Mando Minutes

Crypto falls with macro, huge option expiry day, gold hits another ATH

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Crypto

• BTC: 85k (-2%), ETH: 1895 (-6%), SOL: 131 (-5%)

• Top Gainers: CRO, TON, BERA, EOS, TKX

• BTC ETFs: +$89mn, ETH ETFs: -$4mn

• $16.5bn BTC & $14.4bn ETH options expire today

• STABLE Act details show no yield-bearing allowed

• No BTC ‘top indicators’ hit so far this cycle

• Whale BTC accumulation highest since Aug 2024

• S. Carolina proposes up to 10% BTC treasury

• GameStop falls 25% after issuing debt to buy BTC

• BlackRock Global Allocation funds hold $47m BTC

• Rumours China may unban crypto this year

• Panama to legalize, regulate crypto

• ETH ‘Wallets 2.0’ coming next month

• Bera gets $500m inflows in 7 days

• DeFI LPs suddenly making more than protocols

• Worldcoin integrates Visa functionality

• SEI Foundation may acquire 23andMe

• SBF transferred to Oklahoma prison

• SEC drops Kraken, Consensys, Cumberland cases

• Galaxy fined $200m for LUNA manipulation

• US moves $8.5m confiscated BTC

• BPI France launches EUR 25m token fund

• 90%+ of tokenized Treasuries issued by 6 entities

Macro & General

• NASDAQ: 17.8k (-1%), Gold: 3089 (+1%)

• Auto tariffs weigh on stocks, PCE inflation today

• Gold keeps hitting new ATHs

• Trump floats more tariffs on EU, Canada

• EU looks to hit US services in tariff retaliation

• Companies begin to front-run tariffs

• Xi woos global business leaders amid trade wars

• China ramps up bad property loans disposals

• US forecasts Debt/GDP at 107% in 2029

• 67% US thinks there could be a recession this year

• Trump wants DOGE to reclaim $2bn grants

• Trump to put tariffs on pharma and lumber

• OpenAI puts limiter after Ghibli craize

• Large earthquake his Thailand & Myanmar

• Putin calls US push for Greenland ‘serious’

Left Curve Corner

• Hot coins: Ghibli, WAL

• Hot NFTs: Taproot Wizards

• Ghibli $35m, Kraken lists after White House post

• WAL up 85% on launch, hits $3bn

• Binance to list Mubarak, Broccoli, Tutorial, Banana

• NFTs may solve AI abuse like Ghibli craize

• Doodles launch DreamNet protocol

• Taproot Wizards sell out at 0.31BTC

• NBA Top Shot pushes holders to Opensea

• Gunzllia Games set to launch GUNZ network

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