Mando Minutes

Crypto dumps, Japan bond market wobbles, TROVE fall-out grows

Crypto

• BTC: 89k (-2%) | BTC.D: 59.8% (+0.1%)

• ETH: 2950 (-5%) | BNB: 872 (-4%) | SOL: 127 (-2%) 

• Top Gainers: CC, WLFI, NIGHT, BCH, XAUT

• BTC ETFs: -$480m | ETH ETFs: -$230m

• Crypto lower on risk off wave

• Bessent reaffirms crypto, BTC reserve push

• Armstrong still positive on Clarity Act

• Strategy buys $2.1b BTC, largest buy in 1+ year

• Trump’s crypto wealth jumps $1.4b in a year 

• Seelig plans upgrade to crypto oversight 

• Delaware Life to offer annuity with BTC exposure

• DOGE payment app to launch in Q1

• Galaxy Digital plans $100m crypto hedge fund

• Mask Network takes over Lens Protocol

• LINK intros onchain data for tokenized US stocks

• Iran sold weapons for $8b in crypto in 2025

• HK to issue stablecoin licenses in Q1

Macro & General

• NASDAQ: 22.9k (-2%), Gold: 4862 (+2%)

• Stocks dump on trade war & Japan yield jump

• Japan bond yields hit ATH, rise most in 4 years

• Gold, Silver continue hitting ATHs

• SC again delays tariff ruling

• US 10yr yield hit highest since Aug

• Danish PF sells $100m US treasury position

• HFs ramping up bearish bets on JPY

• Macron blasts Trump trade strategy

• Corporate bond spreads hit lowest since 2007

• SC to hear arguments on Lisa Cook firing

• Greenland PM asks his people to prep for US invasion

• US to remove 200 NATO military personnel

• SWE replaced by AI in 6-12 months: Anthropic CEO

Left Curve Corner

• Hot coins: BFS, SKR

• Hot NFTs:

• Trove Markets fallout deepens after token crash

• Solana Mobile airdrops SKR for Seeker users

• BFS pumps 50x in two days, linked to Mr Beast

• Trump Media sets Feb 2 record date for token

• Magic Eden allocates 15% revenue to buyback

• Prediction markets volumes to hit ATH again in Jan

• Massachusettes to halt Kalshi’s sports betting

• Portugal blocks Polymarket on election bets

YEET: Crypto’s Casino
Just passed $1.3B 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