Mando Minutes

Cryto falls, 10y back above 4.5%, Believe App pauses launches

Crypto

• BTC: 101.7k (-2%), ETH: 2535 (-3%), SOL: 170 (-5%)

• Top Gainers: XMR, LEO, WBT, AAVE, KCS

• BTC ETFs: +$320mn, ETH ETFs: +$64mn

• BTC dominance rises, major L1s all fall

• Buffet destroying capital in cash: Saylor

• JPM settles transaction on public blockchain

• Tether launches QVAC, its AI platform

• USD devaluation to drive BTC: Hayes

• VanEck launches Onchain Economy ETF

• ETH Foundation to launch 1TS audit initiative

• Mastercard to roll out new stablecoin cards

• eToro stock pumps post IPO

• Coinbase set to eye more M&A after Deribit

• MetaMask may still launch a native token

• Ukraine to collab with Binance for BTC reserve

• Outgoing CFTC Commissioner to join crypto lobby

• Backpack announces full integration with SUI

• Brazil wants strict oversight of stablecoin transfers

• BNB DEX volumes at 3-month high

Macro & General

• NASDAQ: 19.1k (+1%), Gold: 3163 (-1%)

• US futures lower after 3 day rally, PPI today

• 10-year yield went back above 4.5%

• Gold falls to 1-month low

• US Put/Call ratio hits Dec 2010 lows

• US company earnings revisions turn positive

• Fund manager sentiment indicator still very bearish

• US poised to dial back GFC-era bank rules

• US Credit card delinquencies highest since 2011

• India offers zero tariffs to US: Trump

• Trump thinks Iran deal is very close

• We’re ready to sign nuclear deal with US: Iran

• Putin wont attend talks with Zelensky in Turkey

Left Curve Corner

• Hot coins: FAI, BOTIFY, NOBODY

• Hot NFTs: Ethos Validators, Biome Lumina, Meebits

• Believe App blocks new start-ups from launching

• LAUNCHCOIN hits $400m then falls after news

• FARTCOIN flips BTC in volume on Hyperliquid

• Meteora volume pumps on the back Believe App

• Lyft to use DePin tech for mapping

• Binance writes research report on AI sector

• KAMINO S3 airdrop set to go live

• REKT Drinks teases new partnership

The information does not constitute financial advice or recommendation and should not be considered as such. Full Disclaimer

*Yeet Disclaimer here. 18+, $1 minimum volume required, certain regions are restricted. Please gamble responsibly.