Mando Minutes

Crypto rangebound, Cool PPI, KOSPI in bull market

Crypto

• BTC: 63,794 (+1%) | BTC.D: 58.6% (+0.1%)

• ETH: 1,893 (0%) | BNB: 610 (0%) | SOL: 76 (+1%)

• Fear & Greed: 30 | 24h Liq: $175m

• BTC ETFs: -$61M | ETH ETFs: +$7M

• Top Gainers: APR, AKE, VELVET, BTW, FGRS

• BTC spot trading volume hits 7-year low

• BTC on Coinbase trading $150 below Binance

• BTC still going to $189K in 2026: Citi

• User pays $103K fee on single BTC transaction

• $15B BTC moved after Coldcard hack

• ETH staking ratio hits record 34.4%

• Hyperliquid seeks path to US perps market

• Hyperliquid to add HIP-1 scaleWei Function

• Solana stays up as outage disrupts 102 validators

• GSR model lifts SOL to 43.6%, cuts BTC to 17%

• Crypto firms urge AI labs for early model access

• GS set to acquire BTCI through $2.3B Neos deal

• Wall Street tests tokenization

• Lighter teases Robinhood Wallet event

• July CEX derivatives volume down 11% m/m

• Blockchain Assoc backs Custodia SCOTUS bid

• SEC clears Franklin Templeton’s onchain fund

• Capital Intl buys $300M more MSTR, holds $3B

• Swiss National Bank discloses $72M MSTR stake

• Kraken adds 24/7 S&P 500 perps

• Algorand v5 ships post-quantum accounts

• NYC probes prediction markets over marketing

• South Korea tightens crypto transfers

• Mexico mandates full KYC on crypto transfers

• B Treasury to pay Europe's first BTC dividend

• Polygon joins BoE’s CBDC Lab

Macro

• NASDAQ: $26,590 (+1%) | Gold: $4,380 (-1%)

• Fed hike odds drop, on lower than expected PPI

• VIX falls to lowest level this year

• Groceries cost 40%+ vs 2019: St Louis Fed

• US debt interest hits 4.2% of GDP

• US banks sit on $325B unrealised losses

• Treasury scraps beneficial ownership reports

• Tariffs refunded but firms keep price rises

• Press secretary Leavitt to leave White House

• Trump sued over Truth Social $100K fast feed

• DC homicides down 44% in Trump crackdown

• Trump enlists firms for offensive cyberattacks

• US to fully withdraw from Iraq by end-Sep

• US has total control of Hormuz: Trump

• Ukraine hits Russian warships, grain terminals

• Ukraine drones overwhelm US forces in war game

• Colombia OKs joint US ops against drug gangs

• US, Japan plan deepest-ever rare earth sea mine

• Gen Z moving funds from stocks to sports betting

• Lakers sold to Kushner, Iger for record $12.5B

AI & Tech

• KOSPI back into technical bull market

• Grok 4.7 to exceed all models in 3-4 weeks: Elon

• Grok 4.6 gets Cursor driven upgrade

• Brin urges Google to chase self-improving AI

• Google ups Pixel 11 prices $100 on memory costs

• Anthropic in talks to buy Decart AI for $6B

• Apple's base iPhone 18 to skip autumn launch

• Apple to pay publishers for AI-upgraded Siri

• DeepSeek V4-Pro hits big benchmark gains

• DeepSeek forms team to rival Claude Code

• SK Hynix invests $38B in two new memory fabs

• BofA to invest $250B in AI, chips and energy

• OpenAI-backed Thrive raises $2B for enterprise AI

• Cognition in talks to raise at $40B valuation

• Lovable raises $400M at $13.3B valuation

• Burry adds shorts on MU, ORCL and Nebius

• Cerebras plunges despite raising guidance

• SpaceX up 40% in 5 days as shorts flee

• AI could be 99% of SpaceX value in 5 yrs: Elon

YEET: Crypto's Casino
Just passed $3B 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