Alpha – Telegram
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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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In 4 days, 9 U.S. ETFs bought 25,520 BTC ($1.7B).

while only 2022 new BTC were mined. Demand outpaced supply by 11x.
This Week: 21/10 | 27/10

Oct-21: Cosmos ($ATOM) to host its annual conference, with big announcements expected.
Oct-21: Contango ($TANGO) to launch token via Fjord Foundry.
Oct-21: Equilibria ($XEQ) to launch bXEQ token on BSC.
Oct-23: Hedera ($HBAR) to upgrade its mainnet to v0.54 at 17:00 UTC.
Oct-23: Oasys ($OAS) to host Ubisoft's "Champions Tactics" launch.
Oct-23: $PUFF to launch COOK token.
Oct-23: Cardano ($ADA) to kick off its Summit, with a possible Binance CEO announcement.
Oct-24: Boba Network ($BOBA) to activate the Granite hardfork at 07:00 UTC.
Oct-25: Cross The Ages ($CTA) to mint unique "Ouribo" card in standard packs.
Oct-26: Merit Circle ($MC) to swap tokens from MC to BEAM.
Oct-28: Spectre AI ($SPECTRE) to launch Search Engine app.
Oct-28: Mintlayer ($ML) to upgrade testnet to version 0.7.0.
This Week: Mantle ($MNT) expected to launch cmETH restaking token.
This Week: Thorchain ($RUNE) founder teases a major announcement.
This Week: zkSync ($ZKS) to propose a $40M ecosystem incentive program.
This Week: Instadapp ($INST) to launch Fluid DEX product.

Token Unlocks:
Oct-22: $ID to unlock $6.96M (4.29%).
Oct-22: $ADA to unlock $6.42M (0.05%).
Oct-22: $TRIBL to unlock $6.91M (12.17%).
Oct-23: $ENA to unlock $5.05M (0.47%).
Oct-23: $KARRAT to unlock $6.09M (7.93%).
Oct-24: $APEX to unlock $14.25M (19.97%).
Oct-24: $MRS to unlock $15.60M (11.87%).
Oct-25: $AITECH to unlock $7.46M (6.96%).
Oct-25: $YGG to unlock $6.89M (3.64%).
Oct-27: $ADA to unlock $6.42M (0.05%).

Macro/Earnings:
Tesla, IBM, Boeing on 23
Google, AMD, Paypal, VISA, MCD, Snap on 29
Coinbase, MicroStrategy, Robinhood, Microsoft, Meta on 30
Apple, Amazon, Intel, Roblox, Block on 31
IOSG Ventures has deposited 42,560 $ILV tokens (worth $1.65 million) to Binance.

The VC invested in $ILV in 2021 at $3 per token And They previously sold 75,753 ILV for $5.40 million at $70 per token during ILV's listing on Binance Futures in November 2023.
The ApeCoin treasury wallet becomes active whenever $APE price increases by 50%. (even after Unlocking in $billions)..

Recently, their treasury wallet transferred 5 million $APE tokens (worth $7.55 million) to Wintermute, which were then moved to Binance. APE's price surged 116%, rising from $0.75 to $1.62 in two days, following Apechain's entry into the meme market.
Bitcoin ($BTC) saw significant capital inflows into BlackRock's Bitcoin ETF, reaching $326 million in just one day.

The IBIT fund had an outstanding week from October 14 to October 23, attracting capital inflows of $1.9 billion. This marked its most robust performance since March. As a result, IBIT now ranks third in total funds raised year-to-date, surpassing the Vanguard Total Stock Market Index Fund ETF Shares (VTI).
Week Ahead 28/10 | 02/11
Project Updates:

Oct-28: $AVAX $ARENA - SocialFi app "The Arena" launches token on Avalanche.
Oct-28: $PLU - Plutus releases Metal Card for EU users with premium perks.
Oct-28: $KDA - Kadena reopens Cabinet Lockup-1 for on-chain polling.
Oct-28: $NTVRK - Netvrk announces new roadmap.
Oct-28: $MBX - Marblex unveils NFT Adventure service with new NFTs.
Oct-28: $SPECTRE - Spectre AI launches its Search Engine app.
Oct-28: $ML - Mintlayer releases testnet upgrade, enhancing decentralization.
Oct-29: $STX - Stacks Nakamoto upgrade goes live to boost transaction speed.
Oct-29: $AERGO - Aergo’s hard fork update improves smart contracts.
Oct-29: $DFI - DeFiChain activates hard fork at block height 4,463,000.
Oct-29: $ERN - Ethernity Chain's mainnet launches as a Layer 2 solution.
Oct-30: $LINK - Chainlink’s SmartCon conference begins with expected announcements.
Oct-30: $TIA - $1B TIA token unlock for early investors and core contributors.
Oct-30: $CCD - Concordium reduces token cool-down period and integrates with AWS.
Oct-30: $JPGD - JPEG`d ends token swap deadline per PIP-92.
Oct-30: $VENKO - VENKO launches Alienium for video calling and content sharing.
Oct-30: $WELT - Fabwelt releases new NFT game.
Oct-31: $WEMIX - Wemix PLAY hub introduces new community features.
Oct-31: $SERSH - Serenity Shield burns 25% of tokens bought by Contentra.
Oct-31: $TAIKO - Taiko upgrades Rollup protocol to v1.10.0.
Oct-31: $ONE - Harmony's hard fork scheduled at 13:02 UTC; backup nodes impacted.
Oct-31: $KLAY - Klaytn rebrands ticker to KAIA across major platforms.

Token unlocks:
Oct-28: $MAV unlocks $8.00M (2.59%)
Oct-29: $PORTAL unlocks $6.92M (2.56%)
Oct-31: $TIA unlocks $923M (16.3%)
Oct-31: $OP unlocks $51.17M (0.75%)
Oct-31: $TRIBL unlocks $12.61M (2.01%)
Nov-1: $IMX unlocks $43.44M (1.62%)
Nov-3: $SUI unlocks $145M (0.82%)

(% of circulating supply)

Macro/Earnings
Oct-29: Earnings - Google, AMD, PayPal, VISA, McDonald’s, Snap, Reddit, BP report.
Oct-30: Earnings - Coinbase, MicroStrategy, Robinhood, Microsoft, Meta report.
Oct-31: Earnings - Apple, Amazon, Intel, Uber, Roblox, Block, Shell report.
Oct-31: US PCE data release.
Nov-1: Earnings - Exxon, Chevron report; US NFP and Unemployment Rate release.
Nov-6 to Nov-7: FED Policy Meeting - Enters pre-FOMC blackout period ahead of the meeting.
Wintermute's market-making portfolio on Solana over the last 2 weeks:

Wintermute market maker accumulating $GOAT &$MICHI. And holdings a lot of solana memecoins. Potentially (funding/arb/buying/)

verify: https://platform.arkhamintelligence.com/explorer/address/5sTQ5ih7xtctBhMXHr3f1aWdaXazWrWfoehqWdqWnTFP
Bhutan Government Still Holds $866M Worth of Bitcoin After Selling $7M Worth Today
$TIA unlocks of 176M tokens today:

Total value of $900M to be unlocked.. Accounting for 80.13% of the current circulation

Seed investors are up almost 526x, Series A up 50x, Series B up 5x.
Apparently only 92.3M tokens (worth $460M) are actually liquid and available for selling, as the rest remain staked.

Much of the potential selling pressure may already be hedged through perpetual contracts, with many OTC buyers having already secured positions over the past months.

Hedging shorts are unwinding and funding rates are decreasing.. add to your watchlist...