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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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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.
Alpha
$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.
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)
What are the top-performing sectors in the last 1 year?

Ethereum Killers (which are L1s, e.g., $SUI)
memes (top performers since last bull run)

Worst performers:
defi, metaverse, l2, lsd.

Meanwhile, majors:
btc did 112%, eth 232% returns.
Alpha
Correlation btw sectors.
^ great returns coming with great risk, memes having highest volatility across all sectors but at the same time memes outperformed all the sectors. Secondly eth killers with low vol but almost similar returns.