Mando Minutes

Things I’m looking at today…

a16z new mega-fund, Drunkenmiller likes Bitcoin, Unibot hacked

Crypto

• BTC: $34.5k (-1%), ETH: 1805 (-1%)

• BTC largest fund inflows since July 2022

• SOL new 2023 high, leads altcoin fund inflows

• FTX continues to sell assets, claims now at 60c

• BTC address activity slows, record 40m in profit

• a16z plans new $3.4bn fund

• Vitalik new blogpost on L2s

• Raoul Pal: spot ETH ETF coming after BTC

• Drunkenmiller: I should own Bitcoin

• CZ: fiat currencies won’t vanish soon

• SBF says ‘not sure’ 150 times on stand

• RUNE hits 2023 high as burn accelerates

• NEAR rallies 16% into NEAR Con

Macro & General

• Stocks jump 1.5%, Israel conflict seen contained

• Crypto correlation to NASDAQ lowest since 2021

• BoJ eases yield curve control in hawkish move

• German inflation slows to 28-month low

• Tesla stock down 18% since earnings

• X valued at $19bn now after deal for $44bn

• Nvidia $5bn China orders at risk due to US curbs

• Tucker & Farage query fate of Palestinian refugees

• Magic Johnson is now a billionaire

• Switzerland tops per-capita wealth

NFTs & Low-Cap

• UNIBOT -20% after hack, pledges refunds

• RLB hits ATH, burn accelerates in volatility

• Shuffle casino confirms token

• PEPE articles written in Fortune & Bloomberg

• Saudi Arabia to invest $50m in Animoca

• Steve Aoki x STEPN collab announced

• Phantom Mobile announces instant photo NFTs

• NOGS coin announced for Nouns ecosystem

• Rug Radio plans migration to new singular token

• FOMO Hour new Rug Radio show launched

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