Mando Minutes

Things I’m looking at today…

Oil, yields & dollar surge, ETH futures ETF potentially next week, Pokemon cards may be securities

Crypto

• Majors whip with macro but end up 1%

• Gensler grilled, says Bitcoin not a security

• SEC delays ETH Spot ETF decisions

• ETH futures ETF may launch next week

• BTC miners largest sellers since July

• BTC halving raises efficient mining cost to $30k

• CZ denies he owns CommEX

• Kraken to move into stock trading

• MoneyGram announces crypto wallet

• Mixin offers $20m bug bounty after $200m hack

• Texas now home to 30% of Bitcoin hashrate

• HK to issue guidance on tokenised stocks

• DeFi TVL hits lows since Jan ‘21

• Curve founder settles Aave debt

• FTX Anthropic stake may soar with OpenAI valuation

• UNI Foundation seeks $60m funding from DAO

• Brian Armstrong: Hayden Adams is a US hero

• ARKM hints at points for second airdrop

• RUNE +10%, near YTD ATH as burn grows

• WLD +10% as onboarding hype grows

Macro & General

• S&P hits 200D MA then bounces, ends mixed

• Oil, bond yields & dollar all surging

• Stock market hits ‘extreme fear’ indicator

• US GDP figure today, 2.2% expected

• Odds of government shutdown 90%: G. Sachs

• Evergrande stock trading suspended again

• China industrial profits unexpectedly rise

• Oil to $150 without new production: Continental CEO

• US national debt growing faster than economy

• Schiff: beginning of the end of the phony economy

• Costco gold bars selling out ‘in hours’

• Meta launches smart glasses, integrates AI into apps

• OpenAI in talks to raise $1bn to build smartphone

• ChatGPT can now browse the internet

• Peleton +30% after Lululemon deal

• Elon largely runs X from his iPhone

NFTs & Low-Cap

• Rumours GTA 6 will have crypto token RSTAR

• 73% of major gaming studios entering web3

• Friend Tech TVL ATH, top accounts grow

• TRB up 6x in 6 weeks after DWF involvement

• LEVER +20, may be new DWF coin

• RLB +20%, $8m burnt in 40 days

• Gensler: tokenised Pokemon cards may be securities

• Otherside Mara blocks Blur & OpenSea after launch

• RedBull Velocity Pass 2x ahead of SnowFro drop

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