Mando Minutes

Fed fears hit market, China’s DUV breakthrough, KOSPI slumps

Crypto

• BTC: 63,500 (-3%) | BTC.D: 58.6% (+0.1%)

• ETH: 1,884 (-4%) | BNB: 565 (-2%) | SOL: 73 (-4%)

• Fear & Greed: 28 | 24h Liq: $496m

• BTC ETFs: -$12M | ETH ETFs: +$12M

• Top Gainers: DEXE, CARDS, Q, RUNE, BinanceLife

• Crypto slumps, on Fed hike fears & macro sell-off

• Stablecoins shed $7.7B in June, most since Terra

• Whales added 19.7k BTC in 8 days

• Senate shelves CLARITY vote for Russia bill

• BTC fair value is $95K: Schwab

• Strategy sells $544.5M MSTR, buys STRC

• Metaplanet plans BTC-backed bonds yielding 6%

• BitMine adds 9,946 ETH, holdings hit 5.79M

• Zcash activates Ironwood upgrade

• Circle buys ~1k IBM blockchain patents

• Kraken parent buys Magic Labs’ wallet business

• Coinbase intros 'Launches' to list tokens

• Ondo unveils network for CEX-speed trading

• Lido begins $16.5B ETH validator overhaul

• Securitize Capital becomes SEC-registered RIA

• App store malware scans photos for seed phrases

• Court blocks Minnesota Kalshi, Polymarket ban

• Fanatics to buy BGC prediction market exchange

• NFL asks CFTC to curb sports prediction bets

• SK Hynix sees flash liquidation on Tradexyz

Macro

• NASDAQ: $24,930 (0%) | Gold: $4,050 (-1%)

• AI stack slumps on China’s DUV breakthrough

• 'Very friendly' talks ongoing with Iran: Trump

• No talks underway with US: Iran

• 38% odds of Fed hike this week

• US SPR falls to lowest since 1983

• 7M Americans have signed up for Trump Accounts

• Trump asks SC to enforce mail-in vote EO

• ICE launches enforcement 'blitz' in NYC

• FBI expands global scam crackdown: Patel

• Houthi blockade halves Bab el-Mandeb traffic

• Lula re-election odds hit ATH of 63%

• 79k evacuated as wildfires rage in Spain

• China now ~28% of global manufacturing

• China July crude imports set to rise ~26% MoM

• Mamdani posts names of NYC pied-a-terre payers

AI & Tech

• KOSPI slumps 11% on chip selloff

• Nvidia's OpenAI backstop spooks market

• Nvidia to invest $5B in Sutskever's SSI

• Apple passes Nvidia as most valuable company

• Anthropic not seeking open-weight AI model ban

• Private Claude chats exposed in search results

• Microsoft touts cost-saving AI for cybersecurity

• Moonshot open-sources 2.8T-param Kimi K3

• Humans lose control of AI within decade: Elon

• Taiwan detains Nvidia worker in smuggling probe

• China tests largest superconducting fusion magnet

• X Money launches in US with up to 6% yields

• SpaceX stock closes at record low

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