Mando Minutes

Strong ETF inflows, onchain activity strong, stocks ATH again

Crypto

• BTC: 65,300 (+1%) | BTC.D: 58.9% (+0.2%)

• ETH: 1,929 (+1%) | BNB: 604 (0%) | SOL: 77 (+1%)

• Fear & Greed: 31 | 24h Liq: $96m

• BTC ETFs: +$102M | ETH ETFs: +$50M

• Top Gainers: CASHCAT, CYS, PUMP, Q, WLD

• BTC ETFs post best week since April

• HFs on CME flip net long on BTC futures

• BIP-110 fork support collapses

• BIP editor calls for Dashjr’s removal

• AI team finds 4,962 flaws in 390 BTC projects

• H100 buys 2.5K BTC

• MARA pledges 18,750 BTC for $600M in loans

• Empery Digital has sold 1.6K BTC since July

• Crypto worst major asset class since Jan 2025

• Clarity chances low in 2026: Grayscale

• HYPE unlock sends 433K tokens to CEXs

• Fomo flips Hyperliquid in daily revenue

• Grayscale pulls ADA, HBAR, DOT ETF filings

• Trump Media scraps CRO DAT venture

• NYSE building onchain settlement platform

• Crypto card monthly spend hits ATH $759M

• EU plans MiCA revision in 2027

• Brazil to delay $10K+ crypto transfers up to 24h

• UK FCA plans tokenised gold framework

• Bybit sues North Korea over $1.5B hack

• Fantom backer Harry Yeh dies after tower fall

• Stonkbroker NFTs flip BAYC, coin hits $70m

• CASHCAT & PONS rebound in Robinhood coins

Macro

• NASDAQ: $26,690 (+1%) | Gold: $4,360 (0%)

• This week: CPI, PPI, Retail sales

• Stocks ATH, after weak jobs report

• We’re “low keying it” with Iran: Trump

• Iran ties Hormuz reopening to US concessions

• Trump may end Iran war if Hormuz reopens

• US stocks second most expensive valuations ever

• HF’s rapidly unwinding bearish JPY bets

• Berkshire starts spending cash

• Israel rejects Trump’s Gaza peace plan

• North Korea to send up to 50K troops to Russia

• Taiwan targets 100K drones a month by 2030

• Le Pen takes huge lead in Presidential poll

• Western Europe sets new heat record

• Women now hold 50%+ of US payroll jobs

AI & Tech

• OpenAI pauses Astra work on cyber concerns

• Banks start to cut price targets for memory stocks

• Apple tests Chinese CXMT chips amid shortage

• Brin takes direct command of Google’s Gemini

• US data center bans top 500 as NY, TX push back

• Cloudflare intros Kitesurf browser for AI agents

• Bot traffic now exceeds human online: Cloudflare

• Nvidia to invest ~$3B in Stargate dev Lancium

• Israeli startup tied to rogue AI hacks at US labs

• Stanford builds agent-native version of Git

• Dimon warns of hidden leverage in AI funds

• X intros ‘original content rewards’ program

• Aussie rare earth miner +29% on US investment

• Starlink to launch US cellular service in 2027

YEET: Crypto’s Casino
Just passed $3B 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