Alpha updates. 🪓
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Welcome to the Alpha Updates Telegram! 🌟

Here, you'll receive the latest scoop on upcoming IDOs, airdrops, altcoins, including lowcap gems, narrative-driven coins, meme coins etc

My twitter: https://twitter.com/axel_bitblaze69
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My thesis on crypto from here is pretty simple..

The move crypto just pulled especially ETH is quite something…

After months of terrible sentiment, majors started moving and alts printed double digits while barely anyone was positioned for it.

that alone will bring attention back.

AI was already starting to lose the timeline.

new models keep launching, benchmarks improve slightly, but nothing feels new enough to hold attention for long.

and the S&P rally was beginning to feel extended too..

so crypto is sitting in the perfect place for the next rotation..

it has volatility, fresh catalysts, underpositioned traders and finally some price action people can chase again.

imo crypto becomes the main risk-on trade again from here.. and once the timeline notices where the money is being made, attention will follow very quickly.
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I will post one useful crypto market workflow every day.

MCPs, plugins, skills, repos, automations.. whatever actually helps us read the market better and faster..

every post will include the setup + exact prompt so you can build it with me inside Claude.

i’m gonna share a lot of alpha./

and yeah.. expect even more inside my X subscriptions, so feel free to join me there too..

see you tomorrow.

GN everyone
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ETH is finally outperforming SOL on this move..

so yeah, i’m reopening my Ethereum ecosystem watchlist..

here’s what i’m actually watching:

1) ETH itself

$2,250 is the line for me.

lose it and this was probably another squeeze.

get acceptance above $2,500 and i’ll start moving further down the ETH beta curve.

2) ETF flows

Aug 20 printed roughly +$220M.

now i want the next 5 sessions.

one good day can be chasing.. a full week of inflows tells me there’s an actual bid.

3) $ENA / $LINK / $AAVE

$ENA
$LINK
$AAVE

they’re already leading ETH, so these are first on my pullback list.

ENA for synthetic-dollar beta.

LINK for the oracle + RWA trade.

AAVE because V4 is live and lending should benefit if capital returns onchain.

with AAVE, i’m also watching weETH and wstETH against ETH.

if these staked-ETH wrappers start trading 8–9% below ETH, leveraged positions can unwind very quickly.

4) Robinhood Chain

i’m watching activity here.. not inventing a token.

gas subsidies end Sep 29.

if trading and mints remain active after that, Robinhood may have brought real users onchain.

if activity disappears with free gas.. we know what it was.

5) $LIT

Lighter is already near $1B in TVS

one of the few newer Ethereum L2s where the token has size and the product has actual usage.

6) the institutional bid

BitMine owns roughly 4.8% of the ETH supply and is still buying toward 5%.

ETHB has also taken in around $607M since launch.

i’ll be watching ETHB against ETHA now.

if institutions start choosing staking yield over plain spot exposure, that’s a much bigger signal than another roadmap announcement.

7) tokenization

$ONDO only becomes a serious watch if BUIDL and USDS keep growing with it.

otherwise it’s just the ticker catching the narrative.

WHAT IM NOT WATCHING:

- OP / ARB / STRK / ZK just because ETH moved
- restaking until the TVL actually stabilizes
- Glamsterdam as a September catalyst
without a confirmed mainnet date
- Fusaka as “upcoming” when it already shipped
- Base creator coins

for now i need 3 things:

ETH above $2,500.

another week of ETF inflows.

Robinhood activity surviving the end of gas subsidies.

if those confirm, then i’ll start digging much deeper into the Ethereum ecosystem.
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