Mando Minutes

ETH surges on inflows, House advances crypto bills, Base revamp

Crypto

• BTC: 118.7k (0%), ETH: 3425 (+8%), SOL: 176 (+6%)

• Top Gainers: FLOKI, CRV, FARTCOIN, BONK, VIRTUAL

• BTC ETFs: +$800mn, ETH ETFs: +$727mn

• ETH nears $3,500 on huge ETF inflows

• Sharplink stock hits $35, completes ATM program

• US House advances crypto bills

• Coinbase renames wallet Base, integrates Farcaster

• Unclear if US has sold 80% of BTC reserves

• Bill to allow crypto collateral for mortgage launched

• BofA & Citigroup to launch stablecoin

• Plasma to begin XPL sale today

• Phantom flips Pumpfun in 24hr revenue

• Phantom onboards 10k users to Hyperliquid

• Bitcoin could solve most public debt: CZ

• Talos buys data firm Coin Metrics for $100m

• Smarter Web buys 325 BTC more

• France considers 5yr BTC mining pilot

• Thai SEC, Central bank launching crypto sandbox

• WindTree to buy $60m BNB

• CME wont launch memecoin linked derivatives

• YHC up 150% on hostile takeover attempt

Macro & General

• NASDAQ: 20.7k (0%), Gold: 3334 (-1%)

• Big Tech leads stocks higher

• Nvidia now 4.7% of MSCI World Index

• Reports of Powell firing aren’t true: Trump

• Trump drafted letter to fire Powell

• Retail share of stock trading hits 14%

• US 30yr yield nears 18 year high

• I’d hold off on rate cuts for now: Fed’s Bostic

• Countries failed to retaliate to Trump tariffs: FT

• Global investor exposure to EU stocks at 4yr high

• China home prices suffer largest drop in 8 months

• Chinese demand for gold ETFs hits ATH

Left Curve Corner

• Hot coins: BONK, FARTCOIN, FLOKI, REKT, ANI, Valentine

• Hot NFTs: Punks, BAYC, Milady

• Memes continue to altcoins, market cap up to $73bn

• PUMP falls 15% on team sales, no buybacks

• LetsBonk coins hot, BONK up 85% on the week

• ANI & Valentine lead Grok 4 character memes

• REKT hits ATH of $210m

• CryptoPunk floor up to $150k post ETH rally

• Autoglyph sells for $380k on Gondi

YEET: Crypto’s Casino
Just passed $260m 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+. Certain regions are restricted. Please gamble responsibly.