Mando Minutes

BTC rebounds to $103k, Nvidia plunges, VVV hits $1.6bn

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Crypto

• BTC: 103k (+4%), ETH: 3185 (+4%), SOL: 239 (+5%)

• Top Gainers: JUP, XDC, HYPE, KCS, TRUMP

• BTC ETFs: -$458mn, ETH ETFs: -$136mn

• BTC hits $98k, then rebounds to $103k

• Trump’s WLFI buys $10m ETH in dip 

• Arizona’s 16th state to propose BTC reserve 

• AI focused BTC miners hit hardest in stock sell-off 

• Buyback tokens JUP, HYPE & RAY lead rebound

• XRP got money transmitter license in Texas & NY 

• XRP CEO wants US diversified crypto reserves 

• You should own BTC: Cramer

• Coinbase CEO calls for token listing reform 

• Metaplanet to issue $745m new shares to buy BTC

• CFTC to hold round-tables on market structure 

• KuCoin pleads guilty, exits US with $300m fine  

• Tuttle Capital files for 10 leveraged crypto ETFs 

• Maple Finance debuts BTC linked yield offering 

• TON announces Layer 2 payment network

Macro & General

• NASDAQ: 19.3k (-3%), Gold: 2749 (0%)

• Futures higher after worst day in 6 weeks

• Nvidia plunges 17% on DeepSeek fears

• Altman & Nvidia call DeepSeek AI impressive

• DeepSeek keeps user data in China

• FOMC meeting begins today, yields near YTD low

• Trump puts large tariffs back on agenda

• Trump signs ‘Iron dome for US’ order

• Trump proposes 15% corporate tax

• Senate confirms Bessent for treasury secretary

• Microsoft interested in buying TikTok

• NATO and EU silent on Greenland

• Russia sells Sukhoi-35 jets to Iran

• Google renames Gulf of Mexico on Trump EO

Left-Curve Corner

• Hot coins: MLG, ANON, MOBY, FWOG, GRIFT

• Hot NFTs: Puppets, Doodles Oracle Patron

• TRUMP back to $30bn FDV, lead major memes

• VVV $1.6bn FDV, new LLM protocol by Eric Voorhees

• MLG $150m, nears ATH as gaming memecoin play

• UFD $200m, dev gets hacked & sells donation token

• Pudgy Penguins & PUDGY drop after Abstract launch

• MYRIAD launches on Abstract

• Venice AI token $1.6bn, provides DeepSeek access

• OpenSea launches os2 with points program

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