👻 Threading Daily — 05.03.2026 👻

🔖Macro
- Fed injects $3b in US banking system
- Dollar rises most in a year
- Gold and silver quickly lose $2.4T in value
- Stocks pared rout on Trump’s assurances
- S Korea stocks have worst single day drop ever
- US embassy in Riyadh hit by drones
- Israel troops enter Lebanon
- Trump threatens Spain over airbase use
- EU gas prices surge as Qatar shuts LNG plant
- Amazon’s data center bombed in UAE
- ChatGPT uninstalls surge after Pentagon deal
- Anthropic hits top spot in US app store
- Apple intros new budget friendly iPhone

🔖Crypto News
- Crypto outperforms in macro sell-off
- BTC leads crypto majors in a broad rally
- Top Gainers: ICP, ENA, TAO, ZEC, ONDO
- Dalio now warning against BTC as safe haven
- AI models shown to prefer BTC over stablecoins
- VVV soars 2x over 5 days
- FAI rallies 180% following VVV breakout
- Iran crypto outflows spike 700%
- BoJ to test blockchain based reserve settlement
- Visa, Stripe to push stablecoin card to 100+ nations
- Europe targets 2026 for EUR stablecoin
- Strategy buys $204m BTC, BMNR buys 51k ETH
- ProCap buys 450 BTC, expands share buybacks
- Core Scientific to sell all of its 2.5k BTC in Q1
- MARA opens door to selling all its BTC
- US moves $23k BTC from ‘Vilanueva’ wallet
- Zeller, ACI leaving AAVE DAO
- Circle stock up ~60% since Q4 earnings
- YZi Labs commits $100m to Hash’s BNB fund
- Binance eyes 5 crypto licenses in Asia
- Crypto.com intros IRA product for crypto
- Nasdaq plans prediction style Yes/No options
- Uniswap wins dismissal in class action case

🔖Alpha/Good Reads
- Aave V4: The Gold Standard of DeFi Security
- Coinbase & Microsoft Disrupt "Tycoon 2FA"
- LLM Research Power Workflow — Eli5

🔖Raises
- ARQ $70M, Dollar USDc account for LatinoAmerica < Sequoia, Founders fund, Kaszek
- Interstate $1.5M, On-chain proposer commitment network < MH, Taisu, Alchemy, Bloccelerate...
- Cyclops $8M, Stablecoins and crypto platforms < Castle, F-Prime...
- Crossover Markets (Series B) $31M, Digital asset trading technology firm < Traderweb, Wintermute, Ripple...

🔖Early Projects
- @techdollarhq, Bio: private credit for frontier conviction techdollar.com
- @zERC20io, Bio: ERC-20 — used by 500M people. Now privacy-enabled and cross-chain by default. All your privacy wishes, fulfilled — zERC20. zerc20.io
- @rowspace_ai, Bio: Specialized intelligence for investors. Compound your firm's edge. We're hiring! rowspace.ai

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