Mando Minutes

Crypto rips after Fed pivot, calls for $1m BTC, stocks hit ATH

Crypto

• BTC: 42.9k (+4%), ETH: 2285 (+5%), SOL: 72 (+10%)

• Crypto rallies hard after Fed dovish pivot

• Arthur Hayes calls for $1m BTC after pivot

• INJ, TIA, STX, RNDR, TAO lead top 100 alts

• Central banks can now hold 2% crypto reserves

• FASB allows fair value accounting for crypto

• Bitwise spot ETF listed on DTCC

• Bitwise predicts $80k BTC in 2024

• JP Morgan sees ETH outperforming BTC next year

• Coinbase launches spot trading outside US

• Crypto search trends still yet to pick-up

• Gemini Earn users may get 60% recovery

• Su Zhu grilled in Singapore court over 3AC

• Yearn asks for treasury back after mistake

• Worldcoin tech coming to Minecraft

Macro & General

• NASDAQ: 14.7k (+1%), Gold: 2048 (+2%)

• Dow hits ATH as Fed signals 2024 rate cuts

• Fed indicates 3 rate cuts in 2024 in dot plot

• 10y drops below 4%, first time in 6 months

• Gold rises, dollar falls after Fed

• PPI inflation flat in November

• Elon to setup new university in Texas

• SpaceX valuation climbs to $180bn

• Balaji launches his own fund

• US House votes to impeach Biden

NFTs & Low-Cap

• BONK +50%, hits ATH after Coinbase lists

• PRIME, BEAM, APE +15% lead gaming coins

• ORDI, SATS, TRAC +25% lead BRC20 coins

• Line gets $140m investment for NFT division

• Pudgy Penguins near ATH as other NFTs fall

• Early Ordinals sell for $450k at Sotheby’s

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