Mando Minutes

Things I’m looking at today…

SBF guilty, BTC ETFs by end of November, MEME launches at $1.5bn

Crypto

• BTC: $34.2k (-3%), ETH: 1785 (-3%)

• SBF guilty on all counts, faces decades in prison

• BTC ETF approvals by end of November: Valkyrie

• BTC open interest drops 7%, had peaked at CME

• SOL retraces gains by 20%, Arthur Hayes buys

• FTX sold $220m of assets so far

• Bitcoin is ‘exponential Gold’: Fidelity

• Saylor tells CNBC ‘BTC set to 10x’

• SEC asks for summary judgement against Do Kwon

• Coinbase beats on earnings despite loss

• Dubai adds XRP & TON to special economic zone

• Dune Analytics announces DuneAI

• ARB incentives to start tomorrow

Macro & General

• Stock market rally continues as bond yields drop

• Today: NFPs, jobs expected to slow to 180k

• Apple earnings mixed, stock falls 3% pre-market

• Jim Grant: ‘everything bubble’ about to burst

• US House approves $14bn aid bill for Israel

• Blinken arrives in Israel as Gaza City ‘surrounded’

• Pakistan forces out 1.7m Afghan migrants

• Elon says Tesla can hit $4T valuation

• Elon interviewed by Rishi Sunak about AI future

• Bezos is moving to Miami from Seattle

NFTs & Low-Cap

• Most memes & low-caps down 10% after majors fall

• MEME launches at $1.5bn valuation

• UNIBOT refunds now complete

• Victor Wembanyama Sorare card sells for $110k

• XCOPY Algo Bro up to 10ETH, SuperRare drop next

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