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Threading on the Edge Threading on the Edge @threadingontheedge · 7.76K subscribers
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👻 Threading Daily — 24.03.2026 👻

🔖Macro
- US 20y above 5%, mortgage rates above 7%
- US housing demand down -18% MoM
- Market whipsaws as Trump pauses Iran strikes
- Gold erased $7T in value since war began
- Vietnam, Bangladesh, Philippines face oil crisis
- Airlines warn jet fuel could run dry in weeks
- LaGuardia closed after plane-truck collision
- Iran claims no talks taking place
- Iran fires long range ballistic missile

🔖Crypto News
- Crypto continues to outperform stocks & gold
- BTC falls below $68K then rebounds on Iran pause
- Hyperliquid active trader ATH, oil trading surges
- Mt. Gox moves 500 BTC, Strategy buys $75m
- SOL Fnd: Crypto gaming is dead
- NYSE removes crypto ETF options caps
- Bithumb seeks CEO reappointment
- Resolv depegs 74% after $25M exploit
- Circle, Coinbase top stablecoin proxies: Bernstein
- CoinDCX co-founders arrested in India
- Backpack $BP TGE on Solana

🔖Alpha/Good Reads
- Hyperliquid's 2025 Annual Report
- Privacy on Solana Report
- RWAs: a Bridge, Not the Destination

🔖Raises
- PeakAI (Seed) $2M, AI-driven creator incentive platform < Cognitent, CatcherVC, PAKA...

🔖Early Projects
- @mpp, Bio: An open standard for machine payments, co-authored by @tempo and @stripe. MPP is designed to be extensible and agnostic to any payment method. mpp.dev
- @freeportmrkts, Bio: Tradable news feed. Backed by @ycombinator @allianceDAO
- @p0, Bio: Infrastructure for intelligence on the web. Start here → docs.parallel.ai

✅Follow for alpha → https://twitter.com/arndxt_xo
X (formerly Twitter) The Kobeissi Letter (@KobeissiLetter) on X Absolutely incredible: The US 20Y Note Yield is now above 5.00%. At the current pace, we will have 7% mortgages and $4.00 gas prices this week. Talk about a turn of events.
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