Mando Minutes

US to blockade Hormuz, DOT gets exploited, WLFI drama

Crypto

• BTC: 70,750 (-1%) | BTC.D: 58.7% (-0.4%)

• ETH: 2,189 (-1%) | BNB: 598 (+1%) | SOL: 82 (0%)

• Fear & Greed: 13 | 24h Liq: $184m

• BTC ETFs: +$257M | ETH ETFs: +$65M

• Top Gainers: RAVE, STABLE, JTO, VVV, AAVE

• Crypto sheds $83B in a day on Hormuz blockade

• Hackers mint 1B DOT on ETH, sell for $237K

• Hyperbridge DOT exploit caused by AI hack

• Justin Sun calls out being blacklisted by WLFI

• CLARITY Act sees ‘nervous optimism’

• Lummis: Clarity Act is last chance until 2030

• 26 AI LLM routers found injecting malicious calls

• BTC, ETH, XRP weekly ETF inflows; SOL outflows

• Strategy signals more BTC buys via STRC

• Onchain flows showed huge selling above $70k

• Hyperliquid TVL approaches $5B

• Ethereum new users surge 82% QoQ in Q1

• Farage-backed Stack BTC buys 2M GBP of BTC

• Aave DAO greenlights $25M grant to Aave Labs

• Starkware cuts staff after revenue plunge

• Alameda moves $16M SOL to creditor address

• Debanked commodities giants turning to stables

• Bitwise files updated S-1 for Hyperliquid ETF

• Grayscale eyes 30+ funds incl. TON, HYPE, TRX

• EU banks selecting stablecoin partners

• Bank of Korea floats crypto ‘circuit breakers’

• HK issues first stablecoin licenses to HSBC group

Macro

• NASDAQ: $22,900 (+0.4%) | Gold: $4,740 (-1%)

• Key events: home sales, PPI, CPI this week

• Trump confirms US Hormuz blockade to begin

• Oil climbs above $100, futures fall

• Hormuz traffic plummets, tankers head to US

• Iran: no Gulf port safe if own ports threatened

• Iran having issues clearing mines it laid

• Iran oil ships begin to anchor off India

• Britain will not join Hormuz blockade

• Trump threatens 50% tariffs on China over Iran

• US, AUS, PH hold joint drills in S. China Sea

• Saudi restores pipeline to 7M bpd post-attack

• Mediators rush to revive US-Iran talk: Axios

• Only 3k jobs now needed for stable unemployment

• Magyar wins Hungarian election, Orban out

• Indonesia rupiah falls to lowest ever vs USD

• Japan 10Y yield hits 2.48%, highest since 1997

• China Q1 GDP rebound expected, dim outlook

• 2028 seen as key maturity wall for private credit

• ’Fraud alone’ could balance the federal budget

• Costa Rica gets first US-deported migrants

• UK shelves Chagos Islands sovereignty transfer

• Uganda general demands $1B and bride from Turkey

• Kamala Harris considering 2028 presidential run

AI & Tech

• Artemis II crew returns to Earth from the Moon

• TSMC set for 4th record profit on AI demand

• Suspect arrested over Molotov attack on Altman

• Altman reportedly targeted in second attack

• Trump officials push banks to test Mythos

• Claude to get app builder layer, targets Google

• Claude also targets Cursor with new coding tools

• Meta AI overtakes ChatGPT in Apple App Store

• New study shows AI will rapidly take jobs

• CoreWeave signs multi-year deal with Anthropic

• Only a fraction of AI capex is revenue-backed

• US social mood turning negative on AI

• 10-16% of Claude Code context gone at start

• 26 Claude shortcut hacks for faster prompts

• Apple set to launch AI glasses in 2027

• Japan adds $4B in subsidies for domestic chips

• CIA let AI write first intelligence report

• Netherlands first EU country to approve Tesla FSD

• X reducing payments to clickbait accounts

• Rockstar says recent hack has no impact

• Durov calls WhatsApp E2E encryption fraud

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