Mando Minutes

AVAX & SOL ecosystems in focus, stock rally extends to 7 weeks, huge NFT theft

Crypto

• BTC: 42.4k (-1%), ETH: 2255 (0%), SOL: 76 (-3%)

• Majors falls but degen activity on various L1s grows

• AVAX +30% in 7d with ecosystem plays in focus

• ARB goes down for hours amid inscription surge

• Jupiter airdrop coming Januarry on SOL

• SOL DEX volumes beat ETH for first time ever

• BTC ETF in Jan, ETH ETF likely in May: Bloomberg

• Coinbase sues SEC for denying regulation request

• Bank of Korea wants CBDCs introduced ‘urgently’

• WLD +35% after Altman seeks $50m new funding

• Polygon to switch focus to CDK scaling

Macro & General

• NASDAQ: 14.8k (0%), Gold: 2033 (-1%)

• Stocks end seventh straight winning week

• Fed Official appears to walk back rate-cut talk

• US home sales rebound as mortgage rates ease

• Shipping giants begin to pause Red Sea travel

• Ukraine fails to secure aid from EU or US

• Guyana-Venezuela dispute appears to cool

• Netflix resumes ads on X

• Costco sold $100m gold bars last quarter

• Guiliani must pay $148m for election defamation

• US homelessness hits record level

NFTs & Low-Cap

• Huge NFT theft as NFTTrader exploited

• AVAX memecoins run, COQ hits $100m

• BONK & WIF on SOL hit ATHs then retreat

• Smaller BRC20s surge: MUBI, VMPX, TRAC lead

• SOL volumes again 2x ETH as NFTs rise

• Mad Lads moved to 4th highest PFP project

• Bitcoin Frogs on Ordinals 2x to ATH

• Red Bull F1 to drop SUI NFT

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The information does not constitute financial advice or recommendation and should not be considered as