Mando Minutes

Crypto holds gains, Arizona passes BTC bill, Carney wins election

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Crypto

• BTC: 94.9k (0%), ETH: 1830 (+1%), SOL: 149 (-2%)

• Top Gainers: VIRTUAL, FLR, BCH, XMR, MKR

• BTC ETFs: +$591mn, ETH ETFs: +$64mn

• Crypto holds gains amid solid ETF inflows

• Arizona first state to pass BTC reserve bill

• Strategy acquires $1.4bn BTC

• S. Korea set to approve crypto ETFs this year

• US will accelerate BTC mining: Lutnick

• BTC to rise to $120k in 2Q25: StanChart

• Coinbase to launch BTC Yield Fund

• Market value of stablecoins nears $240bn

• ETH Fusaka hard fork upgrade in Q3/Q4

• 1inch launches on SOLANA

• FTX files lawsuit against token issuers

• Mastercard launches global stablecoin payments

• Abu Dhabi SWF, IHC, FAB launch stablecoin

• Ledger Live offers self-custody stablecoin yield

• MetaMask announces new metal debit card

Macro & General

• NASDAQ: 17.4k (0%), Gold: 3324 (-1%)

• Futures unchanged after 5th straight winning day

• Market participation weak in recent rally

• Correlations across US assets rising again

• Carney wins Canadian election

• No red line will cause change in tariff policy: Trump

• No talks on tariff with US: China

• US treasury term premium jumps to 11-year high

• 60% CEOs expect recession in next 6 months

• Unsold single family homes at highest since 2009

• Shipping traffic from China to US plummeting

• US small cap short interest highest in 6 years

• EUR to rally to $1.3 by end-2027: Deutsche Bank

• Best case scenario for US a recession: Dimon

• PELOSI Act reintroduced to Congress

• Wheat plunges to lowest since Aug 2020

• Spain, Portugal & France face electricity blackout

• F-18 falls from aircraft carrier into Red Sea

• Military incursion by India imminent: Pakistan

Left Curve Corner

• Hot coins: PEDOGE, MLG, AI16Z

• Hot NFTs: Moriusa, Meebits, The Broken Keys

• AI16Z $300m, gets Bithumb listing

• PENGU $1.2bn, continues to lead SOL memes

• Left facing Pudgy Penguin moves for 200 WETH

• Ethics probe demanded on TRUMP dinner

The information does not constitute financial advice or recommendation and should not be considered as such. Full Disclaimer

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