Mando Minutes

BTC heads back to $60k, Biden odds drop, Pump(.)fun revenue beats ETH

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Crypto

• BTC: 60.5k (-3%), ETH: 3340 (-3%), SOL: 146 (-1%)

• Top Gainers: LEO, ADA, TRX, STRK, TIA

• BTC ETF Flows: -$14m

• BTC drops to $60k, CME gap filed again

• $1bn shorts liquidated if we rally to $62.6k

• Pump(.)fun surpasses ETH for revenue

• ETH will outperform BTC after ETF launch: K33

• ETH ETF may be delayed even further

• BTC heading to $150k: Fundstrat

• Chainlink & Fidelity partner for fund data on-chain

• USDC protects the dollar: Circle ad

• Robinhood considers crypto futures in US & EU

• Another BTC miner looks to IPO in US

• Vitalik bullish on prediction markets

• Sentient Labs raises $85m for AI on SOL

• Mantra to tokenise $500m of real estate

• TAO falls 15% after security breach

• Crypto scams & hacks hit $572m in Q2

Macro & General

• NASDAQ: 18k (+1%), Gold: 2355 (+1%)

• Stocks hit new highs again, Tesla up 10%

• Fed has made progress on inflation: Powell

• Fed paid banks $400bn for cash deposits

• AI fueled rally ‘will crash in 2026’

• Odds Biden drops out rises to 51%

• Top Democrats signal alarm over Biden’s age

• Trump hush-money sentence delayed 2 months

• Biden set for extended interview on Friday

• Democrat donors focused on House & Senate

• BYD set to overtake Tesla for battery EVs

• Robinhood buys AI research firm

• Meta introduces text-to-3D model

• Apple gains observer role on OpenAI board

• Nine Ukraine jets destroyed in 24hrs

• US Marshall finds 200 missing children

Left-Curve Corner

• Hot coins: DADDY, GIGA, MAO, SPIKE

• Hot NFTs: BAYC, MAYC, Azuki

• Sydney Sweeney account hacked, promotes coin

• Sahil’s account suspended on X

• JUP to distribute $60m staking rewards this week

• KAMA token surges on Harris election chances

• Marginfi to allow levered trading on any memecoin

• Phantom to roll out ‘token search’

• Blast incentives slightly disappoint, falls 10%

• DraftKings NFT securities lawsuit goes forward

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The information does not constitute financial advice or recommendation and should not be considered as such. Full Disclaimer.