Mando Minutes

BTC hits $78k, stocks hits ATH, MegaETH settles at $1.5B

Crypto

• BTC: 78,000 (+3%) | BTC.D: 58.3% (0%)

• ETH: 2,305 (+2%) | BNB: 617 (0%) | SOL: 84 (+1%)

• Fear & Greed: 26 | 24h Liq: $136m

• BTC ETFs: +$24M | ETH ETFs: -$24M

• Top Gainers: UB, B, SKYAI, GENIUS, ORCA, PENDLE

• BTC rises as profit-taking near $77K loses steam

• CryptoQuant: April BTC rally was futures-led

• DonAlt: BTC bottom in, chop is worst case scenario

• New ETH wallet exploit drains 7-yr dormant wallets

• Arbitrum DAO votes to free 30,766 frozen ETH

• SOL prints 7th straight monthly red candle

• Lummis & Tillis: Market structure bill marked up May

• Visa to launch BTC debit cards in 100 countries

• Visa stablecoin pilot hits $7bn across 9 chains

• Circle launches gas-free USDC nanopayments

• Stablecoins overtake BTC in LatAm purchases: Bitso

• Tether mints $4bn USDT in past 30 days

• Tokenised RWA market grows 420% since 2025

• MegaETH launches at $1.5B FDV

• MegaETH DEX charged 50% fees on the first day

• Kaspa nears Toccata hard fork, supply slows

• OG SHIB whale sells 800B, still holds $625m

• Trump retirement EO may include crypto access

• Carrot shuts down, first casualty of Drift exploit

• ARK Invest buys $39m HOOD, sells $6m BTC ETF

• Bakkt bets on stablecoins after DTR deal closes

• Musk: future currencies will be "mass and energy"

Macro

• NASDAQ: $27,450 (+1%) | Gold: $4,610 (+1.5%)

• S&P 500 hits ATH, +14.2% since Mar 30 low

• Oil continues to surge on US-Iran tensions

• US now exporting over 6m barrels of oil per day

• US SPR drops 7.12m bbl, biggest weekly drain

• California gas prices hit $6 per gallon

• Roblox falls -20% after DAU miss of 12m

• Pershing Square USA opens 16% below IPO price

• BOJ spent $90bn pushing USDJPY 160 to 157

• Trump: every US adult to get low-cost IRA in 2027

• House votes to remove Bayer pesticide protections

• Trump Jr, Eric Trump take Kazakh mining stake

• US rare-earth stocks soar

• Grain prices begin to rise rapidly

• US Coast Guard owes $300m, 75 days into shutdown

• UAE bans citizens going to Iran, Lebanon, Iraq

• Israel/US set to declare Iran talks have failed

• Israel sent advanced laser to UAE for Iran defence

• Trump removes all tariffs on Scottish whiskey

• Trump says may pull US troops from Spain, Italy

• Trump projected to win Nobel Peace Prize

• Flavio Bolsonaro frontrunner in Brazil 2026 race

• US national debt tops 100% of GDP, 1st since 1946

• California police can now ticket driverless cars

AI & Tech

• Alphabet adds $420bn cap, 6% from passing Nvidia

• Apple stock +4% on stronger Q1 2026 earnings

• Tesla made $573m selling to SpaceX, xAI in 2025

• UK: GPT-5.5 matches Anthropic Mythos in cyber

• Sacks: Mythos automates cyber tasks, not magic

• NSA uses Anthropic Mythos to find Microsoft flaws

• Mistral drops new open-source agent model

• Cook warns of extended Apple memory crunch

• Musk says xAI used OpenAI models to train Grok

• SK Hynix to invest ~$13bn in advanced packaging

• Karpathy: CPU is finished as the main chip

• Atlassian jumps ~25% as AI search lifts sales

• Reddit reports 69% revenue growth, users slow

• Amazon Anthropic deal up to $20bn convertible

• Musk gets 200m SpaceX shares if Mars colony built

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