Mando Minutes

SOL outperforms, dollar at 2 year high, Fartcoin hits $1.5bn

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Crypto

• BTC: 96.5k (0%), ETH: 3447 (0%), SOL: 213 (+3%)

• Top Gainers: ADA, HBAR, SAND, ALGO, GALA

• BTC ETFs: -$242mn, ETH ETFs: -$72mn

• SOL continues to rise, up 25% from local low

• Polymarket gives SOL ETF 85% odds of approval

• BTC’s 16th anniversary today

• BTC reclaims 7th most valuable asset at $2T

• Blackrock BTC ETF records its largest outflow

• USDT largest weekly market cap drop since FTX

• MicroStrategy now down 45% from peak

• Saylor meets Eric Trump at Mar-a-Lago

• Metaplanet wants to hold 10k BTC in 2025

• Morgan Stanley considers adding crypto trading

• Retail should buy BTC and forget: MARA CEO

• Frax to use BUIDL collateral for its stablecoin

• RWA & DeFi could grow market 10x: Securitize CEO

• Do Kwon pleads not guilty in US court

• Tron, Tether freeze $100m linked to laundering

• MiCA rollout will ‘minimally impact’ Tether: Experts

• ENA roadmap to focus on tradfi integrations

• Uniswap say v4 coming soon

Macro & General

• NASDAQ: 19.3k (0%), Gold: 2671 (0%)

• Stocks fall, dollar at two year highs

• China stocks continue rout, yields at record lows

• X payments launch may be imminent

• Tesla shares fall after first annual sales decline

• Biden blocks US Steel’s sale to Nippon Steel

• Trump calls to ‘open up’ North Sea

• Exploded Cybertruck driver was US army soldier

• S. Korea presidential guards prevent Yoon’s arrest

• Net neutrality rules eviscerated again by court

• Maduro looks set to regain power in Venezuela

• Roaring Kitty pumps Unity Software

Left-Curve Corner

• Hot coins: SPX, ATLAS, SWARMS, BUZZ, ZAILGO

• Hot NFTs: Azuki, Mad Lads, 2049, Parallel Avatars

• AI mindshare nears 60%

• CookieFun hits 240k users in 5 weeks

• FARTCOIN $1.5bn, hits another ATH

• SOL AI hackathon set to launch many top projects

• ELIZA, METAV, FLOCK added to Binance Alpha

• SWARMS $250m, announces multi-agent router

• BUZZ $40m, SOL hackathon winner

• AILIVE $10m, 3D agents for gaming & metaverse

• Holoworld plans new AI agent marketplace

• ai16z plans automated news shows

• SPX $1.2bn, hits new ATH & leads Murad memes

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