👻 Threading Daily — 09.02.2026 👻

🔖Macro
- Silver hits $65, Gold $4600 before rebound
- Tech sell-off continues on Big Tech AI capex plans
- Trump endorses Takaichi ahead of Japan election
- Trump rows back criticism of UK’s Chagos deal
- Starmer facing leadership challenge in UK
- Trump wants new nuclear treaty with Russia
- Nvidia to delay new gaming chip

🔖Crypto News
- BTC hits $59k, ETH $1700, SOL $67
- Crypto suffers largest single day drop since FTX
- Punks fall to $50k
- Bitcoin a better buy than gold here: JP Morgan
- Bithumb accidentally sends out 2000 BTC
- Perp DEXs log second highest daily volume ever
- Loan backed by 2.3% AAVE supply nears liquidation
- HYPE listed on Coinbase, remains strongest altcoin
- ETH Foundation intros $1T Security Dashboard
- China bans unapproved CNY stablecoins
- Gemini exits EU, UK, and Australia
- Tether invests $150m in Gold.com
- Bitwise files for Uniswap ETF with SEC
- Polymarket to collab with Circle
- Polymarket applies trademark for POLY token
- MegaETH mainnet today
- New AI platform “ai.com” is now live

🔖Alpha/Good Reads
- Vitalik: “Zcash Good, Zooko Good, Adding Hybrid Proof of Stake Good”
- Zcash: The Privacy Bitcoin Left Behind — Delphi
- Wall Street Is Already Onchain — Canton Network

🔖Raises
- Ruvo (Seed) $4.6M, Payment solutions < 1confirmation, Coinbase, Blast...
- t-0 Network (Strategic), Institutional settlement layer < Tether

🔖Early Projects
- @cerebras, Bio: The world's fastest AI inference and training. Try the latest open models at: inference.cerebras.ai
- @LotusFi_, Bio: Tranched DeFi credit markets you can actually underwrite. 1 → 2 → ∞ Read our What's In Your Vault? blog at lotuslabs.net/vaults 𑁍
- @ConwayResearch, Bio: giving AI write access to the real world conway.tech

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