👻 Threading Daily — 28.01.2026 👻

🔖Macro
- Gold reaches another new ATH of $5,200
- Trump increases tariffs on S Korea
- US natural gas prices parabolic on harsh winter
- EU, India agree ‘landmark’ trade deal
- 149m passwords exposed in massive data leak
- Anthropic to raise $10b on $350b valuation
- Big tech debt spree raises AI risks in bond market
- EU opens formal probe into xAI
- Microsoft unveils latest AI chip

🔖Crypto News
- Crypto mixed as metals continue to take limelight
- HYPE up 25% as HIP-3 hits ATH $790m OI
- CLAWD drops 90% as bot changes its name
- CopperInu hits $15m after Cobie post
- Strategy buys $264m BTC, BMNR $117m ETH
- Whale moves $397m ETH to Gemini this week
- Tether launches USAT in US
- US banks block or delay 40% of crypto payments
- Russia effectively bans WhiteBIT exchange
- VanEck launches first AAVE ETF
- Kraken rolls out ‘DeFi Earn’ in US, EU, Canada
- SOL validator count down 65% vs 2023
- Moonbirds introduces its $BIRB tokenomics
- Bitwise debuts onchain vault via Morpho
- Polymarket signs exclusive licensing deal with MLS

🔖Alpha/Good Reads
- Arthur Hayes’s New Essay “Woomph”
- Is Perps Still a Good Thing?

🔖Raises
- AetheriumX (Strategic) $8M, Web3 Financial entertainment platform < Cryptogram, Duckdao, Gains, Genesis
- Tenbin (Seed) $7M, On-chain tokenized market < Galaxy, Wintermute, GSR, FalconX
- Mesh (Series C) $75M, Crypto payment network < Dragonfly, Paradigm, Coinbase
- Humanity Protocol (Strategic), Sybil-resistance network of blockchains < Hex Trust
- Bulletin (M&A), Crypto OTC trading data company < DefiLlama

🔖Early Projects
- @moltbot, Bio: Molty 🦞 The AI that actually does things. Emails, calendar, home automation - all from your favorite chat app. New shell, ready to help. The lobster way.
- @sequencemarkets, Bio: The Execution OS for Digital Assets | Venue-neutral smart order routing for crypto

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