Mando Minutes

Tudor-Jones bullish on BTC, dollar keeps rising, GOAT hits $750m

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Crypto

• BTC: 66.3k (-1%), ETH: 2580 (-2%), SOL: 166 (0%)

• Top Gainers: MEW, BEAM, JUP, TIA, WBT

• All roads lead to inflation, own BTC: Tudor-Jones

• Saylor plans to give away BTC ‘to civilisation’

• India considering banning crypto for CBDC

• Metaplanet raises $66m, likely to buy BTC

• Peter Todd goes into hiding after Satoshi claims

• SEC makes crypto examination priority in 2025

• SOL again flips ETH for 24hr fees

• AVAX release debit card for payments

• Nigeria drops charges against Binance exec

• Vitalik writes about future of The Verge for ETH

• Buenos Aires builds decentralised ZK ID solution

• Azura launches DeFi trading platform

• Farcaster makes just $10k in October

• LINK announces private transactions

Macro & General

• NASDAQ: 18.6k (0%), Gold: 2765 (+1%)

• Dollar hits 2-month highs, Yen hits 3 month lows

• Cost to hedge Treasury losses hits 2024 high

• Traders build largest stock futures long ever

• Stock market concentration highest in 90 years

• Polymarket odds skewed by foreign money: Cuban

• Polymarket cracks down on US users

• Bill Gates donates $50m to Harris

• Trump odds rise to 66% on Polymarket

• Rogan to interview Trump

• Dimon would consider role in Kamala admin

• Trump accuses Labour of election interference

• Israel strike on Iran ‘now ready’

• N. Korea troops now fighting for Russia

• McDonalds linked to E-Coli outbreak

• Anthropic releases AI that takes over mouse cursor

• Apple working on new game store

Left-Curve Corner

• Hot coins: GOAT, Flavia, Fartcoin, CAT, SHEGEN, SKBIDI

• Hot NFTs: Kanpai Pandas, Winds of Yawanawa

• PumpFun introduces tokenised video memes

• GOAT hits new ATH of $650m, ByBit lists perps

• Andreesen discuss GOAT on podcast

• GOAT is witnessing birth of agentic loreform: Claude

• New coin Flavia hits $60m, linked to OG AI influencer

• GOAT, TURBO, AETHIR top AI picks: Heinrich

• Memes will now need 2 years to list in S. Korea

• Magic Eden adds Apechain & Berchain support

• Foundation rebrands to Rodeo, moves away from art

• Azuki launches teaser for next anime episode

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