Mando Minutes

Crypto pulls back, Big Beautiful Bill passes, Extreme Greed in stocks

Crypto

• BTC: 108.6k (-1%), ETH: 2545 (-2%), SOL: 150 (-4%)

• Top Gainers: PENGU, TRX, TKX, LEO, XDC

• BTC ETFs: +$602mn, ETH ETFs: +$148mn

• Crypto lower despite strong jobs data & large inflows

• Dormant 2011 wallet shifts $2.2b BTC

• Early BTC whales shed $50b BTC: Bloomberg

• BMNR stock parabolic post ETH treasury move

• Bessent targets Mid-July for stablecoin law

• BTC may hit $90-95k after Big Beautiful Bill: Hayes

• Lummis’ new bill to remove crypto tax under $300

• US House designates July 14-18 as ‘Crypto Week’

• Nano Labs buys $50m BNB

• Ondo, Pantera allocate $250m for RWA tokenisation

• JP Morgan cuts stablecoin market outlook to $500b

• FTX recovery trust freezes payout to 49 nations

Macro & General

• NASDAQ: 20.6k (+1%), Gold: 3352 (0%)

• US stocks ATH on strong jobs report, yields soar

• Trump’s Big, Beautiful bill passes House

• Extreme Greed in stock market for 1st time in 2025

• Odds of rate cut in July FOMC fall to 5%

• Trump’s 10-70% tariff letters set to start today

• Countries to pay tariffs from Aug 1: Trump

• Higher inflation likely for a period: Fed’s Bostic

• US Home seller-buyer gap continues to hit ATH

• Our new tech takes AI to new level: Nvidia CEO

• There will be real pain from AI: Altman

• No progress with Putin on Ukraine war: Trump

• Iran wants nuclear talks: Trump

• China plans subsidies to boost birth rates

Left Curve Corner

• Hot coins: FARTCOIN, PENGU, GP, DBC

• Hot NFTs: Broken Keys, CDBs

• Jupiter intros new launchpad Jupiter Studio

• PENGU, FARTCOIN lead memecoins higher

YEET: Crypto’s Casino
Just passed $230m 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.