🟥 Things I’m looking at today 🟥
BTC follows gold higher, NASDAQ back in bear market, FARTCOIN hits $1bn
@YEET x Mando Minutes
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Crypto
* BTC: 88.4k (+1%), ETH: 1626 (-1%), SOL: 140 (-1%)
* Top Gainers: FARTCOIN, POL, KAS, STX, PEPE
* BTC ETFs: +$381mn, ETH ETFs: -$25mn
* BTC rallies, catch up trade to gold is on
* BTC dominance hits new 5-year high
* Last chance to buy BTC below $100k: Hayes
* Strategy buys $556m BTC
* ETH/BTC lowest since Jan 2020
* Upexi to build $90m SOL treasury
* Galaxy Digital flips $105m ETH into SOL
* Atkins sworn in as SEC chair, to meet Trump today
* 72 crypto-related ETFs awaiting SEC approval
* Crypto firms plan to apply for banking licenses
* Singapore to launch BTC perp futures in 2H25
* DB, StanChart seek to expand crypto ops in US
* Circle launches CPN for real-time settlement
* Maple active loan growth outpacing AAVE
* Bithumb to spin off its non-exchange business
Macro & General
* NASDAQ: 15.9k (-3%), Gold: 3469 (+1%)
* Stocks dump after Trump’s jabs at Fed
* NASDAQ re-enters bear market territory
* Gold keeps hitting new ATHs
* 10 year yield above 4.4%, dollar falls
* USD index hits most oversold since July 2020
* Odds of May rate cut <10% on prediction markets
* Asset correlation breaking down across markets
* Mexico confirms no trade deal yet with US
* Japan ‘wont keep conceding’ in tariff talks
* China pulling back from PE investments in US
* Trump may be searching for Hegseth replacement
* Trump fires IRS commissioner within 3 days
* Trump to attend Pope Francis’ funeral
Left Curve Corner
* Hot coins: FARTCOIN, INIT, EPT
* Hot NFTs: Good Vibes Club, Seeing Sings, Mintotaurs
* FARTCOIN tops $1, hits $1bn market cap
* Coinbase allows users to recover lost SPLs
* Opensea adds one-click wallet swapping
* Myriad v3 coming soon
* Gate launches Memebox 2.0
* Meebits make move into AI agent
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