ALPHA22 Temmuz 2026Grayscale 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 Temmuz 2026Bitcoin Zirve Kayıtsızlığı: Michael Sullivan'ın BTC Duyarlılığı Üzerine GörüşleriBitcoin zirve apatisi nedir?Korku ve açgözlülük ruh halini neden yakalayamıyorStrategy bir duygu makinesine dönüştüDuyarlılık verisi bir kehanet aracı değil
ALPHA10 Temmuz 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 Temmuz 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 Haziran 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 Haziran 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 Haziran 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 Haziran 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 Haziran 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 Haziran 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