Mando

🟥Things I'm looking at today🟥 Powered by @yeet Subscribe: mandominutes.com Kimi scares AI stocks, HYPE below $60, Citadel bets on crypto Crypto * BTC: 62,850 (-2%) | BTC.D: 58.2% (-0.1%) * ETH: 1,826 (-4%) | BNB: 567 (-2%) | SOL: 74 (-3%) * Fear & Greed: 28 | 24h Liq: $391m * BTC ETFs: +$79M | ETH ETFs: -$28M * Top Gainers: XEC, KAITO, VELVET, PI, TRAC * Crypto drops with broader macro sell-off * BTC showing encouraging signs: JP Morgan * Robinhood memes fall further, CASHCAT $60m * HYPE drops below $60, a16z wallet sells $6.5M * T. Rowe's crypto ETF debuts, HYPE-heavy * Cobie now leading trading products at Coinbase * Citadel invests $400M in Crypto.com, $20B val * CLARITY lacks Senate Dems’ support * CLARITY 2026 passage odds drop to 35% * Visa launches stablecoin platform for merchants * Morgan Stanley opens crypto trading to clients * Polygon Labs cuts staff, pivots to payments * MegaETH sunsets Mega Mafia program * Venezuela’s USDT trading now rivals oil exports * DeGods to launch NFT marketplace * Kalshi launches markets on clinical trials Macro * NASDAQ: $25,880 (-1%) | Gold: $3,990 (+1%) * AI sell-off intensifies, drives US stocks lower * Nasdaq 100 on track for worst July in 22 years * Nikkei enters technical correction * 1.2M S Korea traders hit margin calls this week * US continues strikes on Iran * US military seizes Iranian ship in Hormuz * China stole 220M US voter files: Trump * China sought to sway 2020 vote vs Trump: CIA * NBC, ABC decline to air Trump address live * Fed's Logan calls for modestly higher rates * US 30-yr mortgage rate hits 6.55% * France 30-yr yield highest since GFC * US to cap foreign student visa durations * Truth Social to sell early access to Trump’s posts * China builds Taiwan capital replica for drills AI & Tech * Kimi K3 overtakes various US AI lab models * Micron now down 30% since peak * EU orders Google to open Android to AI rivals * Netflix slumps after hours on weak Q3 outlook * Microsoft builds Mythos-style AI bug finder * Microsoft sued over Copilot claims * Hyperscalers doubled debt in 5 yrs on AI push * New Mexico blocks gas line for Oracle’s 2.5GW DC * Xi warns AI gaps may breed new injustices * Rapidus touts cut-price 2nm wafers * SpaceX falls 5% as Starship test aborted * 69% odds Tesla-SpaceX merger by 2028: Kalshi @YEET: Crypto's Casino Just passed $2.9B in lifetime volume! gm

Our lead designer put this banner up on day one of the World Cup before a single game had ever been played. Spain. Argentina. And Dani Olmo's No. 10 — front and center. He called the final before a ball was kicked. So we're honoring the prophecy: If Olmo scores or assists in the final, we're splitting a $25K jackpot equally between every YEET customer with a bet on the match. He knew. It's been there all along. Place your bet now to share in the profits on the prophecy. $10 min bet

Amazing game - Bellingham is a beast

being so dominate in this game is almost worse than losing to Argentina

when everyone says it will be Black Friday it never ends up being Black Friday

there is still hope for us all

They hunting Leopold

@Evan_ss6 physiognomy was always off

New sentiment signal Sell when Leopold is a God King Buy when Leopold belongs in prison

@dundermifflun brother i have made more than your net worth in asset classes you have never heard of

@rektmando I think it's beyond retarded seeing you all trading equities.

agree with this take quite a few good opportunities in the carnage buying a few things

Going to start heavily betting on the Indian Premier league… cricket stuff All on @yeet Going to be a fun adventure

The World Cup made my life way more fun 🏆 Football is better when you’ve got a bet on @yeet and something to celebrate after

You should care about where you gamble. Your play should be rewarded, don’t leave value on the table. If you need this, shoot me a message. W @yeet

me telling my wife about my England x France to qualify parlay my wife this morning:

Asians are the complete opposite of Europeans in markets Europeans are pussies who play to never lose Asians risk everything for absolutely no reason Study Bill Hwang, Su Zhu, etc

@Tyler_Did_It I mean this has been the most active period for CT in months Also Kalshi numbers keep rising

@rektmando summer time blues or something else?

besides the Coinbase USDC deal, metrics for HYPE not looking great tbh

PLACED A $10,000 BET ON ENGLAND🏴󠁧󠁢󠁥󠁮󠁧󠁿 ALMOST TOOK A FAN TO THE WORLD CUP 😭

🟥 Things I'm looking at today🟥 Powered by @yeet Subscribe: mandominutes.com Crypto stable, Trump tries to push CLARITY, S. Korea stocks fall Crypto * BTC: 64,171 (-1%) | BTC.D: 58.3% (-0.3%) * ETH: 1,887 (0%) | BNB: 578 (0%) | SOL: 76 (-2%) * Fear & Greed: 26 | 24h Liq: $327m * BTC ETFs: +$108M | ETH ETFs: +$54M * Top Gainers: US, ONDO, LDO, ETHFI, EDGE * Leverage washed out, bullish on crypto: Fink * BTC rally lacks sustained spot buying: Bitfinex * BTC may bottom near $38-39K: NYDIG * Trump meets senators today to advance CLARITY * US Senate unanimously opposes SBF clemency * ZachXBT slams hardware wallet security * JPMorgan tokenises Invesco QQQ ETF * Study finds manipulation in Polymarket BTC bets * Binance sees $1.8B USDC outflows after MiCA * Base to focus on trading, payments, AI agents * Solana RWA holders hit ATH 300K+ * Ostium exploited for $18M on Arbitrum * S Korea to classify crypto as national assets Macro * NASDAQ: $26,270 (+1%) | Gold: $4,030 (-1%) * AI stack selloff resumes, KOSPI again halted * US June PPI better than expected * US debt tops 100% of GDP, first since WW2 * Margin debt up 40% y/y, echoes prior tops * Fund managers most bullish stocks in ~2 years * Warsh unhappy with all inflation measures * House rejects bid to cut $3.3B Israel aid * Trump to allege China election meddling * Hegseth orders testosterone tests for troops * Epstein files release was 'mishandled’: Vance * Oil could hit $55, Iran to be defeated soon: Trump * US hits Iran command centres in new strikes * Iran frees detained American in goodwill gesture * US to expand oil production in Iraq: Trump * US reviews military options for Cuba * Ukraine defence minister Fedorov resigns * China unveils 100GW microwave weapon arsenal * China’s crude imports hit 10-year low * US puts 25% tariff on Brazil * Hochul plans ‘massive’ nuclear expansion for NY AI & Tech * Semis enter correction, down 16% from ATH * Anthropic could IPO as early as October * Anthropic in talks to expand $2.5B credit line * Apple M2 Ultra lags, firm leans on Nvidia * Thinking Machines debuts 1T open-source model * Grok Build open-sourced, resets usage limits * Qwen 3.8 slated for July or early Aug release * Micron lifts US investment plan to $250B by 2035 * $286B data centre builds axed since 2025: MS * Buffett warns some AI giants could collapse * Japan to buy 27.5k Nvidia Rubin chips for robots * India pledges extra $19.7B for chips, phones * Nvidia, Toyota expand tie-up into robotics * China cracks down on humanlike AI companions * X to open-source entire codebase: Elon * LLY set to buy psychedelic pharma company @YEET: Crypto's Casino Just passed $2.9B in lifetime volume! gm

unfortunately theres an AWS outage on Cloudfront atm @YEET site is down but there is no impact on user balances or funds will be back shortly