Mando Minutes

Things I’m looking at today…

Crypto rally broadens to Alts, SBF set to testify, tech stocks plummet

Crypto

• BTC: $34.3k (0%), ETH: 1830 (+3%)

• Rally broadens to top 20 alts, ETH/BTC reverses

• Crypto continues to decouple from stocks

• BTC option demand cools, focus moves to ETH

• Sifu updates ETH liquidation price to 1972

• ETH touches key monthly trend support

• Hashdex met SEC about BTC ETF application

• DOGE +12%, flips ADA in memecoin rally

• ARB +10%, teases announcement today

• MATIC deploys new POL token

• Matrixport sees $45k BTC by year-end

• SBF set to testify, documentary released

• WSJ yet to retract inaccurate Hamas data

Macro & General

• Dollar rallies as tech stocks dump 2.5%

• Today: US GDP (4.3% exp)

• Google -10%, has worst day since 2020

• Equity correction now -9%, largest since 2022

• Google searches for ‘stock market crash’ soar

• Oil tumbles back down after inventories rise

• Ackman made $200m in treasuries short

• Mike Johnson is new House Speaker

• Israel ‘agrees to US request’ to delay invasion

• X introduces video & audio calls

NFTs & Low-Cap

• PEPE +20%, leads memecoins as holders >150k

• GALA +25%, breaks channel as gaming coins rally

• Andrew Tate hates on NFTs in video

• Memeland already raises $10m in token sale

• Parallel new mint, introduces 120 new NFT types

• SnowFro Velocity Pass drop does 2x

• FewoWorld announces wearables drops

• ApeDAO rejects proposal to cut salaries 50%

• Meta loses $4bn in Q3 in metaverse division

• Sim-swap $4.5m heist unraveled by zachXBT

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