👻 Threading Daily — 25.11.2025 👻

🔖Macro
- China sees unprecedented investment slump
- Japan approves $135b stimulus to help cost of living
- Trump considers selling Nvidia H200 chips to China
- Alibaba AI app strong start, aims to rival ChatGPT
- X doxes location country of users
- Elon’s DOGE has been disbanded
- Anthropic introduces Claude Opus 4.5

🔖Crypto News
- BTC now 2 weeks below 50w MA, bear market signal
- BTC ETFs see record volumes, net inflows on Friday
- HYPE briefly dips below $30, team supply set to vest
- SOL intros proposal to double deflation rate
- Grayscale DOGE, XRP ETF to launch today
- China has 14% of global mining share
- BitMine buys more ETH, to offer small dividend
- Strategy become the crypto market hedge: Tom Lee
- Korea set to crack down on crypto exchanges
- US probes China’s Bitmain
- Monad: USDC, CCTP, wallets, contracts now live
- Base txs hit a new daily ATH of 18.2M
- trade.xyz fees reduced 90% for equity perps
- Aerodrome, Velodrome hit with front end compromise
- Aerodrome executes 609K AERO buyback
- Cardano forks chain after ‘vibe coding’ leads bug

🔖Alpha/Good Reads
- Inside x402 - Mapping the First Wave of Agent Payments — Memento Research
- My Life Is a Lie: How a Broken Benchmark Quietly Broke America — Michael W. Green
- Monad Mainnet Now Live: Explore The Eco

🔖Raises
- Nad.fun (Seed) $1.1M, Social Memecoin Playground
- Monad (Public sale) $188M, High-performance layer 1 blockchain

🔖Early Projects
- @arcwtf, Bio: Building the universal trading layer for all markets. Powered by @Solana and @Kalshi
- @oneshotbid, Bio: 24/7 crypto & equities perps trading. Take your shot now app.oneshot.bid
- @naddotfun, Bio: You can just launch things on @monad nad.fun
- @bonadfun, Bio: Launch your tokens permissionless on Monad with bonad.fun
- @Sunrise_DeFi, Bio: Sunrise brings newly listed assets to Solana, from wherever they launch. sunrisebridge.xyz

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