Mando Minutes

SOL sinks further, Meteora co-founder departs, Hyperliquid mainnet launches

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Crypto

• BTC: 96k (-1%), ETH: 2710 (-4%), SOL: 170 (-9%)

• Top Gainers: S, AAVE, LDO, INJ, ADA

• BTC ETFs: $0mn, ETH ETFs: $0mn

• BTC dominance rises, SOL down 16% in a week

• Texas to hold public hearing on BTC reserve today

• BTC breakout is coming: Van Straten

• BTC to $200k in 2025: Bernstein

• BTC to $1.5m by 2030: Ark

• ETH ETF inflows outperform BTC in February

• MEMX exchange files to list 21Shares XRP ETF

• SOL sentiment remains low with LIBRA & unlocks

• DeFiTuna exposes various people linked to LIBRA

• Meteora co-founder linked to LIBRA departs

• Jupiter to perform internal investigation on LIBRA

• JUP buybacks delayed until community input

• Hyperliquid launches EVM mainnet

• Pi Network search interest hits record high

• HK firm buys 1 BTC, shares double in a day

• Tether developing Neuralink-style brain chip

• Monad to launch testnet tomorrow

• Europe MiCA aims to close policy gaps with US

Macro & General

• NASDAQ: 20k (0%), Gold: 2925 (+1%)

• European stocks hit ATH

• China stocks surge after Xi support

• Nvidia up 25% since Feb 3rd low

• Silver nears 10 year high

• Australia has first rate-cut since COVID

• Russia & US talks on Ukraine begin

• Grok 3 launches, claims it outperforms GPT-4o

• xAI to launch gaming studio

• DOGE says $4.7T treasury payments missing

• DOGE to begin audit of the SEC

• DOGE may audit Fort Knox gold reserves

• Social security payments ‘biggest fraud in history’

• Trump & Elon have hour-long interview

• US homes sell for largest discount to asking in 2 years

• Trump may ban food stamps for junk food

• Waller supports rate pause as inflation plays out

• Europe pushes for role in Ukraine peace talks

• xAI releases Grok 3, outperforms all AI models

• Mexico pressures Google on gulf name change

• Israel largely withdraws from Lebanon

• Taiwan considers huge arms deal with US

Left-Curve Corner

• Hot coins: FOUR, MEMDEX

• Hot NFTs: Seeing Signs

• Top memecoins continue to bleed 5-20% lower

• 75k users lost $300m+ on LIBRA

• Milei claims he only shared LIBRA info not endorsed

• LIBRA team wanted to launch Nigeria memecoin

• Portnoy mistakenly buys $170k of wrong LIBRA

• TRUMP airdrop live for buyers of Trump products

• Adam22 rugs memecoin

• Abstract wallets linked to Cardex drained

• OpenSea pauses airdrop rewards after user backlash

• Coinbase Commerce launches AI agents

• OpenSea cancels some farming incentives after FUD

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