Mando Minutes

Jupiter FUD for team sales, FTX to repay customers in full, no rate cuts coming March

Crypto

• BTC: 42.2k (-1%), ETH: 2260 (-2%), SOL: 96 (-3%)

• Top 100 gainers: APE, RON, MINA, XMR

• Crypto falls after Fed spooks macro, SOL volatile

• Bitcoin spot premium flat, funding neutral

• JUP hits high of $20bn FDV, settles at $6bn

• Jupiter airdrop faces FUD on team sales

• SOL stayed up during airdrop, flips ETH DEX volume

• Hayes: time to get back into SOL long

• Burniske: expect consolidation period

• FTX ends restart plans, will repay customers in full

• ETFs see $200m of inflows again

• Argentina removes crypto taxes

• Blast faces FUD for copying Optimism code

• Tether earning more than Goldman Sachs

• Multi-wallet protocol launched by 0xfoobar

• XRP founder hacked for $112m tokens

Macro & General

• NASDAQ: 15.1k (-2%), Gold: 2050 (0%)

• Stocks heavy losses, bonds rise after mixed Fed

• Powell: lower rates coming but not in March

• Dollar 7-week high, rate cuts expected in May

• Apple, Amazon, Meta earnings all after close

• Japanese banks fall after flagging US CRE risks

• EU inflation falls but less than expected

• BoE leaves rates unchanged but ‘under review’

• China money printing since 2019 outpaces US

• China retail demand for gold continues to soar

• Gundlach doubles down on recession calls

• Tesla plans to move incorporation to Texas

• Ukraine gets $54bn aid from EU

• Russian hackers BlackCat claim to hack FBI

NFTs & Low-Cap

• Hot coins: HODL, GME, WEN, PORK

• Hot NFTs: RSIC, Jup Cats

• GME hits $65m, other WSB style coins rise

• PORK Pepe Fork token soars, nears PEPE FDV

• WHALES 2x amid high pre-airdrop volumes

• APE rises as ApeChain proposals begin

• RSIC continues to rise ahead of RUNE launch

• Quantum Cats mint delayed again

• Ordinals inscriptions slowed massively since Dec

• Binance launches BRC-20 marketplace

• Jup Cats NFTs 4x, most active on SOL

• CryptoPunk $1.5m sale, likely a wash trade

• AOFverse apologise, plan new token

• Claire Silver digital fashion drop raises $1.2m

• Last day of Friend Tech points beta

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The information does not constitute financial advice or recommendation and should not be considered as such.