Mando Minutes

Crypto dips, Coinbase joins S&P 500, CPI today

Crypto

• BTC: 103.4k (-1%), ETH: 2480 (-3%), SOL: 174 (-2%)

• Top Gainers: XRP, LEO, KCS, BSC USD, FTN

• BTC ETFs: +$5mn, ETH ETFs: -$18mn

• Crypto falls, BTC acts like safe-haven asset

• Coinbase set to join S&P 500, up 8% pre-market

• Blackrock files for in-kind redemption on ETH trust

• Arizona governor vetoes crypto reserve plans

• Legal clarity paramount for tokenization: Pierce

• Strategy bought $1.34bn BTC last week

• GDC to buy BTC, TRUMP for $300m

• Trump-linked ‘American Bitcoin’ to go public

• Make New York world’s crypto capital: Adams

• SOL DEX volume near 9-week high

• SUI goes live broadly on Phantom

• Animoca Brands plans to go public in US

• SOL founder proposes new cross-chain DA

• Dubai taps CryptoCom for crypto payments

• Curve website faces DNS hack

Macro & General

• NASDAQ: 18.7k (+4%), Gold: 3259 (+1%)

• Stock market ‘Greed’ highest since Nov

• S&P 500 has 3rd best day in 5 years

• Stocks up 20% from low, enters new bull market

• 50%+ stocks above 200 DMA

• Odds of 2025 recession in US fall to 38%

• 30-year US yield nears 18 year high

• GS now expects first rate cut in Dec, not July

• Asset managers build largest USD short since 2008

• US achieved total trade reset with China: Trump

• US set to accept luxury jet from Qatar

• Trump lands in Saudi Arabia

• EU nastier than China on trade deals: Trump

• Will speak to Xi end of week: Trump

• Drug prices to be cut by 59%+: Trump

• Clear drug price reduction targets in 30 days: WH

• EMs Debt/GDP at ATH, driven by China

• Japan stocks on longest ever winning streak

• US approves $1.4bn weapons package for UAE

Left Curve Corner

• Hot coins: LAUNCHCOIN, GOONC, DUPE, BUDDY

• Hot NFTs: Mocaverse, Openpen, Seeing Signs

• PumpFun launches creator revenue sharing

• LAUNCHCOIN $80m, now up 30x in 4 days

• Ordinals & Runes start to pump from low levels

• Truth Social not launching memecoin: Trump Jr

• Paradigm designs new model for prediction markets

• KAITO continues to rally, nears ATH at $2bn

• VIRTUAL integrates with KAITO for rewards

• Abstract now fully EVM compatible

• Caitlyn Jenner memecoin case dismissed

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

*Yeet Disclaimer here. 18+, $1 minimum volume required, certain regions are restricted. Please gamble responsibly.