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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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.
Alpha
$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.
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
Alpha
BTC first week trading Move After BTC ETF launched for trading. Sell the news initially.
^ 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.
$WLD initially sold off, hitting a low, but twtr started talking about how bad $WLD unlocks are causing a 35% short squeeze.
FOMC day: The Federal Reserve is expected to keep rates steady but hint at future cuts.

Bond investors are anticipating that the Federal Reserve will maintain interest rates this week but hint at future cuts, with a 100% probability of a rate cut expected at the September 18th meeting. Economic data support the idea that the Fed may lower rates soon.
$BTC Performance 2 days after the last 8 FOMC meetings' data.