Mando Minutes

ETH outperforms, Trump’s tariffs blocked, FTX distributions coming

Crypto

• BTC: 108.5k (-1%), ETH: 2720 (+3%), SOL: 173 (-1%)

• Top Gainers: SPX, TON, PEPE, ARB, FLOKI

• BTC ETFs: +$433mn, ETH ETFs: +$85mn

• Crypto markets rangebound, ETH outperforms

• Russia to allow crypto offerings for investors

• Pakistan to establish BTC reserve

• BTC heading to $170k this year: Eric Trump

• ETH ETFs receive $273m inflows in 5 days

• FTX to distribute $5bn from tomorrow

• Trump to fire all anti-crypto regulators

• Circle froze $58m USDC linked to Libra team

• Labor Department removes crypto warning in 401k

• Metaplanet issues $21m bonds to buy BTC

• Alpha Modus to buy crypto with 25% of revenue

• SOL Strategies to raise $1bn to buy SOL

• VivoPower to raise $121m to buy XRP

• Arkham identifies addresses linked to Strategy

• Bybit gets MiCA license in Austria

• Blackrock may buy 10% of Circle IPO

• NYC mayor proposes BitBond for city

• UK’s FCA seeks views on crypto, stablecoins

• UK has ‘no plans’ for BTC reserve

Macro & General

• NASDAQ: 19.1k (-1%), Gold: 3278 (-1%)

• Futures jump, after court blocks Trump tariffs

• Nvidia rallies on sales, EPS beat

• Trump admin to appeal court’s tariff decision

• Yields keep rising despite tariff news

• High odds for ‘less than 2 rate cuts’ for 2025

• US pauses chip software, jet engine export to China

• US to begin revoking Chinese student visas

• USD may face major drop in 2026: StanChart

• Elon leaving DOGE role in government

• Telegram may integrate xAI’s Grok in $300m deal

• No xAI, Telegram deal has been signed: Elon

• Telegram to raise $1.5bn in bond issue

Left Curve Corner

• Hot coins: PEPE, SPX, DICE, BEU, VIRGEN, WCT

• Hot NFTs: Good Vibes Club, Final Bosu

• PEPE character shown in Trump post

• VIRGEN $25m, leads crypto AI movers

• SPX6900 grinds back above $1bn

• DFDV adopts liquid staking token technology

• WCT $1.1bn FDV, up 80% this week

• Myriad’s WCT collab to give out $140k rewards

• Bergen County digitising $240bn property deeds

YEET: Crypto’s Casino
Just passed $115m in lifetime volume!

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

*Yeet Disclaimer here. 18+, $1 minimum volume required, certain regions are restricted. Please gamble responsibly.