Mando Minutes

Iran rejects peace plan, BTC outperforms, SUI surges

Crypto

• BTC: 80,720 (0%) | BTC.D: 60.1% (-0.1%)

• ETH: 2,330 (0%) | BNB: 650 (0%) | SOL: 95 (+2%)

• Fear & Greed: 49 | 24h Liq: $410m

• BTC ETFs: -$146M | ETH ETFs: +$4M

• Top Gainers: OSMO, B, TROLL, ALCH, BILL

• BTC dips to $81K on Iran deal rejection

• Spot BTC ETFs see 6 straight inflow weeks

• Total crypto market cap +$420B in 6 weeks

• VanEck: BTC to print new ATH within 12 months

• Saylor: 'Back to work’, STRC back above 100

• Bitcoin OG moves 500 BTC ($40M) after 12 yrs

• ETH down 35% vs BTC over past year

• SUI surges 25%, plans private transactions

• Raoul Pal privacy needed for institutional crypto

• Stablecoin market cap doubled in two years

• Senate Banking sets CLARITY markup for May 14

• CLARITY Act now 75% chance of complete in 2026

• BoE Bailey: stablecoin rules may clash with US

• US gov't crypto holdings up $4B since April

• $2B TVL moves from LayerZero to Chainlink

• BTC quantum 'Q-Day' may arrive by 2030

• Crypto.com wins UAE licence for Dubai gov't

• Canton Network eyes $300M raise at $2B

• Circle raises $222m at $3B valuation for ARC

• S. Korea crypto holdings -50% on stock rotation

Macro

• NASDAQ: $29,230 (+2.4%) | Gold: $4,340 (+0.5%)

• Big week: CPI Tue, PPI Wed, Powell exit Fri

• US stock futures fall, oil rises as Iran talks stall

• Iran rejects US demands to dismantle nukes

• Trump: Iran proposal 'totally unacceptable'

• KOSPI halted after surging 5% again

• Recession odds plummet to 17%, all-time low

• Foreigners hold record 63% of US in equities

• Buffett: not 'ideal' time to deploy capital

• Burry: surge more extreme than dot-com

• Apollo in talks to sell $3B private credit fund

• World's largest hedge fund hit by $6.1B redemption

• Trump's DJT hits all-time low, -95% from peak

• China confirms Trump visit May 13-15

• Netanyahu: wants US aid to Israel to zero

• China exports more EVs than petrol cars

• China central bank bought 8 tons gold in April

• Schiff: oil may not return to pre-Iran levels

• Global fertiliser shortage threatens planting

• US fertility rate hit 1.62 in 2025, record low

• Trump wants Fort Knox gold reserves inspected

• Starmer continues to hold on to power in UK

AI & Tech

• Cerebras IPO to test AI startup appetite

• Memory stock surge continues

• Global semi revenue +62.7% YoY

• Alphabet now up +160% YoY

• Qualcomm misses guidance, eyes data centres

• 600 OpenAI staff sold $6.6B in stock: WSJ

• Amodei: 80x growth causing compute issues

• Sacks: 1GW data centre costs $50B all-in

• Nvidia: $40B invested in customers in 5 months

• US firm unveils laser-gun ground bot

• Quaise pitches masers as clean-energy future

• SMCI eyes nuclear data centres to lift stock

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