Jump trading holdings

Majors BTC/ETH

Growth of $1k Portfolio Since Dec/2022 (Bitcoin bottom ~ $15k)...

Bitcoin: 444.3%
Ethereum: 143.8%
S&P 500: 45.1%
Gold: 45.9%
Silver: 37.9%

Grayscale transferred a total of 1546.51 BTC to two unknown addresses, worth approximately $146 million.

And transferred a total of 10,011 ETH to Coinbase Prime, approximately $31.304 million

^ eth

Someone bought 100k+ $SOL and staked them in last two days...

verify?

yesterday
$BTC saw a total net inflows of spot BTC-ETFs totaled ~$773.4 million.
While ETH-ETFs amounted to ~$30.3m

$BTC now has a market cap roughly equivalent to that of a few G7/G20 economies.

BTC ETFs Just exceeded $100 billion in total assets.

Protocol Spotlight: TLX https://open.substack.com/pub/marketsalpha/p/protocol-spotlight-tlx

more onchain/protocols Substacks soon!

Bitcoin Balance on exchanges All time lows...

*MICROSTRATEGY ACQUIRED 15,400 BITCOINS FOR ABOUT $1.5B IN CASH: BBG

Protocol Spotlight: $WMTX and World Mobile Chain

https://x.com/degenarcher28/status/1868677217129054649

https://marketsalpha.substack.com/p/protocol-spotlight-wmtx-world-mobile
Alpha Research.

Happy New Year, everyone! After two years, I finally got the chance to take a break for a few weeks. Wishing all of you the very best and thank you for being here. Each one of you is going to achieve great things! Sending lots of good wishes your way.

We're back with new content and active market commentary moving forward. Stay tuned!🎯

Week Ahead: 13/19 | 2025

$EIGEN: Unlocking 1.29M tokens (~$3.99M, 0.61% circulation). (Jan. 15)
$STRK: Unlocking 64M tokens (~$27.47M, 2.65% circulation). (Jan. 15)
$ENA: Unlocking 12.86M tokens (~$11.26M, 0.42% circulation). (Jan. 15)
US CPI Data Release. (Jan. 15)
$SEI: Unlocking 55.56M tokens (~$21.19M, 1.32% circulation). (Jan. 16)
$ARB: Unlocking 92.65M tokens (~$67.63M, 2.20% circulation). (Jan. 16)
$S (Sonic): Listing on Binance. (Jan. 16)
$SOLV: Token launch. Building a decentralized Bitcoin reserve (25K+ BTC). (Jan. 17)
$ONDO: Unlocking $2.4B worth of tokens. (Jan. 18)

Other Updates
$AERO: Slipstream V2 DEX upgrade this month.
$MODE: AI Terminal launching soon.
$BLAST: Mobile platform and tokenomics upgrade coming soon.