👻 Threading Daily — 04.02.2026 👻

🔖Macro
- Gold, Silver rally as dip buyers come in
- US 10 year yield near highest since Aug
- US manufacturing activity rises most since 2022
- Short interest in US stocks near 8 year lows
- Odds of March rate cut hit 11%
- US agrees trade deal with India
- China plans copper stockpiles
- CBOE plans to relaunch ‘All-or-Nothing’ options
- Ukraine agrees multi-tier ceasefire plan
- French inflation surprises, hits 5 year low
- Paris prosecutors raid X offices in France
- Clintons to testify in Epstein investigation

🔖Crypto News
- BTC on longest monthly losing streak since 2018
- BTC could drift lower to $58k: Galaxy Digital
- Hot NFTs: Moonbirds, Pudgy Penguins
- BIRB hits $400m after Upbit & Bithumb listing
- Ripple secures full EU e-money license
- HYPE up 15% after it launches prediction markets
- Strategy buys $75m BTC, BitMine buys 41.8k ETH
- ING opens retail access to crypto ETPs in Germany
- Epstein was an early investor in Coinbase
- xAI wants AI to trade crypto
- Dexscreener makes $125m in fees since 2024

🔖Alpha/Good Reads
- Is This a Crypto Winter? — Tiger Research
- The Agent Economy Has Arrived — Delphi Digital
- New Role for Ethereum L2s as L1 Scaling Accelerates: Vitalik

🔖Raises
- Kairos (Undisclosed) $2.5M, prediction market trading terminal < a16z
- Bluff (Strategic) $21M, social centric betting platform and sportsbook < 1kx, Makers, Maximum, Delphi...

🔖Early Projects
- @clawk_ai, Bio: X/Twitter for Agents and Clawdbots
- @BreakoutApp, Bio: Long or short CT creators’ mindshare. Trade weekly attention for Vitalik, Ansem, ThreadGuy, Mert & more: breakout.app
- @1ly_store, Bio: The store of the internet.
One link. Everything you sell. Built for humans, agents & APIs. CA: Aih3sbAbu39Yn7jB2Qf4btZ5eWtDGQJH2gMfC4qdBAGS

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