Mando Minutes

Crypto lower, AI stocks wobble, DAT worries continue

Crypto

• BTC: 113.7k (-1%) | BTC.D: 59.8% (+0.2%)

• ETH: 4205 (-2%) | XRP: 2.9 (-4%) | SOL: 182 (0%) 

• Top Gainers: OKB, LINK, IP, LEO, TON

• BTC ETFs: -$523mn | ETH ETFs: -$422mn

• Crypto lower ahead of Fed minutes

• ETH ETF outflows hit $678m in 3 days

• BTC fall linked to $400b drain from reverse-repo

• Strategy stock hits 4-month lows after BTC buys

• DATs now eclipse VC funding in 2025

• Sharplink adds 12k ETH

• Wyoming first state to launch stablecoin

• Bessent betting on stablecoins for debt demand

• Trump tied ALT5 Sigma denies SEC probe rumours

• Bullish settles $1.15b IPO using stablecoins

• SUI trading goes live on Robinhood

• SoFi to integrate BTC Lightning for payments

• Scaramucci plans tokenised RWAs on Avalanche

• Bo Hines to join Tether

Macro & General

• NASDAQ: 21.3k (-1%), Gold: 3375 (0%)

• Stocks continue to sell-off into Fed minutes

• AI stocks wobble after bearish MIT report

• Nvidia needs license for any new chip to China: US

• No US troops will enter Ukraine: Trump

• Putin, Zelensky ready for talks: White House

• US bankruptcies highest since 2020 pandemic

• China annouces measure to stabilise property market

• White House finalizing 10% Intel stake buy

• Lagarde sees lower EU growth

• UK July CPI higher than expected

Left Curve Corner

• Hot coins: SONIC, NEET

• Hot NFTs: Moonbirds, Yomemono, Meebits

• QUBIC’s 51% attack plans trigger DOGE fall

• Trump linked Thumzup to pursue DOGE mining

• PUMP weak, surpasses $800m lifetime revenue

• Heaven nears 50% of PumpFun daily revenues

• Rumours Kanye West will release coin

• CyberKongz launch KONG token

• Robinhood, Kalshi to launch football predictions

• Monad drops Monad cards ahead of TGE

YEET: Crypto’s Casino
Just passed $430m 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.