Mando Minutes

Huge week for macro, BNB leads L1s, $6.4bn of crypto outflows

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Crypto

• BTC: 83.6k (+1%), ETH: 1915 (+1%), SOL: 129 (+2%)

• Top Gainers: CAKE, CRO, BNB, THETA, ARB

• BTC ETFs: -$59mn, ETH ETFs: -$47mn

• BNB leads major L1s as metrics improve

• $6.4bn outflows from crypto over 5 weeks

• BTC narrow channel points to large move either side

• BTC ‘super trend’ still green above $74.5k

• Josh Mandell BTC predictions continue to hit

• $400m whale short in profit after liquidation hunt fails

• Whale short renames his account ‘Tether FUD’

• N. Korea now has $1.4bn of BTC after swaps

• OKX suspends DEX services after Bybit hack

• SOL futures set to go live on CME today

• SOL DEX volumes hit YTD low, BNB flips SOL

• TON jumps 20% as Durov returns to UAE

• US is going to be the global crypto hub: Bessent

• Crypto now a competition for us: Goldman Sachs

• S. Korea central bank rules out BTC reserve

• ETH shorts continue to hit record levels

• Base paid $300k to ETH last month ‘not $11k’

• ETH & ZKSync have 80% RWA market share

• Aave DAO votes for no new RWA token

Macro & General

• NASDAQ: 17.7k (+3%), Gold: 3010 (0%)

• This week: Fed, BoE, BoJ, US retail sales

• NASDAQ has very rare 4-week losing streak

• S&P 500 below 200D MA for first time in 1.5 years

• Markets predict rate cut in May not this week

• US consumer expectations hit 11-year low

• 10% corrections normally lead to 6-mo bounce

• Oversold level means either bounce or start of bear

• Corrections are healthy: Bessent

• Global liquidity continues to enter ‘bullish phase’

• Chinese stocks having best YTD start in history

• Japan worry as bond yields continue to soar

• Thailand stock market down 16% this year

• Tariffs still coming April 2nd

• Trump continues to have record approval rating

• Wealthy individuals buy most stocks in 3 years

• Trump aims to revoke Biden pardons

Left Curve Corner

• Hot coins: Mubarak, PALU, Tut, BMT

• Hot NFTs: Masks of Luci, Good Vibes Club

• Huge flows into BNB memes, Mubarak $90m

• Berachain teases PumpFun launch

• PumpFun still in top 5 revenue protocols

• KAITO X accounts hacked, posts FUD

• Sacra wins most Sonic rewards

• Sonic TVL rising despite market cap drop

• Masks of Luci hit 7ETH floor

• Good Vibes Club hit 0.5ETH floor

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