Mando Minutes

US-Iran ignites, HYPE leads L1s, Anthropic irks Pentagon

Crypto

• BTC: 66.4k (-3%) | BTC.D: 58.7% (+0.1%)

• ETH: 1960 (-5%) | BNB: 620 (-1%) | SOL: 84 (-3%) 

• Top Gainers: MORPHO, HTX, XMR, LEO, M

• BTC ETFs: -$27m | ETH ETFs: -$43m

• Crypto resilient despite US-Iran war

• HYPE leads L1 gains after huge weekend volumes

• Clarity Act could pass by mid year: JP Morgan

• BTC hard fork proposed to recover $5.2b BTC

• Vitalik plans to overhaul ETH’s execution layer

• Paradigm to invest out of crypto to AI, robotics

• Hyperliquid Strategies is the only DAT in profit

• US seized $580m crypto tied to Chinese crime

• Tether froze $4.2b USDT over crime links

• Morgan Stanley wants bank charter for crypto

• Barclays explores blockchain payments, deposits

• S Korea pledges reforms after crypto failures

Macro & General

• NASDAQ: 22.7k (-1%), Gold: 5412 (+3%)

• This week: PMI, Retail sales, Jobs data

• US & Israel strike Iran, kill Khamenei

• Iran fires missiles towards multiple Gulf states

• Israel and Hezbullah trade strikes

• Oil spikes, Iran may close Strait of Hormuz

• Trump says Iran leadership have asked for new talks

• Pentagon declares Anthropic a security risk

• Pentagon replaces Anthropic with OpenAI

• Trump could go for a ‘friendly takeover’ of Cuba

• Trump admin faces tariff lawsuits after SC decision

• SpaceX weighs $1.75T IPO filing this month

• Bill Clinton defends Epstein relationship

• China’s home prices fall at fastest pace in 3+ yrs

Left Curve Corner

• Hot coins: ARC, WAR, BTW

• Hot NFTs: Mooncats

• Magic Eden pulls plug for BTC, ETH NFTs

• Kalshi criticised for Khamenei market resolution

• Insider trading rumours on Polymarket pre-war

• X expands Paid Partnership disclosure policy

YEET: Crypto’s Casino
Just passed $1.7B 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