Mando Minutes

Bitcoin stable, global stocks hit ATH, SPX leads memes

Crypto

• BTC: 105.3k (0%), ETH: 2625 (0%), SOL: 153 (-2%)

• Top Gainers: QNT, TON, TKX, LEO, TRX

• BTC ETFs: +$87mn, ETH ETFs: +$57mn

• BTC stable, alts mixed with SOL underperforming

• JP Morgan to offer financing against crypto ETFs

• $800m ETH waiting in validator activation queue

• Hong Kong to allow crypto derivatives trading

• ‘Unclaimed BTC’ in California could be seized

• ETH Foundation publishes its treasury policy

• Bluebird Mining to adopt BTC reserve

• Whale buys $320m ETH from Galaxy Digital

• K Wave Media raises $500m to buy BTC

• Treasure Global launches $100m crypto strategy

• Circle IPO raises $1.1b at $6bN valuation

• Circle IPO more than 25x oversubscribed

• China’s Webus files to raise $300m to buy XRP

• NY grants Moonpay money transmitter license

• Moscow Exchange launches BTC Futures trading

• WazirX restructuring plan rejected

Macro & General

• NASDAQ: 19.5k (+0%), Gold: 3397 (0%)

• Global stocks hit new ATH

• Bond yields fall on weak US data

• US firms hiring at slowest pace in two years

• SI in median S&P 500 stocks at 7 year high

• Buffett indicator at 2nd most expensive ever

• US debt could hit $55T by 2034 on Trump’s bill

• US debt limit should be removed: Trump

• Trump tariffs to cut budget gap by $2.8T: CBO

• Trump-Elon relationship fraying: WSJ

• BoJ considers slowing tapering in 2026

• Trump implements full travel ban on 12 nations

• Trump to ban foreign student visa for Harvard

• China’s rare earth export curb hits auto industry

• Putin to respond to Ukraine strongly: Trump

• Japan wants cooperation on rare earths with US

• Amazon to test humanoid robots for delivery

• 19% of US adults depressed: CDC

Left Curve Corner

• Hot coins: KBBB, ZEUS, SPX, REKT

• Hot NFTs: XCOPY, Project AEON, Supremon 151

• SOL memes continue to dip after PumpFun news

• SPX lead gains in ETH memes, Aeons up 50%

• KBBB $30m, meme based on killing Trump’s bill

• ZEUS $12m, Jagged buys original NFT

• $1.28m XCOPY editions swept by Kanbas

• Polymarket sports market volume up 1000x

YEET: Crypto’s Casino
Just passed $135m 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+, $1 minimum volume required, certain regions are restricted. Please gamble responsibly.