👻 Threading Daily — 02.12.2025 👻

🔖Macro
- This week: Inflation, PMI, Jobs data
- Silver keeps hitting ATHs, up 2x this year
- Japan yields hit highest since 2008
- FX moves not based on fundamentals: Japan FM
- Trump to announce Fed Chair soon
- US Black Friday sales hit record high
- BoE to release financial stability report
- Opec+ plans to pause output hikes in early 2026
- US closes Venezuela’s airspace
- Nato considers being ‘more aggressive’ to Russia
- Ukraine moves forward on peace plan talks

🔖Crypto News
- Sunday sell-off accelerates on fears about Japan
- Crypto exchange volume at lowest since June
- Strategy CEO: Selling BTC is last resort
- Second highest BTC ETF outflows ever in Nov
- HYPE team only partially re-stakes unlock
- First LINK ETF expected to launch this week
- Vitalik wants Zcash to resist token voting
- Tether CEO defends asset coverage for USDT
- China reaffirms crypto ban, flags stablecoin risks
- Sony plans to issue USD stablecoin
- Nasdaq to ‘move fast’ on tokenised stocks
- CoinShares withdraws XRP, SOL, LTC ETF filing
- Upbit’s audit of $30m hack uncovers wallet flaw
- Hashkey clears key hearing for HK IPO
- Durov announces compute network Cocoon
- Zama opens sealed-bid Dutch auction for 10% $ZAMA
- Kalshi responds to class action lawsuit
- Kalshi introduces tokenized event contracts on SOL

🔖Alpha/Good Reads
- Tokenized Stocks & RWAs - November Review
- Full Extent of “Operation Chokepoint 2.0” Against Crypto

🔖Raises
- Zoo Finance (Strategic) $8M, Native Liquidity Structured Protocol < BitriseCapital, Signum
- BitStack $15M, Bitcoin savings account app < 13books, Y Combinator

🔖Early Projects
- @fableborne, Bio: Raid Your Enemies and Protect Your Kingdom! | ARPG + Strategy Genre Blending Gameplay | Free to Play, Web3-Powered Mobile Game by @PixionGames
- @DeepNodeAI, Bio: The foundation for open, honest AI.
We broke the black box so everyone can see the light. dnode.ai

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