ALPHA20 July 2026Bitcoin Peak Apathy: Michael Sullivan on BTC SentimentWhat is Bitcoin peak apathy?Why fear and greed miss the moodStrategy has become an emotion machineSentiment data is not an oracle
ALPHA10 July 2026Mbappé and Messi are tied for the Golden Boot, $4 billion moves on who wins the Cup Predictions: Quarterfinals LFGooooooooooooalRWAs: AI factories, ETF rails, and your dad’s storage companyPerps: Watch SOL, check the HYPE, don’t forget the BTC
ALPHA2 July 2026Bitcoin ETFs' worst month ever sent whales migrating in a different directionTLDR: Bitcoin changes hands, missing jobs and opaque CLARITYThe Number: 40%—the CLARITY Act's Polymarket odds slideAlpha Bites: SpaceX joins the Nasdaq-100The Big Story: ETFs sold June's fear. Whales bought it.The Setup: A short week
ALPHA25 June 2026Why Bitcoin is trading like a chip stock right nowThe Number: SpaceX sees $600 billion come and goThe Big Story: Why BTC is trading like a chip stock right nowThe Setup: Another one (quarter)
ALPHA18 June 2026The World Cup bracket is already repricing: What traders are watchingThe Number: +1700 for a Cape Verde championshipThe Big Story: World Cup edge in three questionsThe Setup: All quiet beyond the pitch
ALPHA13 June 2026SpaceX closed at $161. Crypto markets called it.SpaceX onchain: Perp, RWA, and predictionThe SpaceX capital rotation: What the data showsThree SpaceX markets, one reference price
ALPHA11 June 2026Three onchain markets are already pricing SpaceX The Number: $135 for a share of SpaceXAlpha Bites: Stagflation and soccer (football)The Setup: SPCX and more soccerThe Big Story: SpaceX's IPO and three onchain markets pricing it
ALPHA5 June 2026$4.4 billion left Bitcoin ETFs in 13 days. Here’s what it meansHow Bitcoin ETF flows became part of market structure after January 2024Why fund-level ETF data matters more than the headline outflow numberBitcoin ETF outflows vs. perps funding and spot priceETF redemptions vs. onchain activity: Two views of Bitcoin demandWhat comes after 13 days of Bitcoin ETF outflows
ALPHA4 June 2026World Cup bets are in, many on longshot teams unlikely to winThe Number: $2 billionThe Setup: Unemployment numbers and unlocked HYPEThe Big Story: The World Cup and playing the edges
ALPHA28 May 2026WLD jumps 21% as OpenAI IPO nears and BTC slips below $74,000The Number: $897MAlpha Bites: BTC options, CME live, PCE printsThe Setup: Oil, FIFA World Cup and CLARITYThe Big Story: AI assets defying the macro selloff