Mando Minutes

Crypto stable, Trump tries to push CLARITY, S. Korea stocks fall

Crypto

• BTC: 64,171 (-1%) | BTC.D: 58.3% (-0.3%)

• ETH: 1,887 (0%) | BNB: 578 (0%) | SOL: 76 (-2%)

• Fear & Greed: 26 | 24h Liq: $327m

• BTC ETFs: +$108M | ETH ETFs: +$54M

• Top Gainers: US, ONDO, LDO, ETHFI, EDGE

• Leverage washed out, bullish on crypto: Fink

• BTC rally lacks sustained spot buying: Bitfinex

• BTC may bottom near $38-39K: NYDIG

• Trump meets senators today to advance CLARITY

• US Senate unanimously opposes SBF clemency

• ZachXBT slams hardware wallet security

• JPMorgan tokenises Invesco QQQ ETF

• Study finds manipulation in Polymarket BTC bets

• Binance sees $1.8B USDC outflows after MiCA

• Base to focus on trading, payments, AI agents

• Solana RWA holders hit ATH 300K+

• Ostium exploited for $18M on Arbitrum

• S Korea to classify crypto as national assets

Macro

• NASDAQ: $26,270 (+1%) | Gold: $4,030 (-1%)

• AI stack selloff resumes, KOSPI again halted

• US June PPI better than expected

• US debt tops 100% of GDP, first since WW2

• Margin debt up 40% y/y, echoes prior tops

• Fund managers most bullish stocks in ~2 years

• Warsh unhappy with all inflation measures

• House rejects bid to cut $3.3B Israel aid

• Trump to allege China election meddling

• Hegseth orders testosterone tests for troops

• Epstein files release was 'mishandled’: Vance

• Oil could hit $55, Iran to be defeated soon: Trump

• US hits Iran command centres in new strikes

• Iran frees detained American in goodwill gesture

• US to expand oil production in Iraq: Trump

• US reviews military options for Cuba

• Ukraine defence minister Fedorov resigns

• China unveils 100GW microwave weapon arsenal

• China’s crude imports hit 10-year low

• US puts 25% tariff on Brazil

• Hochul plans ‘massive’ nuclear expansion for NY

AI & Tech

• Semis enter correction, down 16% from ATH

• Anthropic could IPO as early as October

• Anthropic in talks to expand $2.5B credit line

• Apple M2 Ultra lags, firm leans on Nvidia

• Thinking Machines debuts 1T open-source model

• Grok Build open-sourced, resets usage limits

• Qwen 3.8 slated for July or early Aug release

• Micron lifts US investment plan to $250B by 2035

• $286B data centre builds axed since 2025: MS

• Buffett warns some AI giants could collapse

• Japan to buy 27.5k Nvidia Rubin chips for robots

• India pledges extra $19.7B for chips, phones

• Nvidia, Toyota expand tie-up into robotics

• China cracks down on humanlike AI companions

• X to open-source entire codebase: Elon

• LLY set to buy psychedelic pharma company

YEET: Crypto's Casino
Just passed $2.9B in lifetime volume!

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

*Yeet Disclaimer here. 18+. Certain regions are restricted. Please gamble responsibly