Mando Minutes

ETH leads, money supply hits ATH, Punks continue to surge

Crypto

• BTC: 116.7k (-1%) | BTC.D: 61.3% (-1%)

• ETH: 3735 (+2%) | XRP: 3.15 (0%) | SOL: 182 (-2%) 

• Top Gainers: ENA, BCH, CRV, CRO, XDC

• BTC ETFs: +$226mn | ETH ETFs: +$231mn

• BTC dips as jobs data diminishes Fed rate cut hopes

• US crypto inflows surge hit $60b YTD

• Strategy increases pref stock offering to $2b

• Tokyo’s Quantum Solutions plans to buy 3k BTC

• ETH could outperform BTC for 6 months: Novogratz

• Galaxy begins to sell large clips of BTC

• BitMine plans $2.5b stock sale to buy ETH

• SOL founder roadmaps low-latency on-chain trading

• WindTree Therapeutics raises $520m to buy BNB

• Expect stablecoin supply to surge $75b: BofA

• Celestia Foundation buys $62.5m TIA

• TON Foundation, Kingsway to launch treasury firm

• Tron Inc. enters Nasdaq

• Christie’s launches $1b real estate division for crypto

• Zircuit launches AI trading engine

• Woo X hacked for $12m

Macro & General

• NASDAQ: 21k (0%), Gold: 3355 (0%)

• Futures inch higher after another stock ATH close

• US M2 money supply hits ATH $22T in June

• US jobless claims fall to lowest since April

• Trump raises tariff floor from 10% to 15%

• Trump & Powell spar on rates, renovation costs

• Bessent seeks broad review of Fed’s reach

• $1b of banned Nvidia AI chips flowed to China: FT

• US oil production declines for first time since 2021

• Trump bans ‘woke’ AI models from US contracts

• Elon’s firms will thrive: Trump

• Elon bringing back Vine, in AI form

• SpaceX’s Starlink faced outages

• ChatGPT-5 coming next month

• France recognises Palestine, US exits negotiations

• NFL nears deal to take 10% of ESPN

Left Curve Corner

• Hot coins: VINE, MEMECOIN, SNFTR, KEYS, MANGO

• Hot NFTs: Punks, Fidenza, Veefriends

• LetsBonk flips PumpFun in volume & active wallets

• SOL memecoin activity begins to heat up again

• PUMP hits new low of $2.5bn FDV

• Hoodie Punks see $3m sweep, floor hits 50ETH

• Gamesquare buys Ape Punk for $5.15m

• Ether Rock sells on Gondi for $300k

• Kalshi latest prediction market to integrate Grok

• OpinionsFun launches prediction market platform

YEET: Crypto’s Casino
Just passed $285m in lifetime volume!

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

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