Mando Minutes

ETH L2 activity ATH, FTX to distribute $16bn, Ethervista dominates memes

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Crypto

• BTC: 59k (+1%), ETH: 2505 (-1%), SOL: 134 (+1%)

• Top Gainers: OM, WIF, FLOW, AAVE, SUI, RUNE

• OI continues to rise as BTC stabilises

• BTC still best performing assets class this year

• FTX to distribute $16bn to creditors starting in Q4

• Qatar introduces regulatory framework for crypto

• ETH L1s fees down 90%, L2 activity ATH

• Base hits 14m monthly users, many may be Sybil

• ETH is in death spiral: Krueger

• SOL to see significant unlocks in Q1

• Japan considers dropping crypto tax to 20%

• Rate cuts won’t help BTC: Hayes

• BTC should double after rate cuts: Tapiero

• Mr 100 linked back to Upbit wallet

• WazirX hacker moves funds to Tornado

• SUI to launch handheld gaming device

• Sony & PYTH announce collaboration

Macro & General

• NASDAQ: 17.7k, Gold: 2530 (0%)

• US stock futures fall to start the month

• UK house prices rise at fastest pace since 2022

• Supreme Court upholds X ban in Brazil, drops fines

• Bluesky sees surge after X ban

• X TV app goes live

• S. Korea moves to investigate Telegram

• Netanyahu insists on Philadelphi corridor control

• Putin doesn’t get arrested in Mongolia

• Russia signals change to nuclear weapon stance

• US seizes Maduro’s private jet

• Turkey applies to join BRICS

Left-Curve Corner

• Hot coins: VISTA, POX, FWOG, snoofi, WOLF

• Hot NFTs: egg, Unipuppets, Aneemoo’s

• Ethervista coins soar, ETHs answer to ‘PumpFun’

• FWOG hits ATH of $90m

• PumpFun the fastest app to hit $100m revenue

• CryptoKitties Eggs launch does 40x since mint

• 20 Punks sell in auction at average 27.5ETH

• Shuffle hits $2bn monthly wagered

• Camelot DEX fees rival ARB

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