Mando Minutes

Crypto underperforms, precious metals soar, BitGo IPOs

Crypto

• BTC: 89k (-1%) | BTC.D: 59.8% (+0.1%)

• ETH: 2925 (-3%) | BNB: 887 (0%) | SOL: 127 (-2%) 

• Top Gainers: RAIN, TRX, XAUT, HTX, PAXG

• BTC ETFs: -$32m | ETH ETFs: -$42m

• ETH leads majors lower despite macro stregnth

• Senate Ag committee releases crypto bill markup

• Overhead supply capping BTC rallies: Glassnode

• ETH activity bump wont last: JP Morgan

• Fink calls for ‘one common blockchain’

• BitGo stock fails to hold post IPO pump

• Crypto adoption passed reversibility: PwC

• Ledger mulls NY IPO at $4b+ valuation

• LINK buys transaction ordering solution Atlas

• Binance applies for EU license in Greece

• Binance Wallet adds 3 AI powered features

• Revolut to apply for US banking license

• S Korea probes disappearance of seized BTC

• Thailand to allow crypto ETFs, futures trading

• SuperState raises $82.5m for RWA tokenisation

• Railgun privacy launches 0zk on ETH

Macro & General

• NASDAQ: 23.4k (+1%), Gold: 4927 (+1%)

• Futures higher on improving macro, Q4 GDP

• US Q4 GDP better than expected at 4.4%

• Gold, silver, platinum again hit ATHs

• Fund manager cash hits lowest ever

• Trump sues JP Morgan, Dimon over debanking

• Trump disinvites Canada from Board of Peace

• BoJ JGB holdings near 10 year lows

• China signals more flexible 2026 GDP target

• France seizes Russia linked oil tanker

• French budget crisis may lead to elections

• EU leaders still fear for US relationship

• BofA, Citi weigh credit cards with 10% rates

• SpaceX hiring banks for 2026 IPO

Left Curve Corner

• Hot coins: DONT, PENGUIN, FIST

• Hot NFTs: Moonbirds, mfers

• SOL DAT makes DONT memecoin, hits $20m

• Plush Pepe 1647 sold for $193k

• Myriad launches community on Telegram

• SENT launches at $900m FDV

• Farcaster set to pay back investors $180m

YEET: Crypto’s Casino
Just passed $1.3B 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