Mando Minutes

BTC retreats, Nvidia considering BTC treasury, SOL fixes zero-day

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

Crypto

• BTC: 94.6k (-1%), ETH: 1825 (0%), SOL: 147 (+1%)

• Top Gainers: VIRTUAL, SUI, BONK, FLR, TAO

• BTC ETFs: +$675mn, ETH ETFs: +$20mn

• BTC hits $97.9k then underperforms

• Nvidia considering BTC treasury

• Arizona governor vetoes BTC bill

• Saylor hints at another BTC purchase

• Trump reiterates support for crypto

• SOL fixes zero-day exploit

• Goldman Sachs to offer tokenised treasuries

• US unlikely to increase BTC holdings: Hayes

• Two key crypto policy leaders of IRS exit

• Tether to launch AI project

• Vitalik wants to speed up ETH by 100x

• Bybit to launch tradfi trading 

• Brown University invests in BTC ETF

• Whale who held 76k ETH in 2015 ICO sells all

• Deribit to expand to US

• $8.8b crypto hub to be built in Maldives

• EU investigating OKX in Bybit hack case

• EU to ban anon crypto, privacy tokens from 2027

• Kyrgyzstan to launch gold backed stablecoin

Macro & General

• NASDAQ: 18k (+2%), Gold: 3273 (+1%)

• This week: FOMC decision, PMI data

• S&P 500 logs longest positive streak in 20 years

• More than 88% S&P 500 stocks above 20D MA

• Buffett to step down from Berkshire role

• UK stocks on longest winning streak in history

• Will let Powell serve his term: Trump

• No inflation, Fed should lower rates: Trump

• Some trade deals may come this week: Trump

• 72% US consumers think recession is coming

• Auto-loan delinquency rate highest in 14 years

• Trump has no plans to speak to Xi this week

• Trump puts 100% tariffs on non-US movies

• Trump orders reopening of Alcatraz

• Trump to pressure Russia to end war

• Israel to respond after Houthi missile strike

Left Curve Corner

• Hot coins: gork, House, BOOP, VIRTUAL, AI16Z

• Hot NFTs: Good Vibes Club, Ringers, Pirate Nation

• House $85m, rebounds after widespread FUD

• gork $65m, Elon changes pfp to gork meme

• BOOP $350m, Binance Alpha lists

• VIRTUAL & AI6Z lead bounce in AI coins

• Claynosaurz to expand to SUI

• Igloo execs meet with US lawmakers

• PumpFun YTD fees of $294m higher than ETH

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

*Yeet Disclaimer here. 18+, $1 minimum volume required, certain regions are restricted. Please gamble responsibly.