👻 Threading Daily — 05.02.2026 👻

🔖Macro
- Gold, Silver extend rebound
- US shutdown ends as Trump signs deal
- Japan 10yr yield nears highest since 1999
- US, Iran to hold nuclear talks on Friday
- Russia intercepted EU’s key satellites
- EU to offer critical mineral partnership to US
- US to issue license to firms for oil in Venezuela
- Trump seeks $1b in ‘damages’ from Harvard
- OpenAI unsatisfied with some Nvidia chips

🔖Crypto News
- Crypto continues to slide, BTC touches $72k
- Binance buys $100m BTC
- Vitalik reevaluates ETH’s rollup centric roadmap
- Vitalik sells 6% of ETH holdings
- Quantum fears causing whale sales: Galaxy
- Tether retreats from $20b funding plans
- Tether launches open source BTC mining OS
- Bitwise to buy staking firm Chorus One
- MetaMask adds tokenized RWAs
- SOL to shift to micropayments: StanChart
- Aave sunsets Avara ‘umbrella brand’, family wallet
- US probes exchanges over Iran sanctions evasion
- Kaito to launch Kaito Studio Waitlist this week

🔖Alpha/Good Reads
- ZK Ecosystem Map 2026 — castle_labs
- Prediction Markets Analytics Dashboard — gateresearch

🔖Raises
- TRM Labs (Series C) $70M, Digital asset compliance & risk management solutions < Blockchain, Goldman Sachs, BH, Citi...

🔖Early Projects
- @thisispandoraai, Bio: Phase One: P2P Parlay system, built on @polymarket 90% of all revenue used to buy back $ANON @heyanonai multiply.thisispandora.ai
- @CoinbasePredict, Bio: Make the world your market. Trade real world events, from sports and politics to crypto and culture. Available in all 50 states.
- @megaeth_hop, Bio: Ultimate 3D breeding game
Raise your Rabbit Army on @MegaETH megahop.fun

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