👻 Threading Daily — 12.02.2026 👻

🔖Macro
- S&P 500 Earnings yield is near 100 year lows
- Trump to travel to China in April
- Wealth Manager stocks sink on new Altruist AI
- Ukraine plans spring elections after US pressure
- US consumer delinquencies hit decade high
- China consumer confidence hit lowest ever
- Russia preparing for new war: Estonia
- Syria taps energy majors for gas exploration
- Paramount sweetens Warner Bros. bid
- Alphabet to raise $32b debt to fund AI capex

🔖Crypto News
- Crypto slides with stock, BTC back to $66k
- GS cut BTC ETF holdings by 40% in Q4
- FT, Binance to allow tokenized funds for collateral
- Binance now holds 87% of USD1
- SBF files a motion seeking new trial
- EU seeks to ban all Russian crypto transactions
- LayerZero intros Zero blockchain
- Robinhood launches its own blockchain testnet
- Blockchain.com secures FCA registration in UK
- MoonPay to collab with Deel on payrolls
- Circle invests in edgeX before token launch
- Kraken removes CFO ahead of IPO
- Pudgy teases a Visa card
- SafeMoon founders gets 8 year prison sentence
- Man gets 20 years prison for $74m crypto fraud

🔖Alpha/Good Reads
- The 7 Axes of Prediction Markets — jake_nyquist
- OpenAI Is Making the Mistakes Facebook Made. I Quit — zhitzig
- We Are Not Onboarding Institutions (for Now) — PossibltyResult
- Cloudflare and x402: The Future of the Agent Web — Jun__Yoo

🔖Raises
- LayerZero (Strategic), Omnichain Interoperability Protocol < Tether
- edgeX (Strategic), Orderbook-based Perp Dex < Circle
- STBL (Strategic), Stablecoin Yield Protocol < OKX
- Bullshot $7.5M, Token Launchpad < Animoca, TB

🔖Early Projects
- @forumdotmarket, Bio: Trade what people care about. Backed by @ycombinator
- @genericmoney, Bio: Neutral infrastructure for private and yield-generating stablecoins
- @elevenlabsio, Bio: AI research and products that transform how we interact with technology. Leading foundational models powering ElevenAgents, ElevenCreative, and ElevenAPI. elevenlabs.io

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