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Alpha isn't just the first letter of the Greek alphabet. It's a mindset. It's seeing opportunity where others see chaos.
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USDC, as a stablecoin, is backed by large companies, and its collapse risk is much lower than that of other stablecoins.

USDC as the leading stablecoin in the cryptocurrency space due to the fact that US-regulated banks hold its reserves and Blackrock custody a large portfolio of short-term treasuries. Although SVB's holding of $3.3 billion may not represent a total loss, it remains to be seen how Circle will manage the bank run.

To date, $2.46 billion worth of USDC has been burned, and Circle continues to operate as usual. However, Coinbase has temporarily suspended USDC redemptions for retail customers, as people started making some profits recently. Circle now has two days to restore investor confidence before the banks open on Monday.

Sharing these research findings is meant to help those who are interested in stablecoins or holding them. However, it's always important to do your own research (DYOR). If your source is Twitter, you can find both positive and negative threads and choose whichever one aligns with your perspective. Just keep in mind that there may be bias involved.

On Monday, we will have a clearer picture of how the market sentiment will ultimately affect USDC/crypto..
~ 0.95 (fair value) | compared with BTC (Orange line)
GCR (GCRClassic)

Buying $ETH Currently, and Bought 5k in last 30minutes. (7m) .. Could be just converting funds in eth.
update on USDC from Circle CEO Jeremy Allaire

https://twitter.com/jerallaire/status/1634649346535833601
USDC > Back to 0.98.

congrats if someone played this from yesterday, bought the lows, or engaged in any arbitrage. I hope you liked the research/findings I sent since yesterday.
would suggest taking action and preserving your capital:
Time and tide wait for no man.
https://twitter.com/gcrclassic/status/1634654479931920390
The Federal Deposit Insurance Corp. and the Federal Reserve are weighing creating a fund that would allow regulators to backstop more deposits at banks that run into trouble following Silicon Valley Bank’s collapse.

Regulators discussed the new special vehicle in conversations with banking executives, according to people familiar with the matter. The hope is that setting up such a vehicle would reassure depositors and help contain any panic, said the people. They asked not to be identified because the talks weren’t public.
2008...
UK government seeks to use Middle East funds to buy UK subsidiary of Silicon Valley Bank...
Another Big Week Ahead (with the release of CPI and Core CPI data)

Next Week macro and Unlocks Calender. 13/17 | 2023
Alpha pinned a photo
latest comments from US Treasury Secretary Yellen on the SVB collapse.. *expect some volatility by Monday
U.S. HOUSE SPEAKER MCCARTHY SAYS BIDEN ADMINISTRATION HAS THE TOOLS TO HANDLE THE SVB SITUATION / really?
Binance Futures Will Launch USDⓈ-M USDC Perpetual Contract with Up to 30x Leverage

$USDC
Regarding $APT (APTOS) unlocks

The upcoming unlocks are not very significant.

Until the 12th of November 2023, about one year after TGE.

Investors & core contributors will be able to claim their first unlock, creating a 12.3% supply shock if all those tokens enter into circulation.
Bloomberg: FDIC's auction of Silicon Valley Bank is underway
Pain in crypto land.