Mando Minutes

Strategy boosts reserve, oil surges, CPI comes in low

Crypto

• BTC: 63,750 (+2%) | BTC.D: 58.2% (-0.1%)

• ETH: 1,850 (+5%) | BNB: 575 (+2%) | SOL: 76 (+1%)

• Fear & Greed: 21 | 24h Liq: $249m

• BTC ETFs: -$425M | ETH ETFs: -$15M

• Top Gainers: DRV, BILL, CARDS, M, HASH

• Crypto rallies as CPI comes in low

• Strategy raises $467m to boost reserve

• 53% odds BTC hits $50K before 100K: Kalshi

• US moves $288M seized crypto to Coinbase

• Hobbyist BTC miner mines a full block in 8 hrs

• Senate has 4 weeks to advance Clarity Act

• Robinhood Chain deposits up ~300% w/w

• CASHCAT reclaims $200m market cap

• Binance US targets 20% share of US market

• Base 'messed up' content coins: Armstrong

• Aave taps Chainlink CCIP for cross-chain vaults

• Japan's Progmat moves ¥452B to Avalanche

• BlackRock, JPM join UK tokenisation drive

• Upbit volume surged +1,426% as KOSPI slumped

• Bolivia mulls USDT for national payments

Macro

• NASDAQ: $25,870 (-2%) | Gold: $4,020 (+1%)

• Stocks drop, oil surges as US blockades Hormuz

• Trump floats 20% fee on Hormuz cargo transits

• Trump formally notifies Congress of US-Iran war

• S&P 500 options volume at ATH ~5.5M contracts

• Retail stock buying slowest in 5+ years

• US banks' unrealised losses swell to $316B

• Trump to unveil 2020 election intel Thursday

• Trump backs Graham's Russia sanctions bill

• US launches drive to dismantle ICC

• Dubai plans new port to bypass Hormuz

• China crude oil imports near decade low

• Houthis, Saudis exchange strikes

• Ukraine stages first unmanned amphibious raid

• Starmer tipped to resign as UK PM on Monday

AI & Tech

• HF’s chip stock buying heaviest in 3+ yrs

• Meta expands Louisiana DC to 5GW

• ChatGPT now available in WhatsApp

• US AI firms mull open-source model framework

• Vera+Groq racks give 35x token output: Nvidia

• Nvidia halves Asia AI chip buyers on leak fears

• Robinhood to give users agentic AI trade tools

• AI deciphers charred 2,000-year-old scroll

• Telegram's core domain suspended by .me registry

• Anthropic rolls out INR pricing in India

• X’s algorithm to prioritize mutuals in replies

YEET: Crypto's Casino
Just passed $2.9B in lifetime volume!

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