Mando Minutes

BTC & ETH soar, S&P hits ATH, MOG leads memes

Crypto

• BTC: 117.8k (+6%), ETH: 2980 (+7%), SOL: 164 (+4%)

• Top Gainers: ENA, SEI, WLD, FARTCOIN, PEPE

• BTC ETFs: +$1.2b, ETH ETFs: +$383mn

• BTC hits ATH, ETH breaks $3k on huge ETF inflows

• One of biggest BTC short liquidation event in years

• China may be reassessing crypto stance

• IBIT hits record $76b AUM

• Trump talks up impact of tariffs in crypto, stocks rally

• US treasury removes crypto broker reporting rules

• K Wave Media raises $1b to buy BTC

• Companies bought $17.7b BTC in Q2

• BIT Mining to raise $300m to buy SOL

• ETH Foundation sells $3.5m ETH

• Sharplink up 35% in 5 days as ETH treasury play

• GameSquare buys $5m ETH

• Coinbase, Perplexity collab on real time data

• Robinhood launches ETH, SOL staking in the US

• Rate on OKX USDT ‘Simple Earn’ jumps to 53%

• Germany’s NRW issues blockchain bond

• PlasmaFDN X account hacked

Macro & General

• NASDAQ: 20.6k (0%), Gold: 3352 (+1%)

• S&P 500 hit another ATH

• 62% of S&P 500 stocks trading above 200 DMA

• Futures lower on Trump’s 35% Canada tariffs

• Fed balance sheet lowest since Apr 2020

• Odds of fed rate cut in Sep at 55%

• China likely to ramp up stimulus in H2

• German Bonds on track of worst history ever

• Grok coming soon to Tesla vehicles: Elon

• Silver at ~14 year high

Left Curve Corner

• Hot coins: MOG, NEIRO, PNUT, FARTCOIN, KOLSCAN, CHUD, IMF

• Hot NFTs: Punks, Azuki, Beeple

• Memes lead altcoins higher, most up 5-20%

• ETH memes particularly strong, MOG hits $600m

• PumpFun acquires wallet tracker Kolscan

• KOLSCAN token up 55x

• PUMP trading at $6bn FDV pre-market

• CHUD +40% as White House posts memes

• Myriad expanding to Linea

• Funding for web3 gaming down 93% y/y

• Beeple NFT edition sells for $140k on Gondi

• Adin Ross calls out crypto KOLs after ETH sale

YEET: Crypto’s Casino
Just passed $240m 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.