Alpha – Telegram
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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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US President Biden is asking congress to expand FDIC authority on compensation clawbacks, including from stock sales, for bankers like SBNY and SIVB executive : BBG
ECB insider says would support another 50bps hike in May, unless economy or core HICP soften; no doubt the central bank is still in a tightening mode and no hurry to decide on next move, and can wait until the time comes. : Econostream
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With volatility peaking investors flocking towards the metals & BTC... (new safe heaven assets atm)
Gold inching closer to $2k
UBS in Talks to Buy Credit Suisse : FT
186 banks found to have similar vulnerabilities as Silicon Valley Bank: WSJ
Alpha
QT that just turned stealthily QE again to the tune of +$300b under a single week.
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seems like the $300 billion QE went directly into BTC, bailing it out

up ~ 35% this week
11% today alone.
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correlation beta/hedgers
gud-research paper on the shift of Central Banks' reserves to BTC and gold in order to protect themselves. https://drive.google.com/file/d/1HBbv5GWIOzzhHdmqAW2MNKHzfFmsLzrX/view
Alpha
Animoca Brands is ready to dump another 419,177 $YGG tokens clip. Bullish Unlocks thesis has been working nicely for them in the last two months when they dumped during the pump. one to monitor..
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$YGG Animoca (dumping address) is still holding, but it might dump now after this 41% pump.

It's a low volatility token, but when it moves, it never stops

They are up $40k on $119k Clip
UBS OFFERS TO BUY CREDIT SUISSE FOR UP TO $1BN - FT
Credit Suisse said to reject UBS's $1 billion takeover offer
Biden In Touch With Buffett On Bank Crisis..

Warren Buffet Note from 2008 crisis..
SWITZERLAND WEIGHS NATIONALIZING CREDIT SUISSE IN FULL OR PART: BBG
Macro Calendar for Week 20/27 | 2023

Federal Funds Rate & FOMC on Wednesday 22nd..