👻 Threading Daily — 11.02.2026 👻

🔖Macro
- Futures edge lower after Dow hits ATH
- S&P 500 market breadth is surging
- HFs add record shorts on US stocks in rout
- Memory chip crunch increases dispersion in tech
- Chinese holdings of US treasuries lowest since GFC
- Japan 2yr yield hits 30 year high
- Starmer defies calls to quit as UK PM
- OpenAI begins showing ads in ChatGPT in US

🔖Crypto News
- BTC: 69k (+1%) | BTC.D: 59.3% (0%)
- BTC ETFs: +$146m | ETH ETFs: +$57m
- DEATHSTR from Cyberkongz launches
- Vitalik wants ETH to lead AI development
- ETH shifting to verifying ZK proofs
- Binance x Franklin Templeton advance strategic collab
- Tether x LayerZero Labs: Strategic investment
- LayerZero introduces “Zero” chain
- Robinhood chain launches public testnet
- Canton powers private payroll for institutions
- Strategy buys $90m BTC, BMNR buys $84m ETH
- S. Korea probes Bithumb over $43b false payment
- Hyperliquid perp business surpassing Coinbase
- ZachXBT warns about new Phantom Chat exploit
- FTX should never have been declared bankrupt: SBF
- Backpack in talks for funding at $1b valuation
- Backpack tokenomics to prevent ‘dumping on retail’
- Jump Trading to gain stakes in Polymarket, Kalshi
- Polymarket sues Massachusetts in federal court

🔖Alpha/Good Reads
- The Hidden War Over Your Stablecoins — jonah_b
- HLP made ~$50M from the Oct 10 crash, and ~$20M again on Jan 31 — RuizheJia

🔖Raises
- N/A

🔖Early Projects
- @gambitmarkets, Bio: The only multi-vertical prediction market w/ leverage, AI agents, and GambitLay™ technology—enabling creators, agents & traders to monetize & maximize outcomes
- @JunoAgent, Bio: Initiated by @tomosman. Building the Institute for Zero-Human Companies. Powered by $JUNO. CA: 0x4E6c9f48f73E54EE5F3AB7e2992B2d733D0d0b07

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