Mando Minutes

BTC set for 5th month lower, Google warns of quantum threat

Crypto

• BTC: 66,581 (-1%) | BTC.D: 58% (+0.1%)

• ETH: 2,036 (-1%) | BNB: 605 (-2%) | SOL: 81 (-4%)

• Fear & Greed: 25 | 24h Liq: $272m

• BTC ETFs: +$69m | ETH ETFs: +$5m

• Top Gainers: LOL, BLUAI, ZBT, KERNEL, ZEC

• BTC dips to $66K, War dept briefing today

• Google signals quantum threat close for crypto

• BTC & ETH quantum upgrades already in process

• CZ: no need to panic on quantum

• BTC set to close lower for 5 months straight

• Nakamoto sells 5% of BTC holding at a steep loss

• Ripple CEO: Clarity Act negotiations not pretty

• Keyrock hits $1.1b valuation, SC Ventures leads

• Dubai VARA tightens crypto derivatives rules

• KuCoin fined $500K, forced to block US traders

• Crypto equities nearing a bottom: Bernstein

• Kraken user socially engineered for $18.1m

• Aave v4 goes live

• Circle becomes Canton validator

Macro & General

• NASDAQ: $20,795 (-1%) | Gold: $4,546 (+0.4%)

• Trump: hard part is done on Iran war

• Trump open to ending war without Hormuz open

• Huge strikes hit Ishfahan

• Dow rises on Iran ceasefire hope

• US gas breaks $4/gal for first time since 2022

• Gold set for worst month since 2008

• Netanyahu: war past midpoint

• Trump: France & UK have been very unhelpful

• EU says to cut travel to prevent energy shortage

• Claude Code code leaked via npm map file

• Computer use now in Claude Code

• Delta to use Amazon LEO for in-flight Wi-Fi

• Nvidia takes $2b stake in Marvell

• LIGO may have detected primordial black hole

• Whoop raises at $10b valuation

Left Curve Corner

• Hot Coins: KERNEL, ABT, ISLM, SKL

• 60% tokens down 70-99% from TGE

• Memescope Monday fails to attract volume

• Binance Wallet to launch prediction market feature

• Saylor criticised for STRK promo

• Rekt Drinks teases new collab

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