Mando Minutes

Strategy sells BTC, Oil surges, SEC exempts DC debt

Crypto

• BTC: 64,422 (-1%) | BTC.D: 58.8% (-0.2%)

• ETH: 1,894 (-1%) | BNB: 615 (+2%) | SOL: 76 (-1%)

• Fear & Greed: 28 | 24h Liq: $208m

• BTC ETFs: -$145M | ETH ETFs: -$15M

• Top Gainers: VELVET, CYS, CRV, CASHCAT, LIT

• Strategy sells 1,690 BTC to fund STRC buybacks

• Trump Media bought 4.7K BTC in July

• BTC mining difficulty plunges, biggest since 2021

• BlackRock cuts IBIT in-kind minimum to $1M

• Dashjr removed as Bitcoin BIP editor

• Fed-backed JPY rescue may fuel BTC: Hayes

• Keel shuts US BTC mining ops in pivot to AI

• SEC to weigh new crypto offering rules

• Vitalik puts quantum safety atop ETH roadmap

• BitMine buys 7.4K ETH, stack tops 5.8M ETH

• SharpLink posts $394M loss on ETH markdowns

• Pumpfun 24hr revenue 3x+ of Hyperliquid

• Pumpfun weekly fees top $10M for first time

• Stonk soars to ATH

• Ravencoin faces reorg risk after consensus bug

• BitMart insolvent: OpenGradient CEO

• Solana logs 30 straight months of 100% uptime

• StanChart sees LINK at $200 by 2030

• Sui debuts Tessera private settlement network

• TRON USDT transfers hit $2.1T

• Crypto lost $110M to hacks in July

• Coinsbuy offers $100K bounty after $7.9M hack

• S Korea drops crypto Travel Rule threshold

• UK laundering suspect bought $100M WLFI

• Robinhood launches crypto trading in the UK

• PBoC pledges steady digital Yuan push

• Pi Network files for EU MiCA registration

Macro

• NASDAQ: $26,610 (0%) | Gold: $4,360 (-1%)

• Oil surges as Hormuz deal hopes dwindle

• US now has 100% control of Hormuz: Trump

• Iran to reject any deal with Trump

• US SPR falls to lowest level since 1983

• Trump secretly switched planes on Iran threat

• BoJ hike signal led US to JPY intervention

• Paul, Johnson release 34K+ Fauci texts

• Trump signs EO spacing out childhood vaccines

• UK Navy drone cameras sent data to China

• China is awesome: Elon

• Colombia hit by 7.4 earthquake

• Colombia kills FARC dissident chief El Ruso

• July was hottest month ever in US

AI & Tech

• SEC exempts DC debt from key post 2008 rules

• Nvidia, Wall St line up $500B AI financing vehicle

• AI capex to hit $1.64T a year by 2031: GS

• OpenAI wraps $7B share sale before IPO

• OpenAI intros more cyber permissive model

• Anthropic reportedly eyes IPO in Sep or early Oct

• Claude to watermark all AI-generated text

• Claude makes progress on Riemann hypothesis

• Anthropic partners with Macquarie, GIC on DC

• Anthropic inks $9.1B compute deal with Riot

• Google cancels Gemini 3.5 Pro

• Alphabet to raise $25B bonds for AI capex

• Google Play adds rival app store after Epic row

• Meta's Glimmer model hints at Zuck's AI vision

• CoreWeave enters APAC with 360MW facilities

• ByteDance pulls AI companion apps in China

• YouTube tightens partner payouts

• Vietnam's VinSpace taps SpaceX for satellites

YEET: Crypto's Casino
Just passed $3B 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