Mando Minutes

Record ETF outflows, Fed decision today, ‘Base szn’ calls grow

Crypto

• BTC: 63.2k (0%), ETH: 3280 (-1%), SOL: 172 (-5%)

• Top 100 gainers: PEPE, OP, STRK, ARB

• BTC worst day since FTX, nears $60k then rebounds

• Record ETF outflows of $326m as GBTC bleeds

• Shorts on BTC grow, $8.5bn liquidations until $75k

• BlackRock seeds $100m fund on ETH

• ETH ETFs still likely won’t be approved: Bloomberg

• MicroStrategy acquires another $623m BTC

• SOL weekly DEX volume reaches $20bn

• ‘Base szn’ calls as sentiment around L2s improves

• OP up 20% after testing fraud proofs

• ONDO up 50%, BlackRock tokenisation partner

• RNDR & NEAR speaking at Nvidia conference today

• Binance user assets now exceed $100bn

• Ethena stablecoin enters top 5 for size

Macro & General

• NASDAQ: 16.2k (0%), Gold: 2155 (0%)

• Fed today, focus on if 3 rate cuts still expected

• Stock futures mixed after hitting ATH yesterday

• Short bets on bonds & stocks grow into Fed

• BoJ may intervene if Yen weakens more: Mr Yen

• ECB signals rate cut coming in June

• UK inflation falls to lowest over 2 years

• Boeing warns of $4bn cash drain

• Saudi Arabia in talks with a16z for $40bn AI fund

• US falls out of top 20 happiest countires

NFTs, Memes & Low-Cap

• Hot coins: SHROOM, SLERF, BODEN, BRETT

• Hot NFTs: Runestone, NodeMonkes, Milady, Puppets

• PEPE bounces 20% on World Frog Day

• Memecoin activity shifts to Base, led by BRETT

• Trader makes $9m sniping SHROOM presale launch

• Solana co-founder warns against presales

• Rug Radio announces Content+ platform

• Runestone up 50%, hits $390m market cap

• XCOPY drops Open Edition on Base, $560k minted

• IMX & MATIC setup $100m gaming fund

• PORTAL staking goes live Thursday

• Polygon paid $4m to Starbucks for Odyssey

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The information does not constitute financial advice or recommendation and should not be considered a