Mando Minutes

Most coins now commodities, ETF inflow streak, FOMC today

Crypto

• BTC: 74.2k (0%) | BTC.D: 59.1% (0%)

• ETH: 2330 (0%) | BNB: 675 (0%) | SOL: 94 (-1%) 

• Top Gainers: M, KAS, QNT, MORPHO, ZEC

• BTC ETFs: +$199m | ETH ETFs: +$71m

• Most crypto not securities: SEC, CFTC

• Crypto steady with rate decisions incoming

• BTC ETFs post longest inflows streak in 5 months

• Citi drops ETH & BTC price targets

• Crypto bill window extends to Aug: TD Cowen

• Vitalik intros new fast confirmation rule for ETH

• Hyperliquid’s HIP-3 markets hit ATH $1.43b OI

• Mastercard to acquire BVNK for up to $1.8b

• CFTC issues no action letter for Phantom

• WLD adds ID toolkit for AI bots

• ETH governance solution Tally shuts down

• Bitrefill names Lazarus potential suspect in hack

• Vietnam to ban overseas crypto trading

Macro & General

• NASDAQ: 22.5k (0%), Gold: 5000 (0%)

• Futures higher ahead of FOMC decision today

• Trump slams allies that rejected Iran support

• US to ease Venezuela sanctions to unlock oil

• US recession odds jump to 48.6%

• Russia providing drone tech to Iran

• China to tap oil stockpiles to offset Iran crisis

• EU to delay increase in bank capital requirements

• Kim Jong Un wins elections with 99.93% votes

• Nvidia restarting H200 production in China

Left Curve Corner

• Hot coins: M, testicle

• Arizona AG charges Kalshi with illegal betting

• ASTER launches privacy mainnet

• GSR expands into token lifecycle management

• Odds of OpenSea TGE pre June 2026 fall to 11.5%

• Whale builds $50m ZRO position

• rekt drinks x Moonbirds drop today

• Azuki launches TCG

YEET: Crypto’s Casino
Just passed $1.8B 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