Mando Minutes

BTC dominance rises, gold hits another ATH, Berachain launches

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Crypto

• BTC: 98.8k (+1%), ETH: 2852 (+3%), SOL: 203 (0%)

• Top Gainers: S, LDO, LTC, TAO, BGB

• BTC ETFs: +$66mn, ETH ETFs: +$18mn

• Majors stable but BTC dominance continues to rise

• MicroStrategy rebrands to ‘Strategy’

• Eric Trump promotes BTC after ETH shout-out

• Blackrock to launch BTC ETP in Europe

• FDIC to update crypto banking guidelines

• CFTC to debate prediction markets regulation

• New Mexico introduces BTC treasury bill

• Czech BTC treasury may take months to implement

• CBOE seeks approval for ETH Options trading

• Tether launches AI apps, SDK platform

• MetaMask adds feature for token based fees

• BTC at risk on security budget: Drake

• BTC could hit $500k by 2028: StanChart

• Jupiter’s X hacked to shill memecoin

• Virtune launches AAVE, ADA ETP

• Coinbase lists ETHFI

• Canada makes perp trading more expensive

Macro & General

• NASDAQ: 19.7k (0%), Gold: 2882 (0%)

• Yields at 2 month lows as Bessent to focus on them

• Gold hits ATH again

• US trade deficit hit record in 2024

• Will protect our interests against US: China

• Gaza to be ‘turned over to US’ at end of fighting

• DoJ agrees to limit DOGE access to sensitive data

• DOGE targets $250bn in spending cuts with AI

• Trump bars trans athletes from women’s sports

• Google launches new AI models

• Amazon AI Alexa coming this month

• Telegram’s Durov case won’t be heard for a year

• Commercial quantum computing ‘coming in 5 years’

Left-Curve Corner

• Hot coins: EPIK, NVDA, BULLDOG, MEMDEX

• Hot NFTs: Kaito Genesis, Metawinners, Band Bears

• Memecoin market down $44bn in 3 weeks

• AI agent market cap down to $6bn

• Law firm demands PumpFun remove 200+ memes

• Berachain launches today, claim goes live

• Bera NFTs rise after getting 6.9% BERA airdrop

• PAIN presale gives back 80% of funds before launch

• PENGU burns 14% of supply after claim ends

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