Mando Minutes

Crypto slides, LINK leads alts, Fed ends crypto supervision

Crypto

• BTC: 114.9k (-4%) | BTC.D: 59.9% (+0.4%)

• ETH: 4245 (-9%) | XRP: 2.95 (-5%) | SOL: 181 (-7%) 

• Top Gainers: XMR, LEO, XAUT

• BTC ETFs: -$14mn | ETH ETFs: -$59mn

• BTC slides to $115k despite stability in stocks

• ETH & SOL weakest in majors, LINK leads alts

• Fed ends crypto supervision program

• US weighs digital ID verification in DeFi

• BTC hits 1.7% of total global money supply

• ETH hits ATH in transaction count, active addresses

• ETH ETFs see ATH weekly inflows

• SOL hits 100k TPS in load-test

• BMNR buys $600m more ETH

• Sharplink stock dips on $130m Q2 loss

• Metaplanet buys $93m BTC

• DFDV buys $22m SOL

• NY proposes 0.2% tax on crypto sales, transfer

• S&P 500, Dow could launch tokenized indexes

• SEC to help US be world’s crypto capital: Atkins

• S Korea to consider stablecoin bill in Oct

• Japan to approve first JPY stablecoin this fall

• Strive expects Strategy to join S&P 500

Macro & General

• NASDAQ: 21.7k (0%), Gold: 3387 (0%)

• This week: Fed minutes, PMI, Powell speaks

• US retail sales data better than expected

• S&P 500 Price-to-Book hits ATH

• Big progress on Russia, stay tuned: Trump

• EU leaders, Zelensky to meet Trump

• US weighs sanctions on Rosneft, Lukoil

• German 30-year bond yield hit 14-year highs

• China stocks set for decade highs

• Container shipping from China to US falling again

• China capital outflows hit ATH

• WEF makes Larry Fink co-chair

• OpenAI plans share sale at $500bn valuation

Left Curve Corner

• Hot coins: LIGHT, NEET, CORAL, GREENSOLO

• Hot NFTs: Moonbirds, Punks, Doodles

• Grayscale files S-1 for DOGE ETF

• LIGHT $150m as launchpad buybacks accelerate

• PumpFun flips Hyperliquid revenue

• Rekt Drinks x Base collab soon

• Polymarket adds ‘Breaking News’ tab

• Moonbirds hit 4ETH, trade above mint price

YEET: Crypto’s Casino
Just passed $425m in lifetime volume!

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. Please gamble responsibly.