Mando Minutes

BTC search hits 4-year low, SpaceX impresses, Murad sticks to his memes

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Crypto

• BTC: 62.6k (-1%), ETH: 2460 (0%), SOL: 147 (+§%)

• Top Gainers: SPX, APT, AERO, TIA, BRETT, ENA, AAVE

• Majors stable, BTC fails to break above $63.5k

• BTC search trends hit 4-year lows

• Memes & AI beat L1s for mindshare

• SUI is 25% of SOLs market cap, 4% of its fees

• Base flips Arbitrum TVL

• Zora activity rises ahead of potential airdrop

• Theft IRL against crypto holders rises

• AERO leads outperformance in DeFi coins

Macro & General

• NASDAQ: 18.3k, Gold: 2655

• This week: US retail sales, 11 Fed speakers

• EM stocks see biggest weekly inflow in history

• SpaceX pulls off ‘chopstick’ landing

• Israel may target Iranian state facilities in strike

• US moves anti-ballistic missile tech to Israel

• Trump’s lead grow to largest ever on Kalshi

• Trump set to go on Joe Rogan

Left-Curve Corner

• Hot coins: EPIK, RETARDIO, GOAT, SPX, USA, BITCOIN

• Hot NFTs: Milady, Project Aeon, Retardio, Sproto Gremlins

• Memecoins become 2.5% of crypto market

• RETARDIO leads continued strength in Murad memes

• Murad says he’s sticking to the same picks

• GOAT hits $70m on AI memecoin angle

• WIF re-enters top 30 coins

• Vitalik continues to dump memecoins sent to him

• ARB may recall $120m from gaming fund

• Gold BAYC sells for $1.2m

• Big streamers continue to play Off The Grid

• Kalshi to pay 4% on cash used for predictions

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