Mando Minutes

Things I’m looking at today…

Crypto

• Majors up 2% amid short squeeze and macro rally

• $3bn Bitcoin wallet linked back to Robinhood

• Whale is building $75m $ETH position on Binance

• FTX wants to starting selling/hedging its $3bn assets

• FTX estate burning $1.5m in legal fees a day

• $200m more $BTC left exchanges yesterday

• Tornado Cash devs charged with money laundering

• Ripple victory vs SEC “positive black swan” says Pantera CEO

• Shopify to accept $USDC payments on Solana $SOL

• $USDC to be available on 6 new blockchains

• $DAI market cap now back >$5bn

• Binance invests in Defi protocol Pendle Finance

• Binance US loses almost all market share to Kraken & Coinbase

• DeFi TVL at lowest level since 2021

• Elon says X is a $DOGE friendly place

• $SUI up 15% this week in L1 space

Macro & General

• Stocks, bonds, gold rally on weaker PMI data, indicating stagflation

• Nvidia smashes earnings on AI chip demand, +8% after-hours

• Saudi Arabia, UAE, Iran, Egypt, Ethiopia, Argentina all join BRICS

• Wagner leader Prigozhin killed in plane crash (FAFO)

• Some Fed officials now wary of raising rates, reports WSJ

• India fourth country to land on the moon

• McCarthy says Biden impeachment may occur after vacation

• Pakistan rescues children from cable-car

• Republican candidate debate overshadowed by Trump interview with Tucker Carlson

NFTs & Low-Cap

• AI tokens $AKT, $FET, $RNDR & $PAAL rally after Nvidia earnings

• $LOOKS up 30% this week after new YOLO game release

• $HMX up 20% as it tops perp volumes on Arbitrum

• CryptoPunks now higher than full BAYC set

• DeGods revamps points parlor system

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