Mando Minutes

Things I’m looking at today…

Crypto

• Majors down 5% before bouncing to unchanged

• $BTC bounces off long-term support at $24,750

• Large market makers move millions to exchanges

• $BTC whales accumulate for first time since June

• Gensler set to testify today at Senate

• Only 4 of top 15 crypto up this year

• $ETH least loved for institutional flows in 2023

• ZK roll-ups on Bitcoin via Chainway, Kasar Labs

• FTX still exploring relaunch, contacts 75 bidders

• FTX Trabucco account couldn’t be liquidated

• Justin Sun offers to buy FTX assets

• GBTC discount hits smallest level in 2 years

• Binance gives $3m BNB to Morocco victims

• Binance calls SEC requests ‘unreasonable’

• Binance’s Teng says no parallels to FTX

• Bitget announces $100m ecosystem fund

• Paypal rolls out crypto to USD conversion

• Vitalik moves $4.5m ETH to exchange, confirms sim-swap

• ZachXBT opens refunds for legal defence

• Bitboy Crypto is now Discover Crypto

• $SOL social dominance hits yearly high despite dip

• $SOL positive deep-dive published by Visa

• $KAS up 10% as hashrate hits ATH

• $ARB down as big wallets liquidate

• $OP up 10% as fees accelerate vs $ARB

Macro & General

• US stocks up most in 2 weeks, Tesla +10%

• iPhone 15 launch today

• Yellen thinks soft landing will be achieved

• China property up after Country Garden repayment extension

• Goldman Sachs: we in tail-end of macro slowdown

• Jamie Dimon: ‘huge mistake’ to expect booming economy

• Banks see biggest weekly deposit outflow since SVB

• ECB downgrades growth & raises inflation forecasts

• UK rates should rise further says BoE official

• Biden says global warming scarier than nuclear war

• Kim Jong Un travels to Russia in armoured train

• Russia wants to recruit another 420k soldiers

• X shadow-banned the New York Times

• Groundwater pumping tilted Earth axis, caused fissures

• Elon calls gender affirmation law ‘utter madness’

NFTs & Low-Cap

• $BANANA falls 99% after contract bug on launch

• $TRB, $CYBER, $BLZ all up 10%, DWF coins

• $GALXE socialfi token up 15%

• Unlocks this week: $APE, $APT, $FLOW, $LDO

• Arkham sees funds leaving Stake, entering Rollbit

• Manifold Trading bullish on Friend Tech & consumer apps

• Milady dev steals $1m from team, seizes code base

• $APE hits ATL, BAYC assets stable 

• Draftkings Reignmakers tops NFT weekly volume

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