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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There is no bear market.
Until $ETH hits ATH
Until Memecoins hit $$$b in market caps [Aggregated]
Until Solana hits an ATH
Until your coins hit ath

BlackRock is deploying tokenized contracts days before the SEC is set to make announcements, to push more retail investors out of the race
SEC historical performance
Bitcoin ETFs saw a net inflow of $15.7 million, with Fidelity's BTC ETF (FBTC) contributing significantly with a $261 million inflow, reversing the recent trend of net outflows and pushing BTC's price above $70,000.

Grayscale's BTC ETF (GBTC) saw an outflow of about 4,930 BTC, equivalent to $350.10 million. (they have been selling / and still selling)

Overall, nine out of ten BTC spot ETFs recorded inflows, totaling 5,151 BTC ($365.8 million).
Q1 ending on Mar-31 (this week), with the start of the next quarter, Q2, can bring more inflows to ETFs.
AI coins merging, Opportunity is there
> $Gala reduces the supply by burning $GALA used for transaction fees and item purchases after the switch to the Gala chain.

> Wintermute accumulated 39 million Gala tokens. (netflow)

> The GameFi narrative is being driven by AI narrative runners, with possible partnerships/integrating AI into their platforms.
Market Makers Netflow Dashboard is live again, after it went down due to heavy usage. Now, it features more filtered flow and holdings activity, Coins funding rates and perf will be added soon!

https://market-makers.onrender.com/ [It's free]
DWF Holdings is at an ath, actively operational like Alameda.. Wintermute their actions are visible in order books; they capitalized/bought on the bottom prices of Pepe, SHIB, WLD, etc.

DWF bought and sold to leave their mark on charts and order books.

GSR Markets is primarily engaged in market-making activities.
Corrections are part of the Impulsive market; nothing goes up in a straight candle. What goes up, goes down as well.

As mentioned a few days ago, each all-time high (ATH) has some correction, which can be labeled as an [OI Flush, Funding rates reset].

Grayscale has been dumping BTC, whereas BlackRock and Fidelity have been buying back. Their approach isn't aggressive, but they're still mitigating the pressure from Grayscale's dumps.

Q3/Q4, being the halving+elections year, historically sees investors moving from risky assets to risk-free assets. ETFs, especially BlackRock's digital assets ETFs, have been performing well compared to commodity and other asset class ETFs.

Real altcoin activity could kick in around Q4, coinciding with the elections and more stimulus from the new government, which would then flow into the markets similarly to the 2020 election stimulus.

Meme coins, new coins, hated coins, launchpads, new tech hype, etc., might double their last run's market caps.
April is often a relatively strong month for Bitcoin. In the past 10 years, six of those years have recorded positive returns, with an average return of 12%. relatively high possibility of strong momentum in April again.
No one can consistently time the market moves.

When prices reach ath, people wish for lower prices so they can buy in.

At lower prices, they become too scared to buy.

Thus, their capital remains untouched, sidelined.

Risk = reward. =/ sidelined
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BTC is showing a spot premium for the first time in last 2 months.
Tether minted 3 billion $USDT on Ethereum and Tron in just 4 days. Since April 1, most of those $USDT have flowed into Binance, Bitfinex, Kraken, and Coinbase, encountering the impact of ETF flows
==
wen nothing works; it's war time

Nothing has changed; same words, same tags from the 2022 Russia/Ukraine war headlines.

No one will do anything. Fire some stuff into the sky and then go back home.

Hedge funds and asset managers will be buying, people's fear of a war that's never going to happen.

With the BTC post-halving, miners are sitting with billions to liquidate. As with previous halvings, BTC went sideways and money flow moved elsewhere; a replica of previous halvings might be the same this time. [more on this soon]