Mando Minutes

Things I’m looking at today…

Su Zhu arrested, SEC looks at Xbox chats, LINK marines awaken

Crypto

• Majors flat, ETH outperforms

• Su Zhu, 3AC co-founder, arrested in Singapore

• ETH open-interest hits 40-day peak

• ETH futures purchases by Valkyrie begin next week

• ETH spot ETF applied for by Invesco Galaxy

• VanEck to donate 10% of ETF profits to ETH devs

• ETH devs unveil ZK wormholes

• Paradigm defends Binance against SEC

• Circle release protocol for credit markets

• Barclays UK to also prohibit crypto payments

• Do Kwon leaked chat discusses ‘fake transactions’

• Ben Armstrong pawns off possessions

• FTX drainer wallet moves for first time in months

• SBF trial begins Tuesday

• LINK continues rise, up 20% this week

Macro & General

• US stocks mixed, end September down 5%

• US government shutdown to begin

• US PCE inflation rose

• US T-bills higher yield than stocks, first since ‘01

• ECB official: we are ‘done raising rates’

• China factory data shows economic rebound

• Russia, Saudi made $3bn this quarter as oil rose

• Bernard Arnault investigated for money laundering

• Elon calls for wall in livestream at Southern Border

• X CEO didn’t have app on her home screen

• X daily active users hit ATH, nearly profitable

• COVID hospitalisations low compared to 2022 surge

• Senator Dianne Feinstein dies

• Biden pushes on with plan to cancel student debt

• SEC accuses 4 men of trading secrets in XBox chat

NFTs & Low-Cap

• FT points slightly down, reactions broadly negative

• FT value of accounts hits $145m

• OX down 40% after Su Zhu arrest

• Many ARB DeFi coins rise ahead of grants program

• PNDC DEX sees $100m trade volume

• Fewo mint ends with 18k mints

• Proof to launch vintage denim jackets

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