Innlegg

The macro calendar is the main event. CPI prints Wednesday at 8:30 AM ET. Last Friday's NFP smashed expectations at 172k vs 80k, pushing the 10-year yield to 4.71% and the 30-year above 5%. A hot CPI reading will shift rate cut expectations and directly impact risk assets. The FOMC on June 16-17 with Warsh chairing is the second key read. Watch BTC at Wednesday's open for the risk-on/risk-off signal. Unlocks are massive this week. Total supply unlocked hits ~$858 million, up from $345 million last week. HYPE is down -22.6% from ATH after last week's local top debate. Still generating $75.3 million in fees this month, up 27.1% month-over-month, with $60.1 million returned to holders. Thesis unchanged. AAVE is temporarily testing the BTC Babylon vault via governance. rsETH is fully restored. Down -90.5% from ATH. PENDLE targets the CLARITY Act signing on July 4th. Fixed yield infrastructure, with sPENDLE staking surging from 20% to 57.9% since January. Down -83.3% from ATH. ONDO is trading the same CLARITY Act narrative at the infrastructure layer. Down -83.7% from ATH. INJ is seeing a 9x increase in tokenized IPO access chatter on CT this week. First L1 to announce managed tokenized assets, IPOs, and on-chain equities. RAIL is down -52.5% from ATH. ZEC dropped this week after a critical Orchard Pool bug was discovered, existing since 2022, with Arthur Hayes exiting his entire position. ETHFI has 70k active cards, $2 million in daily card spend, and daily buybacks. Still priced as a restaking protocol at -96.5% ATH. RAIN unlocks $686.2 million this week, representing 8.3% of circulating supply. The single largest unlock on the list by a wide margin. No protocol foundation to absorb. ME (Magic Eden) unlocks $10.2 million, a massive 30.74% of circulating supply. Nearly one-third of circulating supply in one week. WLD unlocks $19.2 million, 1.17% of circulating supply. Still no product update seen. PUMP unlocks $15.1 million, 2.86% of circulating supply. ...