Mando Minutes

Crypto rallies, US-Iran ceasefire hopes, CLARITY breakthrough

Crypto

• BTC: 66,230 (+3%) | BTC.D: 58.8% (+0.4%)

• ETH: 1,940 (+4%) | BNB: 576 (+2%) | SOL: 78 (+3%)

• Fear & Greed: 26 | 24h Liq: $238m

• BTC ETFs: +$227M | ETH ETFs: +$38M

• Top Gainers: ONDO, LDO, UB, VVV, ENA

• Crypto rallies on hopes of US-Iran ceasefire

• Strategy sold $264M MSTR shares for reserve

• Trump ethics deal clears CLARITY Act hurdle

• BitMine adds 7,430 ETH, holdings hit 5.78M

• Arthur Hayes buys $2.5M more ETH

• Robinhood coins bounce led by PONS

• Hut 8, IREN secure major AI data centre deals

• Grayscale plans staking payouts for ETHE, GSOL

• NYSE owner partners with OKX to tokenise stocks

• ETH added $7.2B in tokenised RWAs in a year

• DTCC plans phased tokenisation rollout

• Base working on 1:1 backed tokenised stocks

• Wanchain bridge drained of 515M NIGHT

• Zilliqa partner cold wallet hit by theft

• Polymarket refers 100 wallets to law enforcement

• Russia’s Duma holds final crypto bill vote today

• Vietnam to fine unlicensed platform users $1.9K

Macro

• NASDAQ: $25,510 (0%) | Gold: $4,070 (+2%)

• Mediators push 10-day US-Iran ceasefire

• US continues striking Iran for tenth day

• Iran strikes another tanker in Strait of Hormuz

• Iran targets Amazon data center in Bahrain

• Trump slaps 50% tariff on various Canadian goods

• Hedge funds dump US tech at record pace: GS

• US 30yr yield nears highest since pre-GFC era

• US petroleum reserve at lowest since 1983

• Rubio's 2028 nominee odds hit record 30%

• ICE weighs new detention sites at Guantanamo

• Saudis slam Houthi plan for naval blockade

• LSE plans round-the-clock trading from 2027

• KOSPI logs biggest monthly drop ever

• China car sales drop 20% in worst year since '21

• India actively selling USD to prop up weak INR

• Russia's gold reserves at lowest in over 6 years

• Nicaragua's Ortega scraps future elections

• AMC soars 24% on best earnings ever

AI & Tech

• OpenAI model escaped sandbox, pushed GitHub code

• SpaceX continues fall, to post earnings on 4 Aug

• Judge approves Anthropic's $1.5B copyright deal

• Claude Fable 5 disproves Jacobian conjecture

• Meta in $10B compute lease talks with Anthropic

• Google plans ‘frozen’ chip for its AI models

• US weighs curbs on Chinese AI models

• Microsoft could run Copilot on Kimi K3

• US firms using Chinese AI models over US ones

• US head of AI safety quits after three months

• Robinhood launches its new AI agent MCP

• Nvidia discloses 9.3% stake in Nebius

• Intel to spend $5.7B expanding Irish fab

• Chinese firm debuts self-driving robot toilet

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