rektmando

🟥 Things I’m looking at today 🟥

BTC conference begins, Fed minutes & Nvidia today, Hasbulla raises $20m

Crypto

* BTC: 108.8k (-1%), ETH: 2635 (0%), SOL: 173 (-1%)
* Top Gainers: QNT, TKX, SUI, INJ, UNI
* BTC ETFs: +$385mn, ETH ETFs: +$39mn
* BTC stable, ETFs monthly inflows highest since Nov
* Crypto market cap only 6% below Dec 2024 peak
* US could buy more BTC: Sacks
* Trump Media to raise $2.5bn to buy BTC
* Gamestop buys $512m BTC
* Strive raises $750m to buy BTC
* Metaplanet issues $50m debt to buy BTC
* El Salvador defies IMF, buys more BTC
* Bitcoin Act to hit Congress next week: Lummis
* BTC reserve is geopolitical advantage: Lummis
* Texas removes staking from BTC bill ahead of vote
* Cantor Fitzgerald to propose $2bn BTC lending
* Block to launch BTC payments on Square
* Sharplink raises $425m to buy ETH
* SOL now live on Metamask
* SOL to underperform ETH over 3 years: StanChart
* Echo to launch ICO style platform
* Cetus announces 100% recovery from hack

Macro & General

* NASDAQ: 19.2k (+2%), Gold: 3321 (+1%)
* Futures stable, Nvidia earnings & Fed minutes today
* Consumer confidence sees highest increase in 4yrs
* US home prices see first monthly decline in 2 years
* Very satisfied with 50% tariff on EU: Trump
* Japan insurers have unrealised losses of JPY8tn+
* Foreigners bought record Japan stocks, bonds in April
* Japan proposes to buy US chip products in tariff talks
* Canada considering offer to be 51st US state: Trump
* Putin playing with fire: Trump
* Consumer inflation expectation up for 2nd month: ECB
* Trump admin to cancel all contracts with Harvard
* Florida now recognizes Gold, Silver as legal tender

Left Curve Corner

* Hot coins: SOPH, ZEUS
* Hot NFTs: Bad Bunnz, Supremon 151, Final Bosu
* Gmoney announces closure of 9dcc
* Bad Bunnz continues gains on MegaETH narrative
* Supremon 151 hits 2ETH as Pokemon art NFT
* Axiom makes $100m revenue in 4 months
* Hasbulla raises $20m in token presale
* Rekt Drinks reveals OpenSea drinks mint NFT

@YEET: Crypto’s Casino
Just passed $115m in lifetime volume!

gm

🟥 Things I’m looking at today 🟥

Crypto rally stalls, BTC Vegas today, Circle files for IPO

Crypto

* BTC: 109.6k (0%), ETH: 2635 (+2%), SOL: 176 (-1%)
* Top Gainers: QNT, TKX, VIRTUAL, INJ, AAVE
* BTC ETFs: $0mn, ETH ETFs: $0mn
* BTC rally stalls under $110k on profit taking
* BTC options OI hits new record
* Hyperliquid whale loses $67m in 5 days
* SOL co-founder sees KYC details doxxed
* Trump Media denies plan to buy $3bn of crypto
* Bitcoin Vegas begins today
* Strategy acquires $427m BTC
* Blockchain Group issues EUR63m bond to buy BTC
* Onchain proof-of-reserves a bad idea: Saylor
* Florida could end cap gains tax on crypto, stocks
* SUI to allocate $10m for security
* Circle files for IPO, denies sale talks
* SBF’s sentence to be reduced by 4+ years
* Tom Brady invests in Catena Labs
* Alpaca Finance to wind down
* Meteora now top fee generating dApp on SOL
* Bitlayer collabs with major mining pools on BitVM
* Thailand to integrate crypto payments for services

Macro & General

* NASDAQ: 18.7k (0%), Gold: 3300 (-2%)
* Short interest in S&P 500 stocks at 5yr high
* Money market funds AUM hits $7.2T, new ATH
* Delinquencies in US rising across the board
* 67% expect higher unemployment in US in 1 year
* Japan loses largest creditor status to Germany
* Japan to inject JPY90b relief package in economy
* Japan could tweak bond issuance plan
* BoJ still eyeing more rate hikes, JPY boost
* Trump wants Gaza war to end ASAP
* Israel rejects US-backed 60-day ceasefire plan
* Germany supports Ukraine strikes in deep Russia
* Tesla Europe sales plunge 49%

Left Curve Corner

* Hot coins: SOPH, INPRINT, AWAWA, UNKNOWN
* Hot NFTs: Bad Bunnz, KAITO Genesis, Captainz
* JUP surges amid expansion and BTC tailwinds
* YEET & LOUD both see large mindshare on Kaito
* Rekt Brands teases US event in June
* Bad Bunnz NFTs up 170% as MegaETH play
* HumaFinance launches at $630m, Kaito users benefit
* Binance launches ‘Live Trading’ streaming feature

@YEET: Crypto’s Casino
Just passed $110m in lifetime volume!

gm

🟥 Things I’m looking at today 🟥

BTC back at $110k, EU gets trade deal extension, HYPE hits ATH

Crypto

* BTC: 109.8k (+2%), ETH: 2575 (+3%), SOL: 178 (+4%)
* Top Gainers: JUP, VIRTUAL, FET, HYPE, UNI
* BTC ETFs: +$212mn, ETH ETFs: +$59mn
* BTC climbs back to $110k after weekend sell-off
* HYPE hits ATH, TVL now 2x in 17 days
* Wynn flips short then ‘retires’ account
* 21 Capital aiming to buy up to 5% of BTC supply
* Semler Scientific buys $50m BTC
* Kraken launches tokenised stocks
* HSBC launches blockchain-based settlements in HK
* BNP launches tokenised money market fund shares
* Tether to continue focusing on non-US markets
* 1m+ phones connected to our network: Helium
* SOL introduces ‘Solana attestation service’
* Polygon co-founder exits the network
* Crypto investor Woeltz charged with kidnap, torture
* Pakistan allocates 2GW power for BTC mining and AI
* Coinbase sued over data leak
* Elon confirms X payments network coming soon

Macro & General

* NASDAQ: 18.7k (-1%), Gold: 3335 (-1%)
* This week: Fed minutes, Q1 GDP, PCE Inflation
* Stock futures rise as Trump delays EU tariffs
* Japan wants US deal done by G-7 in June
* Dollar falls, hit lowest level since Dec 2023
* 40% USD drop would wipe out trade deficit: DB
* Gold ATH weekly close, huge weekly outflows
* Hedge fund levered shorts on stocks hit ATH
* US CDS spread highest since 2023
* 2025 US recession odds still at 43%
* Fed’s Kashkari ‘not sure’ on rate moves by Sep
* BoJ now owns 52% of Japan govt bonds
* US SWF on pause: Bessent
* Putin crazy, Zelensky causes problems: Trump
* Xi weighs new made-in-China plan
* India passes Japan to become 4th largest economy
* Nvidia to launch cheaper Blackwell AI chip for China

Left Curve Corner

* Hot coins: PURR, BUDDY, HFUN, LABUBU
* Hot NFTs: Abstra Universe, Final Bosu, Kaito Genesis
* HyperEVM hits ATH in daily addresses
* PURR, BUDDY, HFUN lead gains in HYPE memes
* Muller collabs with SOL to launch watches
* Dubai chooses XRP for tokenised real estate project
* Wynn long $20m PEPE perps

gm

🟥 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