ALPHA22 июля 2026 г.Grayscale files for a Worldcoin ETF the same week Alphabet, Tesla, and Intel report earningsRWAs: Earnings time for tech giants Perps: BTC, ETH and a new world for WorldcoinPredictions: LeBron's next stop, Tour de France runaway, and seeking CLARITY
ALPHA20 июля 2026 г.Bitcoin Peak Apathy: Майкл Салливан о настроениях вокруг BTCЧто такое пик апатии Bitcoin?Почему индексы страха и жадности не отражают настроениеStrategy превратилась в машину эмоцийДанные о настроениях — не оракул
ALPHA10 июля 2026 г.Mbappé 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 июля 2026 г.Bitcoin 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 июня 2026 г.Why 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 июня 2026 г.The 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 июня 2026 г.SpaceX 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 июня 2026 г.Three 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 июня 2026 г.$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 июня 2026 г.World 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