👻 Threading Daily — 03.12.2025 👻

🔖Macro
- Japan 10yr yield highest since GFC
- Silver continues hitting ATHs
- Fed injects $13.5b through overnight repos
- US confirms retroactive tariffs on S Korea
- China factory activity slump extends to longest ever
- ECB refuses to backstop EU’s Ukraine loan
- Apple hits ATH, $4.2T market cap
- DeepSeek debuts new AI models

🔖Crypto News
- BTC miners face toughest margin crunch
- BTC touches $84k then bounces
- Hot NFTs: Infinex Patrons
- Punk floor drops below BTC
- Strategy sets up $1.44b dividend reserve
- BitMine now holds 3%+ of ETH supply
- Germany, Switzerland shut down $1.4b mixer
- S Korea ruling party pushing stablecoin bill
- Huoine Pay shuts down till Jan 5 on bank runs
- Grayscale launches Chainlink Trust ETF ($GLNK)
- Vanguard to allow crypto ETFs on its platform
- YZi Labs launches board coup at BNB DAT CEA
- Kraken to acquire Backed for xStocks expansion
- Yearn recovers $2.4m in stolen assets
- Myriad integrates with Trust Wallet
- Kalshi tokenizes its prediction markets using SOL
- Kalshi, Polymarket post strongest month ever
- Trust Wallet introduces Predictions
- Circle x OpenMind to develop M2M payments
- MetaMask introduces transaction shield
- Uniswap integrates Revolut for crypto onramp

🔖Alpha/Good Reads
- How founders can talk with policymakers: A guide — a16z
- 2026 Outlook: Restructuring — FourPillarsFP
- In Defense of Exponentials — hosseeb

🔖Raises
- N/A

🔖Early Projects
- @bfl_ml, Bio: Powering visual intelligence everywhere. join us: bfl.ai/careers
- @SloteNetwork, Bio: a DePIN enabling anyone with hardware to contribute to AI inference, earning direct SOL for tasks. Backed by @YCombinator. slote.network
- @0xbeepit, Bio: agent economy protocol // a2a payments / agentic treasury / talk to money justbeep.it
- @pascal_markets, Bio: prediction markets for traders pascal.trade

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