👻 Threading Daily — 02.02.2026 👻

🔖Macro
- Gold, Silver aggressively pull back
- US issues licenses to firms on Venezeula oil
- Trump imposes 50% tariffs on Canadian aircrafts
- Trump sues IRS, US treasury for $10b
- Putin agrees to suspend attacks on Kyiv
- US investigates claims Whatsapp chats aren’t private
- Google announces new Genie world building model
- Microsoft nose-dives on AI capex spend
- OpenAI ‘racing’ to go public by end-2026
- Amazon could invest upto $50b in OpenAI
- iPhone sales Apple’s power record quarter

🔖Crypto News
- Crypto dumps as metals continue to see wild swings
- BTC quantum risk is manageable: Benchmark
- ETH Foundation entering period of ‘mild austerity’
- Metaplanet to raise $137m equity to buy BTC
- US forfeits $400m assets tied to Helix darknet
- Binance pledges $1b fund to BTC
- Robinhood plans 24/7 tokenized stock trading
- Bybit to launch IBAN accounts in Feb
- KuCoin launches KuCard
- Cronje’s Tulip raises at $1b valuation
- Infinex TGE
- MegaETH outlines KPIs for 53% MEGA release
- HIP-3 markets reaches new ATHs of $1B in OI
- Lighter launches Lighter EVM
- CFTC plans new rules for prediction markets

🔖Alpha/Good Reads
- The Stablecoin Economy’s Identity Crisis — stablewatchHQ
- Moltbook: A Social Network for AI Agents — moltbook

🔖Raises
- Quantra (Strategic) $35M, RWA and AI blockchain infrastructure < ParaFi
- Jupiter (Strategic), DEX Aggregator < Gemhead, Coinvestor

🔖Early Projects
- @HurupayApp, Bio: Get US & EUR Bank Account, Virtual USD Card, Earn High Interest on Savings, Buy US Stocks. Backed by
@fdotinc & amazing Angels from @Microsoft and @BanklessHQ.
- @Concourse_ai, Bio: AI Agents built for finance teams concourse.ai
- @pacecom, Bio: The AI operations partner for the world's leading insurers. withpace.com

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