Mando Minutes

Things I’m looking at today…

Uptober is here, Nine ETFs to launch, Michael Lewis SBF revelations

Crypto

• BTC: $28.3k (+4%), ETH: 1735 (+3%)

• Uptober begins, majors pump 4%

• $100m shorts liquidated, OI dumps then soars

• BTC OI still at YTD lows as % of market

• BTC breaks trendline resistance since July

• ETH may have 9 futures ETF launching today

• SOL +15%, TVL surges to 2023 ATH

• ARB whales spent $126m buying September dip

• Every major 2023 rally has begun on Sunday

• BTC most successful September since 2016

• Coinbase gets Singapore license, +6% pre-market

• KuCoin outflows $118m after KYC push

• KuCoin shows proof of reserves, backed >100%

• September biggest month in 2023 for exploits

• Brazil to launch blockchain based IDs

• Michael Lewis: SBF asked about buying Twitter

• Lewis: SBF wanted to pay Trump $5bn to not run

• Lewis: SBF saw missing billions as ‘rounding error’

Macro & General

• Today: Powell speaks, US Manufacturing PMI

• US stock futures open slightly higher

• China pumping most liquidity since 2020

• US bonds in longest bear market ever

• Japanese Yen at weakest vs Dollar in 1 year

• Japanese yield curve is steepest ever

• US bank unrealised losses at $550bn in Q2

• US homes unaffordable in ‘99% areas’

• Elon calls fiat currency ‘a scam’

• Canada wants podcasters to ‘register’ 

• RFK may run as Independent candidate

• Europe wins Ryder Cup

NFTs & Low-Cap

• Friend Tech TVL reaches >30k ETH

• Machi, Blur farmer whale, to join Friend Tech Friday

• RLB +15%, burnt 1.3% supply in September

• BITCOIN +50%, MOG +80% over 7d in memecoins

• UNIBOT +60% over 7d in trading bots

• ARB low caps soar ahead of incentives

• NFT market cap +5% since September low

• BAYC +12%, Otherside +30% as whale sweeps

• Squiggle royalties donated to artist fund

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Comic by @boldleonidas
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