Looking at the price performance of $SUI after unlocks, 2024 was the best-performing year for SUI, even after those 1B to 3B token unlocks.

Unlocks likely align with bullish trends, bullish announcements, and seasonality.

$sui circulating supply and Price Performance. Price went quiet opposite of Unlocks. Call it > Bullish teams?

$SUI 2024 Announcements. (which helped counter the unlock pressure.)

Wintermute holds over $160M worth of Solana $SOL tokens compared to no Solana holdings 2 months ago, likely for market making services for new Solana launches and memecoins.

Meanwhile, Jump Trading holds $75M+ in ETH as its second-largest position and staked ETH $90M+ as its top holding.

Wintermute holdings sorted by weekly inflow...

Jump trading..

There is a 99.5% chance that the Fed will keep rates at 4.25%-4.5% as per cme fed tool.

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

Meanwhile, Trump is demanding a rate cut...

Institutes fomc outlook...

FED LEAVES RATES UNCHANGED AT 4.25-4.5%

For context, when Trump launched the tariff war in 2018, the S&P 500 (-12%), ACWI (-12%), China (-17%), and Bitcoin (-65%) initially dropped from march 2018 to sept 2018's intra-month low.

Bitcoin x Global Money Supply. updated..

BTC United states m2..

track here;
https://fred.stlouisfed.org/series/WM2NS

Wintermute Last 3days Holdings change and those tokens price performance...

UBS CEO Ermotti: US Tariffs Somewhat Priced Into Markets

See Willingness Of Parties To Negotiate On Tariffs
Gaining Market Share In Investment Banking
Expect More Clarity On Swiss Bank Plans In May

^