Mando Minutes

Hormuz shut again, Kelp hacked for $280m, DeFI TVL plummets

Crypto

• BTC: 75,270 (0%) | BTC.D: 59% (0%)

• ETH: 2,315 (0%) | BNB: 627 (+1%) | SOL: 85 (+1%)

• Fear & Greed: 28 | 24h Liq: $423m

• BTC ETFs: +$664M | ETH ETFs: +$127M

• Top Gainers: PIEVERSE, EDGE, M, CHZ, SIREN

• Kelp hacked for $290M, tied to N Korea Lazarus

• Aave pools affected, TVL down $8.5B over 2 days

• LayerZero blames Kelp 1-of-1 DVN setup

• $15B leaves DeFi since Kelp hack

• ETH going under $1k this year: Ansem

• RAVE down 95% from $26B after ZachXBT call-out

• ZachXBT next questions Memecore valuation

• BTC weekend CME gaps open at $77K

• Saylor teases another BTC after MSTR rally

• STRC set to move to a semi-monthly dividend

• BlackRock BTC ETF saw $906M weekly inflow

• Binance BTC reserves at 7-month low

• Vercel also exploited, tied to AI tool OAuth

• Polymarket eyes $400M raise at $15B val

• Coinbase tests AI agents on Slack/email

• Coinbase launches USDC-backed UK loans

• XRP trading goes live on WhatsApp

• Vitalik: ETH not built for high frequency trading

• HYPE underperforms after Hayes sells

• NFTs rally in rotation away from DeFi

• Beeple Infinite Loop exhibition opens

• MEGA rallies back near $2B pre-market

• ASTEROID hits $20m after Elon links

Macro

• NASDAQ: $650 (+1%) | Gold: $4,460 (+1%)

• Oil jumps +8% as Strait of Hormuz closes

• US Marines seize Iran ship Touska

• Iran launches drone attack on US ships

• UAE asks US for wartime USD swapline

• 7.4 quake hits Japan; tsunami warning

• FBI’s Patel: 2020 arrests coming soon

• Ukraine drones hit Russia Tuapse refinery

• S&P 500 ATH while consumer sentiment at ATL

• Shiller PE ratio hits 2nd all-time high

• GS, BofA eye near-term market pullback

• Smartphone shipments -13% YoY: Kobeissi

• Retail picks beat funds by +11% in April

• House to probe missing nuclear scientist

• US wages gap widest on record, K-shaped

• Goldman lifts KOSPI target to 8K

• Japan's Nikkei up +1% despite oil surge

• Bessent pushes Fed to wait on rate cuts

AI & Tech

• Elon: Grok 5 will achieve AGI

• GPT-5.5 drops this week

• Singapore MAS flags Claude Mythos risk

• NSA used Claude despite blacklist

• Blue Origin lands reusable rocket

• AI gives ability to sequence DNA at home

• Samsung shares AI design thesis

• Robot breaks human half-marathon record

• Memory crunch may delay Macs

YEET: Crypto's Casino
Just passed $2.1B 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