👻 Threading Daily — 24.11.2025 👻

🔖Macro
- US jobs data better than expected
- Nvidia gains reverse, stocks resume slide
- Fed’s Barr signals inflation concern
- US decides not to boycott G20
- EU to issue warning to Italy on golden power rules

🔖Crypto News
- BTC RSI hits lowest level in 3 years
- BTC ETFs suffer second largest outflow ever
- Jesse Pollak’s JESSE sitting at $15m
- Tom Lee’s Bitmine has $3.5b unrealised loss
- Sell-off due to software glitch: Tom Lee
- Gunden sells $1.4b BTC holding after 14 years
- FG Nexus sells 10k ETH to fund share buyback
- Metaplanet plans to buy $95m BTC
- MSCI may remove DAT companies from index
- India to launch ARC stablecoin
- Securitize collabs with Plume to expand RWA
- Coinbase adds ETH backed loans via Morpho
- Coinbase to list BOB
- Solana: $MON may open to trade before exchanges
- Kalshi raises $1b at $11b valuation

🔖Alpha/Good Reads
- Vitalik Shares Prediction on X’s New Country-Disclosure Feature
- On Whether DATs Should Trade At, Above, or Below Their mNAV — Matt_Hougan
- Redeeming the Internet’s Original Sin: x402 & Autonomous Economies — abbaquant

🔖Raises
- Numerai (Series C) $30M, A new kind of hedge fund < USV, Shine
- RateX $7M, Leveraged Synthetic Yield exchange < GSR, crypto.com, gate, echo, Animoca
- Mu Digital (Pre-Seed) $1.5M, RWA platform for Asian companies < CMS, Signum, UOB, Monad, echo, YGG...

🔖Early Projects
- @reflowxyz, Bio: All markets, one flow
- @ArcherExchange_, Bio: MEV-Resistant Batch Auctions Exchange on @solana archer.exchange
- @tangiblerobots, Bio: Making robots commonplace
- @biptapofficial, Bio: Bank in Privacy.

✅Follow for alpha → https://twitter.com/arndxt_xo