Mando Minutes

BTC falls after nearing $80k, stocks hit ATH, crypto firms urge CLARITY

Crypto

• BTC: 77,690 (-1%) | BTC.D: 58% (0%)

• ETH: 2,331 (-3%) | BNB: 635 (-1%) | SOL: 86 (-3%)

• Fear & Greed: 46 | 24h Liq: $300M

• BTC ETFs: +$335M | ETH ETFs: +$96M

• Top Gainers: SPK, GENIUS, STABLE, DEXE, H

• BTC nears $80k before market falls

• $350M crypto shorts liquidated in 24h

• 62% odds BTC hits $90K in 2026

• Morgan Stanley: 13th day of BTC inflows

• US military now runs a Bitcoin node

• RFK Jr: BTC is off-ramp from printing

• Senator Moreno: crypto bill by end of May

• 100+ crypto firms urge for Clarity Act

• Bessent: crypto an important payment rail

• ABA asks 60 more days on GENIUS Act

• Coinbase lists GBP stablecoin tGBP

• 3 whales buy 100K ETH ($234M) from BitGo

• Tom Lee calls for $250K ETH target

• Pantera urges Satsuma to sell $50M BTC

• Blockchain Capital seeks $700M new funds

• MetaMask co-founder exits Consensys

• Believe app founder Pasternak arrested

• Kalshi fines 3 Congress candidates

• Paris weather glitch causes $37K Polymarket win

• BAYC continues to lead NFT rally

• Xeet moves to MegaETH, TGE set for next month

• Flying Tulip trials circuit breaker for DeFi

Macro

• NASDAQ: $24,600 (+2%) | Gold: $4,750 (+1%)

• Stocks hits ATH, futures fall on oil rise

• US orders 31 ships back in Iran blockade

• Iran FM: reopening Hormuz is impossible

• WH: Iran must hand over enriched uranium

• Traders bet $430M on oil drop before Trump speech

• Trump asks FIFA to swap Iran for Italy in WC

• Arnault: world is facing catastrophe from US-Iran

• Iran: Saudi, UAE, Qatar aided US attacks

• 2/3 Iran air force still functional

• Pentagon: 6mo to clear Hormuz of mines

• Iran seized 2 ships near Strait of Hormuz

• Hassett: warned that Iran had 11 nukes pre-war

• WH: Iran losing $500M/day from blockade

• Spirit Airlines still flying during bankruptcy

• Taiwan stocks hit $4.14T, surpass UK

• Avis swings continue to echo GameStop

• WBD vote on Paramount $81B takeover

• Lebanon-Israel resume DC ceasefire talks

• Trump approval rating hits lowest ever

AI & Tech

• Tesla Q1 beats but stock falls

• Tesla invests $2B into SpaceX

• OpenAI pre-IPO valuation hits $1T

• New Naval fund lets retail invest in AI labs

• OpenAI in talks on $1.5B PE JV

• OpenAI launches AI agents at $20/mo

• Lutnick: no Nvidia H200 chips to China

• Beehiiv adds webinars, paywall tools

• China ships laptop-size AI coding model

• Apple patents AirPods as EEG device

• SK Hynix profits surge on memory shortage

• Netflix authorizes new $25B buyback

• Xpeng to mass produce flying cars in 2027

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