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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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).
21SHARES PROPOSES STAKING FOR ETHEREUM ETFS: FILING
sectors performance

tops:
BNB chain >< Binance
Ai coins

bottoms:
L1/l2
memes
new listings.
$BNB flipped $SOL <>
Week Ahead: Unlocks+FOMC+FTX creditor repayments

$FTX creditor repayments ($7B) ~ starting Feb 17
$APE unlock 15.6M (2.16% supply, $11.27M) ~ Feb 17
$JUP buybacks (50% fees) ~ Feb 17
$FTN unlock 78.84M (4.66% supply) ~ Feb 18
$MELANIA unlock 61.25M (40.83% supply, $79.63M) ~ Feb 20
$IMX unlock 24.52M (1.41% supply, $19.66M) ~ Feb 21
KernelDAO TGE ~ Feb 21
ETHDenver ~ Feb 23 – Mar 2

others whole week:
$HYPE to expands ETH & SOL spot trading ~ tba
FOMC mid-week (Wed)
10 Fed speaker events this week
20% of S&P 500 companies report earnings
Trump can speak anytime & say anything..
FTX’s bankruptcy auction of 11.2 million SOL tokens, valued at approximately $2.06 billion, will be unlocked on March 1. FTX has sold 41 million SOL tokens in three auctions.

Circulating supply updated chart, attached.
FTX PLANS NEXT DISTRIBUTION FOR APRIL 11, 2025 FOR CUSTOMERS WITH BALANCES ABOVE 50K
Cboe Proposes Ethereum ETF Options with New Rules for Trading and Limits: Filing