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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Polifi spiking, Trump coins doing 2x/5x, but this did not happen overnight.

Trump started favoring crypto since 2020. He used to move SPX by just tweeting during NYC open; sometimes he even showed bad NFP data as good, just to move SPX to ATH, if you study 2020-2021.

Now he holds $7.3 million worth of $TRUMP coins. But Bird was betting hard on Trump, not now but when no one was talking about Trump winning.
Alpha
Polifi spiking, Trump coins doing 2x/5x, but this did not happen overnight. Trump started favoring crypto since 2020. He used to move SPX by just tweeting during NYC open; sometimes he even showed bad NFP data as good, just to move SPX to ATH, if you study…
Bird thesis;
Scams pumps hard.
follow the strength.
Long bankruptcy tokens.
Solana is good.
Long gambling and human greed.
Reevaluate assumptions often.
2030 equals digital immersion.
Echo bubbles.
Long Trump
The SEC just released a statement on crypto asset scams. Pumps and Dumps coins.
*TERRAFORM, SEC REACH ~ SETTLEMENT IN PRINCIPLE’ ON LAWSUIT
Elon Musk and Donald Trump are discussing about Cryptocurrency policy

Trump considering to hire Elon as Advisor if he wins. BBG
This Week: [Significant high-profile global macro event risk events over the week]

$OPSEC (June 3) - Releasing 5-month build; staking coming soon.
$CEEK (June 3) - CEEK 3.0 release.
$DUSK (June 3) - €3.5M bond issuance.
$MINA (June 4) - Berkeley upgrade enables ZK smart contracts on Mina.
$MPL (June 4) - SyrupFi Network Seminar Release.
$COIN (June 5) - Coinbase Smart Wallet launches, improving on-chain user experience.
$ATOM (June 5) - V17 upgrade.
$PENDLE (Soon) - New ATHs in TVL and upcoming yield trading integrations.
$FRONT (June 6) - Selfchain Mainnet release.
$ARB (Proposal Live) - Upgrade Arbitrum Sepolia to Stylus for new smart contract languages.
zkSync (Next Week) - Rumored airdrop checker release.
$FET $AGIX $OCEAN (June 13) - Token merger for major crypto AI projects.
$HASHAI (Soon) - Strong month with $150k mining rewards and major expansions.
$SCALE (This Week) - Releasing dApp; price at previous lows.
$INFRA (June) - June roadmap focuses on dApp revamp and staking contract audit.

Macro:
Thursday, June 6, 2024 - ECB Interest Rate Decision; U.S. Initial Jobless Claims; #OCEAN AMA session with Founder Bruce Pon.
Friday, June 7, 2024 - U.S. Unemployment Rate.

Token Unlocks:
Liquity ($LQTY) (June 5) - $742,800 (0.68%)
Galxe ($GAL) (June 5) - $7.26 million (1.76%)
Euler ($EUL) (June 6) - $285,000 (0.32%)
Hashflow ($HFT) (June 7) - $4.01 million (3.36%)

% (Circulating supply)

~ Alpha Research
Bitcoin spot ETFs saw total net inflows of $887 million yesterday, the second-highest one-day net inflows on record; think BTC might hit new ATH within weeks.
ROBINHOOD TO BUY BITSTAMP, A GLOBAL CRYPTOCURRENCY EXCHANGE - RTRS
VanEck's Bitcoin and Ethereum holdings: Yesterday, After announcing a $22k target for Ethereum, they transferred a significant volume of ETH. Specifically, VanEck moved 4,640 ETH (worth $17.66M) to a new wallet And staked through Abyss finance.
In just two months, VanEck has consistently executed transferring large volumes of ETH to fresh wallets. Subsequently, all of this ETH has been further staked through Abyss Finance. VanEck has staked a total of 32,400 ETH, valued at $115M, through a third party.
ECB Cuts Interest Rates for First Time Since 2019 : BBG