Mando Minutes

Crypto lower, AI trade roars back, KOSPI pumps

Crypto

• BTC: 63,700 (-2%) | BTC.D: 58.6% (-0.3%)

• ETH: 1,877 (-2%) | BNB: 592 (+1%) | SOL: 73 (-1%)

• Fear & Greed: 24 | 24h Liq: $196m

• BTC ETFs: +$233M | ETH ETFs: +$13M

• Top Gainers: UB, DCR, M, BTW, BEAT

• BTC drops below $64k

• Strategy to keep selling BTC, when useful

• Strategy stock rallies, despite earnings miss

• Hyperscale sells 100 BTC to fund AI data center

• Japan's top ETH DAT sells 1,000 ETH in AI pivot

• FTX paying out $900M to creditors

• 72% of spot OTC flow institutional: Wintermute

• Coinbase stock slumps on earnings miss

• Bessent asks Senate to vote on CLARITY ‘now’

• Big-city police chiefs endorse CLARITY Act

• Kraken, VerifiedX sign MOU on vBTC custody

• Balaji, Vitalik back quantum-proof wallet

• Crypto saw onchain contraction in H1: Binance

• DeFi lost $43.4B in H1 crypto contraction

• Stablecoin card firm Kulipa shuts 4mts after seed

• IRS warns of fake letters targeting crypto

• New York sues Kalshi, seeks $36B damages

• World Cup prediction markets reached $20B

• Bhutan taps 3iQ to manage part of BTC treasury

Macro

• NASDAQ: $25,122 (+3%) | Gold: $4,050 (-1%)

• AI trade roars back, leads stocks higher

• BoJ leaves rates unchanged, Sep hike in play

• BoJ intervened in fx market

• Iran strikes 2 ships in Strait of Hormuz

• Hamas agreed to fully disarm: Trump

• China weighs new stimulus

• China factory activity slips into contraction

• Ukraine tried to hit nuclear plant: Russia

• Spain plunges into migrant crisis post SC ruling

• 12,000 migrants/hr crossing at Ceuta: Spain

• Italy prepares to suspend Schengen with Spain

• Europe decides to skip FIFA competitions

• US homicides down 18%, on pace for record low

AI & Tech

• KOSPI pumps as Samsung, SK Hynix rally

• Apple posts record Q2, warns on chip supply

• AAPL slumps after market on weak guidance

• MSFT stock enjoys best day since 2008

• Amazon lifts 2026 capex to $220B, more in '27

• AWS posts fastest growth since 2021 on AI

• Citadel buys out Situational Awareness’ book

• Claude hacked three orgs in cyber tests

• US yet to justify Anthropic ban: Judge

• Nexus nears $15B for Anthropic data centre

• Job seekers hide prompt injections in CVs

• LinkedIn adds 'Seems like AI slop' report button

• Nscale to buy Anyscale for $1.6B

• Amazon's Zoox cleared to charge for robotaxis

• Elon denies Tesla China sale for SpaceX merger

• Reddit stock sinks on choppy search referrals

YEET: Crypto's Casino
Just passed $2.9B 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