Mando Minutes

Crypto higher, Strategy sells BTC, Dow ATH

Crypto

• BTC: 63,640 (+2%) | BTC.D: 58.6% (+0.4%)

• ETH: 1,860 (+1%) | BNB: 590 (+1%) | SOL: 74 (+1%)

• Fear & Greed: 26 | 24h Liq: $218m

• BTC ETFs: +$170M | ETH ETFs: -$12M

• Top Gainers: BTW, META, CARDS, FGRS, GLIDR

• BTC higher, despite Strategy’s $105M BTC sale

• I have never sold my Bitcoin: Saylor

• Coldcard hack losses may hit $130M: Galaxy

• BitMine adds 10.4k ETH, holdings hit 5.8M

• Clarity Act odds sink to 27% on Polymarket

• New SOL proposal to ramp up daily SOL burns

• Solana Foundation hiring for AI, stables push

• Cramer selling all his BTC on quantum fears

• Bessent crypto aide Williams exits Treasury

• Blackrock debuts 2 tokenised funds for stables

• Telegram pulled from App Store, then restored

• XRP holders can borrow RLUSD via Flare FXRP

• Boltz halts swaps as AI attacks outpace team

• POAP shuts down despite Coinbase, Amex ties

• Mastercard completes $1.8B BVNK stables deal

• Ex-FBI supervisor charged over $1M theft

• FalconX cuts 10% of staff, exits Singapore

• Kalshi CEO cites Nasdaq in $36B NY lawsuit

• South Africa plans crypto transfer reporting

• Kenya puts 30M+ academic records on Avalanche

Macro

• NASDAQ: $25,910 (+2%) | Gold: $4,060 (0%)

• Dow at ATH as tech drives stocks higher

• S&P 500 tops 7,600 for first time since June

• Hedge funds rush back into tech stocks

• US fully controls Hormuz now: Trump

• Cargo ship reports strike in Hormuz

• No new US-Iran talks planned: US officials

• Trump asks oil firms to reduce retail prices

• US manufacturing grows fastest since 2022

• Trump reportedly indifferent to losing House

• Bessent urges Fed to help defend JPY

• Japan spent record $96B on JPY intervention

• China’s property prices lowest in 20+ years

• California Dems endorse billionaire tax

• Robinhood launches fund to back YC startups

AI & Tech

• White House hosts AI firms on framework today

• Amazon tops $3T market value for first time

• Bezos sells $4B of Amazon stock

• Snap jumps 8% on earnings beat, strong sales

• AI speeds product shipping by 30%: Grab

• Computing market to hit $2T by 2030: AMD CEO

• Big Tech AI stakes distorting earnings

• NAND revenue to hit $360B, up 400%: Omdia

• NVIDIA open-sources NOOA agent framework

• BlackRock funds Meta data centre with $12.5B

• Palantir soars 12% on blowout Q2 earnings

• Anduril eyes Baltimore yard for drone boats

YEET: Crypto's Casino
Just passed $3B 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