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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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..
Alpha
Bitcoin x Global Money Supply. updated..
BTC United states m2..
Wintermute Last 3days Holdings change and those tokens price performance...
China to impose 10-15% tariffs on US oil, agricultural equipment, coal, and LNG.
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
US Official: Trump Is Expected To Sign Executive Order On Tuesday Restoring "Maximum Pressure" On Iran
berachain airdrop checker

https://checker.berachain.com/
Binance onchain Stablecoin Holdings..
institutes & market makers $ETH holdings, wintermute holding $75m worth of ethereum.

And Cumberland withdrew 62,381 ETH (worth $174M) from exchanges and transferred it to Coinbase Prime, which is an institutional custody service in last 2days.
NFP Day: EST: 170K
Goldman Sachs Now Expects a Total of 50bps in Fed Cuts This Year Following NFP Data, Down from 75bps

Policymaker view BBG:

Expects two 25bp cuts at the June and December meetings.
The estimate suggests non-farm payrolls increased by 190k in January, exceeding the consensus of +170k and the three-month average of +170k.
Wintermute last 24hrs Stablecoins deposits to diff exchanges > $100m+..
Post-BERA Airdrop Stats:

1.5K–3K active wallets per day
1.5K–6K transactions per day
Bong Bears floor price: 27 ETH

$BERA is down by approximately 80% from its all-time high.

56% of airdrops have been claimed so far.
claims and price chart attached.
CPI day: banks and Institutes forecasts..

CPI Set to be released today at 8:30 AM Eastern Time. estimated 2.8% and 3.1% (core).