Mando Minutes

Crypto keeps rising, Coinbase results today, StarkWare airdrop FUD

Crypto

• BTC: 52.2k (+3%), ETH: 2790 (+2%), SOL: 116 (0%)

• Top 100 gainers: STX, VET, SEI, HNT

• ETF inflows slow to $340m, still huge vs supply

• Coinbase results today, Ark sells stock

• Messari expects 40% revenue growth for Coinbase

• StarkWare airdrop faces FUD over tokenomics

• STX hits ATH as Bitcoin L2s in focus

• SUI & SEI hit ATH amid large rise in Upbit coins

• Gensler: BTC ETF decision is ‘cabined’

• Wood: only expect BTC & ETH ETFs

• Genesis cleared to sell $1.3bn GBTC

• Gold ETFs see $2.4bn outflows amid BTC rise

• Supply of BTC from small retail traders dwindles

• EigenLayer becomes 4th largest defi protocol

• US Treasury admits Hamas not crypto funded

• Citi tokenises fund on AVAX

Macro & General

• NASDAQ: 15.9k (+1%), Gold: 2008 (0%)

• Stocks & bonds bounce back quickly after sell-off

• Japan falls below Germany as third largest economy

• Nikkei continues rise despite Japan recession

• UK falls into technical recession

• Security threat rumoured of ‘Russia space nukes’

• Putin: prefer Biden over Trump for Russia

• Elon moves SpaceX incorporation to Texas

• Burry closes semiconductor short, adds China tech

NFTs & Low-Cap

• Hot coins: CBDC, MYRO, GUM, PLUG

• Hot NFTs: Moonbirds, Doodles, Pixels Land

• MYRO & WIF lead SOL memecoins higher

• BONK rises 10% after Revolut lists

• LUNA memecoins begin to rise

• Berachain partners with LayerZero, airdrops hinted

• JUP rises 10% aheads of LFG launchpad coins

• Ape Chain to be built by Arbitrum

• Doodles & Moonbirds lead bounce in older projects

• Deadfellaz Bits gaming project cuts supply & price

• Pixels Land on Ronin rise on airdrop farming

• Arcade airdrop for top NFT collections

• Overworld announces $10m funding round

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