👻 Threading Daily — 02.03.2026 👻

🔖Macro
- Oil, Gold rally on Hyperliquid as Iran risk
- Israel strikes Iran, declares state of emergency
- Trump confirms U.S. began combat in Iran
- Trump directs US gov to cease Anthropic use
- Anthropic refuses DoW demands
- US Military used Anthropic AI despite Trump ban
- OpenAI is working on DoW amid Anthropic standoff
- OpenAI raises $110B at $730B valuation
- Claude brings connectors to Free Plan users
- Paramount acquires Warner Bros. in a $110B deal
- Tech: As of 2026, 150 countries use Starlink

🔖Crypto News
- BTC has entered the "Likely Bottom Zone"
- BTC is under $10K from the price Germany sold
- The New York Times called crypto pointless
- UAE shuts down stock market on Mon + Tue due to the war
- Vitalik said EIP-8141 could roll out within a year
- Stani announced “Aave Will Win” proposal
- Paradigm is expanding to AI & Robotics investment
- Robinhood introduces Ventures Fund I for everyone
- Six new Polymarket wallets made ~$1M on Iran strike bets

🔖Alpha/Good Reads
- The Financial Infrastructure Layer — Stani
- Hunting airdrops? Heading to DefiLlama Yield Dashboard
- The Retail Trade - Crypto vs Equities — Wintermute
- Tokenization Is Taking Over Global Markets. Here's Where We’re At — Ondo Finance

🔖Raises
- JPYC (Series B) $12M, Japanese Yen stablecoin < bitFlyer

🔖Early Projects
- @Tiny_Fish, Bio: Scale your operations with leading web agents at TinyFish.ai
- @arbital_xyz, Bio: Institutional Market Making for Everyone. Discord: discord.gg/bwDB832Jhw arbital.xyz
- @NeonyExchange, Bio: Community First perp DEX neony.exchange
- @taalas_inc, Bio: The Model is The Computer

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