Mando Minutes

Crypto bounces back, altcoins below FTX levels, CPI this week

Crypto

• BTC: 111k (+5%) | BTC.D: 59.7% (-0.1%)

• ETH: 4050 (+6%) | BNB: 1125 (+5%) | SOL: 193 (+6%) 

• Top Gainers: LINK, ZEC, MNT, AAVE, TAO

• BTC ETFs: -$367m | ETH ETFs: -$232m

• Crypto bounces after hitting extreme fear sentiment

• Spot BTC ETF suffer ATH weekly outflows

• Revived BTC supply hits highest since January

• Tough to be bullish with BTC below $112k: Ansem

• Top 50 altcoins below level after FTX crash

• BitMine has bought $1.5b ETH since crash

• New $1b ETH DAT incoming

• Kang liquidated on long ENA, short ETH & BTC trade

• TAO & ZEC lead bounce in altcoins

• US 10yrs behind on crypto, fixing is job one: Atkins

• Crypto execs to meet Senate Dems on crypto bill

• Crypto miners riding AI wave outperforming BTC

• Hayes to raise $250m for new PE fund

• Stripe’s Tempo raises $500m at $5b valuation

• Dankrad leaves ETH Foundation for Tempo

• Tether open sources wallet kit

• Japan’s FSA could allow banks to hold crypto

• Japan’s big banks join forces on stablecoins

• UK sends 65k letters to crypto tax evaders

• UK to finalise stablecoin rules by end-2026

• Ant Group, JD com halt stablecoin plans in HK

Macro & General

• NASDAQ: 22.7k (+1%), Gold: 4275 (+2%)

• This week: CPI, Services PMI, Home sales data

• Tesla, Netflix earnings this week

• S&P downgrades France in an unscheduled move

• Fund managers cash allocation lowest in 12 years

• Not looking to destroy China: Trump

• China growth set to slowdown again

• US nears tariff relief for auto industry

• Japan’s LDP, Ishin to form coalition government

• Nikkei hits record high

• Trump to give more student loan forgiveness

• US army to pause $11b projects in Dem states

• Trump pressures Ukraine to accept Russia’s terms

• Trump will meet Putin again

• USD now used in ~50% of global payments

• Jewellery stolen from the Louvre

• Apple to launch its first touch screen Macbook

• AWS goes down, takes out many internet sites

Left Curve Corner

• Hot coins: 币安人生, USELESS, BIO, STBL, TIBIRR

• Hot NFTs: Chimpers, MAYC, BAKC

• USELESS $380m, leads rebound in SOL memes

• BIO listed on Upbit, DeSci coins soar

• PumpFun teases ICM announcement

• SEA token to launch in Q1 2026

• MegaETH buys back 4.75% of its equity

• Chimpers to adopt Strategy token as their main

• Gamba Dogs 5x from mint price

YEET: Crypto’s Casino
Just passed $730m 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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