Mando Minutes

BTC dips to $91k then rebounds, Trump plans tariffs, Base szn begins

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Crypto

• BTC: 94.3k (-3%), ETH: 3330 (-5%), SOL: 231 (-7%)

• Top Gainers: FTM, SEI

• BTC ETFs: -$435mn, ETH ETFs: +$3mn

• BTC hits $91k, dominance rises as ETFs see outflows

• BTC correction driven by long-term holders

• ETH touches 4-month high then falls

• UK to deliver comprehensive crypto regulation

• MicroStrategy buys another $5.4bn BTC

• BTC $100k is just the start: Galaxy Digital CEO

• Pantera’s BTC fund does a 1000x since inception

• Rumble announces $20mn BTC reserve strategy

• El Salvador could rent 170 volcanoes to BTC miners

• Morocco set to make crypto legal

• Suriname election candidate wants BTC strategy

• Justin Sun now Trump’s DeFi project’s top investor

• XRP, SOL, LTC, HBAR ETFs may take a year: Bloomberg

Macro & General

• NASDAQ: 19.1k (0%), Gold: 2630 (0%)

• US stocks rise slightly with Dow at record

• Oil steadies amid possible Middle East ceasefire

• Trump to impose 25% tariff on Mexico, Canada

• Trump proposes 10% tariff on Chinese imports

• Trump considers AI czar appointment

• No one will win a trade war: China

• Russia strikes Ukraine in largest drone attack

• Russia advances in Ukraine at fastest monthly pace

• Wegovy & Ozempic set to get Medicare coverage

• Israel to approve ceasefire with Hezbollah

• Judge tosses Trump 2020 election case

• Biden finalizes $7.86bn CHIPS Act grant for Intel

Left-Curve Corner

• Hot coins: ai16z, DOGE, aiXBT, VIRTUAL, CHILLGUY

• Hot NFTs: DeGods, SMB

• Phantom supports Base, memes see huge volume

• Base AI agent coins on VIRTUAL up 50-100%

• DOGE foundation seeks backing for 2025 plans

• Memecoins are getting a little weird: CZ

• PumpFun suspends streaming

• CHILLGUY $550m, Mr Beast touts original meme

• JUSTICE $160m, coin from the pet owner of PNUT

• ai16z $230m, founder has call with X

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