Mando Minutes

Crypto higher, Cool CPI, Nebius’ stellar Q2

Crypto

• BTC: 64,087 (0%) | BTC.D: 58.6% (-0.3%)

• ETH: 1,910 (+1%) | BNB: 613 (0%) | SOL: 77 (+1%)

• Fear & Greed: 26 | 24h Liq: $187m

• BTC ETFs: +$8M | ETH ETFs: -$2M

• Top Gainers: BTW, TIBBIR, H, BEAT, HOLO

• Crypto higher, on cool CPI

• BTC sellers near exhaustion: Glassnode

• Strategy to resume BTC buys later this year

• Fidelity to add staking, cash payouts to ETH ETF

• Alameda unstakes $15.3M SOL after five years

• Harmony hit by 4B ONE mint exploit

• MOTION, FWA, HMM soar to all time highs

• Crypto firms should get path to charter: OCC

• SEC may intro tokenised stock exemption Friday

• Aster opens perp listings via AOS-2 staking

• July CEX spot volume down 22% m/m

• Coinbase intros new Deribit matching engine

• MoneyGram takes SOL cash ramps to 170 markets

• Stablecoin card spend hits ATH $1.03B in July

• Bitwise cuts 14% of staff as BITW assets fall 31%

• Cryptocom adds 1,500 tokenised US stocks, ETFs

• Erebor Bank nears $1.5B raise at $8B valuation

• CFTC forces Kalshi to keep operating in NY

• Russia mulls $3,645/yr retail crypto cap

• National Bank of Canada doubles MSTR stake

• BRICS discuss linking payment systems, CBDCs

• UK regulators to prep tokenised gold framework

• Kazakhstan offers 3-year crypto tax amnesty

Macro

• NASDAQ: $26,450 (-1%) | Gold: $4,410 (+1%)

• CPI cools, in line with expectations

• Japan 2yr yield hits 1.64%, highest since 1995

• Systematic buyers set to load up stocks: Citadel

• Stock rally fuels early retirement wave

• Trump weighs tax cut on cap gains, home sales

• Home sellers outnumber buyers by ATH 630K

• Medicaid to stop funding minor transition care

• 10+ firms sign up for Trump Media Truth API

• Hormuz stays shut until US changes course: Iran

• US asks Ukraine to halt all Russian oil port strikes

• Houthis strike Saudi military cargo ship

• Iran set to join BRICS New Development Bank

• N Korea test-fires ballistic missile towards Japan

• Israel, Venezuela restore ties after 17 years

• Chinese-linked hackers hit Taiwan govt sites

• S Africa unemployment hits 4yr high of 33.6%

AI & Tech

• Nebius reports stellar Q2 earnings

• CoreWeave surges as Q2 rev doubles

• ChatGPT and Gemini both top 1B monthly users

• OpenAI launches ChatGPT desktop app for Linux

• Meta opens Muse Glimmer weights, Spark 1.2 soon

• Microsoft to unveil Maia 300 AI chip this fall

• Testers praise xAI Grok Bot agent fleet

• California building AI cyber defence fund

• China risk looms over Nvidia $500B AI plan

• Spotify to label AI artists from next month

• River AI raises $1.1B for full-stack AI dev

• Morgan Stanley sees $600 bull case for SpaceX

• Tesla recalls 20K cars for too-bright lights

YEET: Crypto’s Casino
Just passed $3B 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