👻 Threading Daily — 03.03.2026 👻

🔖Macro
- This week: PMI, Retail sales, Jobs data
- Oil spikes, Iran may close Strait of Hormuz
- Iran fires missiles towards multiple Gulf states
- Pentagon replaces Anthropic with OpenAI
- Trump could go for a ‘friendly takeover’ of Cuba
- China’s home prices fall at fastest pace in 3+ yrs
- Bill Clinton defends Epstein relationship
- SpaceX weighs $1.75T IPO filing this month
- X expands Paid Partnership disclosure policy

🔖Crypto News
- Crypto resilient despite US-Iran war
- BTC hard fork proposed to recover $5.2b BTC
- HYPE leads L1 gains after huge weekend volumes
- Clarity Act could pass by mid year: JP Morgan
- US seized $580m crypto tied to Chinese crime
- S Korea pledges reforms after crypto failures
- Barclays explores blockchain payments, deposits
- Morgan Stanley wants bank charter for crypto
- Vitalik plans to overhaul ETH’s execution layer
- Tether froze $4.2b USDT over crime links
- Hyperliquid Strategies is the only DAT in profit
- Magic Eden pulls plug for BTC, ETH NFTs
- Kalshi criticised for Khamenei market resolution
- Insider trading rumours on Polymarket pre-war

🔖Alpha/Good Reads
- We Are Not Serious Industry
- Crypto’s Not Made for Humans, It’s for AI
- Clawed - On Anthropic and the Department of War

🔖Raises
- Akave $6.65M, L2 storage chain < Protocol, No Limit, Blockchange, Big Brain, Avalanche, Filecoin...

🔖Early Projects
- @akavenetwork, Bio: The Al-Ready Sovereign Cloud | Own your data. Control your costs. A modern S3-Compatible object storage.
- @inframarkets, Bio: The 1st Energy Prediction Market | Coming Soon 👀 Join the Waitlist for Priority Access inframarkets.io
- @vanadiumxyz, Bio: Frontier marketplaces on Ethereum. On-chain peptides. Join the waitlist. vanadium.xyz

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