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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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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...
Uptober month closed with a 14.50% return for $BTC, while $ETH saw only a 1.15% return.
Alpha
Sectors Returns October...
October token unlocks perf %.

$SUI led with over 100% gains, while $APT and $ARB followed with gains (25–50%). $APE and $STRK underperformed, ending around -75% and -50%, respectively...
Volatile Week Ahead:

US Presidential Election – Tuesday
Initial Jobless Claims Data – Thursday
Fed Interest Rate Decision – Thursday

According to the CFTC, Bitcoin's net short position stands at -1,869 contracts, with speculators reducing shorts by 224. This shift could be a contrarian bullish signal for Bitcoin.

Historically, Bitcoin has rallied following election cycles. Regardless of the outcome, previous elections (2012, 2016, 2020) have been followed by strong bitcoin performance in the subsequent months.
Large Cliff-Unlocks:

$NEON 53.91M (44.92% of supply),
$BGB 5.38M (0.38% of supply),
$ADA 37.06M (0.1% of supply),
$XAI 35.88M (4.89% of supply),
$AGI 34.66M (2.85% of supply),
$BANANA 250K (7.21% of supply)
From polymarket: top 12 holders betting 'Yes-Kamala' created their wallets in last 2-3 month , doing DCA and betting approximately $32M