Mando Minutes

Things I’m looking at today…

Crypto rips led by SOL, huge lawsuit against DCG, Powell slightly dovish

Crypto

• BTC: $29.9k (+5%), ETH: 1620 (+5%)

• Majors soar led by SOL +13%

• BTC long-term holders own 73%, most ever

• SEC drops lawsuit against XRP executives

• BTC to $42-56k if ETFs approved: Matrixport

• Multiple ETFs approved in months: JP Morgan

• NY AG sues DCG, Genesis, Gemini for $1bn fraud

• Grayscale refile GBTC application in ‘positive sign’

• ETH staking now only gets 3.5%

• Bitcoin alts BSV & STX up 20-25%

• US Treasury calls for crackdown on crypto mixers

• Coinbase open sources Base code

• Tether CEO sees route for stablecoins on Bitcoin

• Former Consensys employees sue Joe Lubin

Macro & General

• Stocks down 1-1.5%, oil & gold keep rising

• Powell dovish, US 10y yields hit 5% then retreats

• US jobless claims fewer than expected

• US exisiting home sales at 13 year low

• China liquidates most US securities in 4 years

• Yuan overtakes Euro for global payments

• Regional attacks grow in Iraq, Lebanon, Syria, Yemen

• Tucker & Ramaswamy talk avoiding WW3

• London Stock Exchange has tech crash

• Open AI in talks for share sale at $86bn valuation

• Elon warns on consumer debt on Tesla earnings call

• X to launch two subscription tiers

• Peter Thiel was ‘FBI informant’

NFTs & Low-Cap

• Azuki announces IRL events across Asia

• Magic: The Gathering founder launches crypto game

• Jack Butcher teases Squiggle collab

• Sugatown Oras reveal and dominate NFT volumes

• Matt Kane airdrop for ‘Contractual Obligations’

• Yuga CEO buys third BAYC

• BITCOIN up near $100m market cap in memecoins

• UNIBOT & OX up 30-50% as on-chain coins revive

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