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Threading on the Edge Threading on the Edge @threadingontheedge · 7.76K subscribers
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👻 Threading Daily — 02.04.2026 👻

🔖Macro
- Trump says war could end in 3 weeks
- Stocks surge, oil & gas prices crash
- Trump & Rubio question value of NATO
- Israel ends all military buys from France
- Buffett waiting for a larger downside move
- Iran threatens Microsoft, Google, Oracle
- Australia PM urges less fuel usage
- Australia threatens to sue Meta, Google, TikTok
- Hungarian opposition widens lead vs Orban
- Robotaxi outage strands China passengers
- Oracle lays off 30k workers amid stress

🔖Crypto News
- BTC still has worst Q1 since 2018, down 24%
- BTC drawdown mild this cycle: Fidelity
- Quantum resistant coins rise on Google BTC risk
- CFTC warns prediction market insiders
- FBI charges 10 for crypto wash trading
- Malta challenges EU on crypto rules
- HK stablecoins delayed on poor KYC
- SUI is now live on Solana
- Drift exploited for $200M

🔖Alpha/Good Reads
- The Rise of Crypto Neobanks — Privy
- The (Leaked) Claude Code 12-Harness Architecture, Explained for Non-Engineer — Eli5

🔖Raises
- Kulipa (Seed) $6.2M, Payment platform for non-custodial wallets < 1kx, Flourish, Fabric, White Star

🔖Early Projects
- @markit_markets, Bio: The sportsbook model, rebuilt onchain. Be the Book. Make your Mark.
Prediction markets on Base. markit.market
- @Zylo_Ecosystem, Bio: One user. Many contexts.
Zylo is an economic layer connecting games, trading, and digital activity into one system of progress. zylo.io

✅Follow for alpha → https://twitter.com/arndxt_xo
CNBC South Korea's Kospi leads rebound in Asia markets as Trump says Iran war could end in weeks On Tuesday stateside, Trump said the U.S. could leave Iran in "two or three weeks," adding "We leave because there's no reason for us to do this."
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