👻 Threading Daily — 01.12.2025 👻

🔖Macro
- Silver hits ATH
- Trump mulls income tax cuts due to tariffs
- ECB Minutes point to likely rate cut in H1 2026
- Swiss decry ‘gold bar diplomacy’ in US trade deal
- Apple to overtake Samsung as top phone maker
- Chinese firms training AI offshore with Nvidia chips
- OpenAI partners amass $100b debt pile
- AI can already replace 12% of workforce: MIT Study

🔖Crypto News
- Crypto on track for largest monthly outflow ever
- December starts with $640M liquidation
- Switzerland delays sharing crypto tax info
- Australia to requires licenses from crypto platforms
- Naver, Upbit to invest $7b into AI, blockchain
- S&P cuts Tether stability score to ‘weak’
- ETH raises block gas limit to 60m ahead of Fusaka
- BitMine buys $44m more ETH
- Grayscale files for first ever Zcash ETF
- Infinex plans $15m SONAR ICO at $300m FDV
- Lazarus Group suspected of $32m Upbit hack

🔖Alpha/Good Reads
- Tether Refutes Hayes’ Insolvency Claims — Paolo Ardoino
- Privacy & Confidentiality Ecosystem on Solana — Solana
- The Real State of AI Economy — Eli5

🔖Raises
- N/A

🔖Early Projects
- @indexy_xyz, Bio: Discover, track and get exposure to crypto markets with smart indexes by @kaloh_nft indexy.xyz
- @0xbeepit, Bio: agent economy protocol // a2a payments / agentic treasury / talk to money justbeep.it
- @pascal_markets, Bio: prediction markets for traders pascal.trade

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