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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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HashKey Capital transferred 700,000 $PENDLE ($2.17M) to Binance, anticipating a $1.61M profit (2.85x).

Early Activity:

19x returns in November 2022.
3x returns in July 2023 by selling Pendle.
Grayscale GBTC’s daily flows [fud = bottom]
Solana new launches last 3days ^(90% are down -95%) if one can't capture all moves of Bitcoin!how they can ape the next 50x?

most of these new launches insiders backed by small groups [ pre whitelisted wallets (family/friends), folks aping only to provide them exit)..
Grayscale Trader in charge just woke up and started deposting $140 million worth of BTC > Coinbase.
U.S. CPI: +3.1% YEAR-OVER-YEAR (EST. +2.9%)
U.S. CORE CPI: +3.9% YEAR-OVER-YEAR (EST. +3.7%)
Review of last 2-cycles

2017-18 > ETH/BTC
2020-21 > SOL/BTC
2023-26 > BTC/? (AI/Staking!?)

Measure your coins targets in BTC

- Buy, 5K
- MID, 25k
- Max, 50k

this was a max 10x vs BTC full cycle trade to start, but now it is only a double. this cycle is still early with many options and less risks..
In a bull market, avoid tokens where the team publicly states, "We are here for the long run."

They won't engage in the crypto strategies to drive the token's value into overvaluation, opting instead for quick PND schemes. Also, be wary of tokens with significant unlocks and those with a high (FDV).
Cobie writes 8 articles, 7 of them explaining why the supply of TOKENS is relevant to the price (fdv)
Top performers are likely going to fall under these categories/mixture:

New coins
Relative outperformance during a bear market (Dancing order books)
Strong influencers (Not exit influencers)
Best hype verticals for the next year
Good unit bias (memes?)

PRICE <=> Fundamentals
Also think as long as BTC stays above $45k, it will continue to aim for $55k-56k.

Alts wise, AI/Staking coins have been doing good and will continue to do so, which can be seen within different classical portfolios like Binance Launchpad, or Asian based exchanges inflows (Upbit) activity.
Alpha pinned «Contributed to this research article about a gigamind bird. You should read it every week/month. Contributed as outsider. https://www.arkhamintelligence.com/research/gigantic-rebirth-crypto-trader»
Someone has been auto-TWAPing $Pandora for the past 2 days (these are auto TWAPs being executed by a bot or automated per minute). The wallet paid $30k solely in gas fees. $Pandora is up by 30%.
> Next hated coin [Strk]
Does CPI matter for Bitcoin/Ethereum?

Ethereum jumped 11% after last week's CPI spike, versus Bitcoin's 7%.

Bitcoin ETFs could be a new inflation hedge weapon for US-based investors, versus US Treasury bonds/ETFs that continue to underperform.