Mando Minutes

Crypto nears local lows, bond yields hit YTD highs, Runes anticipation grows

Crypto

• BTC: 63.1k (-5%), ETH: 3080 (-5%), SOL: 134 (-11%)

• Top 100 gainers: CORE, OKB

• Crypto falls near local lows, BTC dominance rises

• Sell-off linked to Israel response to Iran

• Many alts erase 6 month rally in 1-2 weeks

• Crypto nuke also coincides with US tax season

• Small ETF outflow, BlackRock only seeing inflows

• BTC could hit $120k in ‘doomsday rally’

• ETH validator queue longest in 7 months

• SAGA confirms ‘100+ airdrops’

• INJ proposes move to deflationary 3.0 token

• Aligned Layer raises $2.6m

Macro & General

• NASDAQ: 15.9k (-2%), Gold: 2390 (+1%)

• Futures bounce after heavy losses for 6 days

• Israel war cabinet debates size of response

• US expects ‘limited response’, oil falls

• Stock bounce linked to stronger bank earnings

• Interest rates gap higher to 2024 highs

• Fed hiking to 6.5% is real risk: UBS

• Dollar now on best run in over a year

• Gold could hit $3k: Citi

• China grows 5.3% in Q1, more than expected

• Xi lays out 4 ways to resolve Ukraine ‘crisis’

• Johnson vows vote on Ukraine aid

• X to introduce small fee for users to write

• NY judge threatens Trump arrest

• Homicides plummet in major US cities

NFTs, Memes & Low-Cap

• Hot coins: MEW, EPIK, HULVIN

• Hot NFTs: BAYC, Deneld Tremp, Rune Doors

• DOGE outperforms after Elon shills

• EPIK rises another 50% to $45m FDV

• SharkyFi airdrop live, $65m FDV

• Franklin Templeton writes thesis on Runes

• Next 100x is in Runes: Ansem

• BRC20 tokens plunge ahead of Runes launch

• BAYC price now down 90% from 2021 peak

• BAYC bounce slightly as they approach 10ETH

• MAYC holders down even with all the airdrops

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The information does not constitute financial advice or recommendation and should not be cons