Mando Minutes

ETH begins to lead crypto, Aave pauses amid issue, Yuga Labs tease new game

Crypto

• BTC: $35.1k (0%), ETH: 1890 (0%)

• ETH starts to lead break-out higher

• Altcoin market starts to break-out of 2019-20 range

• Every time BTC broke above $35k it went to $47k

• Aave pauses due to reported security issue

• ARB sees large inflows due to incentive program

• Larry Fink: next generation for markets is tokenisation

• Active L2 wallets hits another ATH

• Fake Ledger app identified on Microsoft store

• Layer Zero airdrop may be coming in 2023

Macro & General

• This week: quiet on data, Powell has a few speeches

• US & Europe pushing for Ukraine peace deal

• Protests in Israel call on Netanyahu to resign

• Obama: Gaza ground operation may backfire

• House building falling dramatically in US & Europe

• Global food prices now at 2.5 year low

• S. Korea imposes short-selling ban

NFTs & Low-Cap

• Next Yuga game will be mobile & use all NFTs

• Memeland NFTs at 50% discount to locked MEME

• KAS up 18% ahead of next block reduction

• IMX up 25% as various game coins also rally

• New whale begins to accumulate $2m PEPE

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