Mando Minutes

ETH ETF inflows ATH, Circle & Stripe plan L1s, CPI today

Crypto

• BTC: 118.3k (-2%) | BTC.D: 60.6% (0%)

• ETH: 4280 (+1%) | XRP: 3.11 (-5%) | SOL: 174 (-5%) 

• Top Gainers: LDO, ETH, CRO, UNI

• BTC ETFs: +$178mn | ETH ETFs: +$1b

• Bitcoin pulls back after falling short of ATH

• ETH outperforms, ETFs hit record $1b+ inflows

• Stripe building L1 blockchain for payments

• Circle profit rises 53%, also building L1 chain

• Strategy bought only $18m BTC last week

• Metaplanet buys $61m BTC

• BMNR now top ETH holders, bought $2b in a week

• Sharplink sells $400m equity to buy ETH

• Fundamental Global buys $200m ETH

• FTX customers suing Fenwick

• Do Kwon set to plead guilty in fraud case

• Chainlink, ICE collab to bring FX & metals on chain

• Thiel backed Bullish raises IPO size, $4.8b valuation

• Paxos to pursue National Trust Charter in US

• Blue Origin to allow crypto payments for space travel

Macro & General

• NASDAQ: 21.4k (0%), Gold: 3399 (0%)

• Yields rise, futures lower ahead of inflation data

• US, China extend pause on higher tariff

• China advises firms not to use Nvidia’s H2O chips

• Japan’s Nikkei 225 hits ATH

• Gold stabilises after Trump clarifies no tariff

• Investors pile into ‘cheap’ EM stocks

• Trump federalises DC Police, deploys national guard

• Trump considering taking control of Chicago, other cities

• Trump nominates Antoni to BLS

• Elon accuses Apple of favouring OpenAI on iPhone

• European leaders to have call with Trump before Putin

• Hong Kong CRE showing stress on 75% of loans

Left Curve Corner

• Hot coins: SWIF, SAN, ETF, CoinHub

• Hot NFTs: Moonbirds, Nakamigos

• SOL memecoins fall, FARTCOIN drops 20%

• ALT5 launches $1.5b WIF treasury

• Safety Shot stock falls 50% after BONK treasury news

• Heritage Distilling launches $360m IP treasury

• Moonbirds +20% after Kaito partnership

YEET: Crypto’s Casino
Just passed $395m 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.