Mando Minutes

Things I’m looking at today…

FTX to start selling, aliens could be real, NFTs are securities?

Crypto

• Majors bounce 1-2%, alts up 3-10%

• FTX gets approval to sell $3.4bn assets

• FTX can sell $100m per week, hedge $BTC & ETH

• FTX may have no $SOL to market-sell

• $ETH unique active wallets hits 2nd highest ever

• $BTC 83% of short-term holders sitting in loss

• Friend Tech dominates activity, ATHs for metrics

• Nasdaq ‘ready to list’ $BTC ETF, works with SEC

• New DCG plan could make Gemini whole

• EU votes for new crypto tax rules by 2025

• Brian Armstrong: DeFi should take CFTC to court

• Binance US future tied to CZ stake sale

• CZ: can’t have 100m new users without on-ramps

• Sony to build its own blockchain

• Huobi rebrands to HTX

• CoinEx $54m hack linked to Lazarus

• Paxos admits $500k $BTC fee overpayment

• Singapore regulator bans 3AC founders

• Illiquid asset tokenisation could be $16T industry

• $MATIC allocated $1bn to ZK roll-up build

Macro & General

• Stock futures higher, oil hits another 2023 ATH

• Inflation 0.1% higher than expected but trend lower

• Aliens potentially found in Mexico

• Libya flood potentially kills 20,000

• No more rates hikes coming say JP Morgan

• Global liquidity rebounds up $300bn in 1 month

• China denies Apple ban

• Arm prices IPO at $54bn val, AI stocks rally

• AI stock ‘revolution’ to stay says Goldman Sachs

• Tech leaders debate AI future at Senate

• Alibaba debuts AI model

• Nvidia CEO continues to sell shares

• Tesla most shorted stock in market

• Chamath ratio’d for Virgin Galatic history

NFTs & Low-Cap

• $PRIME still big outperformer in gaming tokens

• $TRB up 35% in DWF coins

• Stoner Cats settles with SEC over securities sales

• Internal dissent over SEC enforcement

• Friend Tech royalties dwarf NFTs

• Ape DAO proposal live to buyback $12m NFTs

• Nakamigos drop 40% after new 20k mint coming

• Ape DAO approves $500k documentary

• Yuga Labs introduces Made by Apes Bodega

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