Mando Minutes

Crypto extreme fear continues, Openclaw bought by OpenAI

Crypto

• BTC: 67.8k (+1%) | BTC.D: 58.8% (-0.2%)

• ETH: 1962 (0%) | BNB: 616 (+2%) | SOL: 85 (+6%) 

• Top Gainers: M, NEXO, ATOM, PI, LEO

• BTC ETFs: +$15m | ETH ETFs: +$10m

• Crypto market in Extreme Fear 19 days

• Global crypto ETP outflows stretch into 4th week

• Dragonfly raises $650m for new fund

• Retail buying the dip: Armstrong

• Strategy & Bitmine buy more BTC & ETH

• Converts fully covered even at $8k BTC: Strategy

• Harvard rotates part of BTC ETF holdings to ETH

• BTC hasnt hit full capitulation yet: CryptoQuant

• X’s Smart Cashtags wont allow trading

• Andre Cronje’s Flying Tulip goes live

• Binance suppressed Iran sanctionS evidence

• Tether invests in Hyperliquid frontend Dreamcash

• Nexo collabs with Bakkt to re-enter US

• Animoca Brands secures Dubai VASP license

• Snail mail letters target Trezor, Ledger users

• Praetorian’s CEO gets 20 years jail for BTC ponzi

Macro & General

• NASDAQ: 22.5k (0%), Gold: 4951 (-2%)

• This week: PCE Inflation, Fed minutes

• OpenClaw founder to join OpenAI

• Unitree shows of new acrobatic humanoid robots

• CPI comes in lower than expected

• Memory chip crunch expected to get worse

• Short Interest in US tech at 6 year high

• FMs most bearish on Dollar in a decade

• Trump plans EO for voter ID requirements

• US adds Alibaba to firms aiding Chinese military

• Alibaba open sources new AI model

• Netherlands to put tax on unrealized capital gains

• Poland extends war reparations campaign to Russia

Left Curve Corner

• Hot coins: COLOR, ORCA

• Hot NFTs: Milady, Remilio

• Scaramucci’s son buys Pokemon card for $16m

• Bankr launches new real time token feed

• 100k+ sign up for Pengu card in 2 days

• Polymarket’s 5 min up/down crypto markets go live

• Kalshi inks sports hedging deal with Game Point

• Apollo will acquire 9% of MORPHO supply

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