Mando Minutes

Things I’m looking at today…

Crypto keeps rallying, 10y above 5% again, SBF trial set to end

Crypto

• BTC: $30.5k (+2%), ETH: 1672 (+2%)

• Crypto continues rally, led by LINK & MATIC +8%

• Robert Kiyosaki: next stop $135k for BTC

• BTC Open Interest +70% on CME in last week

• SOL bid driven largely by Asia

• ETH/BTC ratio sitting at key support

• DOT $400m unlock this week

• Pro-crypto candidate trailing in Argentina election

• WSJ data on Hamas crypto funding questioned

• SEC ‘only 3% chance of success’ in XRP appeal

• SBF trial in final stages

• FTX claims trading at 50c on dollar

• Finney can’t be Satoshi Nakamoto new study argues

Macro & General

• Stock futures, oil & gold all open lower

• US 10y smashes through 5% again

• China stock market at pre-pandemic low

• Hamas likely armed by North Korea

• Russia killed or wounded in Ukraine could be 480k

• US mortgage payments now 52% higher than rent

NFTs & Low-Cap

• Flooring Protocol reaches $22m TVL

• Azuki up 40%, reflips Pudgies & MAYC

• Memeland assets +20-50% ahead of MEME drop

• DOGE, PEPE both up 5% as memecoins begin to run

• BONK memecoin on SOL up 50%

• Magic Eden halts BRC-20 trading

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