Mando Minutes

SOL keeps outperforming, ai16z leads memes, Coinbase introduces AI agents

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Crypto

• BTC: 67.6k (+1%), ETH: 2490 (+1%), SOL: 176 (+5%)

• Top Gainers: RAY, AERO, JUP, KAS, RUNE, SOL

• BTC heads back to local highs, SOL outperforms

• SOL DEX volume flips ETH & Base combined

• Six biggest weekly altcoin gainers all on SOL

• DeFi coins outperform led by RAY, AERO, JUP

• BTC ETF demand outplaces block supply by 5x

• Altcoin cycles will be weaker going forward: HashKey

• Coinbase introduces AI agents ‘in 3 minutes’

• UK still moving forward with CBDC for banks

• Polymarket defends election neutrality

• Vitalik writes 5th blog on the future of ETH

• FTX gets $225m with ByBit settlement

Macro & General

• NASDAQ: 18.5k (+1%), Gold: 2760 (+1%)

• This week: EU & US GDP, PCE Inflation, BoJ, NFPs

• China industrial profits plunge

• Israel strike took out Iranian missile production sites

• Japan ruling party set to lose parliamentary majority

• Trump floats idea of eliminating federal income tax

• K2 robot can carry 15kg in each hand

• Kamala booed after Beyonce fails to perform

• Kamala & Michelle Obama set to campaign together

• Scientists revive pig brains an hour after death

• OpenAI denies it will release new model this year

• Google developing ‘computer using AI agent’

Left-Curve Corner

• Hot coins: BAN, EYE, ai16z, degenAI, NOS, SHDW

• Hot NFTs: Apu Apustajas, DeGods, Retardios

• ai16z $75m, art gets retweeted by Andreessen

• degenAI $20m, original token by ai16z founder

• BAN $50m & BTW $5m, linked to banana tape art

• EYE $15m, linked to AI artist & Gate listed

• NOS $350m & SHDW $85m, AI DePin on SOL

• DeGods up 20% after Frank shows trading gains

• Murad linked NFT projects rise led by Apu Apustajas

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