Mando Minutes

BTC ATH monthly, SEC to investigate ETF staking, tariff headlines back

Crypto

• BTC: 103.9k (-1%), ETH: 2505 (+1%), SOL: 152 (-1%)

• Top Gainers: FLR, XMR, SPX, HYPE, EOS

• BTC ETFs: -$616mn, ETH ETFs: +$70mn

• BTC scores highest ever monthly close

• BlackRock begins to see BTC ETF outflows

• SEC investigating staking of ETH & SOL ETFs

• New bill aims to shift crypto oversight to CFTC

• ETH L1 to scale 10x within a year: Vitalik

• Wynn opens $100m BTC long with 40x lev

• Trump Media raises $2.44bn to buy BTC

• Metaplanet buys $118m BTC

• Brazil’s Meliuz to buy $79m BTC

• Meta shareholders reject BTC treasury

• Sharplink plans to buy $1bn ETH with equity sale

• Stablecoin market cap surpasses $250bn

• $31m BTC transferred to Ulbricht donation wallet

• HYPE perp hits record monthly trading volume

• Monthly DEX to CEX trade volume hits new ATH

• SOL introduces SOL app kit

• REX files for SOL, ETH staking ETFs in US

• Tornado’s Roman Storm heads to trial in July

• TON network restarts after blocks halted

• Hidden Road launches crypto brokerage in US

• Taiwan’s BitPro suffers $11.5m hack

• Good time to develop dark pool DEX: CZ

• USDe, tsUSDe integrated into TON

• Bitmex thwarts Lazarus’ hack attack

Macro & General

• NASDAQ: 19.1k (0%), Gold: 3293 (+2%)

• This week: Powell speaks, PMI, Jobs data

• Trump increases steel, aluminium tariffs to 50%

• EU to react to US steel tariff increase

• Tariffs not going away: Lutnick

• China violating trade agreement: Trump

• China accuses US of violating trade deal

• US plans wider China tech sanctions

• Ukraine launches large drone attack on Russia

• April PCE better than expected

• Stocks post best May since 1990

• Trump admin to ease bank rules

• Global bond yields continue to rise

• Dollar 15% overvalued: Goldman Sachs

• Prepare for 5% 10y yield: Dimon

• HF weekly buying of tech hit decade highs

• US first time home buyers fall to record low

• M&A activity hits 20-year low

• UK passes China as 2nd largest US treasury holder

• Japan stocks see largest weekly outflow ever

• BoJ’s unrealized losses rising at record pace

• Trump admin plans ‘master database’ on citizens

• Ukraine set to default on $600m debt

• Shipping from China to US down 50% since April

• ECB likely to cut rates on June 5 but skip July

• Solar panel costs at all time low

Left Curve Corner

• Hot coins: LOUD, DEAL

• Hot NFTs: Moonbirds

• Yuga sells Moonbirds to Orange Cap games

• Moonbirds rise 3x after sale, now 0.75ETH

• LOUD lauches at $10m FDV, reaction mixed

• DEAL KOLs criticised after pump to $5m

• TRUMP outside agency regulatory scope: Pierce

• OpenSea goes live with rewards program

• Mortal by XCOPY sold for $1.1m on Gondi

• Rekt Drinks new drink set to launch June 3rd

YEET: Crypto’s Casino
Just passed $130m 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+, $1 minimum volume required, certain regions are restricted. Please gamble responsibly.