Mando Minutes

BTC just misses ATH, NASDAQ & Gold ATH, LUCE hits $80m

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Crypto

• BTC: 72.4k (+2%), ETH: 2690 (+3%), SOL: 178 (-1%)

• Top Gainers: MKR, SUI, SEI, OM, LINK, ENA

• BTC ETFs: +$870m, ETH ETFs: +$8m

• BTC gets to within $175 of ATH

• BTC ETF inflow the highest since August

• BTC can reach $200k without dollar collapse: Bitwise

• Visa allows instant Coinbase deposits

• Florida CFO urges state crypto investments

• Treasury fails to mention crypto in financial strategy

• US at risk of losing crypto leadership: Paxos

• Circle raises fees for USDC deposits

• dYdX cuts 35% of staff

• Kraken offered 25m OP tokens to build L2

• DWF partner fired after drink spiking allegations

• OKX & TON launch $10m growth fund

• STX Nakamoto upgrade goes live

Macro & General

• NASDAQ: 18.7k (+1%), Gold: 2795 (+1%)

• NASDAQ & gold ATH ahead of GDP data

• China may issue $1.4T debt over 4 years

• CPI under-reported by missing key price data

• Alphabet has strong earnings driven by Google cloud

• A quarter of Google’s new code written by AI

• Altman’s Reddit stake worth >$1bn after strong results

• VW miss highlights continued weakness in Germany

• OpenAI to use AMD chips, may create its own

• xAI in talks to raise at $40bn valuation

• Pelosi’s husband attacker gets life without parole

• Biden apologises after ‘garbage’ comment

• Downey Jnr. will sue for use of AI likeness

• First area of Neom project opens

• Roaring Kitty exits Chewy position

Left-Curve Corner

• Hot coins: LUCE, MICHI, EPIK, SC, ACT1

• Hot NFTs: Quantum Cats, Memeland

• LUCE $80m, leader in ‘holy meta’ for memes

• MICHI $190m, leads SOL mid-cap gains

• EPIK $20m, rebounds on streamer adoption

• Stars Arena token hits $250m FDV on launch

• Rodamor reveals MEMENTO MORI airdrop details

• rekt drinks launches first sale

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