Mando Minutes

Crypto rallies into month-end, ETFs own 3% of BTC, meme stocks become memecoins

Crypto

• BTC: 43.4k (3%), ETH: 2310 (2%), SOL: 105 (+7%)

• Top 100 gainers: TAO, SEI, SUI, MINA

• Bitcoin rallies into monthly close, alts soar

• ETF $250m net inflow, Fidelity outweighs GBTC

• ETF inflows may accelerate into the next fee waiver

• 3% of BTC now owned by ETFs

• UAE makes first cross-border CBDC payment

• EU set to restrict non-EU crypto firms

• UK ‘increasingly isolated’ in anti-crypto stance

• JUP predicted to be the biggest airdrop in history

• Starknet collaborates with TIA, airdrop in Feb

• AI coins TAO, RNDR up ahead of Apple Vision Pro

• DYDX adds LSD support, Foundation wants $30m

• FTX estate sold $1bn+ SUI for $100m

• Scaramucci: BTC to at least $170k post halving

• Coinbase falls in popularity in app store since Dec

• Binance market share set to re-cross 50%

• Binance partners with Swiss banks for custody

• DoJ charges 3 people over $3bn crypto fraud

• Amazon to make film on Bitfinex

Macro & General

• NASDAQ: 15.6k (+1%), Gold: 2036 (+1%)

• Stocks keep rallying ahead of Fed & tech earnings

• China markets slide amid Evergrande liquidation

• Eurozone narrowly misses recession, beats estimate

• India on track to be 3rd largest economy ‘in 3 years’

• Dimon: US debt will cause ‘rebellion’ in 10 years

• US could strike Iran in response in next few days

• Imran Khan sentenced to 10 years in jail

• Ilan Ohmar faces questions over Somalia comments

• Polymarket predicts 55% chance Trump President

• Neuralink chip implanted for first time

• Meta hopes Vision Pro will ‘revive metaverse’

NFTs & Low-Cap

• Hot coins: WEN, GME, AMC, BOZO

• Hot NFTs: RSIC, Bitcoin Puppets, Quantum Mice

• GME 5x, other coins based on meme stock rally

• WEN falls below $100m despite burn & listings

• DYM redistribution complete, Pudgies claim $7000

• DYM stakers to get AVAIL airdrop

• Quantum Cats mint tech issues, delayed until Feb 1

• Quantum Mice derivative on SOL does 10x

• RSIC up 50% after RUNE airdrop page on Ordiscan

• Biohacker Bryan Johnson to release NFT collection

• Deadfellaz & Animoca announce partnership

• Magic Eden multi-chain wallet goes live

• Phantom flips Coinbase for app downloads

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