Mando Minutes

Crypto rips, ATH shorts liquidation, Treasury expands buybacks

Crypto

• BTC: 71,890 (+12%) | BTC.D: 58.9% (+0.2%)

• ETH: 2,281 (+19%)| BNB: 645 (+7%)| SOL: 87 (+13%)

• Fear & Greed: 61 | 24h Liq: $3.02b

• BTC ETFs: +$517M | ETH ETFs: +$18M

• Top Gainers: HYPE, ZBCN, LIT, SPX, PEPE

• Crypto, Gold rip as Treasury doubles debt buybacks

• Largest short liquidation event in crypto history

• CFTC working to onshore Hyperliquid, HYPE surges

• US military runs a Bitcoin node: Admiral

• US has discussed buying sizable BTC: Trump

• Trump meets crypto CEOs at WH summit

• BTC rally is local, not a trend reversal: Glassnode

• BTC primed for a big breakout: Fidelity

• Zhibao adds 2,380 BTC in $154.7m DAT pivot

• Final GENIUS Act rule lands by Nov: OCC

• FWAir launch details released

• Grayscale files fourth amendment for Zcash ETF

• Ethena, FalconX open $1b USDe credit line

• Coinbase adds Hyperliquid perps to Base

• Kraken freezes $4.2m in HTX poisoning scam

• Rapid7 finds AI-built crypto phishing kits

• Ripple raises $275m for prime brokerage

• HSBC, StanChart do first Swift tokenised deposit

• Nethermind quits LayerZero for Chainlink

• BitGo Korea first foreign firm to win VASP

Macro

• NASDAQ: $26,330 (+0.2%) | Gold: $4,490 (-0.7%)

• Stocks up as double treasury buybacks calm yields

• Gold, Silver add $1.3tn to market cap

• Moderna rips on cancer vaccine, up 212%

• Inflation risk skewed to upside: Fed minutes

• Trump sets first GOP midterm convention

• Trump cuts refundable tax credits for illegals

• US secretly moving oil via Strait of Hormuz

• Trump declares 'Economic D-Day' against Iran

• US has not released any frozen assets: Iran

• US to halve tariffs on Canadian steel, aluminium

• Russia detects extensive NATO air activity

• Russia launched massive missile attack on Kyiv

• Ukrainian drones hit the Ufa oil refinery

• Japan posts record July exports, imports

• Israel halts all defence exports to Qatar

• South Korea pushes for military independence

• Rice prices are up 50% so far in 2026

• US ground beef hits record $7.10/lb

AI & Tech

• KOSPI rallies, as SK hynix unveils ~$29bn buyback

• AI debt supply crowds out Treasury issuance

• Coders find workarounds to Claude watermarks

• Codex hits 20m weekly active users

• AI helped designed Moderna's cancer vaccine

• Google adds AI study tools to Search, Gemini

• Stripe tells investors 'the singularity' has begun

• Stripe buys AI marketplace OpenRouter

• Google gets the right to buy $12.2bn of Marvell

• AI chip shipments to rise 43% in 2027: JP Morgan

• Rillet raises $100m at a $1bn valuation

• Loudoun County eyes $1.3bn data centre tax

• AI chain gun fires steerable anti-drone rounds

• Flock's AI tool goes beyond plate tracking

• Cognition denies SpaceX takeover attempt report

• Valve leaks nearly all about its Steam Frame

YEET: Crypto's Casino
Just passed $3.1B 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