Mando Minutes

Tariffs paused, historic rally in stocks, crypto may be trade-war winner

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Crypto

• BTC: 81.6k (+6%), ETH: 1590 (+8%), SOL: 115 (+7%)

• Top Gainers: FLR, TAO, S, TKX, ONDO

• BTC ETFs: -$127mn, ETH ETFs: -$11mn

• Crypto pumps on 90-day tariff pause

• China, Russia settling some trades in BTC: VanEck

• Tariffs will renew interest in crypto: FT

• Weak Yuan will continue to drive BTC higher: Hayes

• Correlation to global M2 returning: Raoul Pal

• BTC spot ETFs hit 5-day outflow streak

• Senate confirm pro-crypto Atkins as SEC Chairman

• SEC approves options trading on ETH ETFs

• Bitwise doubles down on $200k BTC prediction

• First Digital Trust sues Justin Sun

• World Food Program USA now accepts crypto

• 21Shares files S-1 for DOGE ETF

• ETH developer Griffith released from prison

• Pakistan turns to BTC mining with surplus power

• Ukraine proposes tax structure for crypto

Macro & General

• NASDAQ: 17.1k (+12%), Gold: 3124 (+1%)

• Trump pauses tariffs for 90 days except China

• Nasdaq posts 2nd best day in history, futures lower

• Trump raises China tariffs to 125%

• China raises tariffs on US goods to 84%

• Bessent denies pause was due to bond market 

• You will be rewarded if you don’t retaliate: Bessent

• Questions over inside trading before Trump’s posts

• Effective tariffs still up 24% despite walk-back

• US stock volumes hit ATH

• GS rescinds recession call after tariff pause

• Recession odds now 55% on prediction markets

• May rate cut odds plummet to 19%

• Higher tariffs could raise inflation: Fed minutes

• China considers fresh stimulus to counter tariffs

• Yuan falls to weakest against USD since 2007

• China rejects claims its involved in Ukraine war

• UK borrowing costs at highest in 27 years

• EU may pause retaliatory tariffs

Left Curve Corner

• Hot coins: FARTCOIN, POPCAT, KET

• Hot NFTs: XCOPY Editions, Sproto Gremlins

• FARTCOIN $720m, again leads top 300 coins

• XCOPY Editions continue to see huge volumes

• Magic Eden acquires Slingshot trading app

• Wayfinder’s PROMPT set to launch today

• YEET set to launch today

Join the YEET waitlist: comingsoon.YEET.com 

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