Mando Minutes

SOL leads bounce, Tether teases payment card, Nvidia earnings day

Crypto

• BTC: 65.5k (+4%) | BTC.D: 58.5% (+0.2%)

• ETH: 1915 (+5%) | BNB: 600 (+2%) | SOL: 82 (+8%) 

• Top Gainers: LEO, WLD, POL, ICP, SOL

• BTC ETFs: +$258m | ETH ETFs: +$9m

• SOL leads crypto majors in a broad rally

• Advisors, HFs were largest BTC ETF sellers in Q4

• Vitalik sells $8.6m ETH in a week

• Strategy now the #1 shorted stock globally

• ETH Foundation begins staking ETH treasury

• Trump has no SBF pardon plans: White House

• Tether teases new payments card

• Stripe considers buying PayPal

• Meta plans stablecoin comeback in 2H26

• Kraken rolls out 24×7 perps for gold, stocks

• US seizes $61m USDT tied to pig butchering scam

• Coinbase rolls out stock trading to all US users

• Binance brings back tokenized stocks via Ondo

• Bitwise buys staking infra provider Chorus One

• HK’s RedotPay considers IPO at $4b valuation

• Aave DAO continues to fight with Aave Labs

Macro & General

• NASDAQ: 22.9k (+1%), Gold: 5205 (+1%)

• Futures higher ahead of Nvidia earnings today

• Nvidia has sold no H200s to China

• US Feb consumer confidence beats expectations

• Trump gives longest ever SOTU speech

• Traders pricing deeper Fed rate cut cycle

• 30yr mortgage rate in US hits lowest since 2024

• Asian currencies hit 16-month high

• S Korea, Taiwan stocks hit ATH on AI bets

• Meta agrees a broad deal with AMD

• China aims for 5x increase in chip output

• Microsoft to collab with SpaceX’s Starlink

• Anthropic links AI agent with IB, HR tools

• Apple plans Made in America Mac Mini

Left Curve Corner

• Hot coins: ARC, PUNCH, SANAET

• Hot NFTs: Doodles, Moonbirds, Milady

• ARC $125m, up 2x in a week

• Moonpay launches ‘MoonPay Agents’

• Ethfi announces earn campaign on iOS

YEET: Crypto’s Casino
Just passed $1.7B 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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