infinityhedge

30 Sep 2024 15:36

*COINBASE DOWN 5%
*MICROSTRATEGY DOWN 4%

infinityhedge

30 Sep 2024 13:48

The Week Ahead | @infinityhedge

Solar Eclipse on Oct. 2

Macro:
*Powell Speaks on 30
*China’s Golden Week holidays Starts from Oct. 1
*VP debate: Walz & Vance CBS debate on Oct. 1
*U.S. Initial Jobless Claims on Oct. 3
*U.S. Nonfarm Payrolls and Unemployment Rate on Oct. 4

Crypto:
*Transfer restrictions on the EIGEN token are expected to be removed on 30
*Axelar Network Announcement on 3
*SEC deadline to appeal XRP ruling on 7 [SEC Expected to challenge the July 2023 ruling by Judge Torres that deemed only some of Ripple's sales of the XRP crypto token violated securities laws]
*Event: Ethereum Kuala Lumpur 2024: Conference: 5-6 Oct., Hackathon: 4-6 Oct.

Token Unlocks: $900M [%'s are of Cir. supply]
⊷ ZETA: 13.4%: $40M on 1
⊷ MAV: 9.5%: $8.7M on 1
⊷ ENA: 22.5%: $158M on 2
⊷ SUI: 2.4%: $120M on 2
⊷ IMX: 2%: $5M on 4
⊷ NEON: 93.4%: $19M on 7
⊷ MODE: 38.4%: $6.5M on 7

October Month:
*Uniswap v4 Launch
*Starknet Staking
*Avalanche's 'Avalanche9000' Upgrade
**LAZIO Token Unlock ~20%: $4M
*TIA Token Unlock worth around $1B
*FTX voting results filing, confirmation of the Plan hearing, Omnibus Hearing

What Bloomberg Economics Says:
“We expect a robust headline print for September nonfarm payrolls, which could even revive talk of “no landing” for the US economy. But we think the headline figure will overstate labor-market strength, partly because of overstatements related to the BLS’s ‘birth-death’ model, and partly due to temporary seasonal effects.”

Earnings/Charts/Articles ⬎

infinityhedge

30 Sep 2024 10:21

Israeli special forces have been carrying out small, targeted raids into southern Lebanon, gathering intelligence ahead of a possible ground incursion that could come as soon as this week: WSJ

infinityhedge

28 Sep 2024 09:57

HEZBOLLAH LEADER HASSAN NASRALLAH KILLED IN MASSIVE BEIRUT AIRSTRIKE ON FRIDAY

infinityhedge

27 Sep 2024 17:49

IDF attacked the Central HQ of Hezbollah in Beirut

*Target of the strike on Beirut was Hezbollah leader Hassan Nasrallah: FoxNews/Axios

*This was the biggest Israeli strike in Beirut since the 2006 war in Lebanon

infinityhedge

26 Sep 2024 17:45

SEC CHAIR SIGNALS DESIRE TO FINISH PLAN THAT MAY AFFECT DEFI

SEC CHAIR GENSLER STILL SEES REGULATORY GAP IN EXCHANGE REGISTRATION

infinityhedge

25 Sep 2024 22:15

*OpenAI CTO Mira Murati Leaves The Company: X Post

*OpenAI Plans Restructuring to For-Profit Model, Aiming for $150 Billion Valuation

*Sam Altman to receive equity in OpenAI for the first time [OpenAI is discussing giving Sam a 7% equity stake]

infinityhedge

25 Sep 2024 14:31

Binance launches pre-market spot trading service with 'actual tokens': TheBlock

infinityhedge

24 Sep 2024 22:00

Caroline Ellison [former CEO of Alameda Research] sentenced to two years in prison, three years supervised release and also ordered to forfeit $11B for FTX Fraud

infinityhedge

24 Sep 2024 20:43

EtherFi Frontend Compromised

Team: There’s a malicious takeover of our domain and subdomains, do not click on any links or interact with any emails from the EtherFi domain.

infinityhedge

23 Sep 2024 23:06

POLYMARKET CONSIDERING TOKEN LAUNCH: THE INFORMATION

POLYMARKET IN TALKS TO RAISE OVER $50 MILLION

infinityhedge

23 Sep 2024 10:23

The Week Ahead | Q3 END | @infinityhedge | SEC Week

*Carolyn Ellison [former CEO of Alameda Research] is set to be sentenced on 24
*SEC [Gensler] Testifies before Financial Committee on 24
*Gensler Testifies before Banking Committee on 25
*BOJ's monetary policy meeting minutes on 26
*Fed's Chair Powell Speaks on 26
*SEC's Gary Gensler Speaks on 26
*U.S. GDP on 26
*U.S. PCE on 27
*$5.7B in Bitcoin options [Max Pain $58k & Put/Call Ratio 0.61] and $1.9B in Ethereum options [Max Pain $2.5k & Put/Call Ratio 0.44] are set to expire on 27
*Changpeng Zhao aka 'CZ' expected to release from prison on 29
*Transfer restrictions on the EIGEN token are expected to be removed on 30.
*Uniswap v4's launch set for Q3
*OP Unlocks: $53M on 30
*SUI Unlocks: $95M on Oct. 1

**TIA Unlocks: ~$1B on Oct. 30
**Kamala Harris To Release New Economic Policies This Week

Earnings/Charts/Articles ⬎

infinityhedge

20 Sep 2024 15:07

MICROSTRATEGY BOUGHT ~7,420 BITCOINS FOR ~$458.2M SEPT. 13-19: BBG

infinityhedge

19 Sep 2024 14:30

*US JOBLESS CLAIMS 219K IN SEPT. 14 WEEK; EST. 230K
*US CONTINUING CLAIMS 1.829M IN SEPT. 7 WEEK; EST. 1.854M

infinityhedge

18 Sep 2024 20:39

POWELL: IF ECONOMY REMAINS SOLID, WE CAN DIAL BACK PACE OF CUTS; EQUALLY IF LABOR MARKET DETERIORATES WE CAN RESPOND

POWELL: NO ONE SHOULD LOOK AT 50BP CUT AND SAY THIS IS NEW PACE

POWELL: OWN SENSE IS WE'RE NOT GOING BACK TO LOW NEUTRAL RATE

POWELL: 'NO, WE'RE NOT' DECLARING VICTORY ON INFLATION

POWELL: FED WANTS TO SEE INFLATION CLOSE TO 2% FOR SOME TIME

From WSJ's Nick: It’s definitely a series of cuts, albeit a "recalibration," ahead: “We have in fact begun the cutting cycle now.” — The larger cut was mostly about risk management: “We don’t think we’re behind…. You can take this as a sign of our commitment not to get behind.” — The slowdown in the labor market “bears watching, and we’re watching.” — One note that wasn't unabashedly dovish: "It feels to me the neutral rate is probably significantly higher than it was back" before the pandemic, when it looked like the real neutral rate might be negative.

infinityhedge

30 Sep 2024 15:30

SoftBank to Invest $500 Million in OpenAI: TI

infinityhedge

30 Sep 2024 12:34

Crypto Exchange Bithumb Weighs U.S. Nasdaq Listing: Coindesk

infinityhedge

30 Sep 2024 10:20

Binance will list EigenLayer (EIGEN) at 2024-10-01 05:00 (UTC).

infinityhedge

27 Sep 2024 22:40

BINANCE FOUNDER CHANGPENG ZHAO 'CZ' RELEASED FROM US CUSTODY: BBG

infinityhedge

26 Sep 2024 19:04

ROBINHOOD, REVOLUT SAID TO EXPLORE LAUNCHING OWN STABLECOINS: BBG

*ROBINHOOD SAYS `NO IMMINENT' PLANS TO OFFER A STABLECOIN

*A Robinhood spokesperson said it has “no imminent plans to launch Stablecoin.”

*A Revolut spokesperson said the company plans to “further grow” its crypto product suite, without confirming a future stablecoin.

infinityhedge

26 Sep 2024 13:00

Ethena plans to launch new stablecoin 'UStb' backed by BlackRock's tokenized BUIDL fund: theblock

infinityhedge

25 Sep 2024 21:15

PAYPAL ENABLES BUSINESS ACCOUNTS TO BUY, HOLD & SELL CRYPTOCURRENCY

infinityhedge

25 Sep 2024 14:04

Visa Working On Tokenized Asset Platform For Banks, Seeks To Launch Initial Pilot In 2025 On Ethereum: Blockworks : Tree

infinityhedge

24 Sep 2024 21:27

SEC DELAYS OPTIONS ON BLACKROCK SPOT ETH ETF TO NOVEMBER 10, 2024

infinityhedge

24 Sep 2024 19:38

SEC CHARGES CRYPTO COMPANIES TRUSTTOKEN AND TRUECOIN WITH DEFRAUDING INVESTORS REGARDING STABLECOIN INVESTMENT PROGRAM: SEC

*SEC CLAIMS 99% OF TUSD RESERVES WERE INVESTED IN 'SPECULATIVE OFFSHORE FUND'

*WITHOUT ADMITTING OR DENYING THE ALLEGATIONS, TRUECOIN AND TRUSTTOKEN HAVE AGREED TO SETTLE THE SEC’S CHARGES

infinityhedge

23 Sep 2024 20:00

Celestia Foundation raises $100M

infinityhedge

20 Sep 2024 23:00

SEC APPROVES OPTIONS ON BLACKROCK SPOT BITCOIN ETF

infinityhedge

19 Sep 2024 15:32

S&P 500 OPENS 1.7% HIGHER, NASDAQ GAINS 2.3%

*APPLE +2%
*NVIDIA +4%
*COINBASE +6%
*MICROSTRATEGY +6%

infinityhedge

19 Sep 2024 11:22

Reports: Reportedly Telegram Bot 'Banana Gun' Wallets Compromised — Team investing the issue, bot is currently offline.

infinityhedge

18 Sep 2024 20:13

*FED PROJECTIONS IMPLY 50 BPS OF ADDITIONAL RATE CUTS IN 2024 FROM CURRENT LEVEL, 100 BPS MORE IN 2025, ANOTHER 50 BPS IN 2026

*FED POLICYMAKERS SEE 4.4% UNEMPLOYMENT RATE AT END OF 2024 AND 2025 VERSUS 4.2% NOW

*FED POLICYMAKERS SEE 2.0% GDP GROWTH IN 2024 VERSUS 2.1% IN JUNE