Mando Minutes

BTC nears $100k, trade deal optimism, Stripe allows stablecoin accounts

$10k prize this month to one subscriber who signs up here to YEET*

Crypto

• BTC: 99.6k (+3%), ETH: 1965 (+7%), SOL: 155 (+6%)

• Top Gainers: PENGU, EOS, VIRTUAL, ETHENA, PEPE

• BTC ETFs: +$142mn, ETH ETFs: -$22mn

• BTC nears $100k on trade news optimism

• BTC exchange reserves dropping dramatically

• Stripe introduces stablecoin financial accounts

• Robinhood plans blockchain platform for trading

• US banks can handle crypto custody assets: OCC

• Revolut integrates BTC payments in Europe

• Bailey raising $300m for BTC investment firm

• Strive to move to BTC treasury

• Metaplanet issues $25m bonds to buy BTC

• ETH’s Pectra upgrade now live

• Tether, Plasma collab on zero fee USDT transfers

• Jupiter introduces transfers via link or QR code

• Bybit’s BTC liquidity back to pre-hack levels

• Tether treasury mints another $1bn USDT

• $45m stolen from Coinbase users in last week

• Moonpay collabs with TRON

Macro & General

• NASDAQ: 17.7k (0%), Gold: 3335 (-2%)

• Fed leaves rates unchanged

• Not ‘in hurry’ to adjust rates: Powell

• Trump’s rate cut calls don’t affect us: Powell

• Prediction markets pricing 3 rate cuts for 2025

• US-UK trade deal could be announced today

• Trump not willing to pull back on 145% China tariff

• Talks with China ‘not advanced’: Bessent

• India and Pakistan continue to exchange attacks

• US prepares to repeal AI diffusion rule

• Nvidia surges on plan to rescind chip restrictions

• Google stock crashes as Apple explores AI search

• Gold/Silver ratio at ATH

• Retail sentiment on stocks at 2-year low

• NY to distribute $2bn to residents to combat inflation

• Delinquency rate on CMBS hits ATH

• US SWF details still being debated

• US pressuring countries to approve Elon’s Starlink

• Conclave to elect new Pope begins

Left Curve Corner

• Hot coins: MOG, PUDGY, SPX, BITCOIN

• Hot NFTs: Kaito Genesis, Good Vibes Club

• Top memecoins all up 10-30%

• MOG $360m, leads bounce in major memes

• PUDGY leads bounce in top SOL memes

• KAITO genesis NFTs 2x in a week

• Rekt Drinks Abstract collab sells out in 40 minutes

• Binance will list DOOD on Alpha and Futures

• XCOPY Last Selfie sells for $1.3m

• Ape Punk sells for undisclosed fee

The information does not constitute financial advice or recommendation and should not be considered as such. Full Disclaimer

*Yeet Disclaimer here. 18+, $1 minimum volume required, certain regions are restricted. Please gamble responsibly.