rektmando

🟥 Things I’m looking at today🟥

BTC hits ATH, bond yields soar, HYPE leads L1s

Crypto

* BTC: 110.6k (+4%), ETH: 2660 (+5%), SOL: 179 (+6%)
* Top Gainers: WIF, HYPE, FARTCOIN, WLD, TAO
* BTC ETFs: +$607mn, ETH ETFs: +$1mn
* BTC hits new ATH of $111k
* BTC on track for first golden cross since Oct
* Funding rates on majors remain very low
* BTC OI on Deribit at record $42.5b
* Hyperliquid whale increases BTC position to $1.1bn
* Miners appeared dumped BTC right before ATH
* HYPE leads rally in L1s, nears ATH
* Cetus on SUI faces exploit
* IBIT now top 5 in YTD inflows across all ETFs
* VanEck to launch private digital asset fund in June
* Binance to list WLFI USD1 stablecoin
* SOL Mobile’s 2nd Gen Seeker to ship from Aug 4
* WLD raises $135m from VCs for expansion
* Synthetix drops $27m Derive deal
* Hong Kong passes stablecoin bill
* Coinbase leak likely happened in December

Macro & General

* NASDAQ: 18.9k (-1%), Gold: 3315 (0%)
* Stocks fall driven by bond yield fears
* US 2yr yield above 4%, Japan 40yr hits ATH
* Pay attention to the bond markets: Dalio
* Short interest on S&P 500 at 7 year high
* OPEC+ set to make another large output hike
* Trump considers IPO for Freddie Mac, Fannie Mae
* US chip controls on China are a failure: Nvidia CEO
* US small business Capex set to fall
* EU trying to spur trade talks with US
* Japan’s factory activity continues to contract
* China property sector continues to plunge
* Bloomberg issues disrupt UK debt auction

Left Curve Corner

* Hot coins: REKT, FARTCOIN, HOUSE, DIS, MOONPIG
* Hot NFTs: Pengztracted, Crypto Dickbutts, Abstra Universe
* Memes and AI coins lead the gains in altcoins
* REKT $115m, nears ATH after 5x in a month
* MOONPIG $90m, Wynn & Ansem linked to coin
* DIS $40m, AI application layer coin
* SOL Mobile announces SKR token
* CryptoPunks reclaim $120k floor
* Bubblemaps launch v2 on BNB
* World Liberty to purchase BUILDon tokens
* Binance Alpha to be first platform to list HUMA
* Jury finds former Safemoon CEO guilty
* OKX wallet suspend support for Runes trading
* FIFA partners with AVAX

gm

Bitcoin hits $110,000

all of your friends:

🟥 Things I’m looking at today 🟥

BTC nears ATH, InfoFi battle begins, Texas passes BTC bill

Crypto

* BTC: 106.4k (+1%), ETH: 2535 (+1%), SOL: 168 (+1%)
* Top Gainers: TRUMP, PI, STX, FARTCOIN, JUP
* BTC ETFs: +$329mn, ETH ETFs: +$65mn
* BTC records highest daily close ever, nears ATH
* Texas passes BTC reserve bill, heads to governor
* ETH co-founder sends $262m ETH to Kraken
* More Americans now own BTC than Gold
* Strive to buy $8bn BTC claims for Mt Gox
* Hyperliquid whale increases BTC long to $675m
* New York City creates crypto advisory council
* Societe Generale launches USD stablecoin on ETH
* SUI ecosystem sees $83m of inflows in 24 hours
* BTCS buys $8.4m ETH, to raise $58m to buy more
* SEC delays decision on XRP, DOGE ETF proposals
* Robinhood sends proposal for RWA token regulation
* SEC sues Unicoin alleging fraud
* Genesis sues DCG and its CEO alleging fraud
* Kraken launches crypto derivative offering in Europe
* Crypto should be regulated, not banned: India SC
* Argentina dismantles Libra scandal task force
* South Korea tightens crypto regulations
* xAI to collab with Robinhood and Kalshi

Macro & General

* NASDAQ: 19.1k (0%), Gold: 3236 (+1%)
* Futures stable after S&P 500 win streak ends
* Institutional investors remain bearish on US stocks
* Japan 30yr yield hits another ATH, US 30yr jumps
* China expands budget deficit to record high
* UK April CPI higher than expected
* Foreign participation in bond auctions at 2020 lows
* Fed’s Daly, Hammock push wait-and-see approach
* Israel could attack Iran nuclear facilities: CNN
* US Senante passes No Tax on Tips Act
* Hegseth investigates US withdrawal of Afghanistan
* US plans gameshow for citizenship

Left Curve Corner

* Hot coins: POTUS, AP, HAEDAL
* Hot NFTs: Dreamilio, Final Bosu, Ethos Validators
* KAITO & COOKIE lead gains in altcoins on InfoFi meta
* CookieFun launches new points program
* NFT royalties do not make tokens securities: Pierce
* Rekt hits $100m FDV after a 15% surge
* Pudgy Penguins to launch children’s book
* TRUMP dinner this week, Justin Sun to attend

gm

🧨 DCA: Rotate or DIE 💀 | Paper Bitcoin 🧻 Degen Trade & 10X Plays👀

🟥 Things I’m looking at today 🟥

Bitcoin’s highest weekly close, Moody’s downgrades US, mini-crash hits alts

Crypto

* BTC: 102.8k (-1%), ETH: 2410 (-7%), SOL: 161 (-6%)
* Top Gainers: XMR, KCS
* BTC ETFs: +$261mn, ETH ETFs: +$22mn
* Crypto has mini-crash after BTC hits $107.1k
* BTC weekly close at $106.5k, highest in history
* US Senate may vote on GENIUS Act today
* Basel Medical Group may buy $1bn BTC
* Metaplanet buys another $104m BTC
* Fed Bank of NY, BIS testing smart contracts
* Alt seasonn in summer or early 3Q: Hayes
* 14 US states hold $632m of Strategy stock
* Fifth Third to expand further in crypto
* Crypto whales ramping up security: Bloomberg
* France offers crypto entrepreneurs extra security
* MetaMask to support SOL from this month: CEO
* Phantom launches its SOL LST product (PSOL)
* DeFi Development Corp up 75% after BONK collab
* Former Celsius CEO gets 12 years in prison
* Blum co-founder arrested in Russia for fraud
* UK asks crypto firms to report user, transaction data

Macro & General

* NASDAQ: 19.2k (+1%), Gold: 3234 (+2%)
* This week: Global PMI, April Home sales
* Moodys downgrades US credit rating to Aa1
* I don't put much credence in Moodys: Bessent
* US 10y yield heads above 4.5%
* Trump to announce new tariffs within weeks
* 78% of S&P 500 stocks above 50 DMA
* Consumer Expectations hits lowest since 1980
* Inflation expectations hit 7.3% in 12 months
* Trump tax bill advances after deal on medicaid
* Trump unveils $200bn US-UAE deals
* Biden diagnosed with prostate cancer
* Japan 40 year yield at 20 year high
* UK now 2nd largest holder of US treasuries
* Lira hits all time low against dollar
* Russia-Ukraine begin peace talks

Left Curve Corner

* Hot coins: ITRUMP, STELLALOU, KIWI, NEKO
* Hot NFTs: Pudgy Penguins, Punks, Remilio
* CryptoPunk Zombie sold for 440 ETH
* Elon again changed X avatar to Kekius Maximus
* Believe App ecosystem pumps
* VIRTUAL outperforms sell-off in AI coins

gm