Mando Minutes

BNB flips SOL, hot CPI & PPI, CZ memecoin coming

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Crypto

• BTC: 95.7k (0%), ETH: 2640 (0%), SOL: 191 (-3%)

• Top Gainers: S, LDO, TRUMP, BNB, HYPE

• BTC ETFs: -$251mn, ETH ETFs: -$41mn

• BTC dips to $94k post CPI, BNB leads rebound

• BNB market cap surpasses SOL

• CBOE & 21Shares to add ETH staking to ETF

• ETH foundation deploys 30.8k ETH

• Vitalik promotes communism in joke post

• SOL Telegram bots begin to flip ETH revenue

• State reserve bills may add up to $23bn BTC buys

• Texas proposes no-limit to its BTC reserve bill

• Tether may need to sell BTC to meet US rules

• Rumours Binance sold $5bn crypto

• Coinbase set to reenter India

• SEC & CFTC to form joint advisory on crypto

• Tether chooses ARB for cross-chain infra

• Taurus expands RWAs to SOL

• Allow banks to issue stablecoins: Fed’s Waller

• USDC hit record market cap

• Robinhood’s crypto revenue up 700%

Macro & General

• NASDAQ: 19.6k (0%), Gold: 2943 (0%)

• Stocks mixed after hot CPI & PPI

• Trump pushing for lower rates

• Could have stopped QE earlier: Powell

• Reciprocal tariffs will come today

• Talks to end Ukraine war to begin: Trump

• Ukraine NATO membership ‘unrealistic’

• GPT-5 coming in months

• Grok 3 coming in 1-2 weeks

• Nissan, Honda cancel merger

• Reuters accused of US ‘social deception’

• Elon to build Dubai Loop

• Trump settles with X for $10m

Left-Curve Corner

• Hot coins: FULLSEND, CAKE, CAT, ARC, FLOYDAI

• Hot NFTs: Doodles, Hypios

• CZ teases upcoming dog picture & name

• CAKE up 40% ahead of CZ memecoin

• CAT $100m, leads existing BNB memes

• FULLSEND $30m, meme from Nelk Boys

• ARC $380m, announces agent trading platform

• PENGU & POPCAT listed on Coinbase

• Sam Spratt 1/1 sells for $3m

• OpenSea announces SEA, US users allowed

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