Mando Minutes

Things I’m looking at today…

Grayscale decision today, big day for bank stocks, Blur investors want fees

Crypto

• BTC: $26.8k (0%), ETH: 1550 (0%)

• Crypto dips then recovers after US CPI

• BTC funding at 18-mo high, OI at 2-mo high

• Grayscale BTC ETF appeal decision today

• GBTC discount narrows ahead of decision

• FTX hacker has swapped $120m ETH to BTC

• HTX FUD as transfers to Binance still high

• ETH staking queue clears as demand wains

• Australia CBDC tested on ETH

• GMX gets biggest ARB grant

• RUNE up 10% after ThorSwap reopens

• Pro-crypto President leads polls in Argentina

• Text convo shows Ellison plan to defend FTT

Macro & General

• Stocks fall, bonds & gold rise after CPI

• Core inflation higher than expectations

• Still low chance of November rate hike

• Major US banks all report earnings today

• China back on the brink of deflation

• Israel set to invade northern Gaza

• US to refreeze $6bn Iran fund

• Iran & Saudi leaders hold first ever phone call

• Hamas leader calls for global day of uprising

• France bans Pro-Palestinian rallies

• Microsoft set to close $69bn Activision deal

• Atlassian to buy Loom for $975m

• Google AI can now generate images

NFTs & Low-Cap

• BAYC ‘Open House’ to launch in HK

• Yuga Labs criticised for small game prizes

• BLUR +5% after investors propose 1% fee

• Punk6529 announces allowlist tool

• Accor Hotels enter NFTs space

• SnowFro RedBull drop details announced

Whiskey Investing: Vinovest*

• Rare Whiskey returned 428% over the last 10 years

• Vinovest has invested >$100m with 150k customers

• I have personally invested with them for 3 years

• Get 3-months off fees for whiskey investing here

Rollbit*: Crypto’s Most Innovative Casino

Follow on X @rektmando
Wanna advertise? [email protected]
*Partners