Mando Minutes

TAO leads gains, Iran sets out peace terms, Clarity Act nearly done

Crypto

• BTC: $71.2k (+4%) | BTC.D: 58.6% (+0%)

• ETH: $2,160 (+6%) | BNB: $638 (+2%) | SOL: $92 (+7%)

• Fear & Greed: 34 | 24h Liq: $570M

• Top Gainers: TAO, FET, RENDER, JTO, PI

• BTC surges to $71K on Iran pause

• Strategy will raise up $42bn to buy BTC

• TAO leads gains amid increased subnet interest

• Clarity Act stablecoin deal ‘99% done’

• Stablecoins will only have activity based yield

• Balancer Labs shuts down after hack

• Resolv gives exploiter 72hr deadline

• SIREN drops 70%, widespread FUD

• Hyperliquid HIP-3 OI up 25% in a week

• Fink says tokenisation will transform finance

• Tether signs Big 4 firm to do audit

Macro & General

• NASDAQ: $21.9k (+1%), Gold: $4,430 (+0%)

• US & Israel hit gas facilities in Isfahan

• Iran sets 5 demands for US ceasefire

• More US marines set to land in Middle East

• Turkey, Egypt & Pakistan mediating US-Iran

• US 20Y yield spikes back to 5.00%

• Apollo limits withdrawals from private credit fund

• Trump kills offshore wind contracts

• Japan core CPI eases for 4th month

• Pentagon revises journalist press rules

• IEA begins to promote fuel rationing

• OpenAI promises 17.5% yield to investors

• Claude announces agentic tool for computers

• Nvidia CEO says we have achieved AGI

Left Curve Corner

• Hot coins: TAO subnets, PUNCH

• Polymarket adds fees to all markets

• Kalshi & Polymarket cracks down on insider trading

• Backpack launches at $200m FDV

YEET: Crypto’s Casino
Just passed $1.8B in lifetime volume!

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