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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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VIX near inflection point, No one can time the markets. You either buy cheap $Bitcoin, $ETH, $SOL, and $alts, and Short the $VIX or keep scrolling through unverified panic content on twtr.
Grayscale transferred 20,416 $ETH to Coinbase Prime

https://platform.arkhamintelligence.com/explorer/entity/grayscale
^ panicked
Alpha
pre-market vix spiked to 65.
VIX now 20. topped at 65.
Alpha
Buy or diie; https://www.bloomberg.com/news/articles/2024-08-05/jpm-trading-desk-says-getting-close-to-buy-the-dip-opportunity-lzh07hst
Hedge funds and institutional investors made a notable move: buying the dip on Monday. while retails sold everything
MicroStrategy founder personally holds over $1 billion worth of Bitcoin : BBG
FEDERAL RESERVE CHARGES CUSTOMERS BANK FOR ITS DIGITAL ASSET ACTIVITIES: FILING
very Imp Week Ahead:12/08

Project Updates:

Aleph Zero will launch its EVM mainnet on August 12, 2024.
Aelf will complete its upgrade to version 1.10.0 by August 12, 2024.
Kelp DAO launches Gain, an airdrop farming tool, on Aug 13.
Delysium will integrate Lucy Beta with the Owlto Finance bridge on August 15, 2024.
ALEX Lab will integrate xBTC and xUSD into aBTC and sUSDT by August 15, 2024.
MakerDAO’s Grand Prix aims to onboard $1B in RWAs, with BlackRock expected to participate.
Frax Finance introduces frxBTC, a WBTC competitor.
Ethena’s proposal to add SOL as USDe backing goes live.

Macro:
PPI Inflation (Tuesday)
CPI Inflation (Wednesday)
Jobless Claims (Thursday)

Token Unlocks:
$APT $67.63m 2.40% ~ Aug 12
$SAND $53.68m 9.00% ~ Aug 14
$CYBER $5.92m 8.54% ~ Aug 14
$STRK $24.34m 3.95% ~ Aug 15
$ARB $54.28m 2.87% ~ Aug 16

Next week's market risk might come from PPI and CPI numbers, with market action driven by the US dollar, especially USD/JPY. Many are still short JPY and long on US Dollar assets, which may take some weeks or month to settle. A strong Yen could lead to more sell-offs in US stocks and crypto.

Good US data (PPI, CPI) could be bullish, while bad data weakens the dollar, strengthening the Yen, Some Token Unlocks trades worth monitoring with $SAND, 9.0%, $Cyber 8.54% of circulating supply unlocks.
July token unlocks performance:
Another third consecutive month with an average drawdown of -45% for tokens $m value unlocks
The most common entities receiving token unlocks were team members and advisors, early investors, and community development funds.
August 2024 is set to release nearly $1.5 billion worth of tokens across various projects.

The most significant unlocks involve team members, advisors, strategic partners, and community development funds... add to your watchlist.
CPI Day est; 3.0%
Banks forecasts for today CPI.