Mando Minutes

BTC holds support, HYPE nears ATH, PUMP +40% in a week

Crypto

• BTC: 112k (0%) | BTC.D: 58.4% (-0.4%)

• ETH: 4325 (-2%) | XRP: 2.92 (+3%) | SOL: 214 (+3%) 

• Top Gainers: WLD, PENGU, FORM, BONK, DOGE

• BTC ETFs: -$160mn | ETH ETFs: -$447mn

• BTC holds $110k support, sentiment back to neutral

• Robinhood to join S&P 500, Strategy misses out

• Whales sold $12.7b BTC over past month

• Companies currently buying 1755 BTC per day

• SOL gets new treasury vehicle with $1.65bn cash

• ETH ETFs saw 2nd largest daily outflow ever

• Crypto bill proposes SEC-CFTC crypto committee

• SEC, CFTC seek to ‘harmonize’ on DeFi

• HYPE nears ATH, Paxos, Frax, Agora bid for stablecoin

• StablecoinX secures $890m to buy ENA

• We didn’t sell BTC to buy gold: Tether CEO

• Metaplanet buys $15.2m BTC

• ETH revenue dropped 44% in August

• BTC network mining difficulty at ATH

• SUI Group buys 20m SUI

• Trump family earned $1.3b from WLFI, American Bitcoin

• SOL Strategies to uplist shares to Nasdaq

• Cardone sold Miami mansion for 400 BTC

Macro & General

• NASDAQ: 21.7k (0%), Gold: 3652 (0%)

• Sep rate cut odds hit 100% after weak jobs report

• Bond market pricing 3 rate cuts by end-2025

• This week: CPI & PPI Inflation data

• Investor allocation to US equities hit ATH

• Office CMBS delinquency rate hits ATH

• Trump sends ‘last warning’ to Hamas

• EU has turned the page with Trump: EU Chief

• Japanese PM to resign after tariff deal

• UK to channel GBP 250m into new defence strategy

• Russia O&G firms turn to China for fundraise

• French PM Bayrou expected to be toppled today

• Bolsonaro’s trial nears close

Left Curve Corner

• Hot coins: PENGU, SPX, TROLL, NOBODY

• Hot NFTs: Pudgy Penguins, Lil Pudgy

• PUMP +40% this week, average $1.8m daily buyback

• WLFI pumps 40% post SUN blacklisting

• PENGU leads major memes, Netz survives slashing

• CARDS hits ATH, FDV $575m

• Polymarket hits ATH for new markets created

YEET: Crypto’s Casino
Just passed $520m 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.