Alpha – Telegram
25.8K subscribers
5.8K photos
293 videos
410 files
8.33K links
Alpha isn't just the first letter of the Greek alphabet. It's a mindset. It's seeing opportunity where others see chaos.
Download Telegram
Monitoring launches from weeks, mapped this;
sale reason
Alpha
Photo
Hong Kong & china liq is mostly ahead of Crypto Hong Kong saw 3% drop after FED QT concern now crypto following!
Alpha
$SAND is likely to a delayed trade, with opportunities to short or go long in the next one to two weeks; $APE is worth considering for a swing long position. Unlocks and dumps have already been observed; it's down 95% from its all-time high (ATH). (Next unlock…
$SAND -16% into Unlocks
$BLUR -45% into Unlocks


$APE had $31m unlocks yesterday, Likely bottomed! (But down -78% from First substack Unlock)

$SAND a few more Investors Likely dumped (two were dumping yesterday as reported)
there's free money on the floor rn ~ $25k Including Alts.

pick it up (spot) / managed Lev

Do nothing, outperformed

No one will tell u btd, but at the top, everyone does.
SEC SET TO GREENLIGHT ETHER-FUTURES ETFS IN CRYPTO INDUSTRY WIN
Amber Group bought 1.5 million of $BLUR, approximately $314,000.

Wintermute got $1 million worth of $BLUR from Coinbase.

But has it bottomed? Not yet; it could still drop another -30%.

Smart money has been accumulating since July 27th, and it's down -60%.

Only 30% of the coins are unlocked, with 70% pending to be dumped in the market.
DWF Labs Deposited the part of $CRV that they purchased OTC from the founder of Curve to > Binance.

DWF Labs spent 5 million on 01-Aug to purchase 12.5 million CRV OTC from the founder of Curve at a price of $0.4. 30 minutes ago, DWF Labs transferred 2 million CRV ($1M) to Binance. (DWF Scalping)
Machi purchased an additional $APE today valued at $360k.
In just August, $1.88 million $APE have been accumulated by Machi!
There was a $4 million transfer from Coinbase to various wallets in last 7days/

The distribution is at a 50/50 ratio, with 50% of the tokens now unlocked.
The next unlocking is scheduled in 28 days.

Recently, market observed selling pressure from the last week unlocked tokens, especially with the BTC dump. This aligns with our APE local bottom proposition.
A few v imp Events for Week Ahead 20Aug/27Aug | 2023

Imp Unlocks:
Aug 21, 8:00: $INJ: 2.86M ($22.02M, 3.41%) (Unlocked Already a few hrs ago, 96% supply out and no more Unlocks until 190days)

Aug 22, 8:00: $ID: 18.49M ($3.72M, 6.46%)

Aug 26, 1:51: $LDO: 8.5M ($14.2M, 0.97%) (Last Investors Unlocks, And 99% Supply is unlocked already)

Aug 26, 8:00: $Avax: 9.54M ($103M, 2.77%)

Aug 27, 22:00: $YGG: 12.22M ($2.87M, 6.6%) (now perps Are listed on Binance)

note:
% of Supply > $millions

Macro:

Jackson Hole (Fed members will speak; Powell might comment on crypto or address unexpected questions) By Friday 25/Aug.
BAYC is down 18%, MAYC is down 25%, Azuki is down 28%, DEGODS is down 39%, and Penguins are down 10%.

Founders are resigning, and NFTs are dumping.

BAYC holders are joining the socials chain, rotating from NFTs to social tokens.

There's betting on skill/engagement versus holding Rocks that are down -90%.
CAP Finance Dumped 1 million ARB for $1.02 million, at an average price of $1.

On April/25, the CAP Finance treasury received an airdrop of 2.96 million ARB from the Arbitrum Foundation. Out of this, 2 million ARBs were sold for 3.11 ETH + 1.59 million, at an average price of $1.09. (Weak Hands)

Vitalik Also deposited 600ETH to coinbase.
Mandala Capital Also transferred 3.6 million $ARB tokens to OKX in the past 2/3 hours This transfer, valued at $3.67 million, was at an average price of $1.017 per ARB.
$BNB Open interest reached $1m (This year High) (4)

Binance limits EUR withdrawals and deposits via SEPA, cites payment processor issues.
$CRV is almost back to OTC price.

The wallet of the Curve founder and himself has never been as active as it is now.

>SOLD $CRV OTC @ 0.4 to repay loans with the proceeds.
>Regularly withdrawing $CRV from Team Vesting.

Within the Curve Team, there are 3 out of 4 wallets labeled as team1-2-3, but all these members are founders themselves.

In the latest transaction, the founder moved $4 million worth of CRV from Team Vesting and deposited it into Silo Llama. (Silo Llama allows you to use $CRV as collateral to borrow other assets.)

DWF Labs made some profits by selling around 0.5, while the remaining OTC holders have returned to breakeven.