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Threading on the Edge Threading on the Edge @threadingontheedge · 7.75K subscribers
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👻 Threading Daily — 25.02.2026 👻

🔖Macro
- Tech stocks sell-off after Citrini report on AI risks
- FedEx sues US government for full tariff refund
- Anthropic accuses Chinese firms of siphoning data
- Anthropic itself stole AI training data: Elon
- Nvidia plans new chip for PCs in 1H26
- Paramount submits higher offer for Warner Bros
- Russia opens criminal case against Pavel Durov

🔖Crypto News
- Crypto sell off intensifies, extreme fear continues
- Strategy buys $40m BTC, BMNR buys 51k ETH
- Robinhood announces platform for pre-IPO stocks
- Gemini restructures amid crypto rout
- Crypto.com gets OCC approval for bank charter
- Brazil plans VASP regulation by 2027
- Stablecoins could buy $1T T-bills: StanChart
- USD1 short and social media attack failed: WLFI
- Hyperliquid’s Based raises $11.5m
- Step Finance shuts down post $40m breach
- Terraform accuses Jane Street of insider trading
- Backpack to offer 20% equity via token staking

🔖Alpha/Good Reads
- Agentic Commerce Landscape — Artemis
- Perp DEX Wars - The $8 Trillion Institutional Endgame — a1research__
- Jane Street looking really bad here — DefiIgnas
- Do Kwon seemed outplayed by a bigger fish that triggered Terra's collapse: Jane Street — duonine

🔖Raises
- fireplace (Pre-Seed) $1.5M, Prediction market < Frachtis, White Star, echo, LEGION...
- Power Protocol $3M, Blockchain Entertainment Architecture Layer < Bitkraft

🔖Early Projects
- @takeoverfun, Bio: Onchain PvP game where 100 players fight for coin revenue. Every seat earns 1%. Anyone can be bought out at any time. Launch: Feb 2026. takeover.fun
- @joincardboard, Bio: The app to buy and sell collectibles. No selling fees. Recurring referral rewards. Early access soon
- @MegaCorpHQ, Bio: Global infrastructure. Essential services. Protecting what cannot be rebuilt. Now accepting applications at megacorp.global

✅Follow for alpha → https://twitter.com/arndxt_xo
X (formerly Twitter) Christophe Barraud🛢🐳 (@C_Barraud) on X 🇺🇸 Software, Payment #Stocks Slide After Citrini Post on AI Risks - Bloomberg - DoorDash and American Express led declines in software and payment stocks on Monday after Citrini Research published an article detailing a hypothetical scenario on the impact…
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