Mando Minutes

Things I’m looking at today…

Fed spooks markets, Mt. Gox delayed, 95% of NFTs now at $0

Crypto

• Majors drop 1-2% after Fed, BTC dominance rises

• BTC funding rate rises worryingly during drop

• Mt. Gox repayments delayed, will now finish 2024

• Paypal rolls out PYUSD to Venmo users

• BTC to hit $37k this year: Matrixport

• BTC liquidity on exchanges at 6-year low

• S. Koreans own $100bn of crypto assets

• House Committee passes bill to ban US CBDC

• Ramaswamy drafting crypto policy framework

• CZ confirms he lent $250m to BAM

• Eclipse announces SVM L2 on ETH

• Centrifuge RWAs move to Base & Arbitrum

• BTC 87% crash in 2021 caused by Alameda error

• Hal Finney talks ZK proofs in 25 year old video

• Robert Kiyosaki: Bitcoin is a bargain

• Cathie Wood: ETH could go to $170k

• TON now top 10 crypto, tops DOGE briefly

• OP sells $160m tokens in private sale

Macro & General

• Stocks down 1-2%, yields at decades highs

• Fed signals one more rate hike, higher for longer

• Recent IPOs Arm & Instacart drop hard

• US government shutdown likely in a week

• US dollar headed for 10th straight green week

• 3 more rate hikes coming: Vanguard

• Oil could go to $120: JP Morgan

• US housing market largest slowdown since 2011

• Poland will no longer arm Ukraine after spat

• Saudi to seek nuclear weapon if Iran gets one

• Apple ditches iPhone in-built stock trading plan

• George R. R. Martin sues OpenAI

• Neuralink claim of no monkey deaths questioned

• Elon confirms no charge for regular X users

• Elon said he voted for Biden, in fact didn’t vote

• Trump to skip second GOP debate

• Oldest wood structures pre-date modern humans

NFTs & Low-Cap

• Friend Tech prices drop after competitor launches

• Friend Tech security model questioned

• Friend Tech launches Chrome extension

• @pepe X handle joins Friend Tech

• IMX +25% after Upbit accumulates

• NONE trading bot shuts down after hack

• METIS pops after announces Aave integration

• NFT FUD article spreads about 95% at $0

• APE NFT buyback proposal passes

• y00ts rebrands as lifestyle brand

• Deafbeef, Perkwerk, Defaced, Haring large art sales

• Meta launches metaverse game Horizon Worlds

• Walmart plans retail metaverse

• NFT lottery of Pokemon IRL cards sells out

• Dalle-E 3 launches

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