^

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.

Meanwhile, $SUI has surged 48% in the past week, just before a $100M token unlock. an exit pump or price discovery~! Additionally, SUI's TVL has reached a new all-time high of $1B.

Bitcoin October-1st returns over the last 12 years; first oct-1 having -4% drop, with $400M in long liquidations, marking the largest long liquidation day since August 5th.

While people spreading FUD about a $eth ICO seller, another fund quietly bought 56,093 ETH using $129.3M USDC at an average price of $2,305 during the August 5 crash. Yesterday, they added another $66M worth of ETH to their holdings.

Visa Introduces the Visa Tokenized Asset Platform - BSW

NFP day, Bitcoin Performance during NFP since 2024 start.

JPM breakdown for nfp play...

Week Ahead 08/10 - 13/10

Project Updates:

Oct. 7: FTX court hearing to determine date of $16b cash distribution
Oct. 8: HBO documentary claiming to reveal Satoshi Nakamoto's identity
Oct. 8: Saga ($SAGA) Vault Five distribution
Oct. 8: NvirWorld ($NVIR) launches Neural Coin on Nural Network
Oct. 9: DEAPCOIN ($DEP) service enhancement update
Oct. 9: Stacks ($STX) initiates Nakamoto upgrade sequence
Oct. 10: Gods Unchained ($GODS) releases new expansion "The Tower of Dread"
Oct. 13: Dash ($DASH) releases new privacy features for mobile wallet
Mantra ($OM) scheduled to go live on mainnet this week.

Token Unlocks:
Oct8-14: $APT - $99.30M (2.25% of supply)
Oct8-14: $SOL - $78.57M (0.11% of supply)
Oct8-14: $WLD - $74.45M (7.32% of supply)
Oct8-14: $TAO - $46.17M (0.97% of supply)
Oct8-14: $OP - $21.08M (0.99% of supply)
Oct8-14: $TAIKO - $19.80M (15.62% of supply)

Macro:
Oct9: FOMC minutes
Oct10: CPI report release. Expected: 2.3%
China's stock market has surged 20% in a matter of days. This comes as China starts large stimulus.

Bitcoin Price on October 07:
2015: 246 $
2016: 613 $
2017: 4369 $
2018: 6591 $
2019: 7989 $
2020: 10603 $
2021: 55339 $
2022: 19958 $
2023: 27947 $ (Bear market wo/ ETF)
2024: 63000 $ (With ETF)