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)

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.

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.

The Ethereum Foundation address deposited 1,200 ETH to Bitstamp 20 minutes ago, worth approximately $3.03 million.

https://platform.arkhamintelligence.com/explorer/address/0xa951A1BCBbD1bEE2cc35CFd96Dcf9d101e630c40

67% of hedge funds trading in traditional markets have been involved in digital assets, up from 29% in 2023 and 37% in 2022. Of the funds that have already invested in crypto, 67% plan to maintain the same level of crypto capital, while the remaining funds plan to increase investment by the end of 2024.

https://www.bloomberg.com/news/articles/2024-10-10/almost-half-of-traditional-hedge-funds-are-dabbling-in-crypto?

CPI day

sept cpi forecasts ^.. est; 2.3%

grayscale Non-GBTC/ETHE Crypto Assets: $1B AUM