Mando Minutes

Crypto rallies, US-China agree deal framework, x402 in focus

Crypto

• BTC: 115.4k (+3%) | BTC.D: 59.7% (-0.2%)

• ETH: 4175 (+5%) | BNB: 1155 (+2%) | SOL: 200 (+3%) 

• Top Gainers: VIRUTAL, PI, ZEC, ENA, IP, BCH

• BTC ETFs: +$91m | ETH ETFs: -$94m

• Crypto rallies after soft CPI, BTC at 3-week high

• Long-term holders sold 62k BTC during recent dip

• HYPE leads L1s, launches trading for tokenised stocks

• Base token may be worth $34b: JP Morgan

• x402 narrative grows, payment protocol for AI agents

• ZEC hits $350 as privacy coins remain in focus

• First JPY denominated stablecoin launched

• Kyrgyzstan to launch stablecoin on BNB chain

• Western Union plans stablecoin settlement pilot

• Trump taps Selig to lead CFTC

• Tether plans to launch USAT for Dec 2025

• Cryptocom seeks OCC federal bank charter

• Coinbase, Ripple, Tether donated to WH ballroom

• Rumble to debut BTC tipping for its users

• Ant Group registers crypto trademarks

• ASTER to use 70-80% of fees for buybacks

Macro & General

• NASDAQ: 23.2k (+1%), Gold: 4035 (-2%)

• This week: Fed rates decision, Trump-Xi meeting

• US, China reach trade framework: Bessent

• China to re-examine rare earth controls: Bessent

• Global stocks rally on US-China trade headlines

• Trump increases tariffs on Canada by 10%

• Stocks already had hit ATH after soft CPI

• DoD accepts $130m donation to pay troops

• US sends aircraft carrier to LatAm amid war on drugs

• US sanctions Colombian President & his family

• Nikkei hits ATH, now up 67% from April lows

• Milei’s party wins mid-terms in Argentina

Left Curve Corner

• Hot coins: CLANKER, UB, PAYAI, TIBBIR

• Hot NFTs: Kaito Genesis, Infinex Patreons

• Polymarket CMO confirms POLY token, airdrop plans

• MegaETH token sale today

• VIRTUAL & AI agent coins soar in x402 hype

• CLANKER 10x after Farcaster acquisition news

• TIBBIR rallies to $400m+

• Pudgy Penguins teases Kungfu Panda collab

• Myriad crossed $30m volume milestone

YEET: Crypto’s Casino
Just passed $785m in lifetime volume!

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

*Yeet Disclaimer here. 18+. Certain regions are restricted. Please gamble responsibly.