Mando Minutes

Crypto strong, IB lists new coins, PUMP rallies on unlock

Crypto

• BTC: 64,510 (+3%) | BTC.D: 58.5% (+0.5%)

• ETH: 1,869 (+5%) | BNB: 576 (+1%) | SOL: 77 (+3%)

• Fear & Greed: 26 | 24h Liq: $336m

• BTC ETFs: +$181M | ETH ETFs: +$58M

• Top Gainers: US, KAITO, XEC, PUMP, UB

• BTC reclaims $65K after cool CPI print

• Most institutions see BTC bottom <$60k

• PUMP rallies after $86.5M unlock

• CASHCAT drops 50%, rotation to new RH memes

• HYPE rallies as SEC crypto task force meets team

• Hyperliquid rise threatens USDC: JPM

• Morgan Stanley updates S-1 for ETH, SOL ETFs

• Interactive Brokers adds 12 new crypto tokens

• Binance plots 'super app' push beyond trading

• Fed ‘racing’ to hit 19 July stablecoin deadline

• Clarity Act text lands within days: Lummis

• DTCC begins tokenised stock, ETF soft launch

• US, UK seek stablecoin rules convergence

• UK adopts no-gain tax rule for DeFi lending

• Japan advances bill for crypto ETFs, 20% flat tax

• Japan's JCB, Circle to test USDC payments

• Coinbase opens registration to users in China

• Hyperliquid lists CXMT ahead of A-share IPO

Macro

• NASDAQ: $26,110 (+1%) | Gold: $4,030 (-1%)

• Stocks rally, on lower than expected CPI

• Iran threatens to shut more oil export routes

• Hormuz stays shut until US attacks end: IRGC

• US strategic oil reserve at 40-year lows

• 7-hr strike wave hits Iran targets: US

• Trump weighs 'massive offensive' on Iran

• US to hit Iran’s power plants, bridges if no deal

• Iran exits commitments under MoU with US

• Senate Dems block $1.15T Iran war bill

• Chicago Fed projects June retail sales up 0.7%

• House votes 308-117 for permanent daylight time

• US Supreme Court seeks $230M for security

• China Q2 GDP up 4.3% y/y, weakest since 2022

AI & Tech

• Nvidia H200 shipments to China have begun

• OpenAI's first device could be a screenless speaker

• GPT-5.6 Sol costs half of Fable, 2x efficiency: Altman

• Meta to build 'Iris' AI chip from September

• Meta aiming to deploy 7GW AI capacity in 2026

• Anthropic's Opus 5 could land within weeks

• Karpathy-inspired CLAUDE.md hits 192K stars

• Apple in talks with PrismML on AI models for iPhone

• DeepSeek eyes IPO this year at $71B valuation

• AMD, 5C to develop 'gigascale' AI data centers

• Stripe, Advent bid $60.50/share for PayPal

• IBM sinks 25% as CEO admits 'we faltered'

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