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Threading on the Edge Threading on the Edge @threadingontheedge · 7.75K subscribers
Post #4094 422
👻 Threading Daily — 07.01.2026 👻

🔖Macro
- Silver hits another ATH
- Fed expands balance sheet to $6.6T
- Trump blocks chip deal on China concerns
- China expected to advance market reform this year
- China-Japan trade tensions escalate
- Japan 30yr yield hits another ATH
- JGB 10yr yield climb to fresh 1999 high
- Ueda highlights BoJ’s intention to keep raising rates
- UK set to need to raise taxes again
- Thousands stranded as Greek airspace disrupted
- X payouts increase by a factor of 3-4x
- xAI raises $20b in Series E funding

🔖Crypto News
- Ripple reaffirms no IPO plans
- Morgan Stanley files for BTC, SOL ETFs
- Banks question stablecoin yield ‘loophole’
- DATs won’t be excluded from MSCI for time being
- Crypto.com x Stripe to enable crypto payments
- Polymarket adds fees to 15-min crypto market
- Lighter rolls out 24/5 equity perps trading

🔖Alpha/Good Reads
- Privacy Trends for 2026 — a16z
- Stablecoins Are a Rail, Not a Brand — Artemis
- New Essay “Suavemente” — Arthur Hayes

🔖Raises
- HabitTrade (Series A), Technological Financial Services < StableStock, Newborn

🔖Early Projects
- @viamrobotics, Bio: The robotics platform built for speed and scale.
- @fideliomarkets, Bio: Real-world markets. On-chain execution.

✅Follow for alpha → https://twitter.com/arndxt_xo
X (formerly Twitter) The Kobeissi Letter (@KobeissiLetter) on X BREAKING: Silver extends gains above $80/oz, already up another +13% year-to-date.
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