Mando Minutes

Tariff volatility returns, gold hits ATH again, FARTCOIN nears $900m

$10k prize this month to one subscriber who signs up here to YEET*

Crypto

• BTC: 82k (0%), ETH: 1565 (-2%), SOL: 118 (+4%)

• Top Gainers: FARTCOIN, CRV, KAS, RENDER, HYPE

• BTC ETFs: -$150mn, ETH ETFs: -$39mn

• BTC falls to $78k then rebounds strongly

• Trump signs bill repealing IRS rule targeting DeFi

• North Carolina proposes tax payments in crypto

• Arizona passes BTC mining rights bill

• SEC sets out new guidance for crypto offerings

• VanEck files for AVAX ETF with Nasdaq

• WLFI denies selling ETH

• Vitalik shares simplified ETH L1 privacy roadmap

• Crypto developer activity lowest since 2018

• Janover Inc rebrands, acquires $4.6m SOL

• OKX collabs with fin giants on collateral mirroring

• HYPE leads rebound in L1s this week

• VIRTUAL & ONDO may get Binance listing

• Block Inc settles for $40m with NY regulators

• Synthetix’s sUSD depegs to $0.85

Macro & General

• NASDAQ: 16.4k (-4%), Gold: 3234 (+2%)

• CPI cooler than expected, market still dumps

• Nasdaq hit limit down before small bounce

• USD index suffers worst day since 2022

• Gold hits another ATH

• 10yr back at 4.5%, largest increase since 2001

• Stock market back to ‘Extreme Fear’

• Cumulative tariffs on China at 145%

• China to increase tariffs on US goods to 125%

• China & US both say they will stop raising tariffs

• US bankruptcies in Q1 highest since 2008 crisis

• Retail bought $8.8bn stocks during the dip

• Several tariff deals close to finish line: Hassett

• 10% tariff now baseline: Hassett

• Trump threatens tariffs on Mexico on water rights

• Trump considers delisting Chinese stocks from US

• House passes Trump’s budget resolution

• EU, China in talks to remove tariffs on China EVs

• Tesla suspends some new orders in China

Left Curve Corner

• Hot coins: FARTCOIN, BIG, BUTTCOIN, POPCAT

• Hot NFTs: Hypios, Project AEON, Morph Black

• FARTCOIN nears $900m, up 4x in a month

• BIG $15m, new gamefi coin on Abstract

• PROMPT hits $200m FDV on launch

• BERA vault cap has been reached

• Alien Cryptopunk sells for for 4000 ETH

• YEET launches, $2m volume on day 1

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

*Yeet Disclaimer here. 18+, certain regions are restricted