Mando retweeted
Mando reveals he’s still holding a $BTC short because he doesn’t think BTC is the strongest trade rn “I cut 60% of it and I cut all of the ethereum:native . But Bitcoin doesn’t look that great to me.” “I don’t think it’s going to be the strongest coin here.” “This is the off-ramp trade right now.” “Tokenization is happening. Institutions are suddenly going to return to crypto, and the revenue and utilization is real.” “I don’t really see the reason to take it off.”
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Mando retweeted
Scran & Pints: Episode 4 - powered by @yeet & @SportScran This week? We’re at Portman Road! We tried Ed Sheeran's Pie.
Scran & Pints
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Bitwise $NEAR base case price target = $155 Bull case is $562 bitwiseinvestments.eu/se/blo…
Bitwise published the final prospectus for a spot NEAR ETF. Ticker NRR on NYSE Arca, dated September 24. Custody is Coinbase Custody. The trust stakes its NEAR and keeps about 67% of the rewards. That part is standard for staking ETFs now, Bitwise runs the same structure on Solana. The effect is still real - inflows do not only buy NEAR on the market, they also move it into staking and out of liquid supply. When Bitwise wrote the filing NEAR was around the 27th largest asset by market cap with $272M of average daily volume. From now you can hold it in an ordinary brokerage account.
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🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: mandominutes.com Crypto rallies, Bitget $352M hack, yields continue surge Crypto * BTC: 84,437 (+1%) | BTC.D: 58.8% * ETH: 2,700 (+2%) | BNB: 776 (+1%) | SOL: 118 (+5%) * Fear & Greed: 72 | 24h Liq: $337M * BTC ETFs: +$191M | ETH ETFs: +$66M * Top Gainers: BP, QNT, ONDO, XPL, NEAR, FET * Crypto rallies, OI below Oct 2025 levels * Bitget hit by $352m hack, claims user funds safe * Bitget's Protection fund to cover hack losses * Hack likely linked to N Korea: Bitget CEO * BTC ETF inflow streak hits 6 days * BTC Coinbase premium remains negative * NEAR leads L1s, now 2x in a month * CFTC lets brokers hold tokenized assets onchain * ONDO, UNI, BP rally on tokenization push * Ondo intros Blackrock powered portfolios * DTCC to launch tokenisation service in Q4 * ARK puts $1.3B venture fund onchain * ZEC co-founder still eyes $5K ZEC by year-end * Researchers propose private BTC transfers * Fed proposes rules to implement GENIUS * US eyes stablecoins as USD dominance tool * Use ZK proofs, not KYC data: Pierce * $64m Tether funds stuck at EQIBank * DoubleZero brings fiber data to Hyperliquid * New York sues Polymarket over gambling * Brazil to track $10K+ self-custody transfers * KelpDAO sues LayerZero CEO in Canada Macro * NASDAQ: 26,940 (0%) | Gold: 4,280 (0%) * US yields continue surge, 10yr tops 5.20% * US 7-year bond auction sees weak demand * Japan's 30yr yield hits ATH * Oil drops, on Iran’s ‘7 day’ ceasefire proposal * WH restores access for banned news outlets * Hormuz crude traffic hits highest since July * Houthis claim attack on Saudi Aramco sites * France sends troops to defend Saudi refinery * New Iran strikes ‘a matter of time’: Israel * Delegates walk out as Netanyahu speaks at UN * Trump weighs building Chinese EVs in US * US alleges China tested nukes, breached ban * Satellite images show China nuclear build-up * Ukraine hits Russia’s Perm oil refinery * Diesel export ban debate splits Europe * Colombia cuts diplomatic ties with Iran AI & Tech * OpenAI may unveil GPT-6 Cyber soon * Google to send AI chips to space next week * Gemini 3.8 gives Google's AI a live avatar * Muse hits 1.8M iOS downloads in 12 days * Zuckerberg rejects calls for AI safety pact * AI buildout is biggest economic bet ever: WSJ * AI chose to harm humans to stop 'pain’: Study * Oracle data center hits force majeure snag * Nvidia buys $1.5B more SB Energy stake * Databricks buys Excel rival Row Zero * CS grads pivot to AI skills as coding jobs fade * Canada to diversify away from Starlink @YEET: Crypto's Casino Just passed $3.5B in lifetime volume! gm
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ZEC nice retest and ready to go again i think
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Mando retweeted
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as we go higher a lot of tourist institutional capital will return HFs, family offices, liquid funds, VCs etc. many left or got washed out over the last 12 months they are going to buy the best altcoin stories i think these do higher multiples than the top onchain winners
Easiest strategy this bull run is to buy and hold the clear winners now, and accumulate more on dips (ZEC NEAR VVV HYPE etc) Double down on conviction Ignore the noisy casino, don’t fall into the trap of chasing the 100x meme coins Most will lose their shirt trying to do that
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back to ATH soon
Big day for $LLY holders: In about an hour Eli Lilly's appeal in the Chichago Seventh Circuit will be held about Retatrutide. TLDR: Eli Lilly wants to classify reta as a biological product rather than a peptide (longer patent, more pricing power, etc...) but they don't fit the exact definition. So they're arguing the FDA definition of a protein/biologic is arbitrary, which it kinda is [anything longer than 40 amino acids (which is definitionally just a random line in the sand)]. After the arguments are made we'll get an initial impression from the judges before a final decision to be delivered some months from now. If it goes their way this will be very very bullish for Lilly and another win in their aggressive legal campaign to corner as much of the weight loss market as possibl
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🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: mandominutes.com Crypto pulls back, Yields surge, Binance lists HYPE Crypto * BTC: 83,350 (-3%) | BTC.D: 59.2% * ETH: 2,640 (-3%) | BNB: 768 (-2%) | SOL: 113 (-4%) * Fear & Greed: 72 | 24h Liq: $613M * BTC ETFs: +$347M | ETH ETFs: +$105M * Top Gainers: LSK, META, SOSO, BTW, BP * Crypto pulls back as yields surge post 5yr high PMI * BTC's four year cycle breaking: Glassnode * BTC bull market is just starting: Franklin * $15B in BTC options expire Friday on Deribit * HYPE gets Binance spot listing * 'It's GO TIME' on crypto market structure: Seelig * Institutions hold just 1-2% in crypto: Bitwise * US weighs overseas push for USD stablecoins * Trump discloses Coinbase, Strategy stock buys * 67% of wealthy investors own crypto: Nexo * We gave every early user 1 free BTC: Coinbase * Circle expands CCTP to EURC and cirBTC on Arc * SEC opens path for tokenized stocks onchain * MoonPay to buy North Capital for $60M+ * NYSE, Blockchaincom collab on tokenised stocks * IBM links Digital Asset Haven to Swift ledger * FBI crypto forum targets scams and DPRK threats * Brooklyn man jailed for $16M Coinbase scam * EU watchdogs warn on quantum risks * Barclays, Lloyds, NatWest test tokenised deps * KB Securities taps Securitize for tokenized funds Macro * NASDAQ: 26,940 (-1%) | Gold: 4,260 (-1%) * Stocks lower and bonds sell-off, post blowout PMI * US 10yr, 30yr yields surge to highest since pre-GFC * Odds of Oct rate hike hit 70% on Polymarket * Oil rebounds on US-Iran escalation fears * US rejects Iran's proposal to reopen Hormuz * Iran threatens to shut Bab el-Mandeb Strait too * Japan yields surge to 30+ year highs * US, China extend trade deal until Jan 10, 2027 * US Treasury to buy back $6B debt today * Foreign buying of US short debt down 80% * CEO confidence in US economy hits 4-year high * US home sellers outnumber buyers by ATH 58% * Judge orders WH to restore CNN, MS Now access * Trump wants ballroom to house a drone port * Sensitive F-35 parts diverted to China-held HK * CIA warns of Russian drone attack on Spain, Italy * Russian suicide drone struck Romania * NATO jets scrambled after Russian copter breach * Pakistan strikes Afghanistan after drone attacks AI & Tech * Trump, Xi want to leave AI ‘exactly where it is’ * OpenAI agent hacked Australian govt website * OpenAI gives Ukraine access to Daybreak AI tool * Patreon co-founder to lead OpenAI's creator team * Altman, Amodei brief UN on AI safety cooperation * Claude found novel enzyme system in DNA * Gemini 4 almost ready: Google * Meta intros VR glasses, Muse Charm AI pendant * Microsoft's President backs an AI 'kill switch' * Banks lend $22B for Alphabet-Blackstone AI JV * Enveda raises $311M for nature-derived AI drugs * Quantum chip crams in more data by vibrating * YouTube lets users customise algorithm with AI * Hackers deface FBI jobs site, claim agent data * Radio signals detected from exoplanet, first ever @YEET: Crypto's Casino Just passed $3.5B in lifetime volume! gm
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nice OI cleanse already BTC probably touches $81-82k today will be covering and buying the strongest alts
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Mando retweeted
I ALMOST JUMPED OFF A CLIFF 😭 (i’m just a girl) @yeet
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Mando retweeted
It’s time for more Scran & Pints! This week? We’re at Portman Road! 🥧🍺 Powered by @yeet & @SportScran Watch NOW on Youtube ⬇️ piped.video/2uHiaCxzPRM
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Starting to think NEAR is one you can have ridiculous price targets on
Hilarity happening on Ethereum where everyone front running your trades and they negotiating to cartel split the fees. Or you can just use near(.)com and don’t worry about MEV and keep your trades private
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still my current thinking
Replying to @Numb3rsguy_
quite simply think that BTC tries to reclaim $88k and fails then we get a retest of $80k area (we were literally at last week) as support a tonne of money moved into alts, spot ETFs, leverage the last few days - think you get a flush bull-trend still intact
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GN frends 🌙 somewhere in the middle of the ocean just me and @yeet 🌊
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Mando retweeted
Episode 4 of the hunt for the world’s BEST stadium Scran & Pints coming out tomorrow! Brought to you by @yeet & @SportScran
SCRAN & PINTS IS BACK! 🥧🍺 Episode 4 of the hunt for the world’s BEST stadium Scran & Pints, brought to you by @yeet & @SportScran! Next stop? It's time for Portman Road 🏟️ What will it get out of 10? Find out TOMORROW!
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Mando retweeted
FUCK YOU PRAGMATIC @yeet ORIGINALS FOR THE WIN ALWAYS AND FOREVER
.@PragmaticPlay you have genuinely ruined my life how in the flying fucking fuck does a $110 spun in bonus average paying out a 5-10x over and over and over again? this is fucking disgusting u rat fucks
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