Mando Minutes

Things I’m looking at today…

ETH soars as ETFs to launch, Coinbase offers futures trading, government shutdown looms

Crypto

• Majors up 3-5%, 5.4bn options expire today

• ETH outperforms as futures ETFs to launch

• BTC spot ETFs delayed by SEC

• BTC open interest 7th biggest spike ever

• BTC long-term holders own most ever

• ETH Holesky testnet successfully launch

• Coinbase to launch futures trading internationally

• Paysafe finally halts Binance deposits in EUR

• Binance BTC trade volumes down 48% in Sep

• Circle argues with SEC stablecoins aren’t securities

• US bill proposed to report exchange transactions

• CBDC trial success in France, Switzerland, Singapore

• Buenos Aires to adopt blockchain based ID

• Credora launches 7-10% yield on BTC lending

• First EU notarised tokenisation of a property

• XRP cancels purchase of Fortress

• SBF faces maximum sentence of 115 years in jail

• DeFi OG coins MKR, CRV, FXS strong over week

• NEAR, SUI, APTOS, AVAX founders argue at 2049

• ARB DAO votes on $40m project funding

Macro & General

• Macro bounces: stocks higher, yields & oil lower

• EU inflation hits 2 year low, US PCE inflation later

• McCarthy rejects Senate plan to mitigate shutdown

• BoJ announces new $15bn bond buying program

• US personal consumption huge miss in revisions

• Evergrande Chairman accused of ‘serious crime’

• September sell-off typically leads to Q4 rally

• Ray Dalio: US will have a debt crisis

• Larry Fink: US recession in 2025, 10y to stay >5%

• OnlyFans users up 27% to 239m

• Lex Fridman & Zuckerberg metaverse interview

• US state department hacked by China

• Biden impeachment inquiry begins

• Michael Gambon, actor who played Dumbledore, dies

NFTs & Low-Cap

• NFT volume begins to surpass Friend Tech again

• More top Blur farmers still join Friend Tech

• Memecoins bounce: PEPE, BITCOIN, MOG up 30-100%

• PEPE whales buy $1m, & $650k

• Spurs to launch Chiliz token

• Epic Games cuts staff after ‘unrealistic’ metaverse plan

• Transient Labs launches physical provenance hardware

• Floor partners with Art Blocks for early access

• IYK raises $17m from a16z for digi-physical goods

• PayPal files NFT marketplace patent

• Veecon 2024 to be in LA

• Musee d’Orsay partners with Tezos for NFTs

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