Mando Weekly

Top Themes of the Week

BTC: 90.1k (+14%), ETH: 3075 (-3%), SOL: 233 (+14%)

• Bitcoin continues march higher, peaks at $93k ATH

• Stocks & gold fall, bond yields rise on inflation fears

• BTC a strategic reserve asset ‘in 100 days’: Loomis

• Trump appoints a number of crypto advocates to admin

• 18 states sue SEC over crypto policy

• BTC supply on exchanges hits 6-year low

• BTC miners sell nearly $5bn since election

• SOL nears ATH, DEX volume eclipses ETH + L2s

• AI overtakes memecoins for crypto mindshare

• AI agent tokens soar as GOAT crosses $1.3bn

• Coinbase begins to list memes starting with PEPE & WIF

• Robinhood also returns to listing many top coins

• PNUT hits $2.5bn after Binance lists for spot

• PEPE breaks into top 15 coins, hits $10bn market cap

• FBI raids Polymarket CEO’s home

Coin Watchlist

• L1s: BTC, SOL, SUI

• Memes:

  • Large Cap: DOGE, PEPE, MOG, POPCAT

  • Mid Cap: MOODENG, FWOG, LUCE, PUPS, SIGMA, DOGE

  • Low Cap: EPIK, COBY, EARL, BRAINLET

• AI:

  • Memes: GOAT, FARTCOIN, ZEREBRO, YOUSIM, VIRTUAL, ai16Z, MemesAI

  • DePin: TAO, NOS

• DeFi: ENA, RAY, JUP, KMNO, JLP

• DeSci: RSC, RIF

The information does not constitute financial advice or recommendation and should not be considered as such. Full Disclaimer