Mando Minutes

ETF inflows match German selling, SOL Firedancer may be near, POPCAT & MOG lead memes

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Crypto

• BTC: 58.6k (+2%), ETH: 3105 (+1%), SOL: 144 (+2%)

• Top Gainers: SEI, SUI, STX, TAO, FTM, OP

• BTC ETF Flows: +$216m

• $654m of inflows into ETFs over 3 days

• BTC transaction fees hit 4-year low

• German state moves $300m BTC, holdings <$1bn

• SOL flips ETH for 7d DEX volumes

• SOL Firedancer sees first accepted block on testnet

• Tether mints another $250m USDT on SOL

• Crypto monthly active addresses tops 100m

• Biden crypto veto now expected to be upheld

• Tech coalition urges Biden to back crypto

• People face security threats at ETHCC

• DBS sees 300% growth in crypto trading

• PYUSD now 7th largest stable coin

• China may have already sold BTC holdings

• Elliptic exposes $11bn USDT scam network

• StanChart in talks to buy Howard’s crypto fund

• Polychain accuses former employee of side deals

• SEI leads altcoins as it launches v2 mainnet beta

• TIA rises 80% from lows on short squeeze

• TON to release L2 based on Polygon’s tech stack

Macro & General

• NASDAQ: 18.4k (0%), Gold: 2380 (0%)

• Tech stocks hit 10 straight days of gains

• Powell speech today ahead of CPI tomorrow

• Microsoft & Apple ditch OpenAI board seats

• Japan stocks hit new highs, Asia stocks mixed

• TSMC smashes earnings in chip stocks

• Ackman to launch biggest closed-end fund ever

• Biden won’t make it 4 years: Stephanopoulos

• Republicans move to soften abortion stance

• X wins $500m severance lawsuit over layoffs

• xAI to build ‘most powerful’ AI training cluster

• HIV prevention drug shows 100% efficacy

Left-Curve Corner

• Hot coins: MOG, POPCAT, PEIPEI, AURA

• Hot NFTs: Frogana, NodeMonkes, Runestone, Azuki

• Cobie says many new influencers are ‘feds’

• POPCAT & MOG lead top memecoins

• Ronaldinho also promotes WATER memecoin

• SD rises 56% as Coinbase adds to roadmap

• BONK proposes burning 83.9bn tokens

• Blast Foundation proposes 2x points for BLAST

• Top NFTs bounce 5-15%

• MOCA token by Mocaverse goes live tomorrow

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