Mando Minutes

Huge BTC rally, ERC404 hype spreads, Year of the Dragon begins

Crypto

• BTC: 47.3k (+6%), ETH: 2500 (+4%), SOL: 107 (+6%)

• Top 100 gainers: RUNE, DYM, PYTH, BEAM

• BTC rally grows: up 12% this week, dominance rises

• RUNE & ORDI lead BTC-beta altcoins, TAO hits ATH

• BTC ETFs see 3rd largest net inflow day

• BTC rally linked to miners slowing selling

• Funding rises, $1.1bn shorts liquidated at $50k

• Pump in Asia hours linked to large stimulus efforts

• DYM tops out at $8.5bn FDV then retraces

• ETH burn rate at 0.25% with ERC404 gas costs

• ETH Dencun upgrade will be March 13th

• PENDLE nears $1bn TVL, EigenLayer hits $5bn

• Hayes: points the best onboarding method so far

• Do Kwon extradition order reversed

Macro & General

• NASDAQ: 15.8k (+1%), Gold: 2047 (0%)

• S&P 500 near $5k, inflation revision data today

• Japan Nikkei hits 34-year high

• ’Year of the Dragon’ begins in China

• Asset managers most long equity futures in 15 years

• OpenAI seeks ‘trillions’ for chip development

• Special counsel portrays Biden as old & forgetful

• Biden: ‘memory is fine’, then confuses Egypt leader

• Trump wins Nevada caucus, Haley will fight on

• Supreme Court ‘likely to restore’ Trump eligibility

• Putin/Tucker: views on war, US, China, Nordstream

• Zelensky dismisses top general

NFTs & Low-Cap

• Hot coins: PANDORA, BAKE, SHIB, MNRCH

• Hot NFTs: Pandora, Pudgy Penguins, Solmap

• PANDORA hits $320m, ERC404 dominates focus

• ERC404 coins re-run top memes like SHIB, PEPE

• Speculation NFT projects will migrate to ERC404

• ERC404 in ‘good spot’ for EIP push

• Quantum Cats evolve, floor falls 20%

• Sothebys set to auction Ether Rock

• Franklin sell iconic gold BAYC

• DEXTools partners with OKX

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