Mando Minutes

HYPE leads L1s, BlackRock enters DeFi, Blockfills halts withdrawals

Crypto

• BTC: 67.7k (+1%) | BTC.D: 59% (-0.1%)

• ETH: 1985 (+2%) | BNB: 614 (+4%) | SOL: 82 (+1%) 

• Top Gainers: ASTER, HBAR, HYPE, ENA, WLD

• BTC ETFs: -$273m | ETH ETFs: -$129m

• Fear & Greed hits 5, lowest level ever

• HYPE leads bounce, unlocks mainly re-staked

• Blockfills halts client withdrawals

• Binance buys $305m BTC, hits $1b target

• Blackrock to offer DeFi trading via Uniswap

• Coinbase rolls out Agentic Wallets

• Strategy will just roll the debt if BTC falls: Saylor

• Coinbase CEO sells $500m shares

• 5-10% BTC will flow to privacy coins: Silbert

• Arkham to transition from CEX to DEX

• Tether could be the top T-bill buyer this year

• JP Morgan turns bullish on crypto

• Stripe integrates x402 for USDC agent payments

• UK’s FCA set to block HTX on breach of rules

• HK to allow crypto margin financing, perp contracts

• Denmark’s Danske ends 8yr crypto ban

Macro & General

• NASDAQ: 23.1k (0%), Gold: 5086 (0%)

• US jobs data much better than expected

• AI disruption fears hit real estate stocks

• Trump, Xi could extend trade truce at Beijing summit

• Partial US shutdown could happen from Saturday

• Tech employment falls most since 2022

• Trump considers exiting USMCA

• US, Iran flexible on deal: Turkey FM

• Swiss to vote on proposal to cap population at 10m

• Russia blocks Whatsapp messaging

• X Money to launch in 1-2 months

• Microsoft loosens OpenAI ties further

• Elon restructures xAI team amid senior departures

• Apple’s attempt to intro new Siri hits snags

• DeepSeek launches new model

Left Curve Corner

• Hot coins: ME, WhiteWhale, BERA

• Hot NFTs: Milady

• Pengu crypto card launched

• BERA & MOVE soar, driven by short squeeze

YEET: Crypto’s Casino
Just passed $1.6B in lifetime volume!

The information does not constitute financial advice or recommendation and should not be considered as such. Full Disclaimer

*Yeet Disclaimer here. 18+. Certain regions are restricted. Please gamble responsibly