Mando Minutes

Things I’m looking at today…

Crypto

• Majors down 1%, $BTC re-tests lows near 25k

• $CYBER socialfi coin most active, up 100% then falls 50%

• $CYBER fits theme of other DWF ‘cartel’ coins

• Bitcoin lower each September for 6 years

• Bitcoin rejected reclaiming 200D moving average

• Chinese court: crypto protections same as property

• Former SEC chair says ETF approval inevitable

• Little evidence spot ETF expands demand says FT

• Robinhood buys back equity stake from SBF

• HashKey HK exchange launches $100m altcoin fund

• $BTC miners have sold $100m in 7 days

• $USDT slightly depegged for all of August

• Tokenized US treasuries market now at $635m

• Hints that ZK roll-up tech is coming to Bitcoin

• Ryan Zurrer: coherent crypto regulation in ‘months not years’

• Big unlocks this month: $APE, $SUI, $OP, $APT

Macro & General

• Macro strong, stocks have best week since July

• Jobs figure weak, unemployment rate rises to 3.8%

• Bond yields predict no rate hike in Sep, cuts in 2024

• Saudi Arabia exports lowest oil to US in 6 years

• Saudi Aramco considers $50bn equity sale

• Kylie Jenner explores buy-back of $600m stake in company

• Ramaswamy vows to publish Epstein client list

NFTs & Low-Cap

• On-chain narrative weak, many coins down 10-20%

• Pumps in various DWF & Binance launchpad coins

• $PNDC up 90% after Gemini link rumours

• Owner of Supreme set takes $1.1m on-chain loan

• MAYC mega-mutant sells for 500ETH

• Rally in Yuga Labs assets driven by levered buyer

• Yuga Labs hints at new Twelvefold Ordinals edition

• Refik Anadol art debuts at Las Vegas Sphere

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