Mando Minutes

Crypto legislation worries, gold starts rallying again, CFTC to trial tokenisation

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Crypto

• BTC: 93.7k (-1%), ETH: 1765 (-3%), SOL: 142 (-3%)

• Top Gainers: XDC, XMR, DEXE, TAO, NEXO

• BTC ETFs: +$426mn, ETH ETFs: $0mn

• Crypto dips on worries about US legislation passing

• Florida’s BTC reserve bills postponed

• Semler Scientific buys $16m BTC

• Riot Platforms sold $39m BTC in April

• BTC coinbase premium dropping again

• DeFi Development buys $72m SOL

• SOL April revenue is more than all L1, L2 chains

• SUI stablecoin supply >$900m, sets new ATH

• SEC delays Canary LTC ETF

• CFTC to observe pilot tokenisation programs

• Trump set for 2 crypto focused dinners in May

• ETH Pectra upgrade live tomorrow

• TVL of tokenised RWAs surpasses $22bn

• FTX estate sold $500m Cursor stake for $200k

• CZ wants BTC, BNB in Kyrgyzstan’s reserves

• CZ does 1hr long interview on crypto outlook

Macro & General

• NASDAQ: 17.8k (-1%), Gold: 3384 (+2%)

• US stocks finally snap win streak

• Gold rallying again, nears ATH

• US ISM better than expected

• Stock market sentiment hits ‘Greed’

• Short interest in US small caps highest in 6 years

• Money market fund AUM hit record $7.4T

• US won’t exempt Japan from reciprocal tariffs

• India offers lowered tariff deal to US

• Mexico has ‘reached deals’ with US

• China services growth hits 7-month low

• Lira hits all-time low against USD

• TWD makes largest single day jump since 1980s

• Merz fails to win first majority in German election

• 5-year reprieve for federal student loans ends

• Trump admin to offer $1k for illegals to leave

• Trump signs EO to boost drug manufacturing

• Announcement next week on pharma costs: Trump

• OpenAI abandons plans to become ‘for-profit’

• Skype shuts down

• eToro files for IPO at $4b valuation

Left Curve Corner

• Hot coins: UTRUMP, VETA

• Hot NFTs: Good Vibes Club, Kodas, Kaito Genesis

• Zerebro founder passes away

• Good Vibes Club up 4x in 3 weeks

• Kaito Genesis up to 2ETH on upcoming airdrops

• Freight Tech stock crashes on plan to buy TRUMP

• Myriad Markets to collab with AIMI

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

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