Mando Minutes

Things I’m looking at today…

Bitcoin bull trend, house prices up 26x, CS:GO trading on blockchain

Crypto

• Majors unchanged & quiet

• This week: Gensler to testify (Weds)

• BTC trend indicator MACD shows bull trend begun

• BTC whales in accumulation phase for 2 weeks

• ETH negative report by JP Morgan

• ETH $162m TVL outflows this week, most go to L2s

• ETH balances on exchanges falls to 5 year low

• Vitalik accused of ‘coordinated fraud charges’

• Novogratz: good ETF news coming in October

• Brian Armstrong: don’t regulate AI

• CoinShares to open US Hedge Fund

• ARB Odyssey airdrop program reboots Sep 26th

Macro & General

• This week: US GDP (Thurs), US PCE & Europe Inflation (Fri)

• S&P only up 4% without 7 technology stocks

• Stocks rose 9% on average if down in Aug & Sep

• Fed balance sheet lowest since June 2021

• Fed done raising rates: Morgan Stanley

• US average house price 26x since 1963

• Russia diesel export ban, crack spreads widen

• Hollywood studios & writers near deal

• Red Bull win F1 constructors championship

NFTs & Low-Cap

• Friend Tech TVL hits ATH, users up after points drop

• RLB now crypto’s 3rd most profitable project

• CREAM +100% as whales stake

• OX down 80% since Aug with heavy unlocks

• OpenSea warns of data breach for those using APIs

• CS:GO assets trade $30m monthly on Mythos Chain

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Comic by @boldleonidas
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