Mando Minutes

Things I’m looking at today…

Tudor Jones bullish Bitcoin, PPI & Fed minutes today, Polygon L2 for ApeCoin

Crypto

• BTC: $27.3k (-2%), ETH: 1575 (-1%)

• Majors dip with Israel headlines before bouncing

• JP Morgan debuts blockchain settlement for BlackRock

• Coinbase gets Amicus Brief support against SEC

• Binance seizes Hamas crypto wallets

• WOO to buyback shares from 3AC

• Bitfinex parent to buyback shares at $1.7bn val

• Cyprus comes down hard on crypto regulation

• LDO may not get ARB grant

• IMX partners with AWS for gaming

• Trader Joe’s files lawsuit against DEX Trader Joe’s

• Tudor Jones: bullish on BTC, wary on stocks

• Cramer: can’t get onboard with BTC

• Ellison: SBF directed me to commit crimes

Macro & General

• Stocks, oil, gold all rise as Israel situation escalates

• Today: PPI & Fed Minutes, tomorrow CPI

• Israel airstrikes continue, attacks from Lebanon

• Israel & Iranian leader trade words on X

• EU warns against disinformation on X

• CTAs grow record shorts against US stocks

• China considers $137bn of stimulus

• Argentinian Peso hits record low

• IMF warns against banking crisis

• Birkenstock IPO prices at $9bn mid-point

• Finland-Estonia pipeline damaged similar to Nordstream

NFTs & Low-Cap

• Polygon proposes to build L2 for ApeCoin

• Spencer Ventures buys 144 Pudgy Penguins from 3AC

• NFT Now rebrands as Now Media

• MoMA acquires Refik Anadol piece

• Stars Arena to delay relaunch

• UK warns against NFTs in sports & art

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Comic by @boldleonidas
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