Option Brains Capital Pvt Ltd

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Option Brains Capital Pvt Ltd

Option Brains Capital Pvt Ltd

@Option_Brains

"Long. Short. Avoid. That's Blueprint. For everything else — our algos have you covered. Equities · Derivatives · Algo Trading. SEBI RA · INH000020174"

Regency Landmark, Ulhasnagar Katılım Eylül 2021
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Option Brains Capital Pvt Ltd
🙏 Let us remember the sacrifice of Jesus Christ and pray for kindness, forgiveness, and harmony in our lives.
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Option Brains Capital Pvt Ltd
Option Brains Capital Pvt Ltd@Option_Brains·
✨ Happy Shri Mahavir Jayanti ✨ May the teachings of Lord Mahavir inspire us to follow the path of peace, compassion, and non-violence. 🙏 Live and let live.
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Option Brains Capital Pvt Ltd
Option Brains Capital Pvt Ltd@Option_Brains·
✨ Happy Shri Ram Navami ✨ May Lord Ram bless your life with peace, strength, and happiness. Let truth, devotion, and righteousness always guide your path. 🙏 Jai Shri Ram
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Option Brains Capital Pvt Ltd@Option_Brains·
🌟 May Allah’s grace shine upon you and your loved ones. Wishing you a beautiful and peaceful Eid!
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Option Brains Capital Pvt Ltd@Option_Brains·
🌸May this new beginning bring you strength, wisdom, and success in everything you do. शुभ गुढीपाडवा!
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$ahil Balani
$ahil Balani@Sahilbalani25·
45 new unicorns in 2021. 6 in 2025. 11,223 startups shut last year. This isn’t a funding winter. It’s a structural collapse hiding behind a government press release. We just published our first India Startup Ecosystem Report — and the findings will make you rethink everything. 🧵 The Fi Money Story The founders of Google Pay India raised $169 million. They had Temasek, Ribbit Capital & Peak XV backing them. They built 3 million users. And they still shut down in February 2026. Not because they failed as founders. Because Indian regulation doesn’t permit neobanks to function as actual bank. The Regulatory Trap 🔴 Here’s what broke Fi Money — and every other neobank in India: ❌ Can’t accept deposits (no RBI banking licence) ❌ Can’t underwrite loans (no NBFC licence) ❌ Can’t own the customer’s account (it belongs to the partner bank) ❌ Can’t resolve customer complaints (no authority) Meanwhile Monzo got a UK banking licence → profitable. Nubank got a Brazilian licence → 92M users → NYSE listed. India gave its founders a partner bank’s API and a prayer. The Gaming Sector Wipeout In 2025, one government notification wiped out an entire sector overnight. PROGA 2025 banned real-money gaming. The damage: 🔴 Dream11 — removed from Hurun Unicorn Index 🔴 MPL — laid off 600+ employees 🔴 Gameskraft — lost unicorn status 🔴 Hike — shut down entirely in September 2025 🔴 WinZO & Zupee — near shutdown 6 unicorns. Gone. One notification. No transition period. No warning. This is not regulation. This is a binary kill switch. What Actually Survived So what made it through 2025? Every single new unicorn in 2025 was either: ✅ B2B SaaS selling globally (Netradyne, Fireflies.ai) ✅ Physical goods — not regulatory dependent (Drools) ✅ Logistics with clear unit economics (Porter, Jumbotail) ✅ Licensed broker operating within the framework (Dhan) Zero. Consumer. Fintech. Zero. Gaming. The market has already voted on which models survive in India. Founders just haven’t been told loudly enough. New startup formation in India: 2020 → ~19,000 founded 2025 → ~978 founded A 95% collapse in 5 years. This isn’t a correction. It’s a structural disengagement from entrepreneurial risk-taking at exactly the moment India should be accelerating. This is Report #1 from Option Brains Capital. 23 pages. Full data. No sugarcoating. 📄 Full report → linkedin.com/posts/option-b… If every founder, investor & policymaker in India needs to read this — RT Tweet 1. 🔁 Follow @Option_brains — we’re just getting started. 📌
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Option Brains Capital Pvt Ltd
Option Brains Capital Pvt Ltd@Option_Brains·
Now HDB enters the chat. A ₹12,500 Cr issue. Valuation tighter than jeans after Diwali. Anchor investors onboard. Buzz everywhere. But who's really making money?
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Option Brains Capital Pvt Ltd
Option Brains Capital Pvt Ltd@Option_Brains·
Once upon a time, in the land of IPO dreams... HDB Financial Services was offered to retail investors at ₹740. Grey market said, “Nah, we like ₹1,200.” Everyone got excited. Again. #HDBIPO #IPOHype
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