Mando Minutes

ETH Foundation restructures, HYPE hits ATH, China tariffs delayed

Crypto

• BTC: 105k (0%), ETH: 2605 (+5%), SOL: 159 (+3%)

• Top Gainers: WIF, ENA, HYPE, PEPE, AAVE

• BTC ETFs: -$268mn, ETH ETFs: +$78mn

• BTC reclaims $105k, ETH leads crypto gains

• ETH Foundation restructures, shares new targets

• ETH ETF inflows begin to outpace BTC

• Robinhood acquires Bitstamp

• Strategy to sell equity to raise $250m to buy BTC

• HK’s Reitar Logtech to buy $1.5bn BTC

• HYPE hits ATH, to get Binance US listing

• NBX’s stock up 140% on BTC reserve policy

• Tether sends 37k BTC to Twenty One Capital

• Metaplanet buys $114m BTC

• Blockchain Group buys $68m BTC

• Sberbank to issue bonds tied to BTC

• Coinbase delayed data breach reveal

• Coinbase adds Ethena to listing roadmap

• Sharplink down 30%, after 2000% surge

• Public co. Classover to raise $500m to buy SOL

• SOL signs MOU with Dubai to collab on crypto

• Consensys acquires Web3Auth

• Sberbank offers structured bonds linked to BTC

Macro & General

• NASDAQ: 19.2k (+1%), Gold: 3360 (0%)

• US stock futures slip, JOLTS today

• Global stocks approaching new ATH

• US extends tariff pause on some Chinese goods

• Trump, Xi to speak this week

• US tariff revenue hit record $22.3b in May

• US GDP growth estimates back on the rise

• Economy booming because of tariffs: Trump

• Trump admin set July 8 deadline for trade deals

• M2 money supply hits ATH of $21.9T

• US 30yr yield hits 5%, surpasses 20yr yield

• US 30yr real rate at 2.8%, highest since GFC

• US will never default on $36T debt: Bessent

• USD resumes fall, gold rallies

• US housing market unsold inventory at ATH

• BoJ could end bond purchases next year

• Japan equities suffer record weekly outflows

• Vietnam’s DONG hits lowest against USD

• US military stockpiling weapons: Trump

• UK moving to ‘war-fighting readiness’

• Dutch government collapses

• Gukesh beats Carlsen in chess

Left Curve Corner

• Hot coins: USTP, ALON, SNUFFY, AIVAX

• Hot NFTs: Moonbirds, Chonks, NodePunks

• Moonbirds near 1ETH, 4x after sale

• Record Skull of Luci sale at 120 ETH

• Apecoin DAO may be dissolved

• Mediawan, Claynosaurz create animated series

• KTA $1bn, up 40% as mainnet approaches

• First ever Gondi loan taken out on REKT holdings

• REKT Drinks x Opensea sale goes live today

• Pixel Vault to sell Punks collection

YEET: Crypto’s Casino
Just passed $130m in lifetime volume!

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

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