Mando Minutes

HYPE falls, Clarity at ‘1-yard line’, AI stack rallies

Crypto

• BTC: 65,970 (0%) | BTC.D: 59% (+0.4%)

• ETH: 1,919 (-1%) | BNB: 569 (-1%) | SOL: 77 (-2%)

• Fear & Greed: 34 | 24h Liq: $171m

• BTC ETFs: +$203M | ETH ETFs: +$38M

• Top Gainers: BEAT, NIGHT, FGRS, XEC, UB

• BlackRock buys $500M BTC in 5-day streak

• CLARITY Act at 1-yard line in Senate: Bessent

• CLARITY 2026 passage odds jump to 53%

• HYPE falls as Multicoin unstakes $120M

• Jack Mallers steps down as Twenty One CEO

• Twenty One, Strike merger plan scrapped

• Satsuma to unwind BTC treasury, sell $43M

• Robinhood Chain hits $700M assets in 3 weeks

• 18.6% of Americans own BTC vs 10.8% gold

• ETH staking ratio at record 33.9%

• US freezes $130M crypto wallet tied to IRGC

• Crypto lobby sues Illinois over blockchain tax

• Crypto still below 1% of global wealth: CZ

• Telegram to give all users Gram wallets

• Only 7.1% of 2024+ tokens above launch price

• Movement Labs files for Chapter 11 bankruptcy

• HTX rotating wallets to evade UK sanctions

• Augustus raises $180M for stablecoin bank

• Balance Coin crashes 99% after $915K exploit

• FlashTrade exploited for $100k

• Russia passes crypto bill

• Galaxy opens $5M BTC quantum security fund

• S&P's first crypto index leaves out BTC

• Korea’s top 5 exchange volumes down 88% YoY

• Malaysia shuts Balaji's Network School

• Balaji inks Kazakhstan deal for new campus

Macro

• NASDAQ: $25,840 (+1%) | Gold: $4,120 (+1%)

• AI stack lead US stocks higher

• Oil rallies as US-Iran war escalates

• US hits Iran military hubs in fresh strikes

• No interest in talks with Iran: Trump

• Nuclear site strikes mean regional war: Iran

• UK lets US use bases for Iran strikes

• US 'not finished at all' with Iran: Trump

• S&P 500 short interest near record at 3.7%

• 100% tariff on generic drugs from 2028: Trump

• Trump revives dormant Smoot-Hawley powers

• JPY hits lowest since 1986

• US approves Saudi nuclear deal

• US to allow Lebanon flights after 40-year ban

• US freezes $1B+ Medicaid funds for CA, MN

• NJ error registered 6,600 noncitizen voters

AI & Tech

• OpenAI model escaped and hacked Hugging Face

• US mulls sanctions on Chinese AI over IP theft

• US, China to hold AI talks in September

• Super Micro up 20% on $60B in new orders

• GPT-6 launch now set for early August

• Google unveils new Gemini LLM, pre-trains Gemini 4

• Anthropic-Physical Intelligence rumour swirls

• Claude can now learn skills from screen recordings

• 2027 worst-ever for memory supply: SK Hynix

• Trump admin shifts $200B research budget to AI

• Open-sourcing Grok would be checkmate: Chamath

• Nvidia starts full Vera Rubin production

• Apple, Klarna launch device leasing scheme

• Trump’s US chip push squeezes TSMC margins

• Oklo joins $200M federal nuclear push for AI

• Bryan Johnson grows 'newborn clone' for organs

• Rocket Lab wins $266M US Air Force contract

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