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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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Crypto funds saw approx. $600 million in outflows last week, the second-largest on record, trailing 2022 levels. ~ BOFA.
Bitcoin's September returns: -3.52% so far. Not as poor as 2021/2020, nor as bad as past-halving years. (Sept usually bad for stocks/crypto as mentioned few days back seasonality)...
Week Ahead 09/09 \ 09/15

Project updates
.

SUSHI – Memecoin Launchpad release on Sept. 10.
STRK – staking proposal expected this week.
DEAI – Zero1 Labs roadmap announcement expected this week.
Kadena – Lockup event on Sept. 11.
Optimism – Granite hard fork on Sept. 11.
Hedera – Mainnet upgrade on Sept. 11.
Swarm – Bee v.2.2.0 update on Sept. 12.
POL – Binance to list Polygon's new token on Sept. 13.
Eigenlayer – Ongoing upgrade until mid-Sept.
StarkNet – 64M tokens unlock on Sept. 15.

Token unlocks: ($100m worth of Unlocks this week)
Sept. 9: $HYPC ($10.94M), $SDEX ($7.78M), $WLD ($7.05M)
Sept. 10: $CFX ($11.38M)
Sept. 12: $MOCA ($17.77M), AGI ($7.60M)
Sept. 13: $APT ($68.40M)

Macro:
Tuesday : Presidential debate
Wednesday : CPI (est; 3.2%)
Thursday : PPI
Next week is one of the most imp weeks in the past four years, as the Fed might begin cutting rates after a long period without any cuts.

On August 01, traders were expecting a 48 basis points cut by the Fed in September. However, now they are predicting just 26 basis points. Meanwhile, the USD/JPY made new lows, possibly due to Harris gaining momentum in the betting markets compared to Trump..
Week Ahead:

FOMC, FOMC, FOMC – The FOMC will be on Tuesday and announce its rate decision on Wednesday afternoon.

think the FOMC is the only important event this week. Paulson favors a 50 bps rate cut at this week’s Fed meeting. Meanwhile, the market is now pricing in a 59% chance of a 50 bps rate cut at this week's FOMC meeting, according to the CME FedWatch tool.

This week is significant for the Fed, as it is expected to mark the beginning of an easing cycle with the first rate cut since March 2020. Market sentiment is now skewed towards the larger of the two cut options on the table. Expectations point to a 61% chance of a 50 basis point cut on Wednesday, while a 25 basis point cut has a 39% probability. Trade Accordingly!
fomc day, Banks/Institutes fed rate forecast.
FED CUTS RATES 50BPS: FOMC
Stable-coins supply & transfers are at an ATH.
The only chart you need: Bitcoin performance during US election years.
$SUI inflation rate topped in July 2024, marking the bottom in price, which has increased 2x since then.
Week Ahead:

Mon 23: $HMSTR Binance Launchpool Farming
Tue 24: $SOCIAL Bybit Launchpool Farming , Bybit DAO, VGX, LOOM, ZCX, MAPO delisting.
Wed 25: $EOS HardFork
Thu 26: $HMSTR Binance, OKX, Bybit listing, $BNB Bohr HardFork.
Fri 27: NMR Switch V4-V5, LFW Bybit delisting.
Sun 29: CZ Release from Prison.

Project Releases & Proposals:
$JUP: Jupiter Exchange Mobile App & Ape Pro launch this week.
$Tabi: Testnet V2 launch with token incentives this week.
$ETHFI: $37M ETHFI unlocked for S3 airdrop this week.
$MKR: MakerDAO to propose product deployment on Solana.

Token Unlocks:
Sep 25: $VENOM: $25.55M, >12.66% cir supply.
Sep 27: $YGG: $6.5M, >3.65% cir supply.
Sep 28: $AGIX: $5.82M, >1.63% cir supply.
Sep 29: $ENA: $4.3M, >0.78% cir supply.
Sep 30: $OP: $55.47M, >2.64% cir supply.

Macro Events:
Thu 26: US GDP (QnQ 1Q), US Jobless Claims, Fed Chair Powell speaks.
Fri 27: US Core PCE.

~Alpha research
Week Ahead: 30/09 | 05/10

Project updates:

• $AVAX: Major platform upgrade "Avalanche9000" expected to roll out this week
• $RUNE: Thorchain prepares to unveil new DeFi application layer expected this week
• $EIGEN: Token mobility feature set to activate Sep 30
• $METIS/$JEWEL: Colosseum PvP game debuts on Metis network Oct 2
• $SIDUS: Launch of Hero enhancement facility scheduled for Oct 1
• $XDB: Upcoming token reduction event planned for Oct 1, 14:00 UTC
• $WEMIX: New geo-restrictions for Singaporean users effective Oct 2
• $WLD: Expanding to Binance Futures platform on Oct 2
• $AXL: Key announcement slated for Oct 3
• $KUJI: Revamping liquidity provision strategy on Oct 3
• $ETH: Community gathering for Rome conference beginning Oct 4

Token Unlocks Schedule:
• $SUI: 107M USD (2.40%) Oct 1
• $OP: 60M USD (2.50%) sep 30
• $IMX: 59M USD (2.02%) Oct 4
• $ZETA: 39M USD (13.43%) Oct 1
• $DYDX: 9M USD (1.32%) Oct 1
• $MAV: 9M USD (9.56%) Oct 1
• $ADA: 7.5M USD (0.05%) Oct 2
• $GAL: 4.9M USD (1.57%) Oct 1
• $MANTA: 1.8M USD (0.50%) Oct 1
• $LQTY: 7.5M USD (0.05%) Oct 2

Economic Calendar:

Mon: Fed Chair Powell delivers crucial economic speech & give insight about rate cut.
Tue: JOLTS report release, projecting 7.6M job openings
Thu: Weekly jobless claims data, estimate at 221K
• Fri: Non-Farm Payroll (NFP)

~ Alpha Research
$SUI has a ~$110M unlock tomorrow, with most going to Series A and B investors, while early contributors will receive around 16% of the tokens.