Mando Minutes

Things I’m looking at today…

Ellison to speak Tuesday, ETH upgrade delayed, earning season begins

Crypto

• BTC: $27.8k (0%), ETH: 1620 (0%)

• BTC on exchanges at YTD low

• BTC hashrate hits another ATH

• ETH inflationary, $47m supply increase in 30d

• ETH upgrade probably delayed until 2024

• SEC vs Binance US hearing on Thursday

• SEC deadline to appeal Grayscale ETF Friday

• GTC Foundation accidentally burns $500k

• ARB begins to win back TVL from Base

• Token unlocks this week: APT, IMX, CYBER, ICP

• Sam Altman: excited about BTC, wary on CBDCs

• CZ: bullish on BTC the year after the halving

• Binance & OKX stay in UK after regulatory changes

• Caroline Ellison to testify in FTX trail on Tuesday

Macro & General

• US bond market closed, stocks open (Columbus Day)

• Stock futures fall 1%, oil +5% after Israel attack

• Q3 earnings season to begin this week

• Iran helped plan Israel attacks: WSJ

• US set to announce military support for Israel

• US congress officials have been buying war stocks

NFTs & Low-Cap

• Calladita web3 film gets global sales deal

• OpenSea not aware of employee invovled in Anubis

• ORBs +15% in 7d, new DWF coin

• STORJ +60% in 2 weeks, whales buying

• DeGods announces new strategy ‘Reset’

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