👻 Threading Daily — 08.01.2026 👻

🔖Macro
- S&P 500 short interest at decade high
- Futures stable after S&P 500 and Dow hit ATH
- Traders bet Panama Canal will be next US target
- Venezuela to give 30-50m barrels oil to US: Trump
- Trump weighs using military to acquire Greenland
- Trump fears impeachment if Dems win midterms

🔖Crypto News
- Bitcoin capital inflows have dried up: Ki Young Ju
- Bitwise outlines 3 checkpoints for 2026 rally
- Barclays makes its first stablecoin investment
- Wyoming the first US state to issue a stablecoin on Solana
- Ripple says it has no plans for an IPO
- Aave's Horizon RWA crossed $600M net deposits
- Tether Gold introduces Scudo
- Tether x Rumble to launch Rumble wallet
- Kalshi crosses $100B in annualized volume
- Solana mobile sets $SKR on Jan 21 (2am UTC)

🔖Alpha/Good Reads
- The Case for Selling $OP Before $BASE — FourPillarsFP
- The $400k Bet: Unmasking the 'Maduro Insider' on Polymarket — Jun__Yoo
- Why Circle Is Expanding Its Stablecoin Stack — FourPillarsFP

🔖Raises
- jpeg, Social prediction game < Scott, Cindy
- Ubyx, Payment clearing system based on stableoin < Barclays Corp & Investment Bank
- Babylon $15M, Bitcoin Staking Protocol < a16z
- Tres.finance (M&A) $130M, Web3 accounting software < Fireblocks

🔖Early Projects
- @AbraFiOrg, Bio: Bringing tokenized assets to the world. First product is USDAF… converts your USDC/USDT to a high yield savings token! abrafi.org
- @pallas_vault, Bio: Maximize yield, minimize risk. Opening soon for private beta.
- @0xProbable, Bio: Onchain prediction market on @BNBCHAIN, backed by @PancakeSwap & @yzilabs | Join the community: discord.com/invite/0xprobable

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