👻 Threading Daily — 11.12.2025 👻

🔖Macro
- China will restrict access to Nvidia’s chips
- Biotech sector has biggest rally in a decade
- EU races to bypass Orban on Russian assets
- Ukraine, EU ready to present peace plan to US
- SpaceX plans IPO at $1.5T valuation
- Elon argues for data centers in space
- Paramount makes $108b hostile bid for Warner Bros.

🔖Crypto News
- Crypto surges on eve of FOMC decision
- ETH continues to lead majors, breaks out vs BTC
- Atkins plans quick action on crypto priorities
- Silk Road wallets move BTC after decade
- Circle tests privacy preserving wrapped USDC
- Zcash goes live on Arkham amid criticism
- KindlyMD gets $210m USDT loan from Kraken
- Systemic leverage has been flushed out: Coinbase
- Upbit to increase user assets in cold wallets to 99%
- Stripe’s Tempo testnet goes live
- Stripe acquires Valora wallet team
- Doodles launches 25k mint on SOL
- Rainbow wallet to ICO on Coinlist
- Octra ICO set for $200m FDV
- Fogo announces presale of 2% of supply
- Polymarket accused of double counting volume

🔖Alpha/Good Reads
- Big Ideas 2026 - Part 1 — a16z
- 2026 Investment Outlook — Archetype
- The Anatomy of a Crypto Neobank — Messari

🔖Raises
- Goblin (Strategic) $1M, Liquidity strategy layer on Aptos < OKX, Gate
- Real Finance $29M, Layer1 blockchain < Nimbus, Magnus
- Surf $15M, Crypto AI command hub < Pantera, Coinbase
- TenX $22M, Multi-blockchain staking platform < Borderless, Chorus

🔖Early Projects
- @CrownBRLV, Bio: Redefining digital money in emerging markets. Issuer of BRLV, a BRL-backed stablecoin built for safety, liquidity, and compliance.
- @ArchDAOfi, Bio: The Market of Ideas: turning governance into a market. Don’t vote, bet on the best ideas. Built on @Base.
- @intelligenceco, Bio: The General Intelligence Company Of New York - Our mission is to enable the one person one billion dollar company cofounder.co

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