Mando Minutes

Tech stocks weak, Iran threats grow, Vlad’s account hacked

Crypto

• BTC: 65,020 (-1%) | BTC.D: 59% (+0.4%)

• ETH: 1,887 (-2%) | BNB: 568 (0%) | SOL: 75 (-2%)

• Fear & Greed: 27 | 24h Liq: $245m

• BTC ETFs: -$225M | ETH ETFs: +$26M

• Top Gainers: RE, RIF, AKE, BEAT, BILL

• BTC dipped under $65K on Trump Iran threats

• EU sanctions target crypto platforms, 94 banks

• Strategy, BlackRock form BTC quantum consortium

• Strategy mNAV back at 1, changes calculation

• SEC sets Sep 17 talks on 24-hour stock trading

• Vlad Tenev X account hacked in memecoin scam

• Bulls bet $3.4B on BTC calls at $70K-72K strikes

• Zhibao plans $220M stock sale for BTC treasury

• Robinhood Chain goes live in Phantom wallet

• Ripple launches Mint platform for RLUSD

• Coinbase lets firms take USDC from AI agents

• China makes first digital yuan payment abroad

• Goldman CEO: time to advance the CLARITY Act

• Thune: CLARITY vote unlikely before recess

• India panel backs interim crypto regulation

• Gemini sends $10M in BTC to Trump PAC

• Amazon hiring BTC and crypto ecosystem lead

• Ondo unit wins SEC nod for tokenised equities

• LayerZero, Keeta take bank deposits on-chain

Macro

• NASDAQ: $25,140 (-2%) | Gold: $4,050 (0%)

• Nearly $1T wiped off US stocks in one day

• Trump vows punishment for Houthi tanker strikes

• US strikes Iran for 13th consecutive night

• Brent crude tops $100 as Gulf conflict rages

• US 30-year mortgage hits 6.58%, 11-month high

• US jobless claims at 187K, lowest since 1969

• US housing least affordable on record: Barchart

• Top 0.00001% take record 12% of US income

• Vanguard: under-45s hold just 3-4% in bonds

• Gold tops treasuries in central bank reserves

• US Treasury eyeing repo cash facility

• House votes 214-208 to halt Trump's Iran war

• Trump Jr investment firm posts 200% return: NYT

• Ukraine launches largest ever drone attack

• Ukraine drones torch St Petersburg logistics hub

• Netanyahu tipped to lose October election

• US sets 10-12.5% tariffs on 60 trading partners

• French 10-year yield highest since 2008 crisis

• Yen at weakest level vs dollar in 40 years

• Japan mulls regulating Pokemon card market

AI & Tech

• Google falls 7% in AI spending sell-off

• Tesla sinks 14% in worst day in 18 months

• Intel jumps 11% on AI-driven earnings beat

• OpenAI adds voice control to Codex agent

• ChatGPT Health rolls out to all users

• Anthropic cites evidence China stole its models

• Musk: Anthropic founders 'didn't trust Altman'

• US, UK tests put Kimi K3 well below US models

• Stripe in talks to buy OpenRouter for $10B

• Congress floats AI agent kill-switch bill

• Amazon sellers must label AI-generated people

• US backs open-source AI at China APEC summit

• Hyperscaler bond spreads blow out on AI capex

• AMD's Su: AI chip market to hit $1.4T by 2030

• Japan to buy 27,500 Nvidia Rubin GPUs

• China memory chipmaker CXMT readies IPO

• China plans Mach 26 asteroid deflection test

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