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Threading on the Edge Threading on the Edge @threadingontheedge · 7.76K subscribers
Post #4308 454
👻 Threading Daily — 26.03.2026 👻

🔖Macro
- Oil drops sharply on ceasefire optimism
- US/Israel planning 2-3 more war weeks
- Iran rejects ceasefire, wants end to war
- 82nd Airborne heads to Middle East
- Iran imposing Hormuz transit fees
- US ‘insolvent’ per Treasury report
- Trump approval at 36%, 4-year low
- MSFT below 200D MA, first since 2008
- Claude AI launches autonomous Auto Mode

🔖Crypto News
- BTC bottomed, targets $150K: Bernstein
- Top Gainers: SIREN, TAO, RENDER, SKY, M
- TAO up another 15% on subnet growth
- Tether signs Big Four for first full audit
- Clarity Act will limit stablecoin yields
- Circle falls 20%, Coinbase stock drops 10%
- Binance to add equity perps Mar 26
- NYSE to partner with Securitize
- Solana leads payments/tokenization: Samani
- BlackRock expects crypto fees to grow $500m
- Robinhood greenlights $1.5B share buyback
- Ledger completes $50m share sale

🔖Alpha/Good Reads
- RWAs Are Just Built Different
- The Best Content Engine in the AI Age
- Market Maker Red Flags and Guidelines for Crypto Projects and Users

🔖Raises
- Kairos (Seed) $2.4M, Interest rate prediction market < 6MV, Lattice, Advancit...
- Payy (Seed) $6M, Privacy-enabled, EVM L2 < FirstMark, Robot, DBA
- Startale Labs (Series A) $63M, Web3 infrastructure and public goods < Sony, SBI

🔖Early Projects
- @NewsworthyCLI, Bio: The news agents trust. Powered by World ID.
- @moonlake, Bio: building frontier world models moonlakeai.com
- @reactorworld, Bio: Building the missing layer for world models. reactor.inc

✅Follow for alpha → https://twitter.com/arndxt_xo
X (formerly Twitter) The Kobeissi Letter (@KobeissiLetter) on X BREAKING: US oil prices drop as low as $86.50/barrel on reports that the US is seeking a one-month ceasefire with Iran.
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