Mando Minutes

Crypto dips, OpenAI misses targets, DeFi United raises goal

Crypto

• BTC: 76,550 (-1%) | BTC.D: 60% (0%)

• ETH: 2,275 (-2%) | BNB: 623 (-1%) | SOL: 84 (-2%)

• Fear & Greed: 33 | 24h Liq: $300m

• BTC ETFs: -$263M | ETH ETFs: -$50M

• Top Gainers: APE, ORCA, LUNC, ZBT, PRL

• BTC fails to break $80k, ETFs begin to see outflows

• Potential bear trap as $1.4B BTC shorts before $80k

• Saylor adds $255M BTC, 4th buy this month

• Strive now 9th-largest public BTC holder

• Draper: irresponsible to hold no BTC in treasury

• BitMine adds $236M ETH, holdings top 5M

• Galaxy whales dump $100M+ ETH to exchanges

• ETH shows signs of a triple top at $2.4K

• DeFi United fund hits $300M, Lubin adds 30K ETH

• Solana introduces Falcon post-quantum signing

• CLARITY Act hits wall over Senate ethics demand

• Witt: crypto will rocket after CLARITY Act

• Begich revives BTC reserve bill as ARMA Act

• AG Blanche pivots to say 'code is not a crime'

• EU sanctions target Russian crypto, stablecoins

• Canada advances bill banning crypto donations

• Israel approves shekel stablecoin

• Bitbank launches Japan crypto credit card

• Aven launches $1M BTC-backed Visa credit card

• ZetaChain halts transfers after $300K exploit

• PENGU leads memes, flips TRUMP market cap

Macro

• NASDAQ: $24,890 (+0.2%) | Gold: $4,650 (-0.6%)

• S&P 500 hits another record close

• Oil inches higher: WTI $97.5, Brent $109.5

• Mega-Cap earnings & FOMC coming this week

• Lee: S&P 7,700 'very probable' this year

• Trump skeptical of Iran proposal to end blockade

• Iran oil tankers cluster near US blockade line

• China in talks to free 70 vessels via Hormuz

• Ukraine drones hit Tuapse oil refinery again

• BP profits double on Iran war oil volatility

• Goldman: EV demand gains on fuel shock

• GOP pushes $400M for Trump WH ballroom

• Cole Allen charged in Trump assassination plot

• 47% odds of CA billionaire wealth tax

• CA top 0.1% pay 27% of state income tax

• 30% of US car buyers in negative equity now

• Taiwan deploys forces near Penghu Islands

• China property hits 20-year low

• BoJ holds 0.75% in 6-3 split, 3 wanted hike

• Philippine peso hits all-time low 61.04/USD

AI & Tech

• OpenAI misses targets, CFO worried on $1.5T spend

• Fears OpenAI miss could trigger unraveling

• MSFT & OpenAI renegotiate revenue share agreement

• OpenAI deal avoids MSFT lawsuit over Amazon deal

• OpenAI building phone chip with Qualcomm

• Nvidia hits new ATH, laptop CPU seen as new driver

• Amazon & Google hit ATH on in-house chip narrative

• Micron, Sandisk pop on memory demand to 2030

• POET falls 50% as photonics trade falters

• Cramer calls chip rally 'worrisome'

• Goldman: 'equities driven by one thing - AI'

• JPM: AI funding set to ease on better cashflow

• Altman, Brockman attend Musk-OpenAI jury

• Tencent open-sources Hunyuan Hy3 295B model

• Google signs classified Pentagon AI deal

• DeepMind Silver raises $1.1B for self-AI

• Cerebras IPO set to test secondary AI valuations

• Oral minoxidil aces major hair loss trial

• US Navy MQ-25 refuelling drone takes first flight

• FAA to start charging SpaceX for launches

• NASA shuts down Voyager 1 piece to extend life

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