July Pre Unlocks Perf %.. not a single + performer. max -45%; avg -12%.

ETH ETFs Sorted by Fees

Indian cryptocurrency exchange WazirX has been hacked potentially worth more than $230 million .

Attackers are still selling over $100 million worth of SHIB and over $4.7 million worth of FLOKI ~Zac

Some announcements incoming?

One of the Most Important Week Ahead:

$ETH: Spot ETH ETFs start trading on July 23
$BTC: Trump speaks at Bitcoin2024 on July 27
$ALT: 42% of its supply unlocks on July 25, mostly for team and investors
$ILV: Illuvium launches on July 25

Token Unlocks
$ID: $9M (~4.29%) > July 22
$GAL: $2.3M (~0.49%) > July 24
$ACA: $340K (~0.46%) > July 25
$ALT: $114M (~42.08%) > July 25
$YGG: $7.6M (~3.74%) > July 27
$AGIX: $5.3M (~1.32%) > July 28
$ENA: $7.3M (~0.87%) > July 28
$FORT: $8.4K (~0.01%) > July 28

Why This Run is Different, Complex, and Ultra Bullish

-$16 billion in stablecoins will be paid to creditors from FTX
-In 6 months, BTC ETFs saw $18 billion in inflows, a feat that took gold over 4 years
-Over the past 9 months, $USDT market cap added $28 billion, mirroring the 2020 pre-bull run
-The Global Liquidity Index shows strong correlation to global liquidity
-U.S. states are increasingly pro-bitcoin
-Goldman Sachs plans 3 tokenization projects
-BlackRock is buying up coins
-Oklahoma's 'Bitcoin Rights' law supports self-custody, mining, and transactions
-Leading candidate Donald Trump is a strong crypto supporter
- CZ to be released soon and run back his trading desk.

Cobie transferred 3.64 million $LDO (worth $6.69 million) to the Wintermute OTC wallet 8 hours ago.

Cobie received 7.5 million $LDO ($13.87 million) from the Lido team on December 17, 2020. (Seed Round Prob)

mtgox transaction.

42,587BTC -> New address

5110BTC -> Cold Wallet

BlackRock ETF made another ATH with recorded the largest inflow of $526M yesterday.

$BTC Cumulative returns since First Spot ETF trading > 16/Jan/2024 $BTC Generated a return of 75% Cumulative.

BTC first week trading Move After BTC ETF launched for trading. Sell the news initially.

Mt. Gox moved $150m $BTC to Bitstamp.

creditor payments > https://x.com/ArkhamIntel/status/1815329609644159136

Same for $ETH etf...

First day of the $ETH ETFs saw a combined inflow of $107 million and a trading volume exceeding $1.1 billion.

BlackRock $ETHA $266.5 million.
Bitwise $ETHW $204 million.
Fidelity $FETH in $71.3 million.

Grayscale $ETHE recorded an outflow of -$484 million.

Grayscale might continue dumping more $BTC & $ETH cause its mostly court ordered liquidations like the FTX holdings.

Grayscale $BTC outflows.

This Week

$PSTAKE - pSTAKE Finance BTC Liquid Staking solution launch on July 29
$ROUTE - Router Chain mainnet launch on July 30

Token Unlocks:

Optimism: $54.85M (2.79% of circulating supply) on July 31
dYdX: $11M (3.65%) on August 1
Sui: $50.21M (2.56%) on August 1
ZetaChain: $33.61M (18.92%) on August 1
Wormhole: $175M (33%) on August 3

Macro:
FOMC Statement: 3:30 pm EDT
FOMC Press Conference: 3:30 pm EDT
Non-Farm Payroll (NFP): August 2, 9:30 am EDT

Prepare for the dawn of a new era: VALHALLA VISION

^ Co-Incidence? History doesn't repeat itself, but it often rhymes

July Token Unlocks Performance: -30% maximum drawdown since the start of July, but a rebound occurred in mid-July around the $ETH ETF launch pushing drawdown back to breakeven.