Mando Minutes

Crypto steady, Brent tops $90, CFTC considers Compute futures

Crypto

• BTC: 64,190 (+1%) | BTC.D: 58.8% (+0.6%)

• ETH: 1,899 (0%) | BNB: 603 (0%) | SOL: 76 (0%)

• Fear & Greed: 40 | 24h Liq: $202m

• BTC ETFs: +$137M | ETH ETFs: +$5M

• Top Gainers: VVV, HASH, BTW, COMP, MON

• BTC in mid-to-late bear market: Bitfinex

• Strategy raises $334M but still no BTC buys

• Devs warn Glamsterdam may break ETH tools

• ETH weighs privacy pools for 2027 upgrade

• BitMine buys 9,926 ETH, now holds 5.82M

• Treasury proposes GENIUS stablecoin rules

• Pumpfun revenue 2x Hyperliquid last week

• Robinhood Chain TVL surges 45% in Aug

• Hyperliquid urges SEC to repeal trade-through

• BofA sold 80% of its MSTR stake

• Kraken parent taps Claude to hunt security flaws

• Farcaster seeks new operator again

• EU opens door to country-wide crypto bans

• Binance plans UK return with FCA licence bid

• EURC supply 2x+ y/y, tops €400M in circulation

• Bitpanda becomes first firm fined under MiCA

• South Korea blocks Polymarket over gambling

• Ripple collabs with Jeonbuk on payments

Macro

• NASDAQ: $26,640 (-0.3%) | Gold: $4,390 (-0.5%)

• Brent tops $90 as Hormuz deal hopes fade

• Diesel crack spread hits a record $102

• US 30Y yield hits highest since 2007

• US not seeking Iran MOU extension: Trump

• Nasdaq plans overnight trading session

• Stock market correction is due: ECB

• Iran claims it seized UAE-owned oil tanker

• Iran food price inflation hits 128%

• Russia ships explosives to Iran

• Russian cruise missile strikes Moldova

• Russia vows response to UK-made drone strikes

• War Dept orders 30 Unis to audit China ties

• Xi to visit the US from Sep 23

• Trump demanded $10B from South Korea

• 30% of Americans have no emergency savings

AI & Tech

• CFTC seeks input on AI Compute futures

• Anthropic annualised revenue hits $65B

• OpenAI's answer to rogue agents is more AI

• OpenAI secures 8GW of compute in Ohio

• OpenAI loses $1.22 for every dollar earned

• Big Tech’s off-book liabilities top $3T

• Nvidia sends mixed signals on chip life

• AI accelerator shipments to hit 16.3M in 2026

• Minnesota sues xAI over Grok image abuse

• Reddit AI turns posts into podcasts

• Video hints at AirPods that can "see"

• SK Hynix restarts investments in Dalian fab

• China's YMTC now third in flash memory

• Higgsfield raises $400M at $5.4B valuation

• Google buys Spirit Airlines’ data for $10M

• Record Apple users got spyware alerts

• YouTube changing how it counts views

YEET: Crypto's Casino
Just passed $3.1B in lifetime volume!

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

*Yeet Disclaimer here. 18+. Certain regions are restricted. Please gamble responsibly