👻 Threading Daily — 12.01.2026 👻

🔖Macro
- Investor bearishness on oil at decade high
- Fed’s Miran wants 150bps rate cuts in 2026
- BoJ likely to raise growth outlook on stimulus
- US considers paying Greenlanders $10-100k
- US to buy $200b mortgage bonds to decrease rates
- US productivity gains at fastest pace in 2 years
- Tariffs haven’t caused surge in inflation: Study
- Iran hit by internet blackout as protests continue
- SC sets Friday as Opinion Day amid tariffs watch
- Saudi Arabia opens equity market to foreign investors
- France, UK to deploy troops in Ukraine peace deal
- UK to exclude finance from push for EU alignment
- China tells tech companies to halt Nvidia H200 orders
- Billionaires exiting California as wealth tax looms
- GM to write down $6b in EV investments
- Alphabet hits ATH, flips Apple market cap
- DeepSeek AI gains traction in EMs: Microsoft

🔖Crypto News
- BTC resilient despite large ETF outflows
- ZEC bounces after devs unveil new wallet
- PIPPIN up 40%, most other memecoins lower
- TRU plunges 99.9% after $26.6m hack exploit
- XMR hits a new all-time high at $554
- Starknet hit a bug, rolled back 18 minutes
- Florida plans BTC reserve
- S Korea to allow crypto ETFs
- Sharplink stakes $170m ETH on Linea
- Morgan Stanley to allow crypto trading, add wallet
- Coincheck buys majority stake in 3iQ for $112m
- X rolling out Smart Cashtags for tracking assets
- Optimism Foundation proposes OP buybacks
- Coinbase threatens to withdraw support for CLARITY Act
- Ranger ICO Concludes
- Trump has no plans to pardon SBF
- FTX Anthropic stake would have been worth $30b
- Vitalik calls for better decentralized stablecoins

🔖Alpha/Good Reads
- AI in 2026: 3 trends — a16z
- The Capitulation of the Buyback Narrative — ItsFloe
- Blockchain Privacy - Monero vs Zcash vs Canton Network — Tiger Research
- If you have multiple interests, do not waste the next 2-3 years — thedankoe

🔖Raises
- KOLect (Pre-Seed) $1.2M, KOL Evaluation Platform < amber.ac

🔖Early Projects
- @SunbeamMoney, Bio: The Bitcoin Savings Account. Real Yield in BTC by @asymmetryfin x @yearnfi Coming very soon.
- @RavaMoney, Bio: Tokenized assets need real settlement valuations, and Rava is building the on chain tri-party settlement system that provides them. Inquires: general@rava.money rava.money

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