Mando Minutes

BTC back at $110k, EU gets trade deal extension, HYPE hits ATH

Crypto

• BTC: 109.8k (+2%), ETH: 2575 (+3%), SOL: 178 (+4%)

• Top Gainers: JUP, VIRTUAL, FET, HYPE, UNI

• BTC ETFs: +$212mn, ETH ETFs: +$59mn

• BTC climbs back to $110k after weekend sell-off

• HYPE hits ATH, TVL now 2x in 17 days

• Wynn flips short then ‘retires’ account

• 21 Capital aiming to buy up to 5% of BTC supply

• Semler Scientific buys $50m BTC

• Kraken launches tokenised stocks

• HSBC launches blockchain-based settlements in HK

• BNP launches tokenised money market fund shares

• Tether to continue focusing on non-US markets

• 1m+ phones connected to our network: Helium

• SOL introduces ‘Solana attestation service’

• Polygon co-founder exits the network

• Crypto investor Woeltz charged with kidnap, torture

• Pakistan allocates 2GW power for BTC mining and AI

• Coinbase sued over data leak

• Elon confirms X payments network coming soon

Macro & General

• NASDAQ: 18.7k (-1%), Gold: 3335 (-1%)

• This week: Fed minutes, Q1 GDP, PCE Inflation

• Stock futures rise as Trump delays EU tariffs

• Japan wants US deal done by G-7 in June

• Dollar falls, hit lowest level since Dec 2023

• 40% USD drop would wipe out trade deficit: DB

• Gold ATH weekly close, huge weekly outflows

• Hedge fund levered shorts on stocks hit ATH

• US CDS spread highest since 2023

• 2025 US recession odds still at 43%

• Fed’s Kashkari ‘not sure’ on rate moves by Sep

• BoJ now owns 52% of Japan govt bonds

• US SWF on pause: Bessent

• Putin crazy, Zelensky causes problems: Trump

• Xi weighs new made-in-China plan

• India passes Japan to become 4th largest economy

• Nvidia to launch cheaper Blackwell AI chip for China

Left Curve Corner

• Hot coins: PURR, BUDDY, HFUN, LABUBU

• Hot NFTs: Abstra Universe, Final Bosu, KAITO Genesis

• HyperEVM hits ATH in daily addresses

• PURR, BUDDY, HFUN lead gains in HYPE memes

• Muller collabs with SOL to launch watches

• Dubai chooses XRP for tokenised real estate project

• Wynn long $20m PEPE perps

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.