Mando Minutes

CLARITY nears vote, oil hits $97, Google & Tesla fall on earnings

Crypto

• BTC: 65,360 (-1%) | BTC.D: 58.8% (-0.3%)

• ETH: 1,913 (0%) | BNB: 569 (0%) | SOL: 77 (0%)

• Fear & Greed: 30 | 24h Liq: $151m

• BTC ETFs: +$69M | ETH ETFs: +$73M

• Top Gainers: RIF, BANK, JIMOTHY, ZAMA, O

• CLARITY ready for Senate floor vote: Armstrong

• Grayscale: BTC bear could last into Sep-Oct

• BTC ETFs post longest inflow run since May

• BTC long-term holder supply at all-time high

• Japan could see first BTC ETF in 2028

• BitMEX to shut down

• ETH exit queue at 0; 2.48M ETH waits to stake

• Kraken parent takes xStocks to HK, UK, Korea

• Senate GOP drops updated CLARITY Act

• Peirce: some crypto vaults may be securities

• AFX bridge drained of $24M USDC in exploit

• Verus bridge hit again, $7.5M drained

• Zilliqa Ledger app flaw exposes private keys

• Hayes adds 644 ETH in 8-day buying spree

• 100 wallets control 90% of WLD: ETF filing

• Circle, Kakao push won stablecoin in Korea

• SEC settles Coinbase deleted-texts lawsuit

• Revolut valuation hits $115B in share sale

• Coinbase eyes stocks, predictions in Canada

• Hougan: stablecoins, RWAs to drive next bull

Macro

• NASDAQ: $25,690 (-1%) | Gold: $4,100 (-1%)

• Brent crude climbs to $96 on Gulf escalation

• Iran: Hormuz shut as long as US attacks go on

• Houthis hit Saudi oil tanker in Red Sea

• House passes Congress stock trading ban

• Pelosi votes against stock trading ban

• House passes $1.15T defence bill

• House passes SAVE Act voter ID provisions

• China auto bill could bar Mercedes from US

• Trump backs Infantino for UN secretary-general

• US, Russia meet on ending Ukraine war

• US probes Russian role in Iran CIA attacks

• Pakistan seeks $10B US currency fund

• BoJ open to faster rate hikes as yen slides

• Norway oil output beats amid Hormuz crisis

• US collects $13B from Venezuelan oil in 2026

• Trump eyes offshore nuclear, 4x power by 2050

• GameStop lifts eBay stake to 10% after snub

• Verizon cuts 3,000 jobs ahead of earnings

AI & Tech

• GPT-5.6 Pro disproves 30-year maths conjecture

• Alphabet falls as FCF negative on AI spend

• Alphabet lifts full-year capex to $205B

• Alphabet books $98B unrealised SpaceX gain

• Tesla falls as Cybercab timeline slips

• Musk: Starlink coming to every Tesla

• Musk open to potential SpaceX-Tesla merger

• White House: Moonshot K3 built on Anthropic AI

• Bessent: China AI sanctions on the table

• Huang: let US firms use Chinese AI models

• Chinese AI models now used more than US ones

• IBM cuts full-year target as AI eats sales

• Sony Music files new lawsuit against AI Udio

• AWS to ship 2.4M Trainium3 chips this year

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