPO Means for Reliance Industries Share Price? What should RIL Investors Know | EXPLAINED] https://youtube.com/watch?v=mrC5Nt5pVEY [외부 원문 1] [URL] https://www.youtube.com/watch?v=mrC5Nt5pVEY [제목] What Jio IPO Means for Reliance Industries Share Price? What should RIL Investors Know | EXPLAINED [유튜브 영상 전사 원문] [영상 ID] mrC5Nt5pVEY [채널] Mint [실제 게시일] 2026.10.08 [영상] https://www.youtube.com/watch?v=mrC5Nt5pVEY [전사 제공자] youtube_panel [261008] What Jio IPO Means for Reliance Industries Share Price? What should RIL Investors Know | EXPLAINED Mint India's biggest ever IPO Geo Platforms is likely to hit the primary market on October 21st and is likely to be priced around 1,300 to,450 per share. According to media reports, the proposed issue size of around 37,700 cr rupees could make the geo platform's IPO one of India's largest public offerings. For the LAN shareholders, however, the bigger question is not simply the size of the IPO, but how the market values Jio's telecom, digital, cloud, 5G, and emerging AI business. According to analysts who spoke to Mint, the IPO could provide independent price discovery for GEO's businesses, whose value has so far remained embedded within Zeliance's diversified structure. A standalone listing would allow investors to directly assess Jio's large subscriber base, telecom infrastructure, 5G capabilities, digital ecosystem, cloud services, and emerging AI opportunities. This could potentially reduce the perceived holding company discount and improve the market's assessment of Relianc's overall sum of the parts valuation. The IPO could also strengthen Geo Platforms's financial position since the proposed offering is primarily structured as a fresh issue. The capital raised would occur to Geo Platforms and could be used for specified corporate purposes including repayment of borrowings linked to its telecom operations. For existing shareholders, the proposed shareholder reservation is another important consideration. Eligible shareholders may receive an opportunity to participate in the GOIPO through a dedicated reservation category, but investors should wait for the final red herring prospectus and official announcements for confirmation of the exact eligibility criteria, reservation size, and application limits. For long-term investors, the key will be to focus not merely on the headline IPO valuation, but on the relationship between valuation, future earnings growth, cash generation, and sustainable value creation. So, do you plan to invest in the GOIPO? Please let us know in the comment section and stay tuned to live for more such important updates. In a world where business never stops, Mint keeps you ahead. Any screen, anytime from studios to the ground, Mint is doing brilliantly well. It's a well read page, I would think. Mint breaks down business, leadership, and lifestyle. Boldly, visually, and smartly. From boardrooms to markets, from personal wealth to industry trends, we bring you the insights that matter. What fuels India's biggest CEOs. Ride along and find out. Want to invest like the pros? Learn from India's top market experts. Your money, your future. We make finance simple. Step inside breathtaking homes and the creative minds behind them. India's real estate scene decoded. No jargon, no fluff. Some chase success, others create it. Meet the ones who made the impossible possible. We don't just talk business, we show it. And the world's watching. [외부 원문 2] [URL] https://www.youtube.com/watch?v=mrC5Nt5pVEY [제목] What Jio IPO Means for Reliance Industries Share Price? What should RIL Investors Know | EXPLAINED [유튜브 영상 전사 원문] [영상 ID] mrC5Nt5pVEY [채널] Mint [실제 게시일] 2026.10.08 [영상] https://www.youtube.com/watch?v=mrC5Nt5pVEY [전사 제공자] youtube_panel [261008] What Jio IPO Means for Reliance Industries Share Price? What should RIL Investors Know | EXPLAINED Mint India's biggest ever IPO Geo Platforms is likely to hit the primary market on October 21st and is likely to be priced around 1,300 to,450 per share. According to media reports, the proposed issue size of around 37,700 cr rupees could make the geo platform's IPO one of India's largest public offerings. For the LAN shareholders, however, the bigger question is not simply the size of the IPO, but how the market values Jio's telecom, digital, cloud, 5G, and emerging AI business. According to analysts who spoke to Mint, the IPO could provide independent price discovery for GEO's businesses, whose value has so far remained embedded within Zeliance's diversified structure. A standalone listing would allow investors to directly assess Jio's large subscriber base, telecom infrastructure, 5G capabilities, digital ecosystem, cloud services, and emerging AI opportunities. This could potentially reduce the perceived holding company discount and improve the market's assessment of Relianc's overall sum of the parts valuation. The IPO could also strengthen Geo Platforms's financial position since the proposed offering is primarily structured as a fresh issue. The capital raised would occur to Geo Platforms and could be used for specified corporate purposes including repayment of borrowings linked to its telecom operations. For existing shareholders, the proposed shareholder reservation is another important consideration. Eligible shareholders may receive an opportunity to participate in the GOIPO through a dedicated reservation category, but investors should wait for the final red herring prospectus and official announcements for confirmation of the exact eligibility criteria, reservation size, and application limits. For long-term investors, the key will be to focus not merely on the headline IPO valuation, but on the relationship between valuation, future earnings growth, cash generation, and sustainable value creation. So, do you plan to invest in the GOIPO? Please let us know in the comment section and stay tuned to live for more such important updates. In a world where business never stops, Mint keeps you ahead. Any screen, anytime from studios to the ground, Mint is doing brilliantly well. It's a well read page, I would think. Mint breaks down business, leadership, and lifestyle. Boldly, visually, and smartly. From boardrooms to markets, from personal wealth to industry trends, we bring you the insights that matter. What fuels India's biggest CEOs. Ride along and find out. Want to invest like the pros? Learn from India's top market experts. Your money, your future. We make finance simple. Step inside breathtaking homes and the creative minds behind them. India's real estate scene decoded. No jargon, no fluff. Some chase success, others create it. Meet the ones who made the impossible possible. We don't just talk business, we show it. And the world's watching. ===== 통합 원문 3 / 6 ===== [채널] Korean Alpha [게시일시] 2026.10.09 01:33:20 [텔레그램 게시물] https://t.me/korean_alpha/883697 [원문 수집 기준] 외부 링크가 있으면 링크를 따라 확보한 실제 본문·첨부 파일이 주 분석 원문이다. 텔레그램 게시물은 발견 경로와 보조 설명으로 보존하며 외부 원문과 구분해 반영한다. [연계된 텔레그램 원문] [원문 게시물] https://t.me/korean_alpha/883696 벽을 허물다: 블록체인은 전성기를 맞이했을까? Citrini는 토큰화된 실물자산과 AI 에이전트가 결합해 전통 금융을 온체인으로 옮기면서 블록체인이 마침내 존재 목적을 찾았다고 주장 이제 토큰화가 이루어질지 여부가 아니라 누가 그 경제적 이익을 가져가느냐의 싸움 시트리니 리서치 원문 상단에 번역기능도 사용가능함 읽기 좋은 리서치인듯 [현재 텔레그램 게시물 본문] 시트리니 투자 포트폴리오 목표 비중 이 리서치에서 가장 중심 자료가 이거인듯 [외부 원문 1] [URL] https://www.citriniresearch.com/p/breaking-the-wall [제목] Breaking The Wall Breaking The Wall Has Blockchain Finally Reached Its Moment? Citrini Oct 08, 2026 ∙ Paid 151 2 7 Share The wall between traditional finance and crypto is starting to come down. Imagine that your personal AI has access to all your finances. With the flick of the wrist, it puts your idle cash balances to work, makes investment decisions and negotiates the best mortgage for you. “Claude, find me the cheapest $500K loan and refinance me into it.” Taken far enough, the implications get rather uncomfortable. What happens when millions of agents continuously move deposits toward the highest bidder? Could banks lose the cheap funding they rely on? Is an agentic bank run coming? With consumer-facing agents hitting the mainstream, what would’ve sounded like the premise of a Hollywood sci-fi movie a few years back doesn’t feel all that improbable today. Our financial system was not designed for this future. It’s slow, fragmented and gate-kept by layers of intermediaries, legal authorities and KYC processes. It was built by humans, for humans. The walls that protect our financial systems from ourselves have so far protected them from agentic interference. As we pointed out in Agentic Reality , consumer software is in some ways more immediately exposed to agentic disruption. Agents can already navigate websites, applications and, if we let them, our phones and devices. Software that used to require a human to search, compare, click and transact can now be operated by agentic software . The archaic world of finance is different – understandably so . Yet, we are beginning to see the signs of a crack. We are rapidly moving toward a world where information and resources become increasingly machine-readable, programmable and transferable. That logic doesn’t stop at consumer data but applies to money, bandwidth, compute and, eventually, financial assets themselves. AI agents move programmatically, 24/7, across applications, and it’s only logical that money and financial assets eventually will, too. Broadly speaking, there are really only two ways that can happen. Either our existing consumer-facing financial institutions rebuild themselves around more open, programmable standards, or they are eventually disrupted by a new system that does. This brings us back to an industry that, for most of the last decade, has looked like a solution in search of a problem: Crypto . The blockchain industry has spent fifteen years building something that looks surprisingly useful in an agentic world: always-on, programmable financial infrastructure where assets, ownership and settlement can co-exist. Until recently, it was a technology with limited purpose. Agents didn’t exist, and humans were left wrestling with seed phrases, wallet permissions, bridges and gas fees, only to be rewarded with the ability to buy the latest Shiba-Inu-themed memecoin. Meanwhile, stocks, treasuries, credit, commodities and other financial assets people actually want to own remained inside the traditional financial system. Both of those things are now changing. Financial assets are being tokenized and brought onchain . The worlds of traditional finance and crypto are merging. Meanwhile, agents provide a new class of users that don’t care about the terrible UX of a block explorer. Blockchains have finally found their raison d’être. At the risk of being that guy for a moment, we’ve seen this movie before. Do you know what HTTPS , TCP and IP are (maybe), or how they work (probably not)? Unless you’re an old nerd, you shouldn’t have to. The internet didn’t reach billions of people because they learned networking protocols. The underlying infrastructure was eventually abstracted away by browsers until people stopped thinking about the technology at all. Wouldn’t it also be ironic if the industry that has enabled so much capital destruction, that most “serious” investors have written off, turned out to be the birthplace of a technology that actually mattered? And wouldn’t the converging cyclical trough these assets are now emerging from imply an attractive starting point for investors? This left me wondering…if we’re right, the relevant question for any investor isn’t simply whether more assets become tokenized. It’s where the economics accrue. Rather than speculate, I felt the urge that strikes any thematic investor on the cusp of a big idea: to investigate . So I downloaded Coinbase Wallet, loaded up $1,000 and went where very few investors return from with a positive ROI: the onchain trenches. Expecting to get rug-pulled, I was surprised by my findings. I found that while most investors (including us at Citrini Research) were busy arguing over GPUs and memory bottlenecks, an ecosystem of financial applications has slowly been built that in many ways resembles existing TradFi . A world that goes far beyond the typical get-rich-quick schemes: from tokenized treasuries, equities and options, to programmable debt, lending, payments, yield protocols, and entire financial applications that simply didn’t exist a few years ago. Here’s what I found, how it changed our view on crypto, and perhaps more importantly, the trade. The Moment Crypto Was Waiting For For the past decade, it would have been easy to dismiss crypto as a technology that never fully lived up to its promise. If you were more direct, you could even point to failures such as FTX and argue that it has been destructive for a lot of people. The problem was always that Decentralized Finance (DeFi) and Wall Street lived in their own separate universes, with their own sets of assets, primitives and infrastructure. The DeFi tech was interesting, but if it’s only used for gambling on memecoins and moving dollars, then what’s the point? Tokenized Real World Assets (RWAs) are the product of taking any asset, be it gold, NVIDIA stock, US treasuries or debt, and making it globally available, 24/7, on the blockchain . The promise is that any asset can be tokenized and price discovery can happen outside of the traditional financial system. It may not have caught front-page headlines, but there has been a slow drip of advances and a quiet shift toward regulatory acceptance that has been going on for years. But the first “oh sh*t” realization for many happened when the Iran conflict escalated over a weekend in March, and Hyperliquid became one of the only liquid venues where traders could price crude oil. Since then, RWA adoption has really shifted into higher gear. We’ve seen massive moves starting to happen across crypto in the past month, marking what appears to be an inflection point. So what’s going on? First , tokenized equities have become composable and exist outside of the issuer venue . This means that unlike on Hyperliquid, assets can move between apps and rails that previously only worked for stablecoins and native crypto assets. Robinhood Chain (HOOD US) was the first to open the floodgates with “Stock Tokens”. This has snowballed to more chains, leading to a massive uptick in activity. To grasp the scale… In September, Solana temporarily processed more trades than the NYSE…and while most of this activity is surely bots, meme pairs and other nonsense, that still says quite a lot about the traction this is getting. Second , regulators are moving tokenized assets from an offshore experiment toward regulated US market structure . Two days after the CLARITY Act fell short in the Senate, the SEC issued an innovation exemption for tokenized stock trading. Meanwhile, US stock perps are next, with Coinbase’s proposed product now listed by the CFTC as “approval pending”. Source: Reuters With TradFi’s bastion, the Bloomberg Terminal , listing Hyperliquid perps and tokens at WSL HYPE , there’s little question about the direction of travel. Source: Bloomberg For the first time, we have an environment where both institutions and individuals can, and are willing to, engage with a plethora of RWAs. It’s clear to us that legislation is being pieced together with or without a huge bill, and the question for investors should shift from “will tokenization be legal?” toward “who captures the economics when these products eventually enter the US?” But before we jump to that, let’s take a quick step back and answer… Why do assets coming onchain matter in the first place? This post is for paid subscribers Subscribe Already a paid subscriber? Sign in ===== 통합 원문 4 / 6 ===== [채널] Mint Business News - Official Channel [게시일시] 2026.10.09 01:35:01 [텔레그램 게시물] https://t.me/livemint/23086 [원문 수집 기준] 외부 링크가 있으면 링크를 따라 확보한 실제 본문·첨부 파일이 주 분석 원문이다. 텔레그램 게시물은 발견 경로와 보조 설명으로 보존하며 외부 원문과 구분해 반영한다. [현재 텔레그램 게시물 본문] The Trump administration has decided to suspend an immigration program for multiple Indian IT firms, as well as Microsoft Corp., alleging widespread abuse of a worker visa system. Read more 👇 https://www.livemint.com/news/us-work-visa-indian-it-firms-tcs-infosys-wipro-11791475886441.html [US suspends work visa program for Indian IT firms, Microsoft citing widespread abuse | Today News] https://livemint.com/news/us-work-visa-indian-it-firms-tcs-infosys-wipro-11791475886441.html [외부 원문 1] [URL] https://www.livemint.com/news/us-work-visa-indian-it-firms-tcs-infosys-wipro-11791475886441.html [제목] US suspends work visa program for Indian IT firms, Microsoft citing widespread abuse | Today News The Trump administration has decided to suspend an immigration program for multiple Indian IT firms, as well as Microsoft Corp., alleging widespread abuse of a worker visa system. “There has been no company in the United States, unfortunately, that has abused this system more than Microsoft,” Vice President JD Vance said Thursday during a briefing in Washington. Labor Secretary Keith Sonderling said other companies that would be suspended from the Permanent Labor Certification Program included Cognizant Technology Solutions Corp., Infosys Ltd., Tata Consultancy Services Ltd., Wipro Ltd., HCL Technologies Ltd., and Capgemini SE. He said there were multiple active federal investigations ongoing into the matter. Vance said the suspensions would be indefinite, indicating they would be in place until the administration believed its concerns were addressed. The firms named by Vance and Sonderling didn’t immediately respond to requests for comment, nor did the vice president’s office and the US Labor Department. Shares of Cognizant were down nearly 1.4% in New York trading Thursday, while Microsoft pared earlier gains. American depositary receipts of Infosys and Wipro each fell more than 3.5%. US Work Visa Crackdown Silicon Valley’s reliance on foreign workers has become a major flashpoint in the debate over immigration, with the administration and allies pressing tech giants to do more to train and hire US workers. President Donald Trump has also moved to make it harder for companies to use H-1B visas to attract foreign talent, targeting a key pipeline for the industry. “The fraud is that they’re making representations when applying for this program that are fundamentally illegitimate and therefore ultimately illegal,” Vance said. The suspensions marked the latest move by the Trump administration to crack down on both legal and undocumented pathways to migration. The program at issue allows US employers to help sponsor foreign workers for permanent residency. In a nearly simultaneous announcement Thursday, the administration also said it had opened investigations into foreign exchange visa holders at nine top colleges including Harvard University, Stanford University and MIT. The American Labor Department’s inspector general said the inquiries will focus on J-1 visa holders, which at universities are often international PhD candidates or visiting scholars. Vance urged the companies to shift their policies to employ more US workers, singling out Microsoft as well as Adobe Inc. “Stop defrauding the American worker. Stop importing an indentured servant to do a job that an American worker would happily do,” the vice president said. Vance’s comments assailing Microsoft came just hours before Trump is set to honour the company’s chief executive officer, Satya Nadella, with a National Medal of Science award at a summit in Washington DC intended to spotlight US technology and innovation. It also comes a week after Nadella joined other tech and AI executives at a White House luncheon to discuss safeguards for artificial intelligence. The permanent labour certification is a major retention tool for Microsoft, which has a reputation for helping employees with guest worker visas seek permanent legal status. The Redmond, Washington-based firm has long bolstered its US-based workforce with employees in the country on H-1B visas, as well as visas for intracompany transfers and recent university graduates. While the tech industry has embraced Trump in his second term due to policies that have sought to ease their tax and regulatory burden and draw investments to build out AI infrastructure, the administration’s immigration crackdown has been a sore spot. Business groups have warned that the crackdown threatens their labor supply and could impact growth. “Microsoft is a great American company, and we have a great relationship with them, they do a lot of important things,” Vance said. “Our message to Microsoft is not that we want to harm your company. It’s that we want your company to thrive, but we want it to thrive by employing and empowering your fellow Americans.” [외부 원문 2] [URL] https://www.livemint.com/news/us-work-visa-indian-it-firms-tcs-infosys-wipro-11791475886441.html [제목] US suspends work visa program for Indian IT firms, Microsoft citing widespread abuse | Today News The Trump administration has decided to suspend an immigration program for multiple Indian IT firms, as well as Microsoft Corp., alleging widespread abuse of a worker visa system. “There has been no company in the United States, unfortunately, that has abused this system more than Microsoft,” Vice President JD Vance said Thursday during a briefing in Washington. Labor Secretary Keith Sonderling said other companies that would be suspended from the Permanent Labor Certification Program included Cognizant Technology Solutions Corp., Infosys Ltd., Tata Consultancy Services Ltd., Wipro Ltd., HCL Technologies Ltd., and Capgemini SE. He said there were multiple active federal investigations ongoing into the matter. Vance said the suspensions would be indefinite, indicating they would be in place until the administration believed its concerns were addressed. The firms named by Vance and Sonderling didn’t immediately respond to requests for comment, nor did the vice president’s office and the US Labor Department. Shares of Cognizant were down nearly 1.4% in New York trading Thursday, while Microsoft pared earlier gains. American depositary receipts of Infosys and Wipro each fell more than 3.5%. US Work Visa Crackdown Silicon Valley’s reliance on foreign workers has become a major flashpoint in the debate over immigration, with the administration and allies pressing tech giants to do more to train and hire US workers. President Donald Trump has also moved to make it harder for companies to use H-1B visas to attract foreign talent, targeting a key pipeline for the industry. “The fraud is that they’re making representations when applying for this program that are fundamentally illegitimate and therefore ultimately illegal,” Vance said. The suspensions marked the latest move by the Trump administration to crack down on both legal and undocumented pathways to migration. The program at issue allows US employers to help sponsor foreign workers for permanent residency. In a nearly simultaneous announcement Thursday, the administration also said it had opened investigations into foreign exchange visa holders at nine top colleges including Harvard University, Stanford University and MIT. The American Labor Department’s inspector general said the inquiries will focus on J-1 visa holders, which at universities are often international PhD candidates or visiting scholars. Vance urged the companies to shift their policies to employ more US workers, singling out Microsoft as well as Adobe Inc. “Stop defrauding the American worker. Stop importing an indentured servant to do a job that an American worker would happily do,” the vice president said. Vance’s comments assailing Microsoft came just hours before Trump is set to honour the company’s chief executive officer, Satya Nadella, with a National Medal of Science award at a summit in Washington DC intended to spotlight US technology and innovation. It also comes a week after Nadella joined other tech and AI executives at a White House luncheon to discuss safeguards for artificial intelligence. The permanent labour certification is a major retention tool for Microsoft, which has a reputation for helping employees with guest worker visas seek permanent legal status. The Redmond, Washington-based firm has long bolstered its US-based workforce with employees in the country on H-1B visas, as well as visas for intracompany transfers and recent university graduates. While the tech industry has embraced Trump in his second term due to policies that have sought to ease their tax and regulatory burden and draw investments to build out AI infrastructure, the administration’s immigration crackdown has been a sore spot. Business groups have warned that the crackdown threatens their labor supply and could impact growth. “Microsoft is a great American company, and we have a great relationship with them, they do a lot of important things,” Vance said. “Our message to Microsoft is not that we want to harm your company. It’s that we want your company to thrive, but we want it to thrive by employing and empowering your fellow Americans.” ===== 통합 원문 5 / 6 ===== [채널] Mint Business News - Official Channel [게시일시] 2026.10.09 01:38:44 [텔레그램 게시물] https://t.me/livemint/23087 [원문 수집 기준] 외부 링크가 있으면 링크를 따라 확보한 실제 본문·첨부 파일이 주 분석 원문이다. 텔레그램 게시물은 발견 경로와 보조 설명으로 보존하며 외부 원문과 구분해 반영한다. [현재 텔레그램 게시물 본문] #MintMarkets | Market expert Raja Venkatraman shares his top stock picks for 9th October. Here’s his technical outlook and trade strategy. https://www.youtube.com/shorts/B2Er-H_-0QQ [9th October 2026: Best #stocks to buy or sell ft. Raja Venkatraman, Co-founder, NeoTrader] https://youtube.com/shorts/B2Er-H_-0QQ [외부 원문 1] [URL] https://www.youtube.com/watch?v=B2Er-H_-0QQ [제목] 9th October 2026: Best #stocks to buy or sell ft. Raja Venkatraman, Co-founder, NeoTrader [유튜브 영상 전사 원문] [영상 ID] B2Er-H_-0QQ [채널] Mint [실제 게시일] 2026.10.08 [영상] https://www.youtube.com/watch?v=B2Er-H_-0QQ [전사 제공자] youtube_panel [261008] 9th October 2026: Best #stocks to buy or sell ft. Raja Venkatraman, Co-founder, NeoTrader Mint Can USDR weaken to a new low? Can the brand create a new high? All this is causing problems. Well, when you take a look at what happened on this Thursday, it clearly spelt out that the markets were in the bearish grip and as they have been highlighting, yes, there are certain copets of bullish enthusiasm, but even that does not seem to be materializing. So the market is clearly favoring the bearish bias and those who have been able to trade on the short side have been able to benefit on a swift note but then yes we are targeting some bit of recovery from the mid and small cap and unfortunately that has not played out. Now when you take a look at the overall scenario and when you see what really has to happen, we are very very clear that the RBA policy has actually opened the can of homes and the kind of continued pressure which we are seeing on the overall markets. It clearly lays down that the geopolitical news slope combined with the domestic pressure is going to add some pain as we head into the result season. So when you take at the kind of results that are going to come out and when you take a look at uh the pressure which is going to be faced by all the candidates that are going to come out with that Q2 numbers it really boils down as to how the Q2 numbers would able would be able to actually fathom what really can happen in the coming week. So overall we are looking at a very very interesting scenario. The Q2 numbers could be an inflection point. There are going to be some stock specific action. Now over the last few business updates while in some uh few blips on the upside majority have been on the downside. So with this kind of news flows in play and with the sentiment not clearly favoring the bullish buyers one needs to be really cautious as we head into the next few weeks with the kind of continued selling pressure at every rise. We should not be considering this kind of weaker scenario as a scenario to go ahead and invest. Well, what we need to do in these cases is stay for some time if on the short side if possible otherwise best to tone down our participation. All this and more are covered as part of today's article. So yes, there are opportunities to uh for some renewed uh shorting opportunities if you are a trader but then if you are an investor you got to be very selective and currently the markets are not offering us any opportunities. So see you inside the article. [외부 원문 2] [URL] https://www.youtube.com/watch?v=B2Er-H_-0QQ [제목] 9th October 2026: Best #stocks to buy or sell ft. Raja Venkatraman, Co-founder, NeoTrader [유튜브 영상 전사 원문] [영상 ID] B2Er-H_-0QQ [채널] Mint [실제 게시일] 2026.10.08 [영상] https://www.youtube.com/watch?v=B2Er-H_-0QQ [전사 제공자] youtube_panel [261008] 9th October 2026: Best #stocks to buy or sell ft. Raja Venkatraman, Co-founder, NeoTrader Mint Can USDR weaken to a new low? Can the brand create a new high? All this is causing problems. Well, when you take a look at what happened on this Thursday, it clearly spelt out that the markets were in the bearish grip and as they have been highlighting, yes, there are certain copets of bullish enthusiasm, but even that does not seem to be materializing. So the market is clearly favoring the bearish bias and those who have been able to trade on the short side have been able to benefit on a swift note but then yes we are targeting some bit of recovery from the mid and small cap and unfortunately that has not played out. Now when you take a look at the overall scenario and when you see what really has to happen, we are very very clear that the RBA policy has actually opened the can of homes and the kind of continued pressure which we are seeing on the overall markets. It clearly lays down that the geopolitical news slope combined with the domestic pressure is going to add some pain as we head into the result season. So when you take at the kind of results that are going to come out and when you take a look at uh the pressure which is going to be faced by all the candidates that are going to come out with that Q2 numbers it really boils down as to how the Q2 numbers would able would be able to actually fathom what really can happen in the coming week. So overall we are looking at a very very interesting scenario. The Q2 numbers could be an inflection point. There are going to be some stock specific action. Now over the last few business updates while in some uh few blips on the upside majority have been on the downside. So with this kind of news flows in play and with the sentiment not clearly favoring the bullish buyers one needs to be really cautious as we head into the next few weeks with the kind of continued selling pressure at every rise. We should not be considering this kind of weaker scenario as a scenario to go ahead and invest. Well, what we need to do in these cases is stay for some time if on the short side if possible otherwise best to tone down our participation. All this and more are covered as part of today's article. So yes, there are opportunities to uh for some renewed uh shorting opportunities if you are a trader but then if you are an investor you got to be very selective and currently the markets are not offering us any opportunities. So see you inside the article. ===== 통합 원문 6 / 6 ===== [채널] 트릴리온 [게시일시] 2026.10.09 01:39:41 [텔레그램 게시물] https://t.me/Trillion_labs/10214 [원문 수집 기준] 외부 링크가 있으면 링크를 따라 확보한 실제 본문·첨부 파일이 주 분석 원문이다. 텔레그램 게시물은 발견 경로와 보조 설명으로 보존하며 외부 원문과 구분해 반영한다. [연계된 텔레그램 원문] [원문 게시물] https://t.me/Trillion_labs/10213 #bhvn 아시아(중국 제외) 지역에서 IgG 분해제에 대한 라이선스를 오노파마에 제공하여 자금을 조달 선불금 8천만 달러, 단기 마일스톤 지급액 2천만 달러, 로열티 20% 잘팔았네 생각보다 무용한 파이프라인일텐데 IgG제거율이 경쟁사 대비 엄청 깊은것도 아니고 만들기도 어렵고 더군다나 태생적 하자가 있는 제품임 IgG3외에 1,2,4만 선택적으로 분해한다고 적어서 의도적인것처럼 보이나.... 자면역 질환의 많은 부분은 병인에 관여하는 IgG아형이 IgG3가 많은 부분을 차지하고 있음. 따라서 태생적인 적응증 확대의 한계를 지니고 있어서 붙어볼곳이 병인 아형이 주로 IgG1에서 있는 그레이브스를 제외하고는 마땅히 없음. 안전성 문제 역시도 IgG3 vs IgG2인데 둘다 부작용면에서는 누가 우위라고 할수없음 오히려 장기 감염 안전성에서 IgG2가 더 취약할수있다는점을 감안하면야 결론 요즘 선급금 잔뜩 받아서 폭탄 주는거 잘해서 마음에 든다. BHVN의 많은 파이프라인들중에서 알짜를 개발할수있는 돈들이 들어오는중 [현재 텔레그램 게시물 본문] 시장이 워낙 크다보니 IgG3를 살리고 주 병인 용인이 IgG1, IgG4에 있는 애들중에 하나라도 집어먹어서 이기면 된다. 마인드로 접근하는걸로 사료. 그레이브스,RA,MG 1300 ,1310