Mando Minutes

Trump pauses Iran strike, SEC may allow tokenised stocks, semis fall

Crypto

• BTC: 77,060 (0%) | BTC.D: 60% (0%)

• ETH: 2,136 (+1%) | BNB: 643 (0%) | SOL: 85 (0%) 

• Fear & Greed: 25 | 24h Liq: $292M

• BTC ETFs: -$649M | ETH ETFs: -$86M

• Top Gainers: AKT, 9BIT, NEAR, ONDO, INJ

• SEC may waive tokenised stocks on DeFi rails

• HYPE hits $48, RWA OI hits new ATH at $2.6B

• Bitwise to hold HYPE on balance sheet

• ONDO strong, tokenised stocks cross $1.5B TVL

• AKT & NEAR lead crypto x AI rally

• Strategy buys 24,869 BTC for $2.01B

• Bitmine adds 71,672 ETH; now holds 5.28M

• ETH staking ratio climbs to 31%

• Goldman exits XRP, SOL ETFs; cuts ETH 70%

• Solana Q1 Chain GDP $342M; RWA +43%

• Solana Foundation: memecoins do not define us

• Anchorage: Clarity Act good enough to pass

• Payward (Kraken) Q1 revenue rises to $507M

• BSC tests post-quantum upgrade; TPS -40%

• Echo on Monad exploited $900k

• ETH Foundation researchers Beek, Ma resign

• Kaspa runs final hardfork test pre-Toccata

• Revolut launches Dogecoin-branded card

• Vitalik: AI + formal proofs secure software

• Punks rise after several sweeps

Macro

• NASDAQ: $26,090 (-0.5%) | Gold: $4,550 (+0%)

• 30Y Treasury yield 5.14%, post-2007 high

• Trump postpones military strike on Iran

• Pezeshkian: talks are not surrender

• Israel media: US-Iran strike 'not if, but when'

• Credit card delinquencies hit 13.1% in Q1

• Kevin Warsh to be sworn as Fed Chair Friday

• SPR drops 9.9M bbl, record weekly drawdown

• White House mulls scrapping stock trade rule

• TrumpRx adds 600+ generic drugs

• Don Jr's 1789 Capital grows $200M to $3.5B

• Russia announces 3-day nuclear drills

• Russia-China plan huge new gas project

• Philippines would defend Taiwan in conflict

• India rupee hits record low 96.3 vs USD

• US to release 2nd batch of UFO files

• Dems lead 2028 race; 60% odds

AI & Tech

• Aschenbrenner filing shows puts on semis

• Semis & memory stocks fall worldwide

• Semis have driven >50% of S&P 500 YTD gain

• SpaceX to file public IPO docs this week

• OpenAI wins trial vs Musk on timeliness

• Altman puts $180M into Retro Biosciences

• NVIDIA delivers Vera CPU to SpaceX

• Goldman: AI capex $765B 2026, $1.6T 2031

• Boston Dynamics Atlas now lifts heavy objects

• China Robot++ unveils wall-climbing humanoid

• MIT lets Claude control human hand via pulses

• Cursor model now rivalling Opus 4.7

• Gemini 3.5 Pro expected to be announced this week

• Berkshire tripled Google stake to ~$17B

• Meta moves 7,000 staff to AI initiatives

• Jensen Huang: use AI or lose your job

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