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
ALPHA2026年5月19日NVIDIA earnings are Wednesday, SpaceX available pre-IPOSpaceX on Hyperliquid, token unlocks, NVDA and Jensen Huang take center stage.
ALPHA2026年5月19日NVIDIA is in almost everything: What to know before NVDA earningsTL;DR: What traders should know before WednesdayThe Deep Dive: Meet the most valuable company on Earth
ALPHA2026年5月7日A SpaceX IPO is coming. Tokenized space stocks are already here.Getting a slice of the future of space is possible right now onchain.