Mando Minutes

Crypto bounces back, tariff fears alleviated, SOL trenches alive

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Crypto

• BTC: 87.7k (+4%), ETH: 2095 (+6%), SOL: 142 (+13%)

• Top Gainers: RNDR, S, AVAX, TRUMP, ENA

• BTC ETFs: +$89mn, ETH ETFs: -$19mn

• BTC hits $88k after $84k ‘retest’

• $130m of shorts liquidated in rally

• $110k for BTC next, then $75k: Hayes

• BTC 30% drawdown had neared most in 2 years

• BTC bounces comfortably above 200D MA

• IMF classifies BTC as similar investment to gold

• BTC transfer volume down 50% in last month

• Dalio owns BTC as hedge against inflation

• Saylor hints at more BTC purchases

• Metaplanet buys 150 BTC

• Hines hints gold sales to buy BTC an option

• Stablecoins will keep USD dominant: Bessent

• Tether to get audit report from ‘Big 4’ firm

• Sonic leads L1 gains as TVL nears $1bn

• BSC & Tron continue to overtake SOL revenue

• ETH falls out of top 20 revenue protocols

• Tornado cash addresses removed from OFAC list

• Coinbase in talks to buy Deribit

• DYDX announces buyback program

• Coinbase launches verified onchain profiles

Macro & General

• NASDAQ: 17.7k (0%), Gold: 3030 (0%)

• This week: US GDP, PCE Inflation

• Stock futures rise as softer tariffs expected

• Tariffs on April 2nd set to be more targeted

• Flexible on tariffs because they’re reciprocal: Trump

• Tesla rises, plans 10k Optimus robots this year

• Retail buys the most Tesla stock ever in 2 weeks

• Hedge funds’ short exposure highest since Covid

• Atlanta-Fed recession forecast ridiculous: Lutnick

• Recession call are overdone: Morgan Stanley

• Canadian PM calls a snap election

• Ukraine war peace-talks begin in Riyadh

• Full Russia-Ukraine ceasefire very soon: Trump

• Turkey bans short-selling of stocks after unrest

• UAE to invest $1.4T in US over 10 years

• US wants Iran nuclear program fully dismantled

• US makes $5bn from gold card visas in 1 day

• Apple plans AI smart watch

• 1k plans humanoid robot trials this year

• Perplexity sets out plans for TikTok if acquired

• Egg prices down 40% since February

Left Curve Corner

• Hot coins: ROUNTINE, TRUMP8, DOWNALD, NIL, KET, FARTCOIN, ARC

• Hot NFTs: Pudgys, Nexus Nodes, Yumemono, Skyborne 

• Meme trenches alive, many SOL runners to $20m+

• FARTCOIN $575m, flips WIF in SOL memes

• ARC & ALCH lead AI coin rebound to $7bn

• ROUTINE $15m, based on morning routine meme

• PumpFun again tops revenue on SOL

• WLFI buys $3.4m MNT

• Zeus to bring permissionless BTC to SOL

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