Mando Minutes

China denies trade talks, 21 Capital to buy 42k BTC, TRUMP pumps on dinner prize

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Crypto

• BTC: 92.4k (-2%), ETH: 1740 (-3%), SOL: 146 (-4%)

• Top Gainers: TRUMP, POL, SUI, LEO, CRV

• BTC ETFs: +$917mn, ETH ETFs: -$24mn

• BTC hits $94.7k then pulls back with stocks

• Sovereigns front-running US on BTC buying: Bitwise

• SWFs quietly buying BTC: Coinbase

• 21 Capital set to buy 42k BTC, Mallers will be CEO

• Missouri BTC bill passes first committee

• BTC whale groups all in accumulation

• Russia launches National BTC and Crypto Exchange

• Metaplanet buys $13.6m BTC

• SOL strategies to buy up to $500m SOL

• DeFi Dev Corp buys $10m SOL

• SBF transferred to low-security prison in LA

• PayPal to launch rewards for PYUSD holders

• Riot gets $100m credit facility from Coinbase

• Tari Mainnet coming May 6

Macro & General

• NASDAQ: 16.7k (+3%), Gold: 3343 (+2%)

• Futures lower, after stock rally trade optimism

• No ongoing trade talks with US: China

• China wants all US tariffs gone before any talks

• Retail buying the dip at fastest pace in a year

• Stocks finally escape ‘Extreme Fear’ sentiment

• S&P 500 worst earnings revisions since 2020

• 10-year yield back above 4.4% on tariff confusion

• Foreign holdings of US debt lowest since mid-90s

• Number of finished but unsold homes at ATH

• USD posts biggest 2-day gain since Feb 2023

• Trump denies plan to add exemptions to auto tariffs

• 25% tariff on Canada could go up: Trump

• 12 states sue Trump admin on tariff policies

• EU close to removing sanctions on China

• Discord CEO resigns amid IPO discussions

Left Curve Corner

• Hot coins: TRUMP

• Hot NFTs: Remants, ICXN

• TRUMP up 60%, top holders offered Trump dinner

• PumpFun and Orca gain ground in SOL DeFi

• Pokemon project rumoured to be coming to SUI

• NBA TopShot 2025 Playoff Moments coming

• CloneX NFT collection gets restricted by Cloudflare

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