Mando Minutes

Iran offers Hormuz deal, NVDA hits $5T, NFTs are back

Crypto

• BTC: 77,800 (0%) | BTC.D: 58.2% (0%)

• ETH: 2,321 (-1%) | BNB: 628 (-1%) | SOL: 85 (-1%)

• Fear & Greed: 47 | 24h Liq: $292m

• BTC ETFs: +$14M | ETH ETFs: +$23M

• Top Gainers: XCN, BSB, GWEI, LUNC, AMP

• BTC nears $80k before crashing to $77k

• Crypto funds get $1.2B weekly inflows

• Crypto mkt cap added $310B in 4 weeks

• 45% odds BTC retakes $100K in 2026

• CryptoQuant: BTC rally was a short squeeze

• Citi: BTC $189K bull case for 2026

• Coinbase BTC Premium positive for 17 days

• Saylor teases another Strategy BTC buy

• Trump: banks won't derail CLARITY Act

• Trump: I have obligation to crypto industry

• Novogratz: Clarity Act must advance in May

• Western Union to launch USDPT on Solana

• Stablecoin B2B may hit $5T by 2035: Juniper

• USDT mkt cap hits ATH at $189.7B

• Elon Musk's X Money to launch this month

• ECB inks digital euro pact with 3 bodies

• France charges 88 in crypto wrench attacks

• Justin Sun sets 2026 TRON quantum upgrade

• BTC fork eyes redistributing Satoshi coins

• AAVE raises $160M to plug Kelp DAO hole

• Solana Foundation lends USDT to AAVE

• Ethereum Foundation unstakes $48.9M ETH

• Litecoin rolls back 3h after reorg attempt

• Treasury freezes $344M Iran-tied crypto

• DoorDash pays drivers in stablecoins on Tempo

• S.Africa eyes forced BTC sales by residents

• Quantum HW breaks 15-bit ECC key in test

• AWS adds Chainlink data on Marketplace

• Hyperliquid to add priority fees on perps

• Brazil blocks Polymarket

• CFTC sues NY over prediction market crackdown

• Polymarket smart money is just 3% of users

• NFTs continue to rally, market cap tops $2B

• Memecoin volume up 106% to $5.6B in 1 day

Macro

• NASDAQ: $24,840 (+1%) | Gold: $4,720 (-1%)

• Iran offers US deal to reopen Hormuz

• S&P 500 hits another ATH, +$7.6T since Mar 30 low

• Trump faces assassination attempt at WHCD

• Trump: shooter not affiliated with Iran

• Trump to hold Iran security meeting today

• Iran tells mediators no nuclear deal yet

• Treasury yields steady ahead of Fed week

• Trump cancels Witkoff/Kushner Pakistan trip

• Israel orders new Hezbollah strikes

• Germany's AfD hits record 28% in INSA poll

• Record 60+ crude tankers bound for US

• USD share of SWIFT payments at record

• Foreign US Treasury holdings hit $9.49T

• Ukraine drones hit Russia 4th oil refinery

• Powell's final FOMC meeting may be Wednesday

• Consumer sentiment plunges to record low

• Desire to move to US drops to all-time low

• CBS poll: 70% Americans struggle with bills

• Milei: Falklands "are, will be" Argentine

• 43% of US college grads "underemployed"

• Jane Street books record $39.6B trading profit

• Dems 2028 win odds at all-time high

• Rubio nearly tied with Vance, Newsom for 2028

• BofA: silver could hit $135-309/oz by 2026

• US housing most unaffordable on record

AI & Tech

• Semi stocks extend record-breaking streak

• Intel hits all-time high on AI revenue beat

• NVDA hits $5T mkt cap

• Meta inks deal for solar power from space

• Musk-OpenAI trial begins this week

• DOJ joins xAI suit vs CO on 1A grounds

• Hassabis predicts final AGI architecture

• GPT 5.5 Pro scores 145 on Mensa test

• DeepSeek-V4 launches

• Anthropic tests agent-to-agent marketplace

• Trump fires entire National Science Board

• Maine governor vetoes data centre freeze

• China blocks Meta's $2B Manus acquisition

• SaaS head-counts continue to rise despite AI threat

• AI startups inflating ARR metric for VCs

• AI startup builds dream-control headband

• NASA chief: US racing China for moon base

YEET: Crypto's Casino
Just passed $2.2B 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