Mando Minutes

ETH soars after Pectra upgrade, China tariffs may drop, PEPE leads memes

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Crypto

• BTC: 102.9k (+3%), ETH: 2345 (+21%), SOL: 172 (+11%)

• Top Gainers: PEPE, VIRTUAL, FARTCOIN, UNI, ENA

• BTC ETFs: +$117mn, ETH ETFs: -$16mn

• BTC hits $104k, first time $100k since Feb 7

• ETH pumps 25%+ after Pectra upgrade

• ETH turned deflationary again with Pectra

• $800m shorts liquidated in 24 hours

• BTC dominance may have peaked: Raoul Pal

• Missouri to fully exempt tax on crypto gains

• GENIUS Act fails to pass Senate vote

• Strategy to release ‘Bitcoin Standard Model’

• Strategy stock at YTD highs

• Fidelity actively pitching BTC to CEOs

• StanChart says BTC $120k target may be too low

• Ripple-SEC case is now finally closed

• Meta in talks to create & deploy stablecoins

• Coinbase to acquire Deribit for $2.9bn

• Coinbase earnings miss expectations

• Superstate to bring tokenised stocks to Solana

• Celsius founder given 12 years in prison for fraud

• Ramp plans corporate stablecoin-backed cards

Macro & General

• NASDAQ: 17.9k (+1%), Gold: 3332 (+1%)

• Stocks rally as Trump says ‘buy now’

• US stocks Put/Call ratio at lowest since Jan 2021

• US-UK make trade pact, leaves 10% US tariffs

• US considering lowering China tariffs ahead of talks

• Fed buys another $8.8bn treasuries

• Powell doesn’t have a clue: Trump

• 3-year inflation view highest since 2022

• Dollar reverses to hit 4-week high

• EU to target US cars, planes, bourbon if no deal

• Trump weighs faster deals with Gulf wealth funds

• Trump to raise taxes for >$2.5m/yr earners

• Gold could hit $6k by 2029: JP Morgan

• US layoffs rise the most since 2020

• BoE cuts rates by 25bps

• China exports to US fell 17.6% in Apr

• Russia, China deals being settled in native currencies

• India-Pakistan conflict is not our business: Vance

• Prevost first American to be elected Popes

Left Curve Corner

• Hot coins: PNUT, MOODENG, GOAT, CHILLGUY, FWOG

• Hot NFTs: Kaito Genesis, Good Vibes Club

• PEPE up 30% to $4.7bn, ETH memes surge

• MOODENG +150%, leads resurgence in 2024 memes

• VIRTUAL pumps 50%+, AI agents hit $11bn

• Kaito Genesis NFTs up over 100% on the week

• Julian Holguin becomes CEO of Rolling Stone

• REKT announces another $100k buyback

• BOOP changes airdrop mechanics

• Punks hit $100k floor after ETH rally

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

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