👻 Threading Daily — 26.02.2026 👻

🔖Macro
- 30yr mortgage rate in US hits lowest since 2024
- Asian currencies hit 16-month high
- Nvidia has sold no H200s to China
- S Korea, Taiwan stocks hit ATH on AI bets
- China aims for 5x increase in chip output
-Meta agrees a broad deal with AMD
- Apple plans 'Made in America' Mac Mini
- Anthropic links AI agent with IB, HR tools
- Microsoft to collab with SpaceX’s Starlink

🔖Crypto News
- SOL leads crypto majors in a broad rally
- Vitalik sells $8.6m ETH in a week
- Strategy now the #1 shorted stock globally
- Trump has no SBF pardon plans: White House
- US seizes $61m USDT tied to pig butchering scam
- Meta plans stablecoin comeback in 2H26
- Tether teases new payments card
- Stripe considers buying PayPal
- Kraken rolls out 24×7 perps for gold, stocks
- Coinbase rolls out stock trading to all US users
- Binance brings back tokenized stocks via Ondo
- HK’s RedotPay considers IPO at $4b valuation
- Ethfi announces earn campaign on iOS
- Jane Street has now deleted all their X posts

🔖Alpha/Good Reads
- Jane Street Exposed — peruvian_bull
- 2026 - The Year of Tokenized Stocks — Four Pillars
- Ethereum Foundation Unveils “Strawmap,” a Strawman Roadmap

🔖Raises
- kash (Pre-Seed) $2M, Prediction market protocol < Spartan, Big Brain, Coinbase, Fabric, Moonrock...
- finrob (Seed) $3.9M, AI-Driven Cryptocurrency Market Research Platform < Maven 11, Placeholder, Archetype, Fabric...
- TBD (Seed) $3M, Predictive market platform < CMT, ParaFi, Jump, Raj, Antonio...
- TruFin (Strategic), Compliant DeFi structured products < SC, FalconX

🔖Early Projects
- @Novig, Bio: Win Bigger on Novig. Available on iOS, Android, & Web! Join our Discord: discord.gg/5NCVvmzHZr
- @contra, Bio: Get more creative. c87.to/community
- @stoneforge_ai, Bio: An open-source web dashboard and runtime for orchestrating AI coding agents. Built by @notadamking Join the Discord: discord.gg/NBCaUUv8Vm

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