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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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This week is a fairly heavy event risk week. Powell will speak on Tuesday and we will also have the Producer Prices on Tuesday. ; OpenAI new product announcements today.

$SNX: Launch of Infinex, a UX layer by Synthetix founder, on May 13.
$MODE: Mode Staking V2 launching next week.
$LQTY: Liquity v2 Whitepaper release next week.
Binance: Relists GameFi project for Q2.
Notcoin: In the TON ecosystem with 35M players, staked 17m BNB & 2b FUSD.
Swell L2: Has pre-deposits of 1.2b, with Justin Sun holding >46%.

Token Unlocks ($1b worth this week):


$STRK: 64m ~ $77m, 8.79% of cir. supply.
$CYBER: 886k ~ $6.84m, 4.13% of cir. supply.
$AEVO: 827m ~ $1b, 752.36% of cir. supply.
$ARB: 92.65m ~ $92.57m, 3.49% of cir. supply.
$APE: 15.6m ~ $19m, 2.48% of cir. supply.
$IMX: 25.53m ~ $57.95m, 1.75% of cir. supply.
$AEVO is sending millions of $AEVO coins to multiple addresses right before tomorrow's $800 million $AEVO unlock.
Alpha
$AEVO is sending millions of $AEVO coins to multiple addresses right before tomorrow's $800 million $AEVO unlock.
Binance lucrative funding rates -0.8% OI $80m. if funding rate stays the same for a couple of days shorters gonna liq auto.
higher for longer.
CPI day ~ 7:30 AM ET.

Consensus YoY: 3.4%

Banks Estimates ^
Wintermute address with amount of 2.5 million $RBN have been exchanged for $AEVO , with a loss of 778,000 US dollars
CPI: +3.4% YEAR-OVER-YEAR (EST. +3.4%)
U.S. CORE CPI: +3.6% YEAR-OVER-YEAR (EST. +3.6%)
35.54 million $BLUR ($12.96M) transferred from the Blur unlocking contract to Coinbase Prime.
Alpha
35.54 million $BLUR ($12.96M) transferred from the Blur unlocking contract to Coinbase Prime.
$Blur 100b FDV at launch and a few millions now..

Since BLUR entered the unlocking cycle on June 15, 2023, a total of 23% (690.7 million) of BLUR has been unlocked and transferred to Coinbase Prime.
This week:

Project updates:
Moonbeam $GLMR: Moonrise Release on May 20, 2024
Zilliqa $ZIL: Network Upgrade v.9.3.4 on May 20, 2024
MultiversX $EGLD: Hard Fork on May 21, 2024
Aleph Zero $AZERO: MOST Launch on May 21, 2024
Lisk $LSK: Klayr Snapshot on May 21, 2024
Chiliz $CHZ: Hard Fork on May 21, 2024
$ETH: VanEck's spot ETH ETF application deadline on May 23, 2024
Neutron $NTRN: Network Upgrade on May 23, 2024
Binance Coin $BNB: Spot Trading Tick Size Update on May 23, 2024
$INTX: IntentX token launch on May 23, 2024
$ENA: Ethena's USDe stablecoin integration into Bybit next week
Swarm $BZZ: Bee v.2.1 Update on May 28, 2024
Carbon Browser $CSIX: Token Burn on May 30, 2024
$FTM: Voting for Fantom's rebrand to Sonic and $S token migration started
Aggr trade adding new options /data to platform.

Token Unlocks
Pyth Network $PYTH: $804M (Already Unlocked) Check the chart?
Avalanche $AVAX: $340M
AltLayer $ALT: $29.44M
GateToken $GT: $15.68M
SPACE ID $ID: $13.58M
Bonfida $FIDA: $7.18M
Metaplex $MPLX: $7.08M

Macro
$ETH ETF approval: According to betting markets, there is only a 7% chance for an ETF approval.
Nvidia reports Q1 2024 earnings – Wednesday
Fed Meeting Minutes – Wednesday
Total of 18 Fed speaker events this week

~ Alpha Research
The Pyth short squeeze is not bullish Unlocks move But; the project front-ran the short sellers.

Those who shorted today, expecting $800M unlocks, got liquidated since the project unlocked tokens ~12 hours ago.
$400m liquidated in last 12hrs,

The most entertaining outcome is the most likely

Real time liq data via aggr trade
Did the White House get a memo from the funds staff that being anti-crypto isn't good for the election polls?

"We created The Ethereum Investment Framework to help people get up to speed as fast as possible"

That's a Coindesk intern move.