Mando Minutes

Crypto higher, AI rally stalls, SpaceX shares unlock today

Crypto

• BTC: 64,560 (+1%) | BTC.D: 58.9% (+0.3%)

• ETH: 1,904 (+2%) | BNB: 593 (-1%) | SOL: 73 (-1%)

• Fear & Greed: 26 | 24h Liq: $242m

• BTC ETFs: +$244M | ETH ETFs: +$61M

• Top Gainers: GLIDR, CYS, BTW, BinanceLife, BC

• Crypto higher, outperform AI stocks

• Clarity Act 2026 odds fall to 16% on Polymarket

• White House agrees Clarity ethics text: Lummis

• Blackrock’s clients buy $197M BTC

• Dorsey's Block buys $18M BTC

• BNB tops ETH, SOL in Grayscale contract fund

• 4.54T PEPE exits exchanges, largest in 2 yrs

• Uniswap intros first Robinhood Chain launchpad

• Binance sues RedotPay for $473M over users

• Circle renews Coinbase USDC deal

• Blackrock, Visa among Arc’s founding validators

• RWA deposits 3x to $7.4B despit DeFi slump

• Move-to-earn Step App shuts down

• Putin signs Russia’s Crypto Act

• EU warns of scams exploiting MiCA transition

• Coinbase intros 24/5 US stock trading in UK

• Japan FSA to launch crypto division Friday

• Hong Kong taps Chainlink for tokenised stocks

Macro

• NASDAQ: $26,360 (-1%) | Gold: $4,260 (0%)

• Stocks mixed as AI rally stalls

• Iran mulls 7% toll on Strait of Hormuz transits

• Tanker reports explosion in Strait of Hormuz

• Oil going down, may send it up again: Trump

• Fed's Kashkari calls for immediate rate hike

• BofA expects three rate hikes this year

• 2026 recession odds near zero, per Kalshi

• Gold at six-week high on China demand

• Trump calls fed’s Warsh often for counsel

• US Treasury sets $125B quarterly refunding

• Trump helicopter in near-miss collision with jet

• Senate committee to vote on Fauci contempt

• Judge lets Trump deport 350K Haitians

• China sanctions six US firms in drone spat

• Houthis hit Saudi oil tanker in Gulf of Aden

• Ukraine hits more oil sites deep inside Russia

• Taiwan drills suggest deeper US alignment

• San Juan rations water after driest July

AI & Tech

• SanDisk slumps on weaker outlook

• 912M SpaceX shares unlock today

• Situational Awareness back with $400M bet

• OpenAI agents planned hacks via message board

• Meta AI model hacked firm in security test

• Meta debuts Muse Code for large codebases

• Amazon sees ~$220B cash capex in 2026

• Bezos sells $350B Amazon shares

• Deepmind CEO Hassabis steps down

• Google chief scientist Dean exits for AI startup

• DeepSeek to hike API prices significantly

• Prime Agent scores 95.5% on ARC-AGI-3

• SoftBank beats on Intel, ByteDance stakes

• X’s Nikita Bier steps down

YEET: Crypto's Casino
Just passed $3B in lifetime volume!

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