Mando Minutes

Things I’m looking at today…

Crypto recovers while macro pukes, Base token coming, NSA invented Bitcoin?

Crypto

• Majors drop but bounce to unchanged

• BTC nearly 100% short-term holders in loss

• BTC hits another record hashrate

• ETH Futures ETF final deadline October 2nd

• ETH/BTC loses key support, same with BNB

• ETH transactions -12% since Merge

• Base may have a future token: Coinbase CLO

• Binance US asks SEC case to be dismissed

• Binance pays $840k gas in account consolidation

• Binance warns EU stablecoins may be delisted

• Gensler: crypto is full of hucksters

• eToro gets EU license for crypto

• Tether invest in BTC miner

• FTX sues HK affiliate for $157m

• Hedge-funds have bought $250m of FTX claims

• Nansen security hack sees 7% addresses exposed

• $137m lost in phishing attacks YTD

• UK warns crypto firms on new rules

• SBF to remain in jail until trial

• Speculation that NSA invented Bitcoin emerges

Macro & General

• US stocks drop most in 6 months as yields rise

• BoE surprises and keeps rates unchanged

• BoJ also keeps rates unchanged, acts dovish

• US jobless claims better than expected

• Junk bonds price credit risk at yearly lows

• Treasury yield > equity yield, first time since ‘07

• No more hikes coming: G. Sachs

• Ackman: bond yields & inflation to rise further

• McCarthy fails at second bill to avoid shutdown

• China real estate no.1 risk for global credit event

• Son replaces Rupert Murdoch as Newscorp Chairman

• Microsoft-Activision deal may be cleared in UK

• Trader profits $10m after Cisco buys Splunk

• Diamond prices down 40%, Rolex’s also crashing

• Biden announces $325m more aid to Ukraine

NFTs & Low-Cap

• Blur farmer joins Friend Tech, bridges 500ETH

• Post-Tech sees $2m daily volume, TVL drops 40%

• DWF coins plunge, fights with other market makers

• WLD +15% amid short squeeze

• Kevin Rose backtracks Moonbirds PFP & bio change

• Nakamigos CLOAKS sells out in 30 seconds

• Farmville founder $33m raise for web3 gaming firm

• Call of Duty to shut Warzone, player assets lost

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Comic by @boldleonidas
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