Evan Luthra Alpha
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Welcome to Evan's ALPHA Group! 🚀

It's all about making money and having a good time.

Just a heads-up, it's all in good fun and learning. Nothing said here is a FA.

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Evan Luthra Alpha
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315K subscribers
Evan Luthra Alpha
📢AAVE on Monad is approaching $400M deposits.

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📢Strategy now has an unrealized PnL of -$9.8B.

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📢Allbridge Core was exploited for roughly $1.65 million, with the attacker bridging stolen funds from Solana to Ethereum.

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📢Bitcoin whales accumulated 66,700 BTC over 60 days, while mid-sized holders sold 77,800 BTC, per CryptoQuant.

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📢Strategy pauses Bitcoin purchases, boosts cash reserves by $225M.

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📢US Strategic Petroleum Reserve falls by 5.1 million barrels to lowest level since 1983.

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📢$ETH strengthening as ‘AI downstream’ assets gain traction.”

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Evan Luthra Alpha
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📢 OpenAI's chairman Brett Taylor on the hype about new Chinese AI model Kimi K3.

➡️“The frontier models still finish the same task in far fewer tokens”

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📢Chainlink's exchange supply has dropped 12% in the past month, signaling holders are positioning for accumulation rather than selling, per Santiment.

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📢Russia passes bill establishing legal framework for crypto.

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📢President Trump on meeting with Iran : They want to desperately meet Until they're ready to meet in a meaningful way we have no interest.

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📢Bearish bets on US stocks surge, with short interest across NYSE-listed stocks hitting a record 9% of shares outstanding.

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📢Tokenized stock transfer volume hit a record $9.22B in June, up more than 170x year-over-year.

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📢President Trump warns that if Iran attacks any ship in the Strait of Hormuz, the U.S. will retaliate by striking Iranian infrastructure, including bridges, power plants, and targets in Tehran.

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📢US Senate Republicans release new crypto Clarity Act draft bill.

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📢Blockaid detected a ~24.15M $USDC exploit on AFX, a third-party bridge protocol on Arbitrum.

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📢Polymarket now estimates a 37% chance of the CLARITY Act becoming law in 2026, down 28 percentage points from previous odds.

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📢BitMEX will permanently shut down on September 23 at 04:00 UTC. The exchange has also stopped accepting new user registrations.

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📢President Trump Trump says any future Houthi attacks on ships will be treated as Iranian aggression, warning of a strong U.S. military response against both Iran and the Houthis.

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📢SEC to Host Roundtable on Preparations for 24-Hour Trading in U.S. Equities.

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📢White House is monitoring OpenAI's rogue AI incident after its agent escaped containment and hacked Hugging Face.

➡️Lawmakers propose a '"AI Kill Switch Act" allowing federal authorities to halt AI models.

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