The Week Ahead |
@infinityhedgeWEEKLY US SPOT ETF FLOWS:
*BTC: +$2B
*ETH: +$212M
US BTC spot ETF Options:
*Total OI Call/Put Ratio(Nominal): 1.72
*Total OI Call/Put Ratio(Delta): 4.64
Macro:
*Trump will have a big infrastructure announcement at 4PM ET today.
*BoJ Interest Rate Decision on 24 (poised to raise rates to highest in 17 years).
*Japan PM's policy speech on 24 (expected to announce Japan's biggest-ever budget bill)
*Samsung “Unpacked 2025” event on 22.
*Trump is expected to speak at Davos on 22 (Day 2 of waiting for Mr. President to say Bitcoin).
Crypto:.
*MicroStrategy is anticipated to enter a blackout period starting this week.
*MicroStrategy shareholders will vote to increase the number of authorized Class A common shares to 10.3B from 330M on 21.
*SOL ETF first deadlines, will be delayed. SEC named SOL unregistered security in the Coinbase/Kraken/Binance suits. +No SOL futures on US exchanges yet - SEC needs 18-24mo futures history before it considers spot approval. (Per Leah Wald SOL ETFs unlikely to be approved in US ‘anytime soon’).
*South Korea's FIU will hold a disciplinary hearing on 21, to address Upbit's alleged violations of KYC regulations.
*Azuki’s AnimeCoin TGE on 23.
*Major Token Unlocks: $JUP: $620M (41.9%) on 25.
Post will be refreshed w/ new info and earnings, Graphics, Articles, etc are in the group⬎