Mando Minutes

Crypto rallies, GPT-5.6 launches, CASHCAT leads memes

Crypto

• BTC: 64,380 (+2%) | BTC.D: 58.6% (+0.5%)

• ETH: 1,795 (+2%) | BNB: 574 (0%) | SOL: 79 (+2%)

• Fear & Greed: 22 | 24h Liq: $178M

• BTC ETFs: -$95M | ETH ETFs: -$52M

• Top Gainers: CASHCAT, VELVET, US, DEXE, WIF

• Crypto investors realise $10B losses in 30 days

• Worst crypto quarterly run since 2022: Bitwise

• Robinhood chain DEX volume hits $800m

• Hyperliquid, Phantom urge CFTC clarity

• Polymarket seeks US margin trading licence

• Goldman curbs staff prediction market trades

• Garrett Jin wallet longs $80M BTC: Arkham

• CASHCAT hits $150m, leading Robinhood meme

• Tether mints another $1B USDT

• Circle refused to help scam victims: ICIJ

• CLARITY Act adds Iran sanctions tools: Lummis

• White House denies blocking Dem SEC picks

• Gauntlet raises $125M Series C from SBI

• 70% of EU user exits to self-custody: Binance CEO

• Revolut integrates AI agents to crypto exchange

Macro

• NASDAQ: $26,210 (+1%) | Gold: $4,100 (0%)

• Stocks higher as AI stocks rebound

• US, Iran to continue talks despite strikes

• US oil exports hit record 8.7M bbl/day

• US jobless claims miss forecasts

• Odds of 2026 US inflation above 4.5% sink to 19%

• US consumer credit falls first time since 2024

• Private credit defaults hit all-time high

• GLP-1 drugs squeezing consumer appetite: Pepsi

• Andreessen joins Warsh's Fed reform task force

• Fed taps Xbox CEO Sharma for jobs task force

• Pentagon running out of cash despite $1T budget

• Trump takes Syria off state terror sponsor list

• Palm Beach airport renamed after Trump

• Iran buries Khamenei as ceasefire unravels

• Kim Jong Un plans to boost nuclear forces

• EU passes Chat Control message-scanning law

• Canada GDP shrank in Carney's first year as PM

AI & Tech

• GPT-5.6 Sol posts state of the art ARC-AGI 3 score

• Latest GPT model 54% more token-efficient

• GPT-5.6 Codex ran a Japanese farm end-to-end

• Anthropic 'currently the leader in AI’: Elon

• Anthropic adds Ben Bernanke to board

• Anthropic in talks with Samsung on custom AI chip

• Anthropic resets rate limits for Claude users

• Meta drops Muse Spark 1.1, Zuck returns to X

• Meta to double compute to 14GW by 2027

• Instagram AI photo feature sparks backlash

• Micron lifts US investment plan to $250B+

• SOXX receives ATH $5.4B daily inflow

• SK Hynix removes price caps on memory deals

• IBM unveils 0.7nm chip tech, 100B transistors

• Foxconn Q2 revenue up 40% on AI servers

• Amazon ups custom AI chip forecast 20-30%

• SpaceX moon base within 10 years: Elon

• Chinese open-source models very good: Altman

YEET: Crypto's Casino
Just passed $2.9B 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