Mando Minutes

ETH leads majors, Conway’s new AI agents, US-Iran uncertainty

Crypto

• BTC: 68.1k (0%) | BTC.D: 58.7% (-0.1%)

• ETH: 2015 (+3%) | BNB: 623 (+1%) | SOL: 85 (0%) 

• Top Gainers: HASH, WLFI, MORPHO, NIGHT, POL

• BTC ETFs: -$105m | ETH ETFs: +$49m

• Crypto stable, ETH leads L1s

• Nakamoto criticised for acquisition of BTC Inc

• Thiel fully exits ETHZilla position

• Brevan Howard’s crypto fund down 30%

• Bitwise files for prediction market ETF

• CFTC claims authority over prediction markets

• Conway launches sovereign economic AI agents

• Moonwell hack may be linked to Claude clode

• Phantom introduces its MCP server

• Gemini parts ways with COO, CFO and CLO

• TON collabs with Banxa on stablecoins

• Russia could block foreign crypto exchanges

• WLFI jumps ahead of Mar-a-Lago forum

Macro & General

• NASDAQ: 22.6k (0%), Gold: 4940 (+1%)

• Futures stable ahead of Fed minutes

• Nvidia, Meta announce multi year partnership

• US mortgage rate hits lowest since Sep 2024

• US military assets move to Middle East

• Iran shuts part of Strait of Hormuz

• US-Japan trade deal officially ‘launched’

• ECB’s Lagarde to leave before end of 8 year term

• World Uncertainty Index hits ATH

• Pentagon considers ending Anthropic relationship

• Claude Sonnet 4.6 model launched

• Apple ramps up work on trio of AI wearables

• Warner Bros reopens sale talks with Paramount

• Mamdani proposes raising taxes in NY

Left Curve Corner

• Hot coins: CONWAY, RICH HORSE

• Hot NFTs: Milady, Veefriends

• PumpFun launches Cashback Coins

• CONWAY $5m, may be linked to AI research house

• 85% of token launched in 2025 are underwater

• De Mundos NFT 40x in a month

• Zora launches ‘attention markets’ on SOL

YEET: Crypto’s Casino
Just passed $1.6B 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