👻 Threading Daily — 19.12.2025 👻

🔖Macro
- Platinum hits 17 year high, Silver hits ATH
- Margin debt as % of M2 highest since GFC
- Trump: We want our oil back from Venezuela
- US threatens to retaliate against EU on digital tax
- Amazon to invest $10b in OpenAI in circular deal
- OpenAI still in talks for funding at $750b valuation
- AI revolution not happening fast enough: Reuters

🔖Crypto News
- Crypto volatile as stocks fall, BTC dominance rises
- XMR approaching May 2021 ATH
- HYPE down 10%, may remove $1b from circulation
- SOL pilots quantum-resistant transactions
- Whales bought $23b BTC over last month
- $300b dormant BTC entered circulation in 2025
- Coinbase launches stock trading & prediction markets
- Binance exploring US relaunch
- AAVE founder announces 2026 roadmap
- Tether launches P2P password manager PearPass
- Fuse Energy, Solana based DePIN, raises $70M
- Football.Fun ICO hits hard cap in 30 hours
- Bonk partners with dYdX for DEX

🔖Alpha/Good Reads
- Hyperliquid at the Crossroads: Robinhood or Nasdaq Economics — shaundadevens
- Lighter vs Hyperliquid: Fees, Fairness, and ADLs — The Chopping Block
- HyperEVM’s “Deadly Sins” — FourPillarsFP

🔖Raises
- DAWN (Series B) $13M, Decentralized wireless network < Polychain
- Fuse (Series B) $70M, Decentralised Renewable Energy Network < Balderton

🔖Early Projects
- @BONK_trade, Bio: BONK.Trade
- @predictdotfun, Bio: The BNB-native prediction market, backed by @yzilabs 🤝 🔮discord.gg/predictdotfun
- @predexon, Bio: The Unified API to connect all Prediction Markets Backed by @alliance predexon.com
- @tnkrdotai, Bio: GitHub for robots tnkr.ai
- @UltraLayer, Bio: ███████ , ████ , █████ the web.

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