Mando Minutes

Coldcard hack hits crypto, Trump halts Iran strikes, US props up JPY

Crypto

• BTC: 62,620 (-1%) | BTC.D: 58.4% (-0.2%)

• ETH: 1,845 (-2%) | BNB: 583 (0%) | SOL: 73 (-1%)

• Fear & Greed: 27 | 24h Liq: $120m

• BTC ETFs: -$265M | ETH ETFs: +$9M

• Top Gainers: UB, BTW, H, KAG, ALGO

• Coldcard hacked over the weekend for 1.8k BTC

• Senate has until Friday to pass CLARITY Act

• BTC spot volume falls to lowest since 2019

• Coinbase premium hits 77 day negative streak

• BTC ETFs snap 3-week inflow streak

• Coinbase added 1,922 BTC in H1

• Trump Media sells 2,628 BTC; losses hit $555M

• CATE hits $40m. leads onchain runners

• ETH supply on exchanges keeps falling

• ADA jumps 10% ahead of next upgrade

• BitGo CEO dares Claude to move 100 BTC

• Kraken CSO urges audits after Coldcard hack

• Pumpfun cut staff before PUMP unlock

• DEX spot volume hits record 24% of CEX

• SEC sets Aug 24 deadline on Nasdaq BTC options

• Minnesota loses Round 1 vs Kalshi, Polymarket

• Polymarket, Kalshi monthly volume hit ATH

• Dubai’s Shelbit moved $4B for Iran

• Russia bans crypto mining in Moscow until 2032

Macro

• NASDAQ: $25,370 (+1%) | Gold: $4,060 (0%)

• This week: PMI, Tech earnings, Jobs data

• SpaceX leads crowded earnings week

• Oil sinks as Trump halts strikes, says deal near

• Iran denies agreement to reopen Hormuz

• US, Japan intervene jointly to prop up JPY

• Ready for more joint JPY action: Bessent

• Odds of 2026 US recession plummet to 6%

• BofA Bull & Bear gauge at max sell signal

• Blanche rescinds $1.8B Trump supporter fund

• Capital One shuts 300+ Trump Org accounts

• France 30yr yield at highest level since GFC

• Israel wary of Hamas disarmament plan

• US military ties closer than imagined: Taiwan

• Spain lying on migrant returns: Ceuta Mayor

• Foreigners bought $5.4B Korean stocks in July

• US wildfire season exceeds 10yr average

• 31% of Americans 80+ still have mortgages

AI & Tech

• AI drives large earnings beats for S&P 500

• Samsung, SK Hynix resume sell-off

• OpenAI active users surpass 1 billion

• OpenAI slips Astra reveal into maths blog post

• OpenAI's Astra solved 10 open maths problems

• Alibaba's 2.4T-param Qwen3.8-Max rivals Fable

• DeepSeek V4-Flash API launches in public beta

• EU AI fines of up to 3% of co. revenue now live

• Samsung AI glasses work with Google Gemini

• Apple may charge for Siri: Tim Cook

• AI to create lot of six-figure jobs: Jensen

• Xbox prices to see large bumps

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