Mando Minutes

Large BTC ETF inflows, stocks hit ATH, LIT turns on buyback

Crypto

• BTC: 93.4k (+1%) | BTC.D: 59% (-0.3%)

• ETH: 3220 (+2%) | BNB: 910 (+1%) | SOL: 138 (+2%) 

• Top Gainers: SUI, RENDER, XRP, FLR, PUMP

• BTC ETFs: +$697m | ETH ETFs: +$168m

• BTC ETFs saw largest daily inflow since Oct

• Strategy bought $116m BTC over last week

• BitMine bought 33k ETH over last week

• Market structure bill could slip to 2027: TD Cowen

• Global crypto inflows in 2025 just shy of 2024 ATH

• New bill restricts officials’ use of prediction markets

• Polymarket launches real estate prediction markets

• Jupiter rolls out JupUSD stablecoin with Ethena

• Ledger suffers data breach via payment processor

• China classifies RWA as illegal finance

• Japan FM backs crypto trading at stock exchanges

Macro & General

• NASDAQ: 23.4k (+1%), Gold: 4478 (+1%)

• Futures stable after Dow hits ATH

• Nvidia sees strong Chinese demand for H200

• Nvidia plans to power robotaxi fleets with chips

• Memory chipmakers rally on supply crunch

• Japan 30yr yield hits ATH of 3.5%

• US Dec ISM Manufacturing hits 14-month low

• US has earned $600b+ in tariffs: Trump

• Gold overtakes USD as largest reserve asset

• Funds build massive short positions in oil prices

• Venezuela launches new wave of repression

• Congress makes move to avert Jan 30 shutdown

• Copper hits new ATH

• DeepSeek adds advanced thinking feature to its AI

Left Curve Corner

• Hot coins: 114514, WIF, FARTCOIN

• Hot NFTs: Infinex Patrons, Kodas

• WIF & FARTCOIN lead gains in major memes

• LIT rallies 20% as team begins buyback

• Trove to launch ICO on Jan 8

• Infinex Patrons rallies on changes to its ICO

• Orbit Protocol launches ‘DeFi Score’

• NFT Paris cancels Feb conference

• XCOPY 1/1 ‘NGMI’ sold for $611k

YEET: Crypto’s Casino
Just passed $1.2B 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