ALPHA2026年7月20日Bitcoin 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
ALPHA2026年7月10日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
ALPHA2026年7月2日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
ALPHA2026年6月25日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)
ALPHA2026年6月18日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
ALPHA2026年6月13日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
ALPHA2026年6月11日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
ALPHA2026年6月5日$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
ALPHA2026年6月4日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
ALPHA2026年5月28日WLD 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