Mando Minutes

Things I’m looking at today…

Crypto

• Majors unchanged and trading in tight range

• $BTC new wallets highest in 18 months

• $BTC the ‘best risk-reward in years’: Michael Saylor

• Grayscale $ETH Trust discount lowest in a year

• 666 days since $BTC ATH, history says halfway through bear

• Most altcoin narratives crushed over last 2 weeks

• Miners viability questioned, hash price hits ATL

• CTFC ruling makes DeFi derivatives ‘illegal in the US’

• Infura implies a Metamask token by year-end

• Base grows TVL 330%, other L2s lose TVL

• Coinbase increases $USDC APY to 5%

• Founder of Turkish exchange jailed for 11,196 years

Macro & General

• Macro flat, US inflation data next week

• Moroccan earthquake kills 600

• 74% of US ‘stressed about personal finances’

• US home-owners sitting on $30T of house equity

• IRS to use AI to go after more millionaires

• Newsom announces he is not running for President

• Nancy Pelosi, 83, vows to run for another term

• Trump inflated net wealth by $3.6bn says NY AG

• ‘Defund police’ politician involved in car-jacking

• California to decriminalize psychedelics

• Kroger to pay $1.2bn to settle opoid claims

• ChatGPT users fell for 3rd month

• Google Chrome to get redesign

• NASA now admits moon rocket unaffordable

• Mysterious ‘golden orb’ creature found deep-sea in Alaska

• Djokovic vs Medvedev in US Open final

• NFL season & Rugby World Cup begins

NFTs & Low-Cap

• Friend Tech points drop, high-value collectors win

• Top Friend Tech accounts continue to rally

• $XLM up 15% after RWA tease

• $BANANA bot token next week, $UNIBOT falls

• $PEPE telegram hacked, promotes scam coin

• Punks marketplace changes to stop front running

• Machi now owns 148 apes, DAO proposal in focus

• Binance drops support for $MATIC NFTs

• Shaq sued over Astrals NFT project

• Deadfellaz gaming mint launches

• Vinnie Hager open edition raises 150ETH

• More Nouns vote for rage quit of DAO

• Roblox maps out metaverse plans, dating app aims

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